All we need to do is set the Add Products, which is an out-of-the-box Custom Action, as Default Custom Action. To achieve this, Edit this action and mark the Default field as true. That's it.
Full Answer
How does Salesforce CPQ process product rules?
When Salesforce CPQ processes a product rule, it tests all the rule’s error conditions and evaluates whether they’re true or false. It then considers the rule’s Conditions Met field when evaluating whether to fire an action.
How do I create a custom action in CPQ?
Custom Action We need to create new labels for our actions. I’m referring to the specific actions available with CPQ only (they are not standard custom actions). Go to Setup, select the “Object Manager” tab. Search “Custom Action” in the quick find box.
How do I search for a specific product in Salesforce?
Product Object Now we will create the same field on the product object to use on the search filter. Go to Setup, select the “Object Manager” tab. Search “Product” in the quick find box. Create a new “Region” field (like in the image below.
How to set up Salesforce CPQ smart approvals with DocuSign?
Guidelines for Setting Up Salesforce CPQ Smart Approvals Send a CPQ Quote Document with DocuSign Types of Products Example of Summary Variable Data in the Quote Line Editor Set Up Tax Exemption on Your Account Managing Bill To and Ship To Addresses on CPQ Quotes Product Options Use Cases for Usage-Based Pricing CPQ Quote Line Fields
How do you add products to a quote in CPQ?
Create a Quote and Add a Product to Test and Verify the Product RuleCreate a Quote.Click Edit Lines and click the Add Products action.On the Product Selection screen, select a Product or set of Products that would cause the Product Rule's Error Condition to be met.More items...
How do I create a product rule in Salesforce CPQ?
Create a Selection Rule to Hide an Irrelevant OptionClick Product Rules from the navigation bar.Click New.In the Product Rule Name field, enter Hide Installation .For the Type field, choose Selection.For the Scope field, choose Product.For the Evaluation Event field, choose Load. ... Check Active.More items...
What is custom actions in Salesforce CPQ?
Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configuration, or several other detail pages. Custom actions have different actions available based on where the custom action appears in Salesforce CPQ.
What is product option in Salesforce CPQ?
Available in: All Salesforce CPQ Editions. Product Option Fields. To create or modify a price action, enter the information in the appropriate fields. Some fields aren't visible or editable depending on the page layout and field-level security settings.
How do I create a dynamic bundle in Salesforce CPQ?
Set Up the Dynamic DuoBack in CPQ, in the navigation bar, click Products, then choose the All Products view.Click Telecommuter Workstation.Click the Related tab.From the Features related list, click New.For Feature Name, enter Upsells .For Min Options, enter 0 .For Number, enter 50 .More items...
What is configuration rule in CPQ?
Salesforce CPQ makes a configuration based on user response, possibly by selecting multiple options in one step. To make a selection rule that functions in real time, select Apply Immediately and System on the product option that you want to function in real time.
How do I create a custom action in Salesforce CPQ?
You can create conditions for your custom action and associate them with the Conditions Met field. If your action contains conditions, Salesforce CPQ doesn't show the action until your quote meets them. You can also add search filters to your custom action.
How do I create a custom action in Salesforce?
Select Settings | Custom Actions. Select Create New. Then give your custom action button a name. Select whether you want the button to appear on selected base objects, and desktop and mobile apps.
How do I hide a product in Salesforce CPQ?
If you want to hide products from appearing when you click on "Add Products" in Salesforce CPQ, you can mark the "Component" checkbox on the Product record to True.
What is SKU in Salesforce CPQ?
A stock keeping unit (SKU) is an alphanumeric code that identifies a product and helps you track inventory for your retail business. You can create SKU numbers manually or using inventory management or point-of-sale (POS) software.
What does the type field of related product mean when set on the product option?
What does the Type field of "Related Product" mean when set on the Product option? Related Product - option is related, but fully independent. Use this for cross sell or upsell options that can be added to bundle but the quantity is independent. Cannot be required.
What does the type field of component mean when set on the product option?
An important field on the Product Option record that you should always consider when creating Product Options is the Type field. This field controls the behavior of its relationship with its parent Product (Configured SKU). Below I will demonstrate how the different values of the Type field behave.
Add a "Warranty" Product if "Macbook Pro" is added to the Quote
While I select "Macbook Pro" to add in my Quote, it should also add the "Warranty" product automatically to my Quote.
Add a linked product on the Quote
If there are a lot many different linked products to be added, creating one product rule for each is not recommended rather a Lookup table should be used to achieve that.
The Business Case
On your Salesforce CPQ project, a stakeholder has asked you to set up different product visibility for sales rep based on regions (EMEA and US). Every Sales user must see and select only specific products related to their region.
Step 1: Prepare the User, Product and Quote Objects
Firstly, we need to create a field on the user object to use custom conditions that drive action visibility later on.
Step 2: Prepare the Custom Action and Related Objects
We need to create new labels for our actions. I’m referring to the specific actions available with CPQ only (they are not standard custom actions).
Step 4: Create the Filter
We need to create this Filter record to filter and only show products related to the US Region.
Step 5: Create the Custom Condition
We need to create this Condition record to filter and only show the action to users assigned to the US Region.
Step 6: Update the Region Fields on Users and Products
The final step is to update your Product and User records on Salesforce to decide:
Step 7: Test your results
To test results during the sales process, perform the following actions in order to test it: