Custom Actions & Search Filters
Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

Salesforce CPQ Custom Actions & Search Filters

Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configuration, or several other detail pages. Custom actions have different actions available based on where the custom action appears in Salesforce CPQ. Quote line editor’s search filter is used to filter products, assets, or subscriptions by their field values.

This session will highlights how we create and utilize the abilities that Custom Actions & Search Filters offer in Salesforce CPQ.

Recording

Date     : JAN 7, 2021 9:00 AM EST (7:30 PM IST )
Where : https://youtu.be/cAQyhhPLR6E
Speaker  :  Sudha Sundaram

Learn & Win

In addition to this, All Apex Hours CPQ attendees are eligible to win the following

  1. 10 Udemy course voucher for Mastering Salesforce DX 
  2. 5 Lightning web components course Vouchers

Here is rule for our CPQ Training Contest.

Please bookmark our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ.

Further Learning

If you missed the initial session then please check our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ.

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14 Comments

  • Hello Amit and Apex Team. I attended the 4th Salesforce CPQ training session today.

  • Hi @Apex Hours,

    Attended todays session on Salesforce CPQ Custom Actions & Search Filters. Another step forward towards the path on learning and exploring Configure, Price and Quote..!

  • An excellent session on Salesforce CPQ Custom Actions & Search Filters!!!

  • Good session today. Thanks Apex Hours team for the wonderful session.

  • Completed session 4. Another good feature to increase sales productivity by having Custom actions and Search filters in Quote line editor. Thank you Apex team.

  • DAY4: Completed custom action & search filter

    Thanks Apex Hours

  • @ApexHours Episode 4, Salesforce CPQ Custom Actions & Search Filters, completed. Thank you! #ApexHoursCPQ

  • Completed Custom Actions & Search Filters | EP4..Thanks

  • Session 4:
    Thanks for the session

  • Not able to see Product Family value in Field Source Field during Dynamic Search Filter. I have added in the Product Family picklist value in Search Filter Object with the same API name as Product Family Field of Quote. I also tried with diff API name but still it’s not popping up. Any solution to this ?

    • Did you resolve this?

    • The API names on both the fields should match. ie Product_Family__c on Search filter and Quote.

  • I hope you enjoyed the session

  • Completed Wow… Custom Action has nice power..

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