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(Image attached on every single step)
Guided selling is a Salesforce CPQ out-of-the-boxΒ feature that helps reps to guide customers to buy productsΒ based on a few simple and easy-to-understand questions.
Use Case Details:
Zomato wants to improve the ordering experience for its sales representatives by implementing a Guided Selling Process in Salesforce CPQ. This process helps sales reps select the most suitable menu items by prompting them with a series of questions about customer preferences:
- Cuisine Type: The type of cuisine the customer prefers (e.g., Indian, Italian, Japanese).
- Meal Type: The category of the meal, such as Main Course, Dessert, Appetizer, etc.
- Dietary Preference: The customerβs dietary preference, such as Vegetarian (Veg) or Non-Vegetarian (Non-Veg).
Steps to Implement Guided Selling in Salesforce CPQ:
Step 1: Create Custom Fields on the Product Object:
Step 2: Create Mirror Fields in the Process Input Object
Step 3: Add values in Process Input Object
Step 4: Create Quote Process
Step 5: Create Process Input Record
Step 6: Link Quote Process to a Quote Record
Step 7: Use Guided Selling During Product Selection
Step 1: Create Custom Fields on the Product Object:
- Cuisine Type (Cuisine_Type__c): A picklist field on the Product Object with values: Indian, Italian, Japanese.
- Meal Type (Meal_Type__c): A picklist field on the Product Object with values: Main Course, Side Entre, Dessert, Appetizer, Beverage.
- Dietary Preference (Dietary_Preference__c): A picklist field on the Product Object with values: Veg, Non-Veg.
These fields will be used to categorize each menu item in the Zomato menu, helping filter the products based on user input during guided selling.
Create Cuisine Type – Cuisine_Type__c field in the Product Object for filtering. Add following picklist values.
- Indian
- Italian
- Japanese
Create Meal Type – Meal_Type__c in Product Object. Add below picklist values.
- Main Course
- Side Entre
- Dessert
- Appetizer
- Beverage
Create Dietary Preference- Dietary_Preference__c in Product object. Add below picklist values.
- Veg
- Non-Veg
Step 2: Create Mirror Fields in the Process Input Object
To make guided selling work, you must create corresponding fields in the Process Input object that match the fields created on the Product Object:
- Cuisine Type (Cuisine_Type__c)
- Meal Type (Meal_Type__c)
- Dietary Preference (Dietary_Preference__c)
Cuisine Type – Cuisine_Type__c
Meal Type – Meal_Type__c
Dietary Preference – Dietary_Preference__c
Perform Data Load for Product Object
Prepare a CSV File with details of menu items and their corresponding categories (Cuisine Type, Meal Type, Dietary Preference).
Example:
| Menu_Item__c | Cuisine_Type__c | Meal_Type__c | Dietary_Preference__c |
| Butter Chicken | Indian | Main Course | Non-Veg |
| Paneer Tikka | Indian | Main Course | Veg |
| Dal Makhani | Indian | Main Course | Veg |
Use Salesforce Inspector or a data loading tool to update the Product Object with this data, ensuring each menu item is correctly categorized.
Go to Salesforce Inspector
- Action: Update
- Object: Product2
- Data: Copy CSV
- Select Import
Success Log
Step 3: Add values in Process Input Object
Add API name of fields in Input Field and Product field
- Cuisine_Type__c
- Meal_Type__c
- Dietary_Preference__c
Input Field: Selects the API name for the field that accepts user entry
Product Field: Field on Product object used in filtering products that match this input.
Step 4: Create Quote Process
Create a new Quote Process named “Zomato Restaurant Guided Selling” to define the sequence of questions that will guide the user.
Go to App Launcher and search for Quote Process Object
Create Quote Process Record
Process Name: Zomato Restaurant Guided Selling
Go to Related and Click on New on side of Process Input
Step 5: Create Process Input Record
Process Input Records: Create Process Input records to define each question, its display order, and the field it references.
First Question: “What Cuisine would you like to have?” (Field: Cuisine_Type__c)
Second Question: “What Meal would you like to have?” (Field: Meal_Type__c)
Third Question: “What is your dietary preference?” (Field: Dietary_Preference__c)
- Input Name: First Question
- Label: What Cuisine would you like to have?
- Display Order: 1
- Active: Checked
- Quote Process: Zomato Restaurant Guided Selling
- Input Field: Cuisine_Type__c
- Condition Met: All
- Input Name: Second Question
- Label: What Meal would you like to have?
- Display Order: 2
- Active: Checked
- Quote Process: Zomato Restaurant Guided Selling
- Input Field: Meal_Type__c
- Condition Met: All
- Input Name: Third Question
- Label: What is your dietary preference?
- Display Order: 1
- Active: Checked
- Quote Process: Zomato Restaurant Guided Selling
- Input Field: Dietary_Preference__c
- Condition Met: All
Step 6: Link Quote Process to a Quote Record
Go to Quote and Paste it in Quote Process Id Field. Only after adding this ID to Quote, guided selling will work for that particular quote.
Step 7: Use Guided Selling During Product Selection
Go to Edit Lines > Click on Add Products. You will be prompted with Guided Selling Questions.
Outcome
Based on the rep’s selections, the products displayed will be filtered accordingly, showing only those menu items that match the customer’s preferences.
Summary
The Guided Selling Process dynamically presents menu items that match the customer’s input preferences, such as Cuisine Type, Meal Type, and Dietary Preferences.
