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CPQ for Salesforce

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Conga Product Documentation

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CPQ for Salesforce

About Search Filters (CPQ)

Configuring Search Filter (CPQ)

You must follow the steps below in Salesforce Classic.

To Configure Business Object Field

  1. Go to Setup > App Setup > Create > Objects and select Search Filter (CPQ).
  2. Select Business Object under the Custom Fields & Relationships section.
  3. From Values section, Remove SearchAttributeValue__c by clicking Del. This value must be deleted if it has not already been deleted.
  4. Click New to add the following values in the picklist. Enter the API names of the objects you want to be able to use as a filter in separate lines. For example,
    1. To define visibility for products add the following values.
      • Apttus_Config2__SearchAttributeValue__c
      • Asset
      • Apttus_Config2__AssetLineItem__c
      • Product2
    2. To define visibility for categories add the following value.
      • Apttus_Config2__ClassificationHierarchy__c


  5. Click Save.

To Configure Filter Type Field

  1. Go to Setup > App Setup > Create > Objects and select Search Filter (CPQ).
  2. Select Filter Type under the Custom Fields & Relationships section.
  3. In the Values section, click New and enter the names you want to use to group the Business Object picklist values.
    1. For Products
      • Asset
      • Product
    2. For Category
      • Category
  4. Click Save.
  5. From Field Dependencies section, click New.
  6. Select Filter Type from Controlling Field drop-down and select Business Object from Dependent Field drop-down.
  7. Click Continue.
  8. Select which business object fields should be associated with which filter. To select the Business Object value, double-click the value.


  9. Click Save.

The settings have now been configured so that you can create Search Filters (CPQ).

Administrator Guide
Salesforce
CPQ

March 23, 2026