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Get Started With Product Manager
GSP Product Manager Quick Start Guide
Here are the simple steps for setting up the Product Manager App: 1. Adding the Product Manager when using...
How to Install GSP Product Manager
You install the app directly from the AppExchange. Here’s the link to the AppExchange Listing for the Product Manager. Click...
Adding the Product Manager when using the Opportunity Page Layout(s)
Follow these steps to add the Product Manager Button to your Opportunity page layout(s). Click on Object Manager, then select...
Adding the New Package Button to Product List Views
Follow these steps to add the “New Package” Button from the Product Manager to your Product Tab List View(s). Click...
Adjust the “Package Builder – Additional Columns” Field Set
The “Package Builder – Additional Columns” Field Set determines the columns displayed for each Product in the package builder’s folder...
Adjust the “Product Manager – Folders” Field Set
The “Product Manager – Folders” Field Set determines the folder structure of the products in the GSP Product Manager. For...
Configure Product Manager for Subscription Products
To configure Subscription Products in the Product Manager, you must purchase the Subscription Manager App. If you wish to use...
Apply the GSP Product Manager Permission Set
To apply the permission set to grant users full access to the app. Complete the following steps: Go to Setup...
Adding the Product Manager when using Dynamic Actions on Opportunities
Navigate to an Opportunity Click the cog in the top right, then select edit page. When the page loads, select...
Adding the Product Manager Lightning Web Component to a Lightning Page
Navigate to an Opportunity Click the cog in the top right, then select edit page. When the page loads, scroll...