Get Your Org Ready for Product Management

Review the prerequisites for setting up Product Management in your org.

• Make sure you enable territory settings and create territory records.
• Verify that these trigger handlers are active.
  • LifeSciMarketableProductMetadataHandler: Creates or updates the Product Metadata field in the Life Science Marketable Product records.
  • ProductGuidanceDeactivationHandler: Deletes the Product Guidance Share record when the related Product Guidance record is deactivated.
  • ProductTerrDtlAvailabilityHandler: Deletes the Product Guidance Share record when the related Product Territory Detailed Availability record is deactivated or deleted.
  • ProductTerritoryAvailabilityExclHandler: Deletes the Product Guidance Share record when a territory is excluded from the product-territory alignment.
• Enable offline access to Product data by creating object metadata cache configurations of type Data for these objects.
  • Product2: A subset of products that are physical/tangible and can be sampled, ordered, or used as promotional items.
  • Life Science Marketable Product: Stores all products that your organization markets, sells or just talks about. This includes branded products (for example, a specific drug or device) and non-branded scientific areas (for example, indication, therapeutic area).
  • Product Guidance: Stores product key messages and objectives.
  • Product Territory Availability: Stores information about which products are available for which territories.
  • Product Territory Detailed Availability: Internal object for processing the product-territory alignment data.
  • Life Science Product Account Restriction: Stores information about which products are restricted for which accounts.

• Set Up Product Record Types
  Life Sciences organizations develop a diverse range of products that include sellable and non-sellable products. You can classify both sellable and non-sellable products into markets, brands, products, therapeutic areas, brand indications, and indications. You can also categorize sellable or physical products into order items, promotional items, and samples. To keep track of all types of sellable or physical products, classify and organize them with record types in the Product2 object.
• Map Product Record Types to Product Specification Types
  Create product specification record types to align each product record type with the related product specification type, and in turn with the related workflow in Life Sciences. Life Sciences includes the Sample Product, Promotional Item, and Order Item product specification record types.
• Select the Product Hierarchy Display Type
  Depending on the size of your product hierarchy, choose to view the list of products in its entirety or in parts. Choose to show all the products at one go or show 500 records at a time.
• Show Additional Product Information in the Hierarchy View
  Help users to get more context about the products when they work in the hierarchy view. Select standard or custom fields to show in the hierarchy view.
• Products and Product Types
  Before you set up products in your org, learn about the different types of products, their hierarchy and groupings, and how they all fit together.
• Configure Products and Product Types
  Help users to use the Product Hierarchy and the Product Territory Alignment settings by defining products and product types.