Salesforce CPQ - Lookup Queries with Product Rules

[@GunjanGupta-zj9im]

Your content is really great easy understaning would like to see videos on salesforce billing

[@rupeshjha1929]

Very Well Explained

[@scottrogers7377]

Great job on the breakdown of lookup queries. Thank you for posting.

[@TheRutify]

Hi, we are currently looking to show a feature and products within a feature based on the Quote Type 'Amendment'? How would you suggest we go about that? Thanks! Your videos are great btw

[@peterbuttigieg2516]

Can you let me know which video or if you can make a short video about how to make that category (attribute) as picklist? Thanks

[@SalesforceCPQ]

Create pick list field on product option object and use the field API name while configuring configuration attribute, for more details watch video on configuration attribute on my channel

[@peterbuttigieg2516]

@@SalesforceCPQ Thanks. Now, another one. How could be possible to make one dependable attribute from the selection of a value in another attribute in the same "Feature" ? for example: if you select Yes to Phone Case, another Attribute with Material of Phone Case? Does it make sense for you?

[@SalesforceCPQ]

@@peterbuttigieg2516 there are two ways to that first is using option constraints and second is product rule.

[@SalesforceCPQ]

Both the videos are available on this channel

[@peterbuttigieg2516]

Thanks a lot, I've completed that picklist attribute 😎

[@cristinamunozvaldivia5219]

Many many thanks!!

[@SalesforceCPQ]

Keep subscribed ! ☺️

[@kapil461001]

Thank you so much for making this video , actually this video requested by me and you prepared it very well , it will really helpful for me ,

[@ATinAction]

Very helpful, thanks so much! What if you were looking to filter by 2 picklist fields? I would think you would still want to just Product Rule. Can you have multiple "Lookup Queries" (because each one can only have 1 Configuration Attribute), and could there be AND logic between them. So, for ex, you would lookup "Size" and "Color" for clothing, and it would return only those records that matched both size and color.

[@SalesforceCPQ]

Yes why not, in this example I have used lookup data object given by CPQ package. You can use custom object and add more lookup queries to filter multiple configuration attributes or any other field

[@vipinkumar-bd5ib]

Hi, can we set the configurator Attribute field other than the picklist type field? Actually, I have the requirement where I need to select the zone on the basis of Postal code

[@SalesforceCPQ]

Yes, Use text field

[@ScorpionCloud]

Great video..good explanation

[@manikantaraju4254]

Thanks for the nice video Pramod ji. Could you please help us how to create look-up query based product rule if I want to show or hide products based on combination of configuration attributes. Input are Number fields and we don't know what would be the user input between 1-1000. Should I create look up data for all the possible combinations which will be thousands of records. Thanks for taking time and guiding us through your informative videos.

[@SalesforceCPQ]

What does that number field represent? And how many configuration attributes you have configured?

[@vhoranaznin4508]

can we write lookup query to fetch data from Price book Entry (standard object)?

[@SalesforceCPQ]

Any object can be used in lookup query to fetch the data. Any specific reason for Price book entry ?

[@vhoranaznin4508]

@@SalesforceCPQ on the product configurator page , by default data is coming from Product option object , instead need to fetch data from price book entry object and need to display on product configurator page , will it be possible with lookup query on price book entry object?

[@SalesforceCPQ]

@@vhoranaznin4508 why don't you have same data on product option level? Or could be on product level.. then using twin fields get it on quote lines. My personal opinion would be instead of getting data from pricebook entry add same data on product option records and display inside configurator

[@vhoranaznin4508]

@@SalesforceCPQ Yes till now I did the same I am using Product option object on configurator page and to forward the same data on quote line editor I have created the same field on Quote line object , but due to project specific requirement I need to write lookup query on PBE and display the data on configurator page as well as quote line editor page , before that I have not used lookup query for such that's why need your help to figure out that will it be achievable with lookup query?

[@SalesforceCPQ]

@@vhoranaznin4508 see technically you can write, I never tried lookup rules on configurator. On quote level i did and worked. Give it try

[@kapil461001]

Brother can you please explain like how to prepare qoute template with dynamic value , merge field take one example of template n make a video to print dynamic value on template

[@SalesforceCPQ]

Sure I will, but for quick start create new template with header of footer section there you will how they have used quote fields on document

[@cossettehaner]

Can you please add subtitles to all you videos? Your info is very helpful! But it is sometimes hard to understand what you are saying

[@SalesforceCPQ]

Thanks, Sure I will updated all of these videos with subtitles.

[@kapil461001]

And also please explain net price , original price and list price which is available on quote line it's very confusing for me like how these are related

[@SalesforceCPQ]

Watch video on Pricing Overview and checkout link given in description below

[@satsfdc3003]

Hello, I created 2 configuration attributes that are related to 2 product option picklist fields A and B. I established field dependency between A and B where A is the controlling field. Now, I've tried to set up lookup queries and product rules between these two fields but for some reason it's not working when I select a Config attribute on the Bundle on Quote. What I did was I created 1 product rule and several lookup data records to hide and show A and B. I created the I created 2 configuration rules on the Product rule that say Config attribute A = Lookup Field "A" and Config Attribute B = Lookup Field "B". Please help.

[@SalesforceCPQ]

Set Apply immediately to True on configuration attribute and have you configured the configuration rule on product rule pointing to the bundle product ?

[@satsfdc3003]

@@SalesforceCPQ Yes I did, it still doesn't do anything on the bundle when I select the picklist option on the dependent field

[@SalesforceCPQ]

First verify that your product rule is working or not, you can add some test action to disable the some of the product option.

[@venkobaraojujaray7069]

You are creating a Product Rule; but naming as Pricing Rule. You need to create the rules with various "Permutation" and Combination. Not "Probability and Combinations.

[@SalesforceCPQ]

Yes that was a typo, you are the first person to notice it after updaloding this video 3 years ago.