CV Product Search

$0.00 / month for 24 months

Now, 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.

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 your product. You can refine your search result by using multiple field filters in a single search keeping all the other standard Salesforce functionality as it is.

Now, 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.

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 your product. You can refine your search result by using multiple field filters in a single search keeping all the other standard Salesforce functionality as it is.

Highlights

  • CV Product Search increases the productivity of your sales team.
  • Reduce time by giving accurate results without any hassle.
  • Enhance lightning product search functionality.

FAQ

Answer: We would require your Salesforce login credentials. Or, you may grant login access for Salesforce as well following steps at How to Grant Login Access to Salesforce Support. Please Select CV App Support in Grant Access To.
Answer: You must have Edit access to the Opportunity as well as view/use access on the pricebook to add the products to the opportunity. Please check with your admin to give you required access.
Answer: Yes, columns are customizable. Please see the Additional customization tab given in user and setup guide to customize the columns.
Answer: Please check the selection Instruction given at the top of the page for any help regarding the usage of field filters. You can view the selections instructions in our user and setup guide as well.
Answer: Your admin must add this button on the Opportunity page layout. Please check the configuration steps given in the user and setup guide in Install and Configure CV Product Search tab.

Specifications

Product Version: 1.1

Package Name: CV Product Search

Category: Salesforce Native Apps

Salesforce Supported Editions: Enterprise, Unlimited, Developer, Performance

First Release: 06/22/2020

Latest Release: 06/22/2020

Language: English

Other System Requirements: No additional system requirements

Highlights: Optimize for Lightning Experience, Enhance lightning product search functionality

Supported Browser: MICROSOFT®️ EDGE CHROMIUM

                                    GOOGLE CHROME™️

                                     MOZILLA®️ FIREFOX®️

                                     APPLE®️ SAFARI®️

Documentation

Please click here for Product Documentation

Customization

Changelog

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