info@getoncrm.com
+91-7405042484
GetOnCRM Solutions
  • Company
    • About
  • Services
    • Salesforce Sales Cloud
    • Salesforce Service Cloud
    • Salesforce Community Cloud
    • Salesforce Lightning
    • Salesforce Pardot
    • Salesforce CPQ
    • Contract Lifecycle Management
    • Salesforce Appexchange
    • Salesforce Integration
    • Data Management
    • Salesforce Mobile Application
    • Salesforce Commerce Cloud
    • Apttus CPQ
    • Salesforce Einstein
    • Salesforce Marketing Cloud
  • Case Study
  • Blog
  • Career
  • Contact Us
  • Let’s talk
GetOnCRM Solutions
  • Company
    • About
  • Services
    • Salesforce Sales Cloud
    • Salesforce Service Cloud
    • Salesforce Community Cloud
    • Salesforce Lightning
    • Salesforce Pardot
    • Salesforce CPQ
    • Contract Lifecycle Management
    • Salesforce Appexchange
    • Salesforce Integration
    • Data Management
    • Salesforce Mobile Application
    • Salesforce Commerce Cloud
    • Apttus CPQ
    • Salesforce Einstein
    • Salesforce Marketing Cloud
  • Case Study
  • Blog
  • Career
  • Contact Us
  • Let’s talk
GetOnCRM Solutions
  • Company
    • About
  • Services
    • Salesforce Sales Cloud
    • Salesforce Service Cloud
    • Salesforce Community Cloud
    • Salesforce Lightning
    • Salesforce Pardot
    • Salesforce CPQ
    • Contract Lifecycle Management
    • Salesforce Appexchange
    • Salesforce Integration
    • Data Management
    • Salesforce Mobile Application
    • Salesforce Commerce Cloud
    • Apttus CPQ
    • Salesforce Einstein
    • Salesforce Marketing Cloud
  • Case Study
  • Blog
  • Career
  • Contact Us
  • Let’s talk
  • Company
    • About
  • Services
    • Salesforce Sales Cloud
    • Salesforce Service Cloud
    • Salesforce Community Cloud
    • Salesforce Lightning
    • Salesforce Pardot
    • Salesforce CPQ
    • Contract Lifecycle Management
    • Salesforce Appexchange
    • Salesforce Integration
    • Data Management
    • Salesforce Mobile Application
    • Salesforce Commerce Cloud
    • Apttus CPQ
    • Salesforce Einstein
    • Salesforce Marketing Cloud
  • Case Study
  • Blog
  • Career
  • Contact Us
  • Let’s talk
Blog
Home Salesforce CPQ Salesforce CPQ: Group & Filter Products by Product Family
Salesforce CPQ

Salesforce CPQ: Group & Filter Products by Product Family

admin November 27, 2017 0 Comments

While generating quote document in Salesforce CPQ, one may require to show products in grouping. That is possible by populating Group Field of Quote Template record with value Product Family.

Scenario: A seller sells two types of products i.e. Hardware and Software. While generating quote he requires to group the products based on product types.


Steps:

  • Create products with product family.

Salesforce CPQ: Group & Filter Products by Product Family
Salesforce CPQ: Group & Filter Products by Product Family
  • Create Template Section record with lookup to Template Content record of type Line Items.
  • Populate value of Group Field of Quote Template record that will be generated with Product Family.
Salesforce CPQ: Group & Filter Products by Product Family
  • Now click on ‘Preview Document’ button in quote and select the template and preview the document. It will look similar to the below screenshot.
Salesforce CPQ: Group & Filter Products by Product Family
  • One also can filter Template Section records by product family in Salesforce CPQ.Scenario: The seller only wants to show Hardware products in one Template Section.

    Steps:-

    • Populate values as per the below screenshot. If Filter Filed does not already has ‘SBQQ__ProductFamily__c’ as a value, then add this as a picklist value.
Salesforce CPQ: Group & Filter Products by Product Family

Now click on ‘Preview Document’ button in quote and select the template and preview the document. It will look similar to the below screenshot.

Salesforce CPQ: Group & Filter Products by Product Family

In spite of having products related to Software product family, Salesforce CPQ will show only products belonging to Hardware type.

Salesforce Salesforce CPQ Salesforce Quote to Cash
28
1773 Views
Best Contract Lifecycle Management by ApttusPrevBest Contract Lifecycle Management by ApttusNovember 8, 2017
Integration of Salesforce With Dialogflow to Build Action For Google Home AssistantJuly 26, 2019Integration of Salesforce With Dialogflow to Build Action For Google Home AssistantNext

Related Posts

Salesforce CPQ

How To Create Constraint Rule In Apttus CPQ ?

A constraint rule is a business rule. They let you to include, exclude,...

admin October 5, 2017
Salesforce CPQ

Top Ways to Increase Business Revenues Through Salesforce CPQ

In recent times, the Salesforce CPQ is in high demand. Its ability to...

getoncrm June 26, 2020
Recent Posts
  • How Salesforce Community Cloud Help Nonprofit Organizations?
  • Most Popular Salesforce Integration For Your Business
  • Salesforce Community Cloud: Why It Is Important For Your Business?
  • Ways how CRM software converts leads into opportunities
  • Reasons Why CRM Is Essential For SMBs
Categories
  • Apttus 1
  • Contract Lifecycle Management 1
  • CRM 4
  • Sales Cloud 1
  • Salesforce 23
  • Salesforce AppExchange 2
  • Salesforce Commerce Cloud 3
  • Salesforce Community Cloud 4
  • Salesforce CPQ 9
  • Salesforce CRM 5
  • Salesforce Einstein 3
  • Salesforce Integration 9
  • Salesforce Lightning 10
  • Salesforce Mobile App 6
  • Salesforce Pardot 5
  • Service Cloud 3

We are a global Salesforce consulting company that serves a broad mix of businesses, ranging from startups to big corporations. We help our clients make significant and lasting improvements to their performance and realize their most important goals, using Salesforce as a platform to enable digital processes.

  • About
  • Career
  • Services
  • Case Study
  • Blog
  • Contact Us
  • Let’s Talk
GetOnCRM Solutions
INDIA
Ahmedabad: B/706, Ganesh Plaza, Nr. Navrangpura Bus Stand, Navrangpura, Ahmedabad, Gujarat-380009,India.
info@getoncrm.com
minkesh.asc
info@getoncrm.com            
minkesh.asc
+91-7405042484
info@getoncrm.com            
minkesh.asc
Vadodara: 1008, 10th floor, OCEAN, Nr. Centre Square Mall, Sarabhai Compound, Dr. Vikram Sarabhai Marg, Vadodara, Gujarat, India.
USA
Address: 3080 Cowper Street Palo Alto, California 94306, USA
+1 (650) 704-5436
CANADA
Address: 1204 29 Ave NW Edmonton, AB T6T 0K8, Canada
+1 (250) 329-6480

Terms of use | Privacy Environmental Policy

Copyright © 2020 GetonCRM.  All Rights Reserved.

Copyright © 2020 GetOnCRM.  All Rights Reserved.

Copyright © 2019 GetOnCRM.
All Rights Reserved.

Book a Consultation

    We use cookies to deliver the best possible experience to you. By using our website, you agree to the use of cookies Find out more.