Custom Actions & Search Filters
Custom actions are like buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages. Custom actions have different actions available based on where the custom action appears in Salesforce CPQ.
For example, custom actions in the quote line editor can delete lines, add a quote line group, or save the quote and navigate to an internal or external page. Custom actions in the configurator can load an internal or external page and apply edit rules. Custom actions on the contract can amend or renew the contract.
You can create conditions for your custom action. If your action contains conditions, Salesforce CPQ does not show the action until your quote meets them.
Salesforce CPQ ships with several custom actions you can enable in the quote line editor. It supports a maximum of five custom actions in the quote line editor.
You can also add Search filters to your custom action. When a sales rep clicks the custom action in the quote line editor or configurator, it filters products based on the search filter parameters.
Click the button below to see a typical use case where we may need to use a Custom Action & Search Filter.
For the example use case, we could either ask the Sales Reps to use the out-of-the-box Search Filter on the product selection page, and filter for “Support” under Product Family, or we could make it easy by creating a Custom Action – a button for the Sales Rep clicks to quickly get a filtered result of Support Products.
Here are some of the key fields for creating a Custom action:
Once you save the Custom Action, you can go to the Related tabs and add a Search Filter to filter just the Support Products from the product catalog.
We could use the quote line editor’s search filter to filter products, assets, or subscriptions by their field values.
Here are some of the key fields for creating a Search Filter:
Key considerations while creating custom actions and search filters:
- There’s no limit to the number of custom actions that look up to the same parent, but Salesforce recommends that our child custom actions don’t flow over your quote lines.
- Label field on custom actions has a collection of default labels, but you can also add your own as a new picklist value
- “Hidden” field in the search filter is used to hide the search filter from the UI. Hidden filters still contribute to search queries. Set this field with an established filter value if you do not want users to know that search results are limited.
- One IMPORTANT thing to note on search filters is- If you add a checkbox field to your search filter, Salesforce CPQ filters products based on the checkbox’s value returning False.
If you want to understand Custom Actions & Search Filters better, below is your go-to video. We have talked through how to implement the Use Case example, in detail, here: