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            Map Product Record Types to Product Specification Types

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            3. Agentforce Life Sciences

            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.

            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.
            User Permissions Needed
            To configure settings in the admin console: Life Sciences Commercial Admin permission set

            You can classify products based on their utility. For example, some products are used for promotional purposes or even distributed as samples. To organize product types into categories, map each product record type to a product specification type by using product specification record types.

            1. From the App Launcher, find and select Admin Console.
            2. Select Product, and then select Product Configuration.
            3. Click New Product Specification Record Type.
            4. Add a product specification record type.
              1. Enter a label.
                For example, add Sample Product.
                The API name is automatically populated.
              2. Select a product record type.
              3. Select the product specification type that you want to map the product specification record type to.
              4. Confirm that the product specification type is for the Life Sciences Commercial feature area.
              5. Save your changes.

            See Also

             
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