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Product Definition with the Salesforce Interface
A new product must have a description and usually includes attributes. You can exclude and update fields and attributes. A new product may also be a part of a product family. You define the product relationships and product and group cardinality. Decide if the product or offer is a line item. For example, you may want to offer individual television channels, but you don’t want each to be available as a separate line item. You can create order line items that are not necessarily individual assets.
To set up a new product in Salesforce Industries Communications, Media, and Energy, start with your company's model of what a product is. You're likely to load several products into Salesforce Industries Communications, Media, and Energy at once. In some cases it may be possible to import or integrate your existing product catalog. You probably have a core set of picklist values and attributes that are reusable and are used over a variety of products and offers. After you have loaded the existing products into Vlocity, you must create new products and offers as your inventory expands.
When creating products, you start by creating attribute categories. Use product attributes to differentiate products instead of creating a separate product for each configuration. You can also price products based on attributes. For more information about attributes, see Product Attributes Overview.
There is one instance of every product. You configure products by selecting attributes. Attributes drive provisioning and pricing. Users and administrators can select attributes, or external systems can populate attributes.
Rules determine what’s available. There are hard and soft rules. With a hard rule, if a product is not available, it is not displayed. With a soft rule, if a product is not available, it is displayed, but cannot be selected. Rules run when the cart changes. Products that aren't sold, such as services and resources, can be included to help with provisioning, but they're not selectable. For more information about rules, see Set Up Rules and Entity Filters.
Vlocity supports product bundles. You can create a bundle that includes multiple phone choices, then create a rule to specify that there must be a minimum of one and a maximum of one. Child group cardinality specifies the minimum and maximum child products in a bundle. Bundles can also override cardinality, price, and attributes. The following is a sample bundle:
Sample Bundle
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Product (offer) = Internet 50 Mbps, SLA Best Effort, Router, 4 IP
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Product (specification) = Copper VDSL, SLA B, Cisco modern model, IP address
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Internet speed can be upgraded to 100 Mbps and 500 Mbps
Every product must be in the default price book.
- Add an Image to a Product
You can upload files for an offering or specification, including images and documents. Previews of images and videos are shown in the Details tab for a product. - Associate a Product with a Price Book
Products must be associated with a price book. - Configure Attributes and Fields for an Object Type
Attributes and fields you assign to the Base Object object type are later inherited by the child object types that you create. You can only assign attributes and fields that you have previously created. - Add Product Child Items to a Product
Product child items (PCIs) are products associated with a bundle of products or services. A product can have one or more PCIs. Add PCIs by editing the Product record detail page. Every product contains a root PCI that defines the minimum and maximum number of child items for the root, or parent, product. - Cardinality of Child Products in a Bundle
For each child item in a bundle, there is a minimum and a maximum quantity, as well as the default quantity. When creating a bundle, a product administrator sets up these cardinality values. - Add Multiple Price Types for a Product
Salesforce Industries Communications, Media, and Energy supports multiple price types for Products in a Price Book, including Recurring Price and Overage Charge. After a Product has been added to a Price Book, you can add these and other price types for that Product. - Update Products Designed in Aloha to Use the Product Console
The IsConfigurable__c flag was used differently in the Aloha interface than it is used in Product Console. To update the flag to manage products in the Vlocity Product Console, you must run the UpdateAttributeConfigurableBatchJob. The input includes a date/time. All attribute assignments created before that date are updated. - Product Attributes in EPC
Product attributes define product characteristics and can be categorized. You can use attributes to filter products. Pricing is based on product attributes.
