Universal Containers needs sales reps to look up Campaign records to associate with specific Quote...

Understanding the Requirement:

Universal Containers wants sales reps to associate Campaign records with Quote Lines using a lookup field in the Quote Line Editor.

The requirement includes avoiding warning messages when searching for Campaign records.

Salesforce CPQ Lookup Field Behavior:

When a lookup field is added to the Quote Line Editor, Salesforce CPQ searches for records in the target object (e.g., Campaign).

To avoid warnings, the target object (Campaign) must have a specific field set named CPQ_Lookup, which defines the fields displayed in the search results.

Steps to Implement the Solution:

Step 1: Navigate to the Campaign object in Salesforce Setup.

Step 2: Go to the "Field Sets" related list and click "New."

Step 3: Name the field set CPQ_Lookup (case-sensitive).

Step 4: Add the fields you want to display in the lookup search results (e.g., Campaign Name, Start Date, Owner).

Step 5: Save the field set.

Integration with the Quote Line Editor:

The system will now use the fields defined in the CPQ_Lookup field set when sales reps perform a search for Campaign records.

This ensures the lookup field operates without errors or warnings in the Quote Line Editor.

Key Considerations:

Ensure that all required fields for identifying Campaign records are included in the CPQ_Lookup field set.

Test the lookup functionality in the Quote Line Editor to confirm smooth operation.

Validation:

Add a Campaign lookup field to a Quote Line in the Quote Line Editor and test the search functionality. Verify that the fields defined in the CPQ_Lookup field set appear in the search results without warnings.