Salesforce CPQ Guided Selling

Many successful Sales Reps don’t just sell products, but they guide their customers in selecting the right products to buy. Guided selling in Salesforce CPQ enables this. With guided selling, users can quickly and easily sort through a large product catalog to find what exactly they are looking for

In this session, we would take a look at the benefits of guided selling and how we configure it, with a Use Case.


Here is agenda of session

  • What is Guided Selling
  • Use Case
  • How to Configure
YouTube video
Date     : JAN 8, 2021 9:00 AM EST (7:30 PM IST )
Where :
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.null

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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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.

Articles: 460


  1. Hi @Apex Hours,

    Attended the session today on 8th Jan 2021 on Salesforce CPQ – Guided Selling. The concepts explained was informative and it would help in the learning path.

  2. Session 3# Guided Selling Completed.

    This is good for sales rep person for quick find products, but I have one question that does sales rep person need to give all answers compulsory what are configured ?

  3. Session with an use case is always wonderful. Thanks Apex Hours team and Sudha for a very good presentation on Guided Selling. Thanks for all your efforts. Great learning.

  4. Hi,

    Thanks for the video. I am confused in Process Input conditions .

    In my Client Org, To set up a guided selling process, I have Set 4 Process Inputs like Product Family, Level 1, Level 2,Level 3.
    Process is like when user click on add products,1 question pops up as ‘what product family are you looking for?’
    In answer There are 2 picklist options.. ware and Dish..
    Based on that answer whether its Ware or Dish ,I need to populate 2nd question, Select Level 1 category (picklist)
    3rd question, select level 2 (picklist)
    4th question, select level 3 (picklist)

    I am confused that where do i need to set up Process Input condition and on what Process input?

    Your help is much appreciated.

  5. This series is very helpful but this session particularly lacks some explaination. Many things were not clear. It would have helped if all the objects and fields were created in the session instead of only explaining the already created records.

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