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CPQ for Salesforce

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CPQ for Salesforce

Configuring the Installed Products Page

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Creating Search Filters for the Installed Products Page

To create a Search Filter on the Installed Products page
  1. Click All Tabs () > Search Filter (CPQ) > New.


  2. Enter values for the following fields.

    Filter Type - Asset

    Business Object: Asset Line Item

  3. Click Next.
  4. In the Configure Filter section, enter values for the fields described in the following table.

    Field

    Description

    Filter Name

    Enter a unique name for this search filter.

    Sequence

    Enter the sequence in which the Search filter is displayed on the Installed Products page.

    Description

    Describe the function and purpose of this search filter to avoid duplication.

    Related Roll up

    Lookup and select a pre-defined roll up on which you want to base your search results.

    Active

    Select the checkbox so the Sales and Customer service representatives can use the filter.

  5. In the Filter Criteria section, click + to add the fields you want to include to your search criteria. Use the available operators to establish the relationship with the value you define for each field.

    For example, you want the Sales and Customer service representatives in your organization to be able to search for assets based on the following parameters.

    • Asset Code
    • Asset Name
    • Asset Number
    • Asset by Status
    • Assets with Auto Renew enabled
    • Assets of any Auto Renew Type
  • You can add fields to the Search Filter and define values for these fields that are based on your business requirement.


6. Click Save.

Note:

When you specify the value in a filter field, only those records that match the criteria of the Search Filter are displayed. For example, for Start Date and End Date filter fields, if you specify the Start Date as 07/01/16 and End Date as 07/31/16, the system displays the assets having Start Date as 07/01/16 or End Date as 07/31/16 and not the assets falling in the range of these two dates.

Administrator Guide
Salesforce
CPQ

June 3, 2025