Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to filter pricebooks based on fields Resource in opportunity

edited Jan 8, 2024 6:57AM in Sales 1 comment

Summary:

We have requirement to filter pricebooks in opportunity based on BrandSalesGroup_c assigned to logged in user which is in Resource object.

Content (please ensure you mask any confidential information):

We have pricebook DCL in opportunity object where we want to filter the pricebooks based on status Active and BrandSalesGroup_c assigned to logged in user which is in Resource object.

We have created cx-picker for this as we don't have pricebook for adaptive search so we can't user adaptive picker but not triggering the query parameter.

I tried for status but not working and for BrandSalesGroup_c from Resource is the one I need help with how to implement this.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!