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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. Adjust the Opportunity Page Layout |...
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...
Add Product Manager Elements to Opportunity Page Layout(s)
Follow these steps to add the Product Manager Button to your Opportunity page layout(s). Click on Object Manager and then...
Add New Package Button to the Product Tab
Follow these steps to add the “New Package” Button from the Product Manager to your Product Tab List View(s). Click...
Add Product Manager Elements to Product Page Layout
To set up the GSP Product Manager, you must make several product page layout adjustments. Those changes are outlined below:...
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. Follow...
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...