Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Product Selector V2.8 (by dougamolina)
The new way to manage your Sales Products.
- Business Need
- SalesProductivityQuotes & Orders
- Requires
- Sales Cloud
- Compatible With
- Sales CloudExperience Cloud
Increase the productivity when managing Products in Opportunities, Quotes and Orders, by using an easy-to-use and highly-customizable user interface. It features drag-and-drop capabilities, quick access filters, editable product layouts and more!
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 8 of 8 Reviews
Outstanding App to Replace Standard Product Selection
Highly customizable app. We have used it to fully replace the standard, limited, Salesforce Add Products screen. Product Selector has greatly expanded our ability to quickly and effectively add products to orders. We are faster and more accurate; there is nothing we miss from the standard Salesforce feature. Doug has been an excellent resource during implementation and extraordinarily responsive to input and ideas to improve the app. A great tool with outstanding service and support!
Amazing Support
Thanks again for making this Experience Cloud compatible. This will help multiple clients embed a system that will help their partners create product selections in partner communities.
Much faster, easier to categorize products
Our company is comprised of multiple business units, but all using the same Salesforce Org. This component really helped streamlining building out Opportunities (and Quotes, with the most recent update), as its ability to quickly and efficiently search based off Product Family or search term is intuitive to our sales reps. The latest update definitely added some quality of life features, such as adding custom fields to the display or editing the records before saving. Great work, I definitely recommend as a replacement to the OOTB Add Products component Salesforce provides.
One thought I had as an improvement would be to provide a way to allow custom communication between this and other components. For example, I have another LWC underneath this component on the page that provides methods for the end user to calculate certain values on the Opp line items. Events are published via trigger under update/delete conditions, and the LWC is subscribed, triggering a refresh function to the components datatable. The Product Selector does not refresh, however. Not sure how easy this would be to implement, but would be a neat feature.
Funtionality for Flow Builder
It would be great to allow to use it in a Flow Builder with Opportunity ID input parameter
Great Application
One of the great application that made our products to customize easily and nice UI that made user to move around products.
A True Life Saver
This component helped us deliver a new deal modeling process under a tight deadline, while enhancing the user experience for our sales team. We are excited to see where these component goes as it continues to be improved!
Great Component
This is a great component, super easy to set up, and extremly user friendly.
Works great as advertised, more features needed
As described, it provides a great experience if you're looking for something to replace OOB functionality. I unfortunately don't have much use for it until the line fields are able to be customized. If we were able to specify which fields showed to be edited, I would use and sing it's praises on the highest of rooftops.
Hi Josh. Thanks for your comment and feedback. There's currently a new version in development to address this point, where you will be able to specify all the fields shown in the component layout (or reuse those already in your Org layouts), as well as some other related improvments. I'll be updating here as soon as It's ready for download. If you'd like, you can also send a message to contact@dougamolina.com, so I can let you know by e-mail as well. Thank you!
Hi Ryan, glad to know the solution is being helpful for your company! Regarding events, the component currently handles the standard "refreshView" application event in order to refresh its data after other components have changed it. If you manage to publish this event right after your LWC commits the changes to the database, the component will likely reload the updated data. To fire this event using Aura you can just add this line to your callback success function "$A.get('e.force:refreshView').fire();", I believe for LWC would be something in the same lines. Regardless, I'll definitely look into more ways to make this communication more flexible, like handling platform events as well, thanks for the suggestion!