Скачать или смотреть Guided Product Selection in Salesforce Revenue Cloud - Full Setup & Demo

Give your sellers a turbo-charged catalog search! In this video we walk through every step required to stand-up Guided Product Selection in Revenue Cloud—no Omnistudio managed package needed.

⏰ Timestamps
0:00 Intro – why guided selling
0:32 Prereqs & Discovery Framework
1:51 Build the product index
3:57 Enable Guided Product Selection
4:54 Deploy the Simple Template
6:01 Create assessment questions
11:21 Build the guided selling form
13:14 Add conditional logic
15:26 Activate & test on a quote
17:40 Advanced tips & “Guide Me” toggle
18:35 Wrap-up

Key takeaways
Enable Discovery Framework once—it’s irreversible.
Turn on Use Indexed Data for Product Listing and Search before you switch on Guided Product Selection

Assessment Questions + Forms = a dynamic “Guide Me” flow with no code.
Use field indexing wisely; rebuild the index after every attribute change
help.salesforce.com

The “Guide Me” button can be shown/hidden per catalog via Flow variable showGuidedProductSelection = false.

👉 Read the full step-by-step tutorial: (blog post link below)
👉 Previous article: Apex Hooks in Revenue Cloud
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