Guided Selling: Basic Example

Your client sells natural-fiber fabrics of various shapes and sizes. The client’s product catalog contains three fabrics, sold in various widths and lengths. Sales wants a streamlined user interface that reduces the time needed to choose the correct type of product. A guided-selling process lets sales reps filter products by fabric type, width, and length, rather than manually select from a list of 27 products.

Fabric Types

Wool, linen, and silk

Widths

5 ft, 10 ft, and 15 ft

Lengths

20 ft, 40 ft, and 60 ft

1. First, make sure that your products have fields that the guided selling prompt can filter through. Create picklist fields on each fabric product to store the values for the attributes you want to filter by. Make a Fabric Type field, a Width field, and a Length field. Each field has picklist values that match all the options for that field. For example, your Fabric Type field has picklist values for Wool, Linen, and Silk.
2. To store your process inputs, create a quote process record. Because you’re using only one prompt and keeping it in the quote line editor, create one quote process record and give it a descriptive name. Next, create your process inputs as follows.

   Input Name	Active	Label	Display Order	Input Field	Product Field	Operator
   Fabric Type	Selected	Pick your fabric type	1	fabric_type__c	fabric_type__c	equals
   Width	Selected	Pick your fabric width	2	length__c	length__c	greater or equals
   Length	Selected	Pick your fabric length	3	width__c	width__c	greater or equals

3. Associate the record ID of your quote process with your quote or quote line group’s Quote Process ID field.