Configuring guided selling in Salesforce CPQ
The guided selling process is like navigating a flowchart on the backend to display the right set of products. It's best practice to map out your entire guided selling process before beginning any configuration. Let's imagine Packt Corporation sells a large number of products. The following diagram shows the flowchart for the products sold by Packt Corporation:
Figure 6.1 – Sample flowchart for laptop products
In the preceding diagram, in the quote that the rep created, the customer wanted to see all the available laptops and choose the right one from that list. So, we will configure the guided selling flow to display all the laptop models. First, we want to know what kind of products customers are interested in. Reps are already trained to know these high-level details about the products. When the rep chooses Hardware, then the questions related to hardware products will be displayed. If the customer...
