Product Selection

There are scenarios when a produc needs to be hidden (disabled) from Product Selection/Configuration. Let's take a look at some examples.

Automatically add products if customers don't have active subscriptions in a Product Family (e.g., Software) using a summary variable and product rule.

Learn how to handle End-of-Life products in Salesforce CPQ. Decide if a new product replaces it or if it's only available for amendments and renewals.

Discover with us how to make the user's experience as efficient as possible by reducing the number of buttons they have to press when starting a new quote.

Learn to create a dynamic button in Salesforce CPQ's Quote Line Editor to display products sellable to companies based on a certain field on Accounts.

Find out with us how to add a search filter dynamically in Salesforce CPQ and make it appear conditionally based on certain business requirements.

Find out how Guided Selling from Salesforce CPQ can make your selling process more efficient by asking questions...