In Salesforce CPQ, when search filters are configured with predefined values and visible to sales reps, their interaction with the filter is determined by the filter's configuration and available operators. The behavior described here is tied to Search Filters in the Product Selection screen, which allow users to refine the list of displayed products based on specific criteria.
* Search Filter Configuration:
* Predefined Filter Value: Here, the filter is set with a value ("Green").
* Operator: The operator "starts with" limits the search to product codes beginning with the text
"Green."
* Sales Rep Interaction with the Filter:
* The visibility of the search filter enables sales reps to view and interact with the criteria during product selection.
* Specifically, sales reps have the ability to delete the predefined text to ignore the filter and retrieve a broader or unrestricted product list.
* Documentation Alignment:According to Salesforce CPQ guidelines (as referenced in the Salesforce CPQ package settings and user behaviors), if filters are not marked as "required," users can remove or modify the filter values dynamically. This is designed to offer flexibility during quoting while maintaining filter defaults for ease of use.
The interaction described above aligns with Salesforce CPQ's behavior regarding visible search filters, emphasizing that sales reps can clear the filter text unless restricted by additional customization.
* Use Case Reference:
* When a sales rep begins a quote and searches for products, the filter defaults to "Green."
* If the rep does not want to limit the product search to codes starting with "Green," they can simply remove the text and refresh the results.
Relevant Salesforce CPQ References:
* Search Filters in the Quote Line Editor section of CPQ documentation .
* Guidelines for Search Filter Configuration and behaviors when visible filters are not required .