Guided Product Selection in Salesforce Revenue Cloud - Full Setup
Step 1) Go to Setup -> Discovery Framework -> General Settings Enable Sample Templates. Step 2) Go to -> Product Discovery Settings --> Disable below 2 Guided settings initially 1.1) Use Indexed Data for Product Listing and Search 1.2) Guided Product Selection From the " Use Indexed Data for Product Listing and Search" Click "Create Full Index" Go to "Manage Fields & Attributes", Click Edit then Select "Product Family" as " Searchable and Filterable" Go to "Indexes" Tab and "Rebuild Index". Once "Full Index Rebuild" Wait till Status is Completed Go to -> Product Discovery Settings --> Enable below 2 Guided settings 1.1) Use Indexed Data for ...