---
schema_version: "1"
id: 8f44787e7b276389376959e7f5094c03fec2df5c5482f3446b2c62887b09e4c2
title: Set Up the Product Designer
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_set_up_the_vlocity_product_designer.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_set_up_the_vlocity_product_designer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 94f43b713765e0f483b312a14bf068d02d591088486d569a873dec5d0d0c9bae
description: Configure the Product Designer to display the correct page layout and compact layout so that product administrators can use all the features.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# 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:
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <colgroup>
                  <col>
                  <col>
                </colgroup>
                <thead class="slds-text-title_caps ">
                  <tr class="">
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d275488e75">
                      <p style="margin-bottom:0;">Label (from Object Manager)</p>
                    </th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d275488e81">
                      <p style="margin-bottom:0;">Page Layout to Select</p>
                    </th>
                  </tr>
                </thead>
                <tbody>
                  <tr class="">
                    <td data-label="Label (from Object Manager)" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e75 ">
                      <p style="margin-bottom:0;">Vlocity Attribute</p>
                    </td>

                    <td data-label="Page Layout to Select" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e81 ">
                      <p style="margin-bottom:0;">Vlocity Attribute Detail Layout</p>
                    </td>

                  </tr>
                  <tr class="">
                    <td data-label="Label (from Object Manager)" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e75 ">
                      <p style="margin-bottom:0;">Vlocity Attribute Category</p>
                    </td>

                    <td data-label="Page Layout to Select" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e81 ">
                      <p style="margin-bottom:0;">AttrCategory_ProductConsole Layout</p>
                    </td>

                  </tr>
                  <tr class="">
                    <td data-label="Label (from Object Manager)" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e75 ">
                      <p style="margin-bottom:0;">Offer Migration Plan</p>
                    </td>

                    <td data-label="Page Layout to Select" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e81 ">
                      <p style="margin-bottom:0;">Vlocity Offer Migration Plan Layout</p>
                    </td>

                  </tr>
                  <tr class="">
                    <td data-label="Label (from Object Manager)" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e75 ">
                      <p style="margin-bottom:0;">Project</p>
                    </td>

                    <td data-label="Page Layout to Select" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e81 ">
                      <p style="margin-bottom:0;">Project Layout</p>
                    </td>

                  </tr>
                </tbody>
              </table>
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/list_view_button_layout.png)
    - 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.
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <colgroup>
                  <col>
                  <col>
                  <col>
                  <col>
                </colgroup>
                <thead class="slds-text-title_caps ">
                  <tr class="">
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d275488e344">
                      <p style="margin-bottom:0;">Object Name</p>
                    </th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d275488e350">
                      <p style="margin-bottom:0;">Page Layout</p>
                    </th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d275488e356">
                      <p style="margin-bottom:0;">Quick Action Label (Action Name)</p>
                    </th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d275488e362">
                      <p style="margin-bottom:0;">Comment</p>
                    </th>
                  </tr>
                </thead>
                <tbody>
                  <tr class="">
                    <td data-label="Object Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e344 ">
                      <p style="margin-bottom:0;">Product</p>
                    </td>

                    <td data-label="Page Layout" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e350 ">
                      <p style="margin-bottom:0;">Product Console Layout</p>
                    </td>

                    <td data-label="Quick Action Label (Action Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e356 ">
                      <p>Delete (Product2.Product_Delete)</p>
                      <p style="margin-bottom:0;">Generate All References
                        (Product2.ProductDetailsReport)</p>
                    </td>

                    <td data-label="Comment" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e362 ">&nbsp;</td>

                  </tr>
                  <tr class="">
                    <td data-label="Object Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e344 ">&nbsp;</td>

                    <td data-label="Page Layout" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e350 ">&nbsp;</td>

                    <td data-label="Quick Action Label (Action Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e356 ">
                      <p>New Version (Product2.New_Version)</p>
                      <p>Release Product (Product2.Product_Release)</p>
                      <p style="margin-bottom:0;">Version History (Product2.Version_History)</p>
                    </td>

                    <td data-label="Comment" class="slds-cell-wrap" style="vertical-align:top;" headers="d275488e362 ">
                      <p style="margin-bottom:0;">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.</p>
                    </td>

                  </tr>
                </tbody>
              </table>
    - Click Save.