To launch the Guided Selling process in Salesforce Industries CPQ, you can: A. Create a Vlocity action to trigger the process: This method involves setting up a specific action within Salesforce that initiates the OmniScript of the Guided Selling process. This is typically done by configuring a custom action that can be activated from a UI element like a button or a link.
This approach is preferred because it allows for flexible integration into various parts of the Salesforce UI, making it accessible where needed and can be customized to trigger under specific conditions or contexts.
Practical examples of setting up actions for Guided Selling in Salesforce Industries CPQ training modules.
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