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            Group Product Selection by Field

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            Group Product Selection by Field

            Configure the Product Selection page to group products into dropdown lists organized by shared field values. This layout helps organize the Product Selection page for sales reps and is especially useful if your company has a large product catalog. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’17 and later
            1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            2. Find the Salesforce CPQ package, and then select Configure.
            3. Click the Additional Settings tab.
            4. From Product Results Group Field Name, choose the field you want to group your product search results by.

            When Product Results Group Field Name has a value, the Product Selection page shows the organized lists on initial loading. It also revises the grouping based on product search results when the sales rep enters a value in the Search Products toolbar.

             
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