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.
답변 5개
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=)
