Product Search Executor for Guided Selling

A Product Search Executor plugin filters the results of a guided selling prompt after a sales rep’s input. It consists of a Visualforce controller and Visualforce page, which you can associate with a specific quote process within a guided selling configuration. It’s useful if you want to add an extra level of guided selling product filtering beyond what sales reps can control.

To use an executor with a quote process, go to the quote process’s Product Search Executor field and enter c__ followed by the Visualforce page’s name.

Your organization sells laptop workstations. A guided selling prompt lets sales reps filter your product catalog by memory, screen size, and type of processor. You could also make a simple product search executor plugin that further filters their results by active products and products that aren’t bundle components.

Here’s a sample APEX controller for your plugin.

And here’s a sample Visualforce page.