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Salesforce B2B Commerce
Manage Commerce Store Data with Workspaces

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Manage Commerce Store Data with Workspaces

With workspace lists, you can personalize your list view to work with just the records you’re interested in for your B2B store. Customize information to show and create filtered lists. Apply bulk actions and edit entries directly in the workspace.

Required Editions

  1. Customize information to show.
    Select columns to display in a workspace
    1. Click the gear icon, and select Select Columns to Display.
    2. Use the arrows to move items between Available Columns and Selected Columns.
    3. Click Save.
  2. Create a filtered list. For example, in the Pricing workspace, create a filtered list to surface price books or price book entries with specific properties or associations.
    Filtered list in pricing workspace
    1. Click the filter icon.
    2. Click Add Filter.
    3. Select a filter type, and edit the filter values as needed.
    4. After you create your filter, click Save.
    5. To apply the filter, click Apply.
  3. Apply bulk actions to multiple workspace entries. For example, in the Product workspace, mark multiple products as active in your store.
    Bulk actions dropdown on the Product Workspace
    1. Check the box next to the product or products you want to update.
    2. Click Bulk Actions.
    3. Select an action.
  4. Edit an entry or multiple entries with the same value directly from the list view.
    1. To open a field for editing, hover your cursor over the field and click pencil icon.
    2. To update multiple fields with the same value, select the items to be edited, click the pencil icon, and then select the option to update all the selected items.

See Also

 
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