Products Managed Package Details

The Product Managed Package provides the ability to manage products for use in Pitcher’s Applications. For example, 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.

This document describes the contents and configuration of the latest Pitcher’s Products 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.

Custom Objects

Pitcher Mission Managed Package installs the following custom objects listed below:

Asset Object

A Asset (PCH__Asset__c) object helps in defining the asset records.

Fields and Relationship

Field Label	Field Name	Data Type
Name	`Name`	Text(80)
Allocation Logic	`PCH__Allocation_Logic__c`	Picklist
Asset Label	`PCH__Asset_Label__c`	Text(255)
End	`PCH__End__c`	Date
Start	`PCH__Start__c`	Date
Technical Status	`PCH__Technical_Status__c`	Picklist
Type	`PCH__Type__c`	Picklist

Resources

Component Name	Component Type
All	List View

Asset Product Object

A Asset Product (PCH__Asset_Product__c) object helps in defining the asset products that can be assigned to the assets at the time of creation.

Fields and Relationship

Field Label	Field Name	Data Type
Name	`Name`	Text(80)
Asset	`PCH__Asset__c`	Master-Detail(Asset)
Product	`PCH__Product__c`	Lookup(Product)
Sequence	`PCH__Sequence__c`	Number(18,0)

Resources

Component Name	Component Type
All	List View

Category Object

A Category (PCH__Category__c) object helps in defining the category for products that can be assigned to the products at the time of creation.

Fields and Relationship

Field Label	Field Name	Data Type
Category Name	`Name`	Text(80)
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Owner	`OwnerId`	Lookup(User,Group)
Description	`PCH__Description__c`	Text Area(255)
Parent	`PCH__Parent__c`	Lookup(Category)
Sequence	`PCH__Sequence__c`	Number(9, 0)

Resources

Component Name	Component Type
All	List View

Assortment Object

An Assortment (PCH__Assortment__c) object is used to define a group (assortment) of products based on certain criteria.

Fields and Relationship

Field Label	Field Name	Data Type
Assortment Name	`Name`	Text(80)
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Owner	`OwnerId`	Lookup(User,Group)
Record Type	`RecordTypeId`	Record Type
Account	`PCH__Account__c`	Lookup(Account)
Allocation	`PCH__Allocation__c`	Picklist
Allocation Logic	`PCH__Allocation_Logic__c`	Picklist
Assortment (Template)	`PCH__Assortment_Template__c`	Lookup(Assortment)
Assortment ID	`PCH__Assortment_ID__c`	Auto Number
Destination (Indicator)	`PCH__Destination_Indicator__c`	Text(255)
External ID	`PCH__External_ID__c`	Text(255) (External ID) (Unique Case Sensitive)
Process ID	`PCH__Process_ID__c`	Text(255) (External ID)
Technical Status	`PCH__Technical_Status__c`	Picklist
TECH_Is Competitor Assortment	`PCH__Is_Competitor_Assortment__c`	Formula
TECH_Is Indicator Assortment	`PCH__Is_Indicator_Assortment__c`	Formula
TECH_Is Merchandising Assortment	`PCH__Is_Merchandising_Assortment__c`	Formula
TECH_Is Product Assortment	`PCH__Is_Product_Assortment__c`	Formula
Template	`PCH__Template__c`	Checkbox
Type	`PCH__Type__c`	Picklist
Unique ID	`PCH__Unique_ID__c`	Text(255) (External ID) (Unique Case Insensitive)

Resources

Component Name	Component Type
Assortment Layout	Page Layout
Account Assortment	Record Type
Assortment	Record Type
All	List View
Assortment (Templates)	List View
Assortment Builder Layout	Page Layout
Deep Clone	Custom Link within http://salesforce.com

Account Product Object

The Account Product (PCH__Account_Product__c) object is used to allocate an Assortment Product to a specific customer account.

Fields and Relationship

Field Label	Field Name	Data Type
Product Name	`Name`	Text(80)
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Owner	`OwnerId`	Lookup(User,Group)
Account	`PCH__Account__c`	Lookup(Account)
Assortment (Account)	`PCH__Account_Assortment__c`	Lookup(Assortment)
Assortment (Template)	`PCH__Assortment_Template__c`	Lookup(Assortment)
Assortment Product	`PCH__Assortment_Product__c`	Lookup(Assortment Product)
Category (Product)	`PCH__Category_Product__c`	Formula (Text)
Competitor Assortment	`PCH__Competitor_Assortment__c`	Checkbox
End (Active)	`PCH__End_Active__c`	Date
External ID	`PCH__External_ID__c`	Text(255) (External ID) (Unique Case Sensitive)
Priority Assortment	`PCH__Priority_Assortment__c`	Checkbox
Process ID	`PCH__Process_ID__c`	Text(255) (External ID)
Product	`PCH__Product__c`	Lookup(Product)
Sequence	`PCH__Sequence__c`	Number(18, 0)
Start (Active)	`PCH__Start_Active__c`	Date
Technical Status	`PCH__Technical_Status__c`	Picklist
Type	`PCH__Type__c`	Formula (Text)
Unique ID	`PCH__Unique_ID__c`	Text(255) (External ID) (Unique Case Sensitive)
Unique ID (Account Product)	`PCH__Unique_ID_AccountProduct__c`	Text(255) (External ID) (Unique Case Sensitive)

Resources

Component Name	Component Label
Account Product Layout	Page Layout

Assortment Product

The Assortment Product (PCH__Assortment_Product__c) object is used to define an account within an Assortment.

Fields and Description

Field Label	Field Name	Data Type
Product Name	`Name`	Text(80)
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Active	`PCH__Active__c`	Formula (Checkbox)
Allocation Rule	`PCH__Rule__c`	Picklist
Assortment	`PCH__Assortment__c`	Master-Detail(Assortment)
End (Active)	`PCH__End_Active__c`	Date
Product	`PCH__Product__c`	Lookup(Product)
Sequence	`PCH__Sequence__c`	Number(18, 0)
Start (Active)	`PCH__Start_Active__c`	Date

Resources

Component Name	Component Type
Assortment Product Layout	Page Layout

Extended Components

The Pitcher’s Products Managed Package installs the following components within other standard objects to link records:

Components

Component Label	Component Name	Parent Object	Component Type
Assortment Allocation	-	Allocation	Record Type
Assortment (Template)	`PCH__Assortment_Template__c`	Allocation	Custom Field
Category	`PCH__Category__c`	Product	Custom Field
Type	`PCH__Type__c`	Product	Custom Field
Parent	`PCH__Parent__c`	Product	Custom Field

Permission Sets

Pitcher Missions Managed Package installs the following permission sets that are used for proper access on Pitcher application usage:

PITCHER-Missions Operations - This permission set is used to set permissions for administrators for back-end (Salesforce) usage.
PITCHER-Missions Rep - This permission set is used to set permissions for front-end users.

Custom Tabs

Pitcher’s Products Managed Package installs the Assortment , Category , Asset and Asset Product custom tab that appears when you access the Assortments app on Salesforce or when you want to work with Categories. The tabs are made available to users through the operations permission set as described above. Any custom additional permission sets can also be used to determine the tab’s access.

Apex Classes

EXT_AssortmentBuilder_CTL
EXT_AssortmentBuilderActions
SCH_AssortmentL1AllocationBatchScheduler
SCH_AssortmentL2AllocationBatchScheduler
SCH_AssortmentL3AllocationBatchScheduler
SCH_AssortmentL2Process
SCH_AssortmentL3Process

Custom Metadata

Pitcher Products Managed Package installs the following custom metadata components listed below:

Managed Metadata Records

Component Name	Custom Metadata Type
Assortment Detail Template Autofill	`Lightning_Builder_Table_Item__mdt`
Assortment Product Details End	`Lightning_Builder_Table_Item__mdt`
Assortment Product Selection	`Lightning_Builder_Item__mdt`
Assortment Product Selection IsActive	`Lightning_Builder_Table_Item__mdt`
Assortment Account Hierarchy	`Lightning_Builder_Allocation_Item__mdt`
Account Product	`Apex_Managed_Sharing_Setting__mdt`
Assortment Segment Tag	`Lightning_Builder_Allocation_Item__mdt`
Assortment Allocation	`Lightning_Builder_Item__mdt`
Assortment Detail Tech Status Autofill	`Lightning_Builder_Table_Item__mdt`
Assortment Actions	`Lightning_Builder_Item__mdt`
Assortment Product Details Product ID	`Lightning_Builder_Table_Item__mdt`
Assortment Product Selection Category	`Lightning_Builder_Table_Item__mdt`
Assortment Product Selection Product	`Lightning_Builder_Table_Item__mdt`
Assortment Product Selection Type	`Lightning_Builder_Table_Item__mdt`
Assortment Product Details Start	`Lightning_Builder_Table_Item__mdt`
Assortment	`Apex_Managed_Sharing_Setting__mdt`
Assortment Account Single	`Lightning_Builder_Allocation_Item__mdt`
PCH__Assortment__c	`Lightning_Builder_Type__mdt`
Assortment Builder	`Lightning_Builder__mdt`
Assortment Segment Attribute (Account)	`Lightning_Builder_Allocation_Item__mdt`
Assortment Product Details Product Name	`Lightning_Builder_Table_Item__mdt`
Assortment Product Details Rule	`Lightning_Builder_Table_Item__mdt`
Assortment Product Selection Product ID	`Lightning_Builder_Table_Item__mdt`
Assortment Details	`Lightning_Builder_Item__mdt`
Assortment Product Details	`Lightning_Builder_Item__mdt`
C Assortment Product Selection	`Lightning_Builder_Item__mdt`
M Assortment Product Selection	`Lightning_Builder_Item__mdt`
P Assortment Product Selection	`Lightning_Builder_Item__mdt`
CAssortment Product Selection Product ID	`Lightning_Builder_Table_Item__mdt`
C Assortment Product Selection Category	`Lightning_Builder_Table_Item__mdt`
C Assortment Product Selection IsActive	`Lightning_Builder_Table_Item__mdt`
C Assortment Product Selection Product	`Lightning_Builder_Table_Item__mdt`
C Assortment Product Selection Type	`Lightning_Builder_Table_Item__mdt`
MAssortment Product Selection Product ID	`Lightning_Builder_Table_Item__mdt`
M Assortment Product Selection Category	`Lightning_Builder_Table_Item__mdt`
M Assortment Product Selection IsActive	`Lightning_Builder_Table_Item__mdt`
M Assortment Product Selection Product	`Lightning_Builder_Table_Item__mdt`
M Assortment Product Selection Type	`Lightning_Builder_Table_Item__mdt`
PAssortment Product Selection Product ID	`Lightning_Builder_Table_Item__mdt`
P Assortment Product Selection Category	`Lightning_Builder_Table_Item__mdt`
P Assortment Product Selection IsActive	`Lightning_Builder_Table_Item__mdt`
P Assortment Product Selection Product	`Lightning_Builder_Table_Item__mdt`
P Assortment Product Selection Type	`Lightning_Builder_Table_Item__mdt`

Apex Managed Sharing Setting

The APEX Managed Sharing Settings (Apex_Managed_Sharing_Setting__mdt) custom metadata is used to determine the configurations for APEX sharing for certain objects. For more information, see https://pitcher-ag.atlassian.net/wiki/spaces/APPS/pages/247399283/Apps+Managed+Package+Details#APEX-Managed-Sharing-Settings.

Pitcher Products Managed Package installs the following APEX Managed Sharing Settings records to make use of the APEX sharing process within this package:

Managed Metadata Records

Account Product
Assortment

Package Installation

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