Loading
Get Started with Communications, Media, and Energy & Utilities (CME)...
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Plan Your Product Catalog

          Plan Your Product Catalog

          With EPC, you can create an offering to sell to customers, such as an iPhone 11. Before creating an offering, you must create other entities, such as object types, attributes, and product specifications. You can then create bundled offerings and set pricing.

          Before You Begin

          • You must have at least one price book. You can create one generic price book and have multiple price lists that point to the same price book.

          Note
          Note This information is for the Product Designer. For the Product Console, see Create Products in the Product Console.
          Note
          Note

          You must also use Product Console to update an older product that has layout facets other than General Properties. See Upgrade Existing Object Types for use in Product Designer.

          You must create attributes to capture specifics about the product that needs to be tracked. Some attributes are options that might affect the product's price, such as storage capacity, while others might customize an offering for a customer, such as the iPhone color. For attributes with specific options, like storage and color, you need to create picklists so that a customer can select the option from a list.

          example
          example

          iPhone Offering Example

          Before creating an iPhone 11 offering, you need to create more generic objects that have common options and traits. For example, you can create a smartphone object with common attributes, such as model number, bandwidth, operating system, storage, and dimensions. When you create an iPhone or a Samsung phone based on the smartphone object, they inherit those attributes. You don't have to create them for each phone maker and model. You can set the attributes for each phone offering. For example, for the iPhone 11, you might have a picklist for the colors specific to that phone and another picklist of colors specific to the Samsung S10.

          In the Pricing Designer (or Product Console), create the pricing elements — price lists, pricing plans, time plans and policies, promotions, and discounts.

          In Product Designer, create product bundles, or a set of products that are sold together.

          For example, you could create a new account bundle of the iPhone 11, Apple Watch Series 5, and a mobile data plan.

          Then, in Product Designer, you can set the pricing, promotions, and discounts for standalone and bundled offerings.

          For instance, by itself, an iPhone 11 is priced at $699. In a new account bundle, the iPhone 11 has a $50 discount.

          To create a product, you need to have picklists, attributes, object types, and product specifications. You can then create or update a product bundle, and set the pricing for the new product.

          Note
          Note

          Complete the following tasks in the specified order.

          Product Creation Workflow

          A workflow of the tasks to create products in the Product Designer
          1. In the Product Designer, create the attributes, object types, and specifications needed to define an offering.
            1. Create picklists.
            2. Create attribute categories.
            3. Create attributes.
            4. Create New Versions of Object Types.
            5. Create product specifications.
            6. Create offer specifications.
          2. Product Designer, pricing is auto-created or re-used while defining Pricelist entries. But you can define pricing elements in the Pricing Designer, define the pricing elements in the Pricing Designer (or in the older Product Console).

            If you're using the Versioning or Offer Specification features, you must use the Pricing Designer.

            • Create price lists, pricing plans, pricing variables, time plans, and time policies.

            • Define promotions and discounts.

            • Associate products as promotion or discount products.

          3. In Product Designer, create product bundles.
          4. Set pricing for offers.
            1. Add a price.
            2. Add promotions and offers.
            3. Add a cost.
           
          Loading
          Salesforce Help | Article