Creating custom actions and search filters
Custom actions and search filters are Salesforce features that we can use to customize the QLE and the configurator as per the business needs. They can be added as buttons in the QLE that will help the rep to easily select and add products. In this section, we will learn how admins can create them and look at examples where they are useful. Let's start with custom actions.
Creating custom actions
Custom actions are buttons that perform an action. These can be added to the QLE, configurator, or other detail pages. These actions will vary based on where the admin configures the custom actions. For example, custom actions in the QLE can delete lines, add a quote line group, save the quote, or navigate to an internal/external page. Custom actions in the configurator can load an internal/external page and apply edit rules. Custom actions in contracts can amend or renew them.
You can also create conditions for custom actions and Salesforce...