Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Products page, a list of the first 2,000 Products Is displayed in a disorganized manner. The product management team wants the
products to display in collapsible groups based on the product family. How should a CPQ specialist enable this functionality from the Salesforce CPQ managed package configuration settings?
A. Check the Solution Groups Enabled checkbox, set Object to Quote Line, and set Name Field to Product Family.
B. Add the Product Family field to the Search Results Field Set on the Product object.
C. Select Product Family in the Product Search Plugin field in Plugins.
D. Select Product Family in the Product Results Group Fleld Name field In Additional Settings.
D. Select Product Family in the Product Results Group Fleld Name field In Additional Settings.
Explanation:
Salesforce CPQ has a feature that allows you to group products in collapsible sections on the Add Products screen, so users can expand/collapse products by category (e.g. Product Family).
Here’s how it works:
There’s a field in CPQ package settings:
Product Results Group Field Name
If you populate this field with, e.g. Product Family:
The Add Products page will group products into collapsible sections by Product Family.
It’s perfect for orgs with large product catalogs, like UC’s 45,000 products.
Hence, the correct solution is:
Go to CPQ Package Settings → Additional Settings → Product Results Group Field Name → set this field to Product Family.
That’s precisely what the question is describing.
Why not the other options?
A. Check the Solution Groups Enabled checkbox, set Object to Quote Line, and set Name Field to Product Family.
“Solution Groups” is unrelated here. It’s an older feature tied to Solutions in the Service Cloud context or legacy CPQ implementations. It’s not for grouping products on the Add Products page.
B. Add the Product Family field to the Search Results Field Set on the Product object.
This only makes Product Family visible as a column on the Add Products screen. It does not create collapsible groups.
C. Select Product Family in the Product Search Plugin field in Plugins.
The Product Search Plugin allows custom search logic and UI, but it’s a developer-level customization. It’s unnecessary for simply grouping products.