Help Sales Reps Sell More with Product Recommendations in the Quote Line Editor

Help your sales reps sell more, and make quoting more efficient. Use the Salesforce CPQ Recommended Products Plugin with any recommendation engine to give your sales reps suggestions of complementary products related to the products on their quotes. A new button on the quote line editor takes sales reps to a product recommendations page where they can add recommended products to quotes.

Where: This change applies to Salesforce Classic and Lightning Experience in all Salesforce CPQ editions.

How: On the Plugins tab in the settings editor, select Recommended Products Plugin. To add the Add Recommendations button in the quote line editor, enable the Add Recommendations custom action button.

To fully enable the product recommendations feature, you must provide your own implementation of the plugin interface. You can create your own recommendation engine or utilize a third-party service.