CPQ – Little Known Feature – Lookup Search Fields!

This is a pretty cool feature. It enhances the lookup search capabilities of lookup relationship fields in CPQ visualforce pages.

The Scenario
You have the Account field on the Line Editor layout for Quote Line Groups. You can set the Account individually on a Quote Line Group.

The Problem
When you click into the Account field on the Group in the line editor, it shows you Account Names. But what if your Accounts have the same name? How do you know which one to pick? This is a common situation we see.

The Solution
There are two things that are involved in this solution. One for allowing CPQ to search more than just the Name field. The other is for showing more than one field on the Search Results popup when clicking Search in Accounts.

This field set is used to search an extra field when searching for lookup field values.

This field set is used to add field columns to the lookup results popup after clicking “Search in Accounts”.


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