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CPQ Lookup as Configuration Attribute on Product Option to filter search results

Udgivelsesdato: Mar 5, 2026
Beskrivelse
In Salesforce CPQ, you can use filtered lookups to limit which records are available to the Lookup Field. In this use case, a Lookup Field on the Product Option object is used as the Target Field for a configuration attribute.
Løsning

Lookup Filters on the Product Option object can filter records using fields on either the Lookup object or Product Option object. When used as a Configuration Attribute in the Configurator, Salesforce CPQ allows an admin to treat a Configuration Attribute as a Product Option field for the purposes of enforcing a Filtered Lookup.

Example:  

Address__c is an object that looks up to Account. One Account may have multiple addresses. When Configuring a bundle, a user should only be presented with addresses relevant to the Account associated with the current Quote. 

Setup:

  • Create a custom object (eg., Address) which has a lookup field to the Account and the field's API name is Account__c
  • Create a Lookup field on the Product Option and select Address (Address__c) as the lookup object
  • Create a Configuration Attribute on the bundle and select Address__c as the Target Field
  • Create a Lookup field on Product Option and select Account (Account__c) as the lookup object
  • Create a Configuration Attribute on the bundle and select Account__c as the Target Field. This Configuration Attribute should set Default Object = Quote and Default Field = SBQQ__Account__c. Optionally, it may be made hidden as well by setting Hidden to true. 
  • In the Field definition for Address__c on the Product Option object, select Edit
  • In the Lookup Filter Section, define the following criteria:
    • Product Option: Account - Equals - Field - Address: Account
    • This Filter Type should be Required = True and Active = True


Utilizing the Address__c lookup in the Configurator as a Config Attribute should now only return Addresses associated with the same Account as the Quote.

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Vidensartikelnummer

000381685

 
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Salesforce Help | Article