A catalog is a collection of the products that you sell, organized into categories for
easier findability. You must create a catalog before you create catalog categories and assign
products to them. Use Product Catalog Management to create and manage your catalogs.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To set up Digital Lending:
Digital Lending permission set
To set up Product Catalog Management features and objects:
Product Catalog Management Designer permission set
To view Product Catalog Management features and objects
Product Catalog Management Viewer
In this example, create a catalog to store your lending products, such as personal loans,
auto loans, and home loans. To learn more about catalogs, see Catalogs.
From the App Launcher select Product Catalog Management, and then
click Catalogs.
From the catalogs list view page, click New.
In the New Catalog window, enter the details:
Enter a name and description for the catalog.
Enter a unique catalog code.
Select an effective start and end date.
The effective start date is the date and time when the catalog becomes available to
users. The effective end date is the date and time after which the catalog is no longer
available to users.
Select the type of catalog: Sales. A Sales catalog is a catalog for products, while a
Service Process is a catalog for a suite of services.
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