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            Product Hierarchy Settings

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            1. Salesforce Help
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            3. Administer Life Sciences Cloud

            Product Hierarchy Settings

            Product hierarchy provides a centralized view of all the products developed, marketed, and distributed by a life sciences organization. It helps product management admins and users drill down into each product right from the hierarchy, and view the details of each record. Add, remove, or edit products, product types, and product guidances directly from the hierarchy without switching between multiple tabs.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            If your Salesforce admin enables the Product Hierarchy business group filter, you see a custom view of the product tree that shows only the products in your business group.

            An admin can only manage records where the Business Group value in the Life Science Marketable Product record matches the Business Group value in the User Additional Info record. Make sure that the Life Science Marketable Product and User Additional Info page layouts include the Business Group field.

            • Create Products from the Product Hierarchy View
              The Product Hierarchy view emulates the market, therapeutic area, or SKU structure of Life Sciences organizations, providing complete visibility into an organization's entire range of products. This overview is useful for all the business functions that use products in various capacities, such as Visits and Sample Management. Search for products, create products, and edit or delete products directly from the Product Hierarchy view.
            • Define Messages and Objectives for Product Detailing
              Drive effective product strategies and detailing efforts with product messages and objectives. Messages and objectives are implemented together as product guidance, and help drive key points of emphasis and product activities aligned with broader business goals.

            See Also

             
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