Product Selection

There are different scenarios when a product or a group of products needs to be hidden (disabled) from Product Selection/Configuration. Let's take a look at some examples.

So you need to automatically add a product if a customer hasn't got any active subscriptions belonging to a specific Product Family (e.g., Software). You can achieve this with the help of a summary variable and a product rule.

When a product reaches End-of-Life, there are multiple scenarios to consider. Will a completely new Product replace the EOL Product? Or should the Product be available to customers who already purchased it (on amendments and renewals) while unavailable for new sales?  

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.

Find out how to create a button on the Quote Line Editor in Salesforce CPQ to show only products you can sell to certain companies based on the Industry field on the Account record.

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...