Guided Selling on CPQ

The CPQ guided selling feature is used to filter the product on the product configuration page. In some cases, users may want to search the record by product family or type. In this scenario, the Guided selling feature helps us make more flexible product selection.

Step 1: Go to setup → objects → products. Create below 3  custom fields.

        Field Label – Hardware Type

        Data type – picklist.

Values – CPU, Smart Devices        

        Field Label – Region

        Data type – picklist.

Values – EU, UK, US        

Field Label – CPU

        Data type – picklist.

Values – i5, i7

Step 2: Go to setup → objects → process input. Create a custom field below.

Field Label – Hardware Type        

Data type – picklist.

Values – Smart device, CPU

Field Label – Family        

Data type – picklist;

Values – Smart device, CPU

Go to setup → objects → process input. Include the below values in the input field (custom field)

        Family__c,

        Hardware_Type__c,

        CPU__c

Step 3: Now we need to create a quote process record, which is the main thing for guided selling.

        Process Name – Guided Selling

        Guided Only – true

        Sort Order – 1

Step 4: once you create the quote process record, go to the related tab section and create the process input records.

Step 5: Create a process input record for the Product Family.

        Input Name – Product Family

Label – What type of product are you looking for?

Display Order – 1

Input Field – Family__c

Conditions Met – All

Product Field – Product Family

Operator – Equals

Active – True

Step 6: Create a process input record for the Hardware Type.

        Input Name – Hardware Type

Label – What type of Hardware product are you looking for?

Display Order – 5

Input Field – Hardware_Type__c

Conditions Met – All

Product Field – Hardware_Type__c

Operator – Equals

Active – True

Step 7: Create a process input condition record for hardware type process input.

Step 8: Create a process input record for the CPU processor.

        Input Name – CPU Processor

Label – Which processor are you interested in?

Display Order – 10

Input Field – CPU__c

Conditions Met – All

Product Field – CPU__c

Operator – Equals

Active – True

Step 9: Create a process input condition record for CPU Processor process input.

Step 10: Create a process input record for the Region.

Input Name – CPU Processor

Label – Which processor are you interested in?

Display Order – 10

Input Field – CPU__c

Conditions Met – All

Product Field – CPU__c

Operator – Equals

Active – True

Step 11: Create a process input condition record for Region process input.

Step 12: Copy the Quote process record ID and open the quote record that you want to work. Paste the Quote process record ID in the quote record.

Step 13: Click the Edit Lines Button.  Click the add Product Button. You will see the guided link pop-up section.