Guided Selling in Salesforce CPQ

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  • Опубликовано: 31 окт 2024

Комментарии • 22

  • @davidcarballasreboredo
    @davidcarballasreboredo 4 года назад +1

    This is the best video on guided selling I could find on the web

  • @romainforestier2798
    @romainforestier2798 3 года назад

    Very Helpful Videos !! Thanks a lot !

  • @enricomdalcompare
    @enricomdalcompare 2 года назад

    Amazing tutorial, thank you!

  • @dkante1
    @dkante1 4 года назад

    Thanks for sharing this video. Very helpful.

  • @adityam7533
    @adityam7533 4 года назад +1

    Great Tutorial! Only one information is missing. We need to enter the value of the same API field value in Input Field Picklist in Process Input.

    • @SalesforceCPQ
      @SalesforceCPQ  4 года назад

      Yes, I have mentioned it on 6:45

    • @adityam7533
      @adityam7533 4 года назад

      @@SalesforceCPQ My bad!

    • @SalesforceCPQ
      @SalesforceCPQ  4 года назад +1

      @@adityam7533 never mind, always welcome for feedback

  • @pradeepk6399
    @pradeepk6399 3 года назад

    after all these steps followed, not able to see Guided Selling button on Product Selection screen. Any setup required in Installed Package?

    • @pradeepk6399
      @pradeepk6399 3 года назад +1

      I got it after adding Quote process id on the Quote. Appreciate your effort for making nice video.

  • @brahmareddy7048
    @brahmareddy7048 4 года назад

    Nice info. I m facing an issue with the multi-select picklist on guided selling, my product level field is also a multi-select picklist but it's not returning any product while I'm selecting 2 values in guided selling. please suggest to me how can I resolve this.

    • @SalesforceCPQ
      @SalesforceCPQ  4 года назад

      Check your input process condition , try contains instead of equal to.

    • @brahmareddy7048
      @brahmareddy7048 4 года назад

      @@SalesforceCPQ Thank you. Updated to contains and its working.

  • @LeadasTwoKings
    @LeadasTwoKings 4 года назад

    Does guided selling process select the pricebook based on the questions?

  • @TwinkleToez718
    @TwinkleToez718 5 лет назад

    Is there a way to have a product that always shows up, regardless of the values entered in the input conditions?

    • @SalesforceCPQ
      @SalesforceCPQ  5 лет назад

      You can use multi pick list field on product to filter out the records. update product records with all values in multi pick list. So you will get the product listed in every values selected during guided selling input condition

  • @LowellOlive-c3x
    @LowellOlive-c3x Месяц назад

    Pedro Spring

  • @tutusingh328
    @tutusingh328 3 года назад

    sir , I am unable to see my newly created fields of product in the product field option. Can you help me with the settings?

    • @SalesforceCPQ
      @SalesforceCPQ  3 года назад

      You need to add the API name of product field in pick list values

  • @KittoBaird
    @KittoBaird Месяц назад

    63852 Francisca Wall