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            Set Up Product Record Types

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            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            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.

            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 create a product record type: Life Sciences Commercial Admin permission set

            You can create any kind of record type. However, to track product record types in the processes and workflows in Life Sciences, we recommend creating record types that correspond to these product specification types—order items, promotional items, and sample products.

            1. From the App Launcher, find and select Admin Console.
            2. Select Product, and then select Product Configuration.
            3. Click New Product Record Type.
            4. Add a record type.
              1. Confirm that Master is selected as the existing record type.
              2. Enter a label.
                For example, Sample Product.
                The API name is automatically populated.
              3. Add a description.
              4. Select Active.
              5. Select Mark Available for the profiles that you want to enable the record type for, and click Next.
              6. Assign page layouts to profiles for records with this record type.
              7. Save your changes.
            5. Similarly, add product record types for promotional items and orderable products.

            See Also

             
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