Guided Product Selection in Salesforce Revenue Cloud

Guided Product Selection in Salesforce Revenue Cloud - Full Setup

June 28, 2025

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 Product Listing and Search

1.2) Guided Product Selection

Step 3 ) From the App Launcher, find and select the Omnistudio app

From the OmniStudio menu, Select the "All OmniScripts" option

Step 4) Expand "ProductGuidedSelectionIntegration"

Click ProductGuidedSelectionIntegration (Version 1)

In the Setup tab, ensure that the message framework is set to Pub/Sub. If the Pub/Sub setting is not checked, deactivate the current version of the OmniScript by clicking on the Deactivate Version button.

Step 5 ) Additional Properties can be accessed via the Edit Properties As JSON link. Click on the link.

Step 6) Ensure that the remote class is Store Responses and remote method must be invokeMethod.

Step 7) If the ProductGuidedSelectionIntegration OmniScript is not active, click Activate Version.

Step 8) For each requirement that you want to provide guidance, follow these steps:

Create Assessment Question Categories

1. Go to Setup -> Object Manager -> Assessment Question

2. Click Fields & Relationships and then click the Category field.

3. In the Category Picklist Values section, click New with name Robot.

4. On separate lines, enter the Category values. Press Save to retain your changes. In our example, we entered Robot.

Step 9) Create Question Sets

Question Sets are used to group questions related to other questions into a collection for ease of reuse and maintenance. You could optionally use Assessment Question Categories to group your questions.

1. From the App Launcher, select Assessment Question Sets.

2. 2. Click New to create a new Assessment Question Set.

3. Create a new Assessment Question Set using the following fields:

a. Name - a unique name for the Question Set

Step 10) Create Assessment Questions

Note: You can create only one level of hierarchy. Here’s an example of one-level hierarchical questions:

Parent Question: Is your onboarding process subject to regular audit and review? (Yes/No)

Child question 1: If Yes, mention the frequency of the audit review.

Child question 2: If No, provide the reasoning below.

Step 11) Create a Form

1. From the App Launcher, select Product Catalog Management app.

2. Click on the Create Form tile.

3. Usage Type - Select “Guided Product Selling”

Step 12) Fill all required Details like below

Step 13) Click the Build OmniScript button, Then Configure and Deploy a Form

Click Preview to view the completed form

Activate and Deploy the form

Step 14) Go to any of the Existing or New Quote.

Open "Browse Catalog" Select the Cloud Catalog and press Next

Step 15) To initiate Guided Selling, click on the Guide Me button.

You are presented with a Guided Product Selection screen listing all of the active Guided Selling selection forms available in the Org. Select the “Select Product Family” option (or the name of the selection options you created in the previous steps of this exercise) and press Start.