With CV Product Search, your sales rep can easily search and add multiple products to the opportunity. This app is designed natively on a Salesforce platform and compatible with standard opportunity and product objects.

The lightning interface gives you limited field options to search products and add to the opportunity, but with CV Product Search, there is no limitation on the field you search for your product. You can refine your search result by using multiple field filters in a single search keeping all the other standard Salesforce functionality.

Visit the link to learn more about the https://www.cvapp.store/product/cv-product-search/

Installing “CV Product Search” is easy – just click Get It Now from the AppExchange and follow the prompts to install in either Production/Sandbox (Professional Edition, Enterprise Edition, Unlimited Edition, or Performance Edition).

We recommend installing the app in the sandbox first and then install in production if everything looks fine.

Please enter the login details of your Salesforce administrator if you are presented with the login screen
Once you are presented with the installation screen, you are required to select which of your users should be granted access to the CV Product Search app, including all its components.

Most customers should select the middle option, “Install for All Users”, which will ensure that all users have the proper permissions should they be assigned a license in the next step.

Click the Checkbox as shown to Acknowledge your installation.

Once you make your selection, click the Install button.

Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.

Now CV Product is Installed in your System.

You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.

Configuration Steps

Add CV Add Multiple Product button on page layout

From Setup, Click on Object Manager

Search opportunity in quick find search

Click on Opportunity, Click on Page Layouts and Click on the opportunity layout where you want to add the button to add the products.

Scroll down for the Product Related list and click on the gear icon to open the Products Related list properties.

Click on + icon in the Button header. Select CV Add Multiple Products from the Available Buttons and Click on Add to move the button to Selected Buttons.

Click OK

Note: You can uncheck Add Products standard button as well to avoid any confusion with the inbuilt search.

Click Save.

Customize Columns on the Product Search Page

As an admin, you can easily customize which columns to display on the product search page using the following steps.

From Setup, Go to Object Manager.

Search Product in quick find search and Click on the Product.

Click on Field Sets and Select CV Product Search Field Set to edit.
Drag the required field from the product object in the list, as shown below
Click Save.

All the selected fields will now be available on your product search page.

Customize Columns on the Opportunity Line Item Page

As an admin, you can easily customize which columns to display on the Opportunity Line Item edit page using the following steps.

From Setup, Go to Object Manager.

Search Product in quick find search and Click on the Opportunity Product.

Click on Field Sets and Select CV Opportunity Product Field to edit.
Drag the required field from the Opportunity Product object or another related object in the list, as shown below
Click Save.

All the selected fields will now be available on your Opportunity Line Item edit page.

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Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.