Universal Containers has a new eco-friendly business line, and wants to create a subset of products that include those tagged as eco-friendly, and those that are bundles. When quoting on Opportunities that are flagged as eco-friendly, the sales reps should see only those products when they click Add Products. However, UC wants the flexibility to allow the sales reps to bypass the default subset and include all bundles, even if the Opportunity is flagged as eco-friendly.
Which strategy should UC apply?
A. Create a Search Filter with Filter Value set to Eco-Friendly and Hidden set to FALSE.
B. Create a Filter Product Rule and Product Action with Type set to Optional Filter.
C. Set the Default field on the Add Products Custom Action to TRUE.
D. Add the Eco-Friendly custom field to the Search Filters Fieldset on the Product object.
B. Create a Filter Product Rule and Product Action with Type set to Optional Filter.
Explanation:
Requirement Breakdown:
UC wants a subset of products (eco-friendly + bundles) to appear by default when an Opportunity is flagged as eco-friendly.
However, sales reps should have the flexibility to bypass this filter and see all bundles (even if not eco-friendly).
Why Option B is Correct?
A Filter Product Rule with a Product Action (Type = Optional Filter) allows:
Default filtering (only eco-friendly + bundles appear initially).
Optional override (reps can disable the filter to see all bundles).
This matches the need for conditional filtering with user flexibility.
Why Other Options Are Incorrect?
A (Search Filter):
A static search filter (e.g., "Eco-Friendly") doesn’t allow dynamic switching between filtered/unfiltered views.
Hidden=FALSE only controls UI visibility, not dynamic behavior.
C (Default Custom Action):
Setting Default=TRUE on a Custom Action doesn’t address the filtering logic.
D (Search Filters Fieldset):
Adding a field to the Fieldset only makes it available for search, but doesn’t enforce conditional filtering.