First of all thank you for the wonderful session. I created the dynamic filter, added the product family on quote still my filter is not working. Any idea what is wrong
@@apexhours Unable to direct answer to the original question. @yashikaaggarwal3282: You also have to update the Filter Field Dependencies on the object so that when Quote is selected, your field API is available.
now in this you have filtered for one product family. But in case you want to show more than 1 product family, then do you have to create more than one Filters? or you can add the conditions entirely in the same filter. If the condition logic is something big, how to handle it. Thank you for these series.
Can we create a Custom Action on Order screen which can completely cancel the Order? The cancellation should mean that the subsequent proration and invoicing are also handled. Currently the process requires going via the complete Amendment process. Any way to have a single Custom Action button on the Order itself?
Nimit, to my knowledge that would not be achievable by just using Custom Action. As you mentioned, canceling an Order has multiple steps through the Amendment process (which includes CPQ creating an Amendment Opportunity and Amendment Quote) which allows CPQ to track the original and cancellation (amendment, in this case) separately to maintain history. There could be ways to bypass this and change the data but it would break the core value CPQ brings and it is not recommended.
we have an action called "Reset Discounts" on quote line editor.=. But it clears all the discounts. Can we clear only "Additional Discount" with custom actions? Currently, I am calling a flow and in Flow and resetting the additional discount field. are there any other ways of doing this?
@Salesforce Couple - Sudha @ Prashant , While creating the Dynamic filter for Product Family Search filter, I am not able to find the Product Family value for the Field "Filter Source Field". Could you please help me on this @Salesforce Apex Hours
Vamsi, You can include the Product Family field to the picklist value of the 'Filter Source Field'. Remember to use the field's API name when you include it as picklist value. Hope this helps!
@@salesforcecouple-sudhapras7930 I've tried adding picklist value to the 'Filter Source Field' - Product Family (Label: Product Family, Api Name: Family) as mentioned but doesn't seem to work. Any suggestions?
How do you add the Product Family picklist to the Quote object? I created one just by copying the values from the field on Product but for some reaso it is greyed out and I can't select a product family. Any idea why this would be?
it is just custom field create it with name of product family and add some picklist fields values to the product and same value will be given in quote also. In search filter you need to add the value of your ustom field name: product_family__c to the Filter Source Field and include it in dependencies. Now it is working.
Hi, I have a schenario, need to place a custom action on group , this action need to call lightining component. when clicking that custom action , it's throwing null pointer exception from package , how can handle this issue ?
Not sure why you say around 9:30 that CPQ "filters on the value returning false" -- this is not true. Just tested. As long as you put Value "true" it works as expected. Unless you meant to say that if you leave it BLANK, then that would be considered false? Also took me quite some time to figure out I also had to add my custom Filter Target field to the Dependent Fields layout for it to work. Not sure why that's not mentioned here or in the Salesforce Help for adding Search Filters to Custom Actions. Lastly, you can totally use friendly names in the Target Field picklist (e.g. "Discontinued Product" or "Region", not "Discontinued_Product__c" or "Region__c") as long as you set the API name to match the picklist API name. But you can make the label a friendly name, with spaces or whatever you want.
Prashant's presentation skills and knowledge is excellent where as Sudha's knowledge is good, Her forced accent is unbearable and kind of distracts me in understanding.
Excellent initiative by Amit (Apex Hours). Thanks to CPQ team (Sudha and Prashant) for great training.
Thank you for the feedback, Ravi! Glad you are enjoying the sessions!
Keep watching
Great Playlist created for Salesforce CPQ. Thanks Apex Hours.
Glad it was helpful!
That was spot on, great effort.
Well explained , Thanks
Thank you, Shivani!
Glad you liked it
Thank you. Great video and learned a lot.
Glad it was helpful!
First of all thank you for the wonderful session. I created the dynamic filter, added the product family on quote still my filter is not working. Any idea what is wrong
Thanks
@@apexhours Unable to direct answer to the original question. @yashikaaggarwal3282: You also have to update the Filter Field Dependencies on the object so that when Quote is selected, your field API is available.
now in this you have filtered for one product family. But in case you want to show more than 1 product family, then do you have to create more than one Filters? or you can add the conditions entirely in the same filter.
If the condition logic is something big, how to handle it.
Thank you for these series.
Can we create a Custom Action on Order screen which can completely cancel the Order? The cancellation should mean that the subsequent proration and invoicing are also handled. Currently the process requires going via the complete Amendment process. Any way to have a single Custom Action button on the Order itself?
Nimit, to my knowledge that would not be achievable by just using Custom Action. As you mentioned, canceling an Order has multiple steps through the Amendment process (which includes CPQ creating an Amendment Opportunity and Amendment Quote) which allows CPQ to track the original and cancellation (amendment, in this case) separately to maintain history.
There could be ways to bypass this and change the data but it would break the core value CPQ brings and it is not recommended.
Thanks Sudha & Prashant for all your help and support
@@salesforcecouple-sudhapras7930 Thanks for your response :)
@@nimitbedi854 Most Welcome!
@@apexhours Our pleasure!
we have an action called "Reset Discounts" on quote line editor.=. But it clears all the discounts. Can we clear only "Additional Discount" with custom actions?
Currently, I am calling a flow and in Flow and resetting the additional discount field.
are there any other ways of doing this?
Awaiting for the session to learn about Custom Actions & Search Filters !
I hope you enjoyed the session
@@apexhours Yes informative
@Salesforce Couple - Sudha @ Prashant , While creating the Dynamic filter for Product Family Search filter, I am not able to find the Product Family value for the Field "Filter Source Field". Could you please help me on this
@Salesforce Apex Hours
Vamsi, You can include the Product Family field to the picklist value of the 'Filter Source Field'. Remember to use the field's API name when you include it as picklist value. Hope this helps!
@@salesforcecouple-sudhapras7930 I've tried adding picklist value to the 'Filter Source Field' - Product Family (Label: Product Family, Api Name: Family) as mentioned but doesn't seem to work. Any suggestions?
@@dileepm9444 What is the Field Source Object you are referring?
@@salesforcecouple-sudhapras7930 Standard Product object and the filed is Product Family(Api Name: Family).
I hope this helped
How do you add the Product Family picklist to the Quote object? I created one just by copying the values from the field on Product but for some reaso it is greyed out and I can't select a product family. Any idea why this would be?
it is just custom field create it with name of product family and add some picklist fields values to the product and same value will be given in quote also. In search filter you need to add the value of your ustom field name: product_family__c to the Filter Source Field and include it in dependencies. Now it is working.
Hi,
I have a schenario, need to place a custom action on group , this action need to call lightining component.
when clicking that custom action , it's throwing null pointer exception from package , how can handle this issue ?
Can we add an OR condition to search filter?
I guess yes
Whenever someone clicks the add product button on QLE only the product bundles should be visible.
how to filter only product bundles?
Sravan Kumar, one option is to create a custom field (a checkbox to categorize a product as parent bundle), and use that in your search filter.
Thanks Salesforce Couple - Sudha & Prashant for your help
@@apexhours Our pleasure!
@@salesforcecouple-sudhapras7930 thank you for your help
Is it possible to disable the delete line button in Quote line editor based on certain conditions ?
Not sure why you say around 9:30 that CPQ "filters on the value returning false" -- this is not true. Just tested. As long as you put Value "true" it works as expected. Unless you meant to say that if you leave it BLANK, then that would be considered false?
Also took me quite some time to figure out I also had to add my custom Filter Target field to the Dependent Fields layout for it to work. Not sure why that's not mentioned here or in the Salesforce Help for adding Search Filters to Custom Actions.
Lastly, you can totally use friendly names in the Target Field picklist (e.g. "Discontinued Product" or "Region", not "Discontinued_Product__c" or "Region__c") as long as you set the API name to match the picklist API name. But you can make the label a friendly name, with spaces or whatever you want.
Can we create a custom action on account detail page?
Yes. you can
I created custom action but it is not visible on QLE.Pls help
Did you use Quote Line Editor in the Page field on the Custom object record?
Prashant's presentation skills and knowledge is excellent where as Sudha's knowledge is good, Her forced accent is unbearable and kind of distracts me in understanding.