Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Product Configuration Intializer for Guided Selling

The product configuration initializer uses a custom user-provided APEX page to select options and set field values based on the results of guided selling prompts. It works only for standard product option fields and not for configuration attributes or custom product option fields.

To make a product configuration initializer, create a Visualforce controller and a Visualforce page. To use the initializer with your guided selling setup, go to your quote process’s Product Configuration Initializer field and enter c__ followed by your Visualforce page name.

Example

Sample Visualforce controller:

Example

Sample Visualforce page: