Guided selling and its advantages
Guided selling in Salesforce helps admins create a set of questions that can be used by reps in the Quote Line Editor (QLE) while adding products to a quote. For example, these questions collect relevant customer data, such as the type of products the customer wants to buy, customer size, customer type, whether they are a partner or an end customer, and volume. It can also include information such as location, industry, and other specifics depending on the nature of your business. When there are many products, guided selling is like an interview process that can help reps quickly and easily sort their products. This will help reps easily navigate through large product catalogs. At the beginning of the quote creation process, when the reps are ready to add products to the Product Selection screen, they will start with a Guided selling screen, which presents a series of questions.
To set this up, your business should have at least one question to...