Testing guided selling in QLE
In the previous section, we saw how guided selling can be configured. This can be applied to a specific quote or multiple quotes. Let's see how we can test this for a single quote. To apply the guided selling to a quote, input the ID of the Sample Guided Selling Quote process into the Quote Process ID field on the Quote object. If you have multiple guided selling quote processes, based on the business criteria, specific quotes can be updated with the corresponding quote process ID. Salesforce automations such as Flow or Apex can be used to automatically update the ID. In this example, let's update this manually. To do this, navigate to the quote process created in Figure 6.4, copy the Salesforce ID and update it in the quote process ID field.
To test the guided selling, navigate to Quote (for which we have updated the quote process ID) Edit Lines Add Products. This will display the Guided Selling screen, as shown in the following...
