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Post-Upgrade Steps for Product Designer
This topic contains configuration steps for upgrading the Product Designer to the latest. Product Designer is the next generation Product Catalog administration application. It provides a unified user experience with improved efficiency and agility to launch products quickly to market, giving both business and IT users access to all the product management capabilities they need.
To upgrade the Product Designer to the latest release:
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Ensure you can see the Delete button on the
Highlights panel
of the Product record page.
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Go to Setup → Object Manager → Product → Page Layouts → Product Console Layout.
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If you see Override the predefined actions link under Salesforce Mobile and Lightning Experience Actions, then click Remove all the existing actions.
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In the layout panel at the top, click Mobile and Lightning Actions.
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Drag and drop Delete(Product2.Product_Delete) from Mobile & Lightning Actions onto the Salesforce Mobile and Lightning Experience Actions section.
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Click Save.
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Reorder the picklist values:
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Click Setup.
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Click Object Manager.
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Find and click Vlocity Attachment.
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In the panel on the left, click Fields & Relationships.
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Click Content Type.
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In the Values section, click Reorder. The Picklist Edit for Content Type page appears.
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Click the checkbox for Display values alphabetically, not in the order entered.
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Click Save.
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Ensure the Product Relationships tab appears in
the Vlocity Product Designer:
If you do not see the Product Relationships tab, then:
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From Setup, in the Quick Find field, type tabs.
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Under Custom Object Tabs, click New.
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Select the Product Relationships tab. The New Custom Object Tab appears.
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Select a tab style.
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Click Next.
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For Apply one tab visibility to all profiles, select Default on.
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Click Next. The Tabs page appears.
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Click the associated checkbox for Vlocity Product Designer.
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Click Save.
Add the "Product Relationship" tab to Vlocity Product Designer:
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From Setup, in the Quick Find field, type App Manager.
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From the search results, click App Manager. The Setup page for Lightning Experience App Manager appears.
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On the row for the Vlocity Product Designer, click the arrow and select Edit. The Vlocity Product Designer app page appears.
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From the App Settings panel, click Navigation Items.
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Under the Available Items list, click the Product Relationships tab, then click the right arrow to add it to the Selected Items list.
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Click Save. It may take a few moments for your changes to appear.
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