Recap of ‘Create Search Filters to Quickly Find Salesforce CPQ Products’ Trail

Whatsapp Link for Salesforce CPQ Group to make learning easy

What is Search Filter?

sales reps have a problem that the large catalog of products makes it hard to find specific products on the Product Selection page so for that Search filter comes in handy.

The Product Code, Product Name, and Product Family fields are already in that field set. Any custom field you create can also be added to the Search Filters field set.

Search filter can only search on product, asset n subscriptions.

To create search filter on product> Create new Search filter record->choose target object, field, conditions.

How to hide a product from product selection page?

Create search filter record with following value:

-Product Name

-Target object –Product

-Target Field – Field you want to hide

-Filter Value – False – Since this time you don’t want sales reps to control the filtering, tell CPQ that the value to filter for is “false”, which is another way of saying “unchecked.”

-Hidden – True – You’ve preloaded the “false” value for filtering, but we need to make sure sales reps can’t undo your work. So, make the filter hidden from view (and tampering). It’ll still be in effect even though you can’t see it.

How to show product based on a particular region?

-The Region multi-select picklist on the product record identifies region-exclusive products.

-You create a Region field on the user object to capture the sales rep’s region.

-You create a Region formula on the quote object to pull and format the user’s region information.

-You create a search filter that compares the product region with the formatted region, and made it hidden.

What is custom Actions?

Custom actions are part of the CPQ toolbox. They are of three Type -button, menu, separator

Check Brand Button on custom action – This makes your button stand out by coloring it blue instead of white.

Location-

If you use groups, this makes your button appear in every quote line group. Otherwise, it appears in the quote header.

Action -this tells CPQ to what action to take. Like ‘Add product’ takes user to product selection page.