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Cloning Packages to New Products

Available In Core Suite 1.36+

Sales teams often need to create multiple package offerings that are largely similar, with only small variations between them. This functionality allows users to clone a package configuration from one Product to another, eliminating the need to recreate configurations from scratch. It enables faster setup and easier maintenance by allowing users to copy an existing structure and make targeted adjustments where needed.

Prerequisites:
Please ensure the “GSP Subscription App (Full Access)” Permission Set is assigned to the user responsible for configuring package products.

Steps to Complete

  1. Access the Manage Configurations page.
    • Navigate to the package product record.
    • Click on “Manage Configurations” button.
  2. Select the Configuration to Clone.
    • From the list of price book entries, click the cog button on the applicable row.
    • Select the “Clone” option from the menu.


    • Alternatively, you can select “Edit Configuration” from the menu and then select the “Clone” button for the configuration edit page.
  3. Select “Create New Product” from the “Clone Package” popup.
    • The “Add to Price Books” process is outline here.


  4. Choose the Price Books Entries to copy.
    • From the list provided, select the Price Book Entries and configurations you want to include on the new Product. You can select as many Price Book Entries as required.
    • You can select as many Price Books Entries as you need.
    • If you deselect a Standard Price Book Entry, any related custom Price Book Entries in the same currency will also be removed. This is because Salesforce requires a Product to exist in the Standard Price Book for a given currency before it can be included in a custom Price Book in that currency.


  5. Enter the required Product Information for the new Product.


  6. Finalize and Save
    • Click the “Save” button to generate the new Product record, Price Book Entries and configurations.

Outcomes

A new Product record will be created using the information defined on the cloning page. A Price Book Entry will also be created for each selected combination of Price Book and currency, with each entry having a corresponding configuration that mirrors the cloned setup.

Any required changes to the configurations of the new Product can be made from the “Manage Configurations” page.

Once created, the new Product will be available in the Product Manager on Opportunities and Quotes that use the matching Price Book and currency combination.

Troubleshooting

Why can’t I see the Manage Configuration button on a Product?
There are two common reasons why the “Manage Configurations” button may not be visible on a Product record:
1. The action has not been added to the Lightning Record Page or the Page Layout.
2. A visibility filter has been applied to the action on the Lightning Record Page.

Recommendation:
First, confirm whether your org is using the Lightning Record Page or the Page Layout to control which actions are displayed. Once identified, ensure the “Manage Configurations” action has been added to the appropriate configuration.
If you are using Lightning Record Pages, also review any visibility filters applied to the action. Note we recommend applying filter, so the button only appears for package Products.
Why am I only seeing one currency?
Salesforce orgs can be configured to operate with either single or multiple currencies. If you only see one currency available on the “Manage Configurations” page, it is likely that multi-currency has not been enabled in your environment.

Recommendation:
Verify whether the “Activate Multiple Currencies” setting is enabled on the Company Information page within Setup.

Be aware that enabling multi-currency is a permanent change and cannot be reversed. It should only be activated after fully understanding the broader impact on your organisation’s data, processes, and reporting.
When I click the “Manage Configurations” button I see an “Invalid Product” warning message.
The “Manage Configurations” button is only supported for package Products created using the “New Package” action in the Products tab. Attempting to access the page from a non-package Product will result in an “Invalid Product” warning.

Recommendation:
Configure a visibility filter on the Lightning Record Page so the button is only displayed for relevant records. Specifically, set the filter to show the action only when the “Package Type” field is Group or Bundle.
Is the “Edit Package Configuration” button the same as the “Manage Configurations” button?
From version 1.36+ of the GSP Core Suite, the “Manage Configurations” button replaces the “Edit Package Configuration” button. This enhanced functionality allows users to create and manage configurations across multiple Price Books and currencies, whereas the legacy “Edit Package Configuration” button only supports a single Price Book and currency per package Product.

Recommendation:
Update all Product Page Layouts and Lightning Record Pages to replace the “Edit Package Configuration” button with “Manage Configurations”, ensuring users have access to the latest and more flexible configuration capabilities.
On the “New Product” page I can’t see all of the Product fields I need.
By default the fields displayed on the “New Package” page are the standard fields required by Salesforce.

Recommendation:
You can add any required custom fields to this page by including them in the “Package Builder – Product Fields” field set on the Product object.

Request Further Support

If you’re still having some trouble, we’re more than happy to help. Let us know what you’re struggling with using the form below, and we’ll be in touch as soon as possible.

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