How can I filter product option while creating a quote in salesforce cpq.
Example I have a main product "Dell Laptop" - I create 2 features "Hardware" and "Software". I have a "region" field in product option with values X or Y
I add below product options in relevant feature and region Hardware - CPU,RAM etc (no region) Software - X region: MS Office, Notepad Y region: Firefox
Now when I create a quote. I should be able to select add options and in software feature I need a filter value based on which only the RELEVANT PRODUCT OPTIONS will load So I select X region only MSOffice and Notepad should load.
How can I solve this problem?
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When it comes to efficiently putting together accurate estimates, most firms of a certain size face a similar set of obstacles because they offers a large number of items, its Product Catalog can become very lengthy and extensive. Product screening is made easier using Salesforce CPQ software. In Salesforce CPQ, Product Filters are referred to as Search Filters. As users input, CPQ includes an autocomplete tool that suggests things that fit their query. You can filter for a specific product family and then further refine your search by only looking for products that are available in specific amounts. Once the filters are applied, users can still conduct a product search (as described above) within the parameters of those filters.
If you still facing any issue regarding product filter from your Salesforce CPQ, there are so many Salesforce CPQ consulting Partners.
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