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          Create Products from the Product Hierarchy View

          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.

          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, edit, and remove products from the hierarchy: Life Sciences Commercial Admin permission set

          Life Science Marketable Product represents all sellable and non-sellable (marketable) products, while Product2 represents only sellable products. Life Science Marketable Product is categorized by using various groupings, such as indications, therapeutic areas, brands, markets, and products.

          In the Product Hierarchy view, you create products by using the Life Science Marketable Product object. However, make sure that you associate the Life Science Marketable Product records of type Product with a Product2 record in the Product field.

          1. From the App Launcher, find and select Admin Console.
          2. Select the Product tile.
          3. In the left navigation pane, select Product Hierarchy.
          4. To create a parent Life Science Marketable Product record, select New Product.
            1. Add a name and indicate the type.
              If you select type as Product, make sure to add a record in the Product field.
            2. Select Active.
            3. Save your changes.
          5. To create a child Life Science Marketable Product record, select the parent product in the hierarchy.
            1. Click Add Child Product.
            2. Add the details of the Life Science Marketable Product and activate it.
            3. Save your changes.
           
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