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Salesforce CPQ Product Search
Search products in your quote’s price book by using the Product Search box on the Product Selection page. Then choose products from the results to add to your quote. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Spring ’17 and later |
Enter your search value and commit the search by pressing enter or clicking the search icon. The product keyword search evaluates products in the product catalog against any managed or custom fields on your product objects. It then shows the matching records on the Product Selection page.
The search box shows a dropdown menu with possible matches when you enter at least two characters. Selecting one of these results shows that specific record.
CPQ product search doesn’t search favorites or values stored in picklist fields.
- If a global product search in Salesforce CPQ returns over 2,000 records, you can’t always see all matching records due to search crowding. See How Search Crowding Affects Search Results.
- When the package setting Sort Products in Memory is set
to
true, and the search returns more than 1,000 products, the sort order can be incorrect. Products are returned in batches of 1,000, which are sorted, but the “first” product in the “complete” set of results can be in the second or third batch of 1,000 products. Each batch is sorted in memory, independent of the other batches returned by the same search. As a workaround, use product families or additional filters on searches. See Additional Salesforce CPQ Package Settings.
Use the product filter before or after the product keyword search to further customize your search process. Consider the following food product catalog where all values are text fields on the product. You also have a product search filter sidebar with options for type, color, and producer.
| Product | Type | Color | Producer |
|---|---|---|---|
| Chocolate Coins | Candy | Yellow | Kelly’s Candy |
| Sweet Candy | Candy | Yellow | Mike’s Candy |
| Banana | Fruit | Yellow | Sam’s Fruit |
| Cheese | Other | Yellow | Bob’s Food |
| Sour Candy | Candy | Yellow | Mike’s Candy |
| Dirt | Other | Brown | Farmer Brown |
| Chocolate Bar | Candy | Brown | Mike’s Candy |
Search 1
- Enter Yellow in the product keyword search, and then click Search. The product selection page shows every record containing a Yellow value: Sweet Candy, Sour Candy, Chocolate Coins, Banana, and Cheese.
- Open the product filter, enter Mike’s Candy in the Producer search box, and then apply the search. This process applies the search filter on your product keyword search results, showing only Sweet Candy and Sour Candy.
Search 2
- Set your search filter’s food type to Candy, and then apply. The results are Chocolate Coins, Sweet Candy, Sour Candy, and Chocolate Bar.
- Enter Yellow in the product keyword search, and then click Search. This process separates your results into Chocolate Coins, Sweet Candy, and Sour Candy.
Search 3
- Enter Yellow in Product Search. Don’t click Search.
- Add filter values of Type = Candy, and then apply. Because you didn’t commit to the product search, Salesforce CPQ considers only the search filter values: Chocolate Bar, Chocolate Coins, Sweet Candy, and Sour Candy.
Search 4
- Set your filter to Producer = Mike’s Candy, and then apply.
- Enter Yellow in Product Search, and then click Search. The results are Sweet Candy and Sour Candy.
- Clear your filter
- Return to the product keyword search, which still contains Yellow, and then apply the search. Because you’re no longer considering any filters, you’ll see results for Chocolate Coins, Sweet Candy, Sour Candy, Cheese, and Bananas.
