Add or edit step page details
Set up the Add/Edit Step page by specifying basic information, configuring product offerings, and defining product relationships for the Guided Selling Step.
Basic Information
In the Basic Information section on the Add/Edit Step page, specify the following information for the Guided Selling Step you are configuring:
- Guided Selling Step Name: The Step Name must be unique and should only contain letters or numbers without spaces.
- Step Title: This value will display in Guided Product Selector.
- Flows: This is a read-only field that contains a comma-separated list of Guided Selling Flows that include this step.
Products Offered
In the Products Offered section on the Add/Edit Step page, specify the following information to configure search, filters, and product category for the Guided Selling Step.
- Filter Product Catalog: Configure the filter for Product Rate Plans to be included in this Guided Selling Step:
- Click Entire Product Catalog to show all the products and rate plans in the product catalog.
- Click Filtered Product Catalog to create and apply a filter.
- Click Create New Filters to create or edit the filter to apply. A filter on the Product Rate Plan object is created if it does not exist, or the existing filter opens for edit.
- After saving the filter, click Back to Configuration Settings to return to the Add/Edit Step page.
- Include Search Box: Click to include a search box. Users can search Products and Product Rate Plans. This setting is not used in the Lightning Guided Product Selector. The search field is always included in the Lightning Guided Product Selector.
- Include End User Product Filters: Click to include a filter box in the Guided Product Selector. You can filter on the fields on the Products, Product Rate Plans, and Product Rate Plan Charge objects.
- Click Object and select the object to filter on.
- Click Field and select the field. Fields of type Picklist, Multi-select Picklist, or Checkbox are available.
- Click +Add to add another filter.
- Include Product Category Navigation: Click to include a navigation menu in the Guided Product Selector.
- Specify the header text in the Navigation Header Text field to be displayed with the navigation.
- Click Product Grouping Field and select the field for product category navigation. The products will be grouped by this field for the left hand panel navigation menu. The fields on the Product object with Picklist type are available in this field.
- This setting is not used in the Lightning Guided Product Selector. The Category Navigation is not available in the Lightning Guided Product Selector.
Product Relationships
In the Product Relationships section, you set the context of determining which products to show in the this Guided Selling Step. A context filter controls which products are shown in this step based on what was selected in the previous steps or in the current quote. For example, if you set the Mapping Field to a custom field, CountryAvailable, and select a product available in France in step 1, then in step 2, only the products with their CountryAvailable field set to France will appear.
- Include Context Filters: Click to use a context filter in this step.
- Mapping Field Name: Click and select a field on the Product object to map. The fields of the Picklist types are available for context filters. The selected field will be used when the products are mapped with the products in the Product Context, namely, Current Flow or Current Quote. Only the products with the matching values in the product context will be listed in this step.
- Product Context:
- Click Products Selected in Current Flow to map the products selected in the previous steps. Only the products with the matching Mapping Field values existing in the previous steps will be listed in this step.
- Click Products Selected in Current Quote to map the products already selected in the current quote. Or click this to map the products in the existing subscription of the Amendment Quote. Only the products with the matching Mapping Field values existing in the current quote (or the subscription in case of an amendment) will be listed in this step.