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Add Products to an Activity

You can add products to an activity only if the Consider Products option is selected for the associated activity template. When you create a visit using the visit template added in the activity, these products are added to the visit. And the surveys added in the activity template are added for these products. The Products related list on an activity record page shows the products that are added to an activity.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To add products to activities:

CGCloud Supervisor

OR

CGCloud Retail Supervisor User AND CGCloud Retail User

OR

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User
  1. From the App Launcher, find and select Activities.
  2. Select an activity.
  3. In the Products related list, click New.
  4. Provide these details:
    Field Description
    Identification
    Activity Product Name Name of a record.
    Activity Name of an activity.
    Product Product related to an activity.
    Product Number Product number as defined in the product master data. This field is auto-populated, and is shown only on the Activity Product Detail page.
    Product Description Description of a product as defined in the product master data. This field is auto-populated, and is shown only on the Activity Product Detail page.
    Excluded Indicates whether a product is temporarily excluded from an activity.
    Manually Indicates whether a product is manually added to an activity. For products that are added to activities through a field sales activity, the option is set to No.
    Sales Org Sales org of a product.
  5. Save your changes.