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Set Up the Product Designer

Configure the Product Designer to display the correct page layout and compact layout so that product administrators can use all the features.

  1. Assign a Page Layout to the profile and record type:

    • Go to Setup → Object Manager → Product → Page Layouts → Page Layout Assignment.

    • Click Edit Assignment.

    • Assign the Product Console Layout to System Admin or other profiles for the Product and other record types.

    • Click Save.

    • Repeat this step to also assign page layouts for the following objects:

      Label (from Object Manager)

      Page Layout to Select

      Vlocity Attribute

      Vlocity Attribute Detail Layout

      Vlocity Attribute Category

      AttrCategory_ProductConsole Layout

      Offer Migration Plan

      Vlocity Offer Migration Plan Layout

      Project

      Project Layout
  2. Set up the Compact Layouts (Highlights panel):

    • Click Setup.

    • Click Object Manager.

    • Click Product → Compact Layouts → Product Highlights.

    • Click Compact Layout Assignment.

    • Click Edit Assignment.

    • Assign the compact layout Product Highlights to the Product or other record types.

  3. Assign the Create New Product and Generate Report buttons to the list view:

    • Go to Setup → Object Manager → Product → List View Button Layout → List View.

    • Click the associated drop-down for List View and click Edit. The Product List View page appears.

      Products List View configuration page

    • Under Standard Buttons, uncheck New [CreateNewProduct] and New From Document [NewFromDocument].

    • Under Available Buttons, select Create New Product and Generate Report and add them to the Selected Buttons list.

    • Click Save.

  4. Ensure you can see the Delete button on the Highlights panel of the Products page:

    • Go to Setup → Object Manager → Product → Page Layouts → Product Console Layout.

    • If you see Override the predefined actions link under Salesforce Mobile and Lightning Experience Actions, then click Remove all the existing actions.

    • In the layout panel at the top, click Mobile and Lightning Actions.

    • Verify that the following Quick Actions appear in the Salesforce Mobile and Lightning Experience Actions section. If not, drag the following Quick Actions from Mobile & Lightning Actions onto the Salesforce Mobile and Lightning Experience Actions section.

      Object Name

      Page Layout

      Quick Action Label (Action Name)

      Comment

      Product

      Product Console Layout

      Delete (Product2.Product_Delete)

      Generate All References (Product2.ProductDetailsReport)

      		  
         

      New Version (Product2.New_Version)

      Release Product (Product2.Product_Release)

      Version History (Product2.Version_History)

      Add these Versioning-related buttons to the layout when the Versioning feature is enabled. These buttons do not need to be exposed in non-versioning orgs.

    • Click Save.