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Manage Your Quotes with CPQ
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            Create a Quote Process for Guided Selling

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            Create a Quote Process for Guided Selling

            Create a quote process to store setup information for your guided selling prompt. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later
            1. Create your quote process record.
            2. Define all the questions that the prompt asks your sales reps. Create a process input for each of these questions.
            3. If you want a question to appear based only on the response to another question, create a process input condition on the question you want controlled.
            4. Copy the ID section of your quote process record’s URL. Paste this value into the Quote Process ID field on the quote or quote line group that shows your guided-selling prompt. You can also make a workflow rule to automatically associate the record ID to the Quote Process ID field.
              When you open your quote for the first time or edit it, the Quote Process ID triggers the displaying of the guided selling prompt.

            Guided selling results don’t display correctly when the Salesforce CPQ package setting Product Results Group Field Name targets a a custom field.

            See Also

             
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