Learn how to create and configure a Guided Product Selector by enabling settings, creating custom fields, and synchronizing the product catalog.

1. Enable the Guided Product Selector setting to the flow created above.
2. Both in Zuora and Zuora Quotes, create any custom field you want to use in filters for Guided Selling Steps configuration. The filters are described below in this article.

   • Custom fields on the Product and Product Rate Plan objects for the Product Catalog Filter.

   • Custom fields on the Product, Product Rate Plan, and Product Rate Plan Charge objects for the End User Product Filters.

   • Product Grouping Field on the Product object

   • Mapping Field on the Product object for the Context Filter

   • If there is a custom field, and the name of this custom field is as the same as system platform embedded, then Guided Product Selector would not work. So, custom field name can not be as the same as system platform embedded.

     Note: When you create a custom field, do not use the same name as any Zuora object fields. If you use such duplicate custom field names in Guided Selling filters, Guided Product Selector will not work correctly.
3. Synchronize the product catalog from Zuora.
4. Create a Guided Selling Flow.
5. Create or add Guided Selling Steps to the flow created above.

   To use the pre-configured Guided Product Selectors available out of the box, see Select Products in Guided Product Selectors.

   To further customize Guided Product Selectors:

   • See Add/Remove Rate Plan Plugin Example for an example of using the Add/Remove Rate Plan Plugin to customize rate plan selection process.
   • See Guided Selling Flow Plugin Example for an example of using the Guided Selling Flow Plugin to customize the display of Guided Selling Flows based on quote types.
   • See Allowed Records Plugin Example for an example of using the Allowed Records Plugin to conditionally control the product rate plans displayed in the Guided Product Selectors.