Products and Assortments Configuration and Management

The information present here assumes that you already have the Products Managed Package installed in your Salesforce account. Check Products Managed Package Details | for more details.

Products

A Product is a standard Salesforce object that represents a service or an item that the company sells to its customers. In the Instore application, a product is usually created to represent a service or an individual product that is later grouped along with other products in an assortment and allocated to customer accounts to let the sales representatives know about them while interacting with the customer.

Access Products Object and Tab

To access the object:

1. Log in to Salesforce.

2. In the App Launcher, click Products to navigate to the Products tab.

The Products tab contains a grid layout that contains a list of all Products. You can click on any of them to view the Product details.

Create a Product

To create a Product:

1. In the Products tab, click New.

2. In the New Product dialog that appears, set the following fields and click Save to create the Product:

Edit a Product

To edit a Product:

1. In the Products tab, click the product you wish to edit.

2. On the Product Details page, click Edit.

3. Do the required changes and click Save.

Delete a Product

To delete a Product:

1. In the Products tab, click the product you wish to delete.

2. Click Delete.

3. Confirm to delete.

Clone a Product

To clone an existing product object:

1. In the Products tab, click any product.

2. On the Product page, click Clone.

3. In the New Product dialog that appears, leave the configuration as it is or make changes to the details as needed.

4. Click Save to create the clone record.

Product Assortment

In Instore, a product assortment represents a number of products that are grouped together and allocated to customer accounts based on different criteria.

Access Assortment Object and Tab

To access the object:

1. Log in to Salesforce.

2. In the App Launcher, click Assortments to navigate to the Assortments tab.

Configuring Product Assortment

To create an assortment:

1. In the Assortments tab, click New.

   

2. In the Assortment Details dialog that appears, set the following fields to define the meta-details of a new assortment object:

   

   • Assortment Name - The name of the Assortment.

   • Allocation - This field is set to Account by default since you're going to be allocating the assortment to accounts in the next step.

   • Type - Select Product Assortment from the dropdown.

   • Sharing Code - Enter a code to map a sharing rule to define the visibility of the assortment.

   • Allocation Logic - Choose AND or OR logical operator depending on the need.

3. Click Next to move to the Product Selection page and select the products you would like to add to the assortment.

   

   On this page, you can:

   • Select multiple products one by one using the add icons in the grid.

   • Search products

   • Filter products by:

     • Type

     • Category

     • Active

   • The page appears in a grid format with the following columns:

     • Product Name

     • Product Code

     • Category

     • Active

4. Click Next to see the detailed grid view of all the selected products on the Assortment Selection Details page.

   

   On this page, you can:

   • Define if the product is to Include or Exclude in the Assortment.

   • Define the validity period of the Product to be part of the Assortment using the Start and End dates. The end date can be left blank if required.
     Note: During Assortment processing, if the system finds other assortments with similar accounts and products that already exist in your org, an account product validity is defined using the earliest possible start date and farthest possible end date. For more information, see the Assortment Processing Architecture diagram attached below.

5. Click Next to allocate the Assortment to the accounts based on the following criteria:

   • Individual Accounts - You can add one or more accounts to include or exclude from the assortment allocation.

     

   • Account Hierarchy - Allocation based on a family of account (parent-child relationship). You can turn on the Inheritance and add one or more parent accounts to include or exclude from the assortment allocation.

     

   • Segment - Allocation based on a filtered group of accounts. You can filter a group (segment) of accounts based on one or more account attributes or tags.

     

6. Click Next and choose an action based on need:

   • For new assortments, choose either:

     

     • Activate - Publishes the new Assortment.

     • Clone - Clones an existing Assortment.

   • While editing existing assortments, you choose to either:

     

     • Deactivate - Deactivates existing Assortment.

     • Update - Save changes to existing Assortment.

7. You can also just click Close to save and leave the new assortment in the Draft state.

Here is the Assortment Processing Architecture diagram that represents the logic and elements involved during assortment creation:

Managing an Assortment

You can edit, deactivate or clone an existing assortment depending on the need.

Edit an Assortment

To edit an existing assortment object:

1. In the Assortment tab, click any assortment.

2. On the Assortment page, click Edit.

3. In the Assortment Details dialog that appears, make changes to the details as needed and click Next until you reach the last page on the dialog.

4. Click Update to save the changes and then click Close.

Deactivate an Assortment

To deactivate an existing assortment object:

1. In the Assortments tab, click any assortment.

2. On the Assortment page, click Edit.

3. In the Assortment Details dialog that appears, click Next until you reach the last page on the dialog.

4. Click Deactivate and then click Close.

Clone an Assortment

To clone an existing Assortment object:

1. In the Assortments tab, click any assortment.

2. On the Assortment page, click Clone.

3. In the Assortment Details dialog that appears, leave the configuration as it is or make changes to the details as needed.

4. Click Save.