Universal Containers (UC) created a Custom Action called Add Subscriptions and a Search Filter for Products flagged as subscription Products.
How can UC ensure that sales reps are restricted to subscription Products when the reps click on the Custom Action called Add Subscriptions?
To ensure that sales reps are restricted to subscription products when they click on the Add Subscriptions custom action, the search filter should be marked as hidden and attached to the custom action. By marking the hidden attribute as TRUE on the search filter, it ensures that only subscription products will be displayed and the filter criteria cannot be modified by the sales reps. This method leverages inherent Salesforce CPQ functionality to control product visibility in custom actions.
C https://trailhead.salesforce.com/content/learn/projects/create-search-filters-to-quickly-find-salesforce-cpq-products/create-a-custom-action-to-display-bundles-in-one-click