Universal Containers requires a subset of products to be viewed based on a button on the Quote Line Editor. Which Salesforce CPQ functionality will…

​Requirement:

To allow sales reps to view a subset of products via a button in the Quote Line Editor.

​Solution:

A Custom Action with a Search Filter is configured to dynamically limit the displayed products.

​Mechanism:

The Custom Action triggers the Product Selection process, with the Search Filter applying criteria to

display only the desired subset of products.

​Salesforce CPQ Reference:

Custom Actions and Search Filters are documented as the preferred method to customize product

visibility in the Product Selection process .