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Instore Managed Package Details

The Pitcher Instore Managed Package allows you to set up the Pitcher’s Instore application base by extending custom fields to other managed packages and defining the application’s functionality.

This document describes the contents and configuration of the latest Pitcher’s Intore Managed Package.

Package Components

A Package Component is a basic building block of development. Check this Salesforce Package-able Components Documentation for different supported components which can be packaged.

Managed App

As one of the main components of this package, the Pitcher Instore bundles all tabs together that are relevant to the Instore use case, which makes it easy for users to access all the relevant areas of work they need.

The Instore Managed App

This Managed Apps consist of below Tabs as per the screenshot below -

The work area with all relevant tabs

Custom Fields & Resources

The Pitcher Instore Managed Package extends many custom fields to the following standard or custom SFDC objects as listed below:

Account Execution Item Object

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label

Field Name

Data Type

Brand (Product)

PCH__Brand_Product__c

Text(255)

Category (Product)

PCH__Category_Product__c

Text(255)

Compliance

PCH__Compliance__c

Checkbox

Facings

PCH__Facings__c

Number(18,0)

Product

PCH__Product__c

Lookup(Product)

Promotion

PCH__Promotion__c

Lookup(Promotion__c)

Stock

PCH__Stock__c

Number(18,0)

Account Product Object

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label

Field Name

Data Type

Competitor Assortment

PCH__Competitor_Assortment__c

Checkbox

Priority Assortment

PCH_Priority_Assortment__c

Checkbox

Execution Item Object

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label

Field Name

Data Type

Brand (Product)

PCH__Brand_Product__c

Text(255)

Category (Product)

PCH__Category_Product__c

Text(255)

Compliance

PCH__Compliance__c

Text(255)

Facings

PCH__Facings__c

Number(18,0)

Product

PCH__Product__c

Text(255)

Promotion

PCH__Promotion__c

Text(255)

Stock

PCH__Stock__c

Number(18,0)

Product Object

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label

Field Name

Data Type

Price (RRP)

PCH__Price_RRP__c

Number(18,2)

Promotion Product Object

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label

Field Name

Data Type

Price (RRP)

PCH__Price_RRP__c

Formula Number(18,2)

Permission Sets

Pitcher Instore Managed Package installs the following permission sets that are used to provide users with suitable access to the Pitcher Instore users:

  • PITCHER-Instore Operations - This permission set is used to set permissions for administrators for back-end (Salesforce) usage.

  • PITCHER-Instore Rep - This permission set is used to set permissions for front-end users.

Operations users are assumed to be managing content for the field team and Reps are the regular users in the field using Pitcher Instore.

Permission Set Groups

A Permission Set Group is a set of multiple permission sets together. There are below Permission Set Groups available in this package -

  1. PITCHER Instore Operations Group - Consist all the dependent packages' operational user permission sets as below -

    1. PITCHER Apps Operations

    2. PITCHER Engage Operations

    3. PITCHER Instore Operations

    4. PITCHER Mission Operations

    5. PITCHER Products Operations

    6. PITCHER Promotion Operations

  2. PITCHER Instore Rep Group - Consist all the dependent packages' Rep user permission sets as below -

    1. PITCHER Apps Rep

    2. PITCHER Engage Rep

    3. PITCHER Instore Rep

    4. PITCHER Mission Rep

    5. PITCHER Products Rep

    6. PITCHER Promotion Rep

Resources

Pitcher’s Instore Managed Package installs the following branding assets (Pitcher logos) that appear when you access any of our objects on Salesforce:

  • Pitcher_Icon02

  • Pitcher_Icon021

Flexi Page

Flexi Pages can be used at multiple places like Lightning Pages, Utility Bar etc. There are below Flexi Pages in this package -

Name

Developer Name

Description

Pitcher Instore UtilityBar

Pitcher_Instore_UtilityBar

Used in Pitcher Instore managed app

Custom Metadata

Field Mapping (Field_Mapping__mdt)

This custom metadata helps in configuring Object Mapping for big objects.

Fields and Relationships

Fields and Relationships are part of “Pitcher Apps”

Managed Metadata Records
  • AEI__Brand_Product

  • AEI_Category_Product

  • AEI_Compliance

  • AEI_Facings

  • AEI_Product

  • AEI_Promotion

  • AEI_Stock

Package Installation

To learn how to install this package and the post-installation steps, see Installing the Instore Managed Package.

 

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