Hello,
I'm looking for a no-code solution to filter the products shown in the Price book Entry page based on a value in a custom Opportunity field.
This is the case:
Oppty has a picklist field with Product Families that is valued at the first stage and when still there are any products related.
At the moment to add products to the Oppty I need that only Products in the same family are displayed to be selected.
5 respuestas
Hi Mimma,
Please check this article.
Use Filters to Narrow Opportunity Product Searches in Lightning Experience
https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_sales_features_core_opportunities_product_filters.htm?edition=&impact= (https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_sales_features_core_opportunities_product_filters.htm?edition=&impact=)