Custom Actions & Search Filters | EP4

Session : Custom Actions & Search Filters, The video highlights how we create and utilize the abilities that Custom Actions & Search Filters offer in Salesforce CPQ.

Agenda
-Custom Actions
-Search Filters

#SalesforceCPQ

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[Ravi-whue]

Excellent initiative by Amit (Apex Hours). Thanks to CPQ team (Sudha and Prashant) for great training.

[ganeshdevadkar]

Great Playlist created for Salesforce CPQ. Thanks Apex Hours.

[umesh-umeshimprints]

Awaiting for the session to learn about Custom Actions & Search Filters !

[gmannon]

Thank you. Great video and learned a lot.

[navnmetts]

we have an action called "Reset Discounts" on quote line editor.=. But it clears all the discounts. Can we clear only "Additional Discount" with custom actions?
Currently, I am calling a flow and in Flow and resetting the additional discount field.
are there any other ways of doing this?

[lakshmisaisarathbhusarapu]

Hi,
I have a schenario, need to place a custom action on group, this action need to call lightining component.
when clicking that custom action, it's throwing null pointer exception from package, how can handle this issue ?

[sravanbaratam]

Whenever someone clicks the add product button on QLE only the product bundles should be visible.
how to filter only product bundles?

[yashikaaggarwal]

First of all thank you for the wonderful session. I created the dynamic filter, added the product family on quote still my filter is not working. Any idea what is wrong

[Sowmya]

Is it possible to disable the delete line button in Quote line editor based on certain conditions ?

[amymorris]

How do you add the Product Family picklist to the Quote object? I created one just by copying the values from the field on Product but for some reaso it is greyed out and I can't select a product family. Any idea why this would be?

[vamsikrishnaarkadu]

@Salesforce Couple - Sudha @ Prashant, While creating the Dynamic filter for Product Family Search filter, I am not able to find the Product Family value for the Field "Filter Source Field". Could you please help me on this
@Salesforce Apex Hours

[theshiningstar]

now in this you have filtered for one product family. But in case you want to show more than 1 product family, then do you have to create more than one Filters? or you can add the conditions entirely in the same filter.

If the condition logic is something big, how to handle it.

Thank you for these series.

[nimitbedi]

Can we create a Custom Action on Order screen which can completely cancel the Order? The cancellation should mean that the subsequent proration and invoicing are also handled. Currently the process requires going via the complete Amendment process. Any way to have a single Custom Action button on the Order itself?

[jesikajogi]

Can we add an OR condition to search filter?

[kushvanthm]

Can we create a custom action on account detail page?

[ncpnjdp]

I created custom action but it is not visible on QLE.Pls help

[KenNYC]

Not sure why you say around 9:30 that CPQ "filters on the value returning false" -- this is not true. Just tested. As long as you put Value "true" it works as expected. Unless you meant to say that if you leave it BLANK, then that would be considered false?

Also took me quite some time to figure out I also had to add my custom Filter Target field to the Dependent Fields layout for it to work. Not sure why that's not mentioned here or in the Salesforce Help for adding Search Filters to Custom Actions.

Lastly, you can totally use friendly names in the Target Field picklist (e.g. "Discontinued Product" or "Region", not "Discontinued_Product__c" or "Region__c") as long as you set the API name to match the picklist API name. But you can make the label a friendly name, with spaces or whatever you want.

[shivaji]

Prashant's presentation skills and knowledge is excellent where as Sudha's knowledge is good, Her forced accent is unbearable and kind of distracts me in understanding.