Customize The Product Manager

Configure the Product Manager Columns

The “Product Manager Tree – Additional Columns” Field Set determines the columns displayed for each Price Book Entry in the...

Modify Sales Price/Quantity Page Fields

To modify the Sales Price/Quantity page fields, you must adjust the “Product Manager—Additional Columns” field set. This field set determines...

Modify Package Builder Columns

The “Package Builder – Additional Columns” Field Set determines the columns displayed for each Product in the GSP Package Builder’s...

Modify Package Builder Fields

The “Package Builder – New Package Fields” Field Set is used on the GSP Product Manager’s “New Package” page. It...

Modify New Package Fields

The “Package Builder – Product Fields” Field Set is used on the GSP Package Builder’s New Package page. It determines...

Configure the Product Manager Add Products Additional Columns

The “Product Manager – Additional Columns” Field Set determines which columns will be displayed on the Edit Opportunity Products (second...

Configure the Product Manager – Product Information Feature

The “Product Manager – Product Information” Field Set determines which text fields on the Product Object are displayed in the...

Configure the Product Manager – Subtotals Feature

The “Product Manager – Subtotals” Field Set determines which Opportunity Product fields are included in the sub-total calculations on the...

Adding the Product Manager Button when using Quote Page Layout(s)

If you use the standard Salesforce Quotes Object, you can also use the Product Manager on Quotes. To do this,...

Disabling Single Product Multi-Line Feature on Opportunities

By default, in the Product Manager, you can add the same Product multiple times as separate line items. However, you...

Adjust the Package Builder Folders

The “Package Builder – Folders” Field Set determines the folder structure of the products in the GSP Package Builder Page....

Product Manager Button when using Dynamic Actions on Quotes

If you use the standard Salesforce Quotes Object, you can also use the Product Manager on Quotes. To do this,...

Adding the Product Manager Lightning Web Component to a Quote Lightning Page

Navigate to a Quote. Click the Cog in the top right, then select edit page. When the page loads, scroll...

Disabling Single Product Multi-Line Feature on Quotes

By default, in the Product Manager, you can add the same Product multiple times as separate line items. However, you...

Using Product Manager Read Only Field Mappings

Read-Only Field Mappings enable administrators to define which Opportunity Product fields are accessible in the Product Manager on a per-Product...

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