Use a product dynamic hierarchy to identify, group, and search for products. Use the higher levels in the product hierarchy as filter criteria to search for products, to group product lists, or to assign pricing conditions.
Required Editions
| Available in: Lightning Experience in Performance, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
The available levels of the product hierarchy from highest to lowest:
- Category
- Subcategory
- Brand
- Flavor
- Package
- Product
Here are various product hierarchy levels represented in Consumer Goods Cloud with a product example:
It isn’t mandatory to use all levels, but a maximum of 6 levels are supported.
If the product’s assigned level is unique to the hierarchy, a new level is added to the structure to accommodate the product. Therefore, when selecting a product level, consider the overall structure of the product hierarchy that you want to create.
You can create other product levels by adding picklist values to the Product Level field on the Product2 object and manually changing the level order and labels. However, Category is always at the highest level. For example, you can add levels between Category and Brand, but make sure that Category is at a higher level than Brand. If you rename a level, don’t change the level’s API name because Retail Execution uses the API level name for various functions.
At a minimum, a product hierarchy has the top-level Category and one other level. Ensure that all branches of the hierarchy have an equal number of levels. For example, if a category has two subcategories and one of the subcategories has a brand, ensure that you define a brand for the other subcategory.
A hierarchy’s validity dates determine whether a product is valid for the hierarchy. For a promotion or order, only the product hierarchy valid for the entire time frame is available.