Hi, thanks @SalesforceCouple - I missed the premiere and i currently going thru the recording. Going by the initial few minutes am able to relate this to Smart Scripts functionality offered by Siebel. Am I right in my understanding?
@@salesforcecouple-sudhapras7930 Thanks again for your quick response. Appreciated! Well, Salesforce and #Ease are synonymous, that is why it is so widely used and adopted.:)
I have followed all the instructions given in this video, but don't know why my Guided Selling Prompt is appearing as Blank with no questions. Can anyone please help me as what probably has been missed?
Nasif, create the mirror field (Product Fanily) in the Process Input. Keep the field label as 'Family', Field Name: 'Family__c', and ensure you have the same picklist values as your Product Family field. This should allow you to reference from Master Process Input Field. Hope this helps!
@@salesforcecouple-sudhapras7930 I've followed the same steps but unable to select Product Family record in the lookup field of Master Process Input Field. I've noticed that there is a filter on the "Master Process Input field" that is blocking the process input records to appear in the search results. Am i missing something? Thanks
@@dileepm9444 I am also facing the same, I have followed the steps as mentioned above. Create mirror fields in Process Input Family Family__c and copied values from product object Product Family picklist, still the master process input field is not appearing.
Addition, I am sure that I followed every single steps that you've done. However, after answering the questions then click suggest button, there is no single product option shown. I even went to Product records to make sure that the fields has value. What am I missing?
Hope the products have active Price Book Entries in the currency of the Opportunity. The list of prooducts available will be a subset matching the Price Book and Currency of the Opportunity.
@@apexhours Hi i am facing the same issue and i am using the same quote which is shown in the example but i am still not able to get the suggested products can you please elaborate what do you meant by "active Price Book Entries in the currency of the Opportunity"
@Marion Legacion and @Abhishek Khosla I think you need to fill the fields with values you just created on the product object, so that it can be filtered accordingly in guided selling.
Hello, on the last part, you said that copying the quote process id to quote record is using workflow rule or process builder, do you have video or steps to achieve this? Thank you for the very informative video. :)
This would be standard Salesforce workflow/process builder functionality. There are trailhead articles and youtube videos in general on this topic. Glad you enjoyed the session!
Thanks for another great session. Couple of questions a) In this example, the questions are top down approach. Can we do bottom-up approach? OR any field selection should filter the relevant matches. In this case, the categories are clear. But in some cases, users shall start either way. Is there a way to maintain a table and read the table (any column/field)? b) The quote process id is concatenated in the URL. Can we make this available in the UI, i.e in the Quote process page?
Thank you for the feedback, Ravi! Here are my inputs to your questions a) You could do it either way by defining the conditions accordingly. However, it may not make sense in most cases, for example, to ask the processor question and then ask about the hardware type & product family later. Can you give a specific use case for your table related question? Whichever field you may want to reference, ensure you create minnor field on Process Input object. b) You can create the field on Quote Process Object if needed, and add it to the page layout. The "Quote Process ID" field is already available on the Quote page. Like I mentioned in the video, in ideal scenarios it is recommended to use workflow or process builder to automatically add the record ID to the field.
This was an awesome presentation. One question that I do have, is if you sell a multitude of different types of products, and each has their own series of questions, do all of those input fields have to display on every product? I will have quite a large amount of product families, and within those each guided selling product will be broken out into their own questions and answers. I may not want to have those product fields show on certain families up product creation. Is there a way to only have certain input fields show up on certain products, or will fields show up on every product?
I followd the session but as soon as I click on Edit Lines it is displaying Guided selling prompt for you it is displaying after clicking on Add Products. That too the for Guided selling prompt is empty in which question is not there.
I'm not able to get Master Process Input field to populate with the Process Inputs that I created. I rewatched the videos several times and have followed exactly what you've done. What am I missing?
I had this same problem. After you type the name in the Master Process Input Field you have to click on "Show All Results "xxxxxx" " for the choice(s) to appear.
Amazing content on salesforce cpq. I have a doubt that while making a guided selling is it necessary to add product fields on the product object itself or we can use the related objects as well just as feature( Product feature Object). I would really appreciate If anyone can clarify my doubts.
Hi, I am not able to see any values under Master Process Input Field. I have already created the mirror field (Product Family) in the Process Input. With the field label as 'Family', Field Name: 'Family__c', and have the same picklist values as in Product Family field. Any help would be appreciated
I had this same problem. After you type the name in the Master Process Input Field you have to click on "Show All Results "xxxxxx" " for the choice(s) to appear.
In guided selling, if I select add product after that guided selling will pop up(if we select 1, 2 should appear and based on 2, 3 will appear). but it will show the pick list based on our previous selection In short it keeps history and show the same screen what you have chosen previously. Is there any way to minimize this issue? Or this is cpq standard functionality
Hello Apex Hours, Again a great session and very informative too. please just one suggestion, if possible to go a little slow in explaining and going over the tabs. Thanks
Prashant's presentation skills and knowledge is excellent where as Sudha's knowledge is good, Her forced accent is unbearable and kind of distracts me in understanding.
Hi, thanks @SalesforceCouple - I missed the premiere and i currently going thru the recording. Going by the initial few minutes am able to relate this to Smart Scripts functionality offered by Siebel. Am I right in my understanding?
Mohammad, It is similar, but we can configure this much more easily in Salesforce.
@@salesforcecouple-sudhapras7930 Thanks again for your quick response. Appreciated! Well, Salesforce and #Ease are synonymous, that is why it is so widely used and adopted.:)
Keep watching
I have followed all the instructions given in this video, but don't know why my Guided Selling Prompt is appearing as Blank with no questions. Can anyone please help me as what probably has been missed?
Could someone provide feedback on this? I'm having the same issue.
I think you need to fill the fields with values you just created on the product object, so that it can be filtered accordingly in guided selling.
HELLO APEX HOURS & SUDHA & PRASHANTH
GREAT CONTENT SHARING
Thank you for your feedback, Umesh! Really happy you are enjoying the sessions!
Thanks Keep watching
Hi Apex Hours
While working on Guided Selling- How to insert Master Process Input Field as for me Product Family is not Populating
Thanks
Nasif, create the mirror field (Product Fanily) in the Process Input. Keep the field label as 'Family', Field Name: 'Family__c', and ensure you have the same picklist values as your Product Family field. This should allow you to reference from Master Process Input Field. Hope this helps!
Thanks@@salesforcecouple-sudhapras7930
Let us know if you need more help
@@salesforcecouple-sudhapras7930 I've followed the same steps but unable to select Product Family record in the lookup field of Master Process Input Field. I've noticed that there is a filter on the "Master Process Input field" that is blocking the process input records to appear in the search results. Am i missing something? Thanks
@@dileepm9444 I am also facing the same, I have followed the steps as mentioned above. Create mirror fields in Process Input Family Family__c and copied values from product object Product Family picklist, still the master process input field is not appearing.
Addition, I am sure that I followed every single steps that you've done. However, after answering the questions then click suggest button, there is no single product option shown. I even went to Product records to make sure that the fields has value. What am I missing?
Hope the products have active Price Book Entries in the currency of the Opportunity. The list of prooducts available will be a subset matching the Price Book and Currency of the Opportunity.
I hope @Prashant comment would help you.
@@apexhours Hi i am facing the same issue and i am using the same quote which is shown in the example but i am still not able to get the suggested products can you please elaborate what do you meant by "active Price Book Entries in the currency of the Opportunity"
@Marion Legacion and @Abhishek Khosla I think you need to fill the fields with values you just created on the product object, so that it can be filtered accordingly in guided selling.
also how do you handle if the customer wants to buy software and hardware
IN CPQ?
Hey were you able to figure this out ?
Hello, on the last part, you said that copying the quote process id to quote record is using workflow rule or process builder, do you have video or steps to achieve this? Thank you for the very informative video. :)
This would be standard Salesforce workflow/process builder functionality. There are trailhead articles and youtube videos in general on this topic.
Glad you enjoyed the session!
glad you like session
Thanks for another great session. Couple of questions a) In this example, the questions are top down approach. Can we do bottom-up approach? OR any field selection should filter the relevant matches. In this case, the categories are clear. But in some cases, users shall start either way. Is there a way to maintain a table and read the table (any column/field)? b) The quote process id is concatenated in the URL. Can we make this available in the UI, i.e in the Quote process page?
Thank you for the feedback, Ravi! Here are my inputs to your questions
a) You could do it either way by defining the conditions accordingly. However, it may not make sense in most cases, for example, to ask the processor question and then ask about the hardware type & product family later.
Can you give a specific use case for your table related question? Whichever field you may want to reference, ensure you create minnor field on Process Input object.
b) You can create the field on Quote Process Object if needed, and add it to the page layout. The "Quote Process ID" field is already available on the Quote page. Like I mentioned in the video, in ideal scenarios it is recommended to use workflow or process builder to automatically add the record ID to the field.
Let us know if you need more details. Thanks Sudha & Prashant
very informative, thank you
This was an awesome presentation. One question that I do have, is if you sell a multitude of different types of products, and each has their own series of questions, do all of those input fields have to display on every product? I will have quite a large amount of product families, and within those each guided selling product will be broken out into their own questions and answers. I may not want to have those product fields show on certain families up product creation. Is there a way to only have certain input fields show up on certain products, or will fields show up on every product?
Great tutorial! Thank you
Glad it was helpful!
@Salesforce Couple - When do we use Process Input Regulated?
Whats the use of this as user can use filter?
I followd the session but as soon as I click on Edit Lines it is displaying Guided selling prompt for you it is displaying after clicking on Add Products. That too the for Guided selling prompt is empty in which question is not there.
I'm not able to get Master Process Input field to populate with the Process Inputs that I created. I rewatched the videos several times and have followed exactly what you've done. What am I missing?
I had this same problem. After you type the name in the Master Process Input Field you have to click on "Show All Results "xxxxxx" " for the choice(s) to appear.
@@patharris4783 Tutor in the video had forgotten this. Thank you Pat.
Amazing content on salesforce cpq. I have a doubt that while making a guided selling is it necessary to add product fields on the product object itself or we can use the related objects as well just as feature( Product feature Object). I would really appreciate If anyone can clarify my doubts.
Hi,
I am not able to see any values under Master Process Input Field.
I have already created the mirror field (Product Family) in the Process Input. With the field label as 'Family', Field Name: 'Family__c', and have the same picklist values as in Product Family field.
Any help would be appreciated
I had this same problem. After you type the name in the Master Process Input Field you have to click on "Show All Results "xxxxxx" " for the choice(s) to appear.
@@patharris4783 This worked for me, I was searching with Family, instead Product Family.
In guided selling, if I select add product after that guided selling will pop up(if we select 1, 2 should appear and based on 2, 3 will appear). but it will show the pick list based on our previous selection In short it keeps history and show the same screen what you have chosen previously.
Is there any way to minimize this issue? Or this is cpq standard functionality
same doubt, have you got any answers ?
Hello Apex Hours,
Again a great session and very informative too. please just one suggestion, if possible to go a little slow in explaining and going over the tabs.
Thanks
Thanks for your feedback. We will take care in future. You can try RUclips setting to slow down the video speed from setting icon.
Prashant's presentation skills and knowledge is excellent where as Sudha's knowledge is good, Her forced accent is unbearable and kind of distracts me in understanding.
Thanks for sharing in detail. But please be with your accent.
Everything is good about these sessions, but the overdone accent is bit distracting and not letting me concentrate on the main point. Thanks!
Noted!
super confusing demo could be presentet way better
Sorry about that