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          Product Discovery Setup

          Product Discovery Setup

          To populate the information that users see when they use Product Discovery, select a context definition, and if necessary, select a qualification procedure and a pricing procedure.

          Required Editions

          View supported products and editions.

          To set up product discovery, follow all the instructions in each of these sections. To keep track of your progress, bookmark this page for easy reference.

          • Configure Product Discovery Settings
            Select the context definition, qualification procedure, and pricing procedure to populate the information that users see when they use Product Discovery. After you enable qualification and pricing procedures for Product Discovery, you can enable or disable them for the Product List, Product Details, or Product Bundle Details components.
          • Create a Procedure to Get List Prices for Product Discovery
            Use the Product Discovery Pricing Procedure template to create a pricing procedure that fits your company's needs. The Pricing Procedure is used to determine and populate pricing information for Product Discovery.
          • Assign Product Discovery Permissions
            To provide users access to Product Discovery data and components, assign the necessary permissions and data access.
          • Record Sharing in Product Discovery
            Set up record sharing and grant all runtime users of Product Discovery read access to all child records and related object records for a given product.
           
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