Product Configuration Initializer 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.

A product configuration initializer consists of a Visualforce controller and Visualforce page. To use the initializer on all of your org’s quote processes, go to the Product Configuration Initializer field in Salesforce CPQ line editor package settings and enter c__ followed by the Visualforce page’s name. To use an initializer on a specific quote process, go to the quote process’s Product Configuration Initializer field and enter c__ followed by the Visualforce page’s name. Product configuration initializers on quote process records override the package-level product configuration initializer.

Sample Visualforce controller:

Sample Visualforce page: