Use Filters to Narrow Opportunity Product Searches in Lightning Experience

Sales reps can now use filters to home in on the exact products they want to add to opportunities in Lightning Experience. No more scrolling through a long list of products to add line items to an opportunity.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: If your product catalog lists many items, your reps can now filter searches by product fields to narrow their search results. For example, on this opportunity, the results of a search for “premium” (1) are filtered to show results in only one product family (2).A product search on an opportunity, with filters selected

Note

Note

The Quick Filter shows only Product object fields that are included in the price book entry search layout.