Salesforce CPQ (Configure, Price, Quote) is a powerful tool that allows sales teams to generate quotes with speed and accuracy. One of the key features that makes CPQ so flexible is its dynamic search filter capability.

In this blog, we’ll explore how you can create dynamic search filters in Salesforce CPQ to make your quoting process even more efficient.
Before moving further, you must have an understanding of the top features of CPQ solutions which is imperative for the sales team.

What Are Dynamic Search Filters?

Dynamic search filters in Salesforce CPQ allow users to filter product options, price rules, or any other data dynamically based on the context of the quote or user input. This means that as the conditions change—such as selecting different product features—the available options adjust automatically.

Let’s start setting up a Dynamic Search Filter in CPQ.

Before diving into creating dynamic search filters, it’s crucial to understand your specific use case. Think about the field or values based on which you want to create a filter.
With this blog, we are trying to implement a dynamic filter for product selection based on the product family. We already have a standard field on products for product family (picklist).

Step 1: As we want to create a filter based on product family picklist values for this you need to create a new picklist field on the Quote object. Make sure to have the same values as the product family field of the product object.

Click on setup —> Object Manager —> Quote —>Fields & Relationships —> New

Step 2: Add the above-created picklist field under the Filter Source Field picklist of the Search Filter

Step 3: Add this newly added picklist value ‘Product_Type__c’ in its dependent picklist field ‘Filter Source Object’ of the Search Filter object

Step 4: Create a search filter record
App launcher —> Search Filters —> New

Step 5: Fill in details on the Search Filter record —> Save

We are done with setting up a dynamic search filter. Now it’s time to check how it will be implemented on our Quote.

In below example our Quote have Product type = ‘Service’ so on QLE we are getting filtered products having product family ‘Service’

Now when we change the product type value to Support in our Quote we will get the products having family ‘Support’

Now when we change the product type value to Support in our Quote we will get the products having family ‘Software’

This is how Dynamic Search Filters work in CPQ. Now its time to go out and create you own filter and test how it works.

Conclusion

Dynamic search filters in Salesforce CPQ are a powerful way to enhance the quoting process, making it more intuitive and error-free. By carefully planning, setting up custom fields, and testing your filters, you can create a more responsive and user-friendly quoting experience.
All the best! For more updates, stay tuned with us.

Share This Blog
Related Articles

In this detailed guide, we will walk you through the significant yet easy steps to configure Email to Salesforce. Without any further ado, let’s get started! About Email to Salesforce As the term refers, Email to Salesforce is valuable for any organization that businesses use as their Customer Relationship Management (CRM) platform. It helps streamline […]

Read More
Guide on CRUD Operations in Node.js with jsForce

CRM developers typically need to integrate Salesforce with Node.js apps. One well-known library for this purpose is jsForce, which provides a comprehensive set of tools for interacting with Salesforce data and performing CRUD tasks effectively. Let’s dive into the blog, where you will understand the use of jsForce to execute key CRUD tasks within Salesforce, […]

Read More
How to Implement Round Robin Assignments in Salesforce Using Apex

Ensuring a proper workload balance and quick follow-ups from internal or external team members, leads, opportunities, or task distributions is crucial. To achieve this, all you need is a Round Robin assignment. In this step-by-step guide, we will walk you through the process of implementing a round-robin assignment in Salesforce using Apex. Here, we’ve used […]

Read More
Best Salesforce Developments Services Provider

In this step-by-step guide, we will walk you through the significant role of Large Data Volumes in Salesforce, and what strategies or practices you should keep in mind. What is Large Data Volumes? In Salesforce, Large Data Volumes (LDV) refers to managing a huge amount of records available in the platform. LDV usually comes into […]

Read More

Salesforce Apex includes numerous built-in text handling classes, and in addition to them, the Pattern and Matcher classes are good for performing complex string operations. These classes enable us to define and work with regular expressions, which are of particular importance for data validation, searching, and modification. In this technical blog, we will find out […]

Read More

Maintaining security and compliance in Salesforce requires effective user access management. This article will lead you through the process of creating expiration dates for Permission Sets and Permission Set Groups, allowing you to automate access removal while minimizing manual work. Know how this functionality simplifies workflows, guarantees compliance, and improves security procedures. Why Use Expiration […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818