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.

     

   • 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.