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).

1. Click on Object Manager, then select Product.
2. Click on the List View Button Layout, then select the first list view.
3. Click the down arrow and edit. Then move the “New Package” Button from the Available Buttons column into the Selected Buttons column.
4. Save the Product List View layout. Repeat the steps above if you have multiple Product List Views.

To set up the GSP Package Manager, you need to make several adjustments to the Product page layout. Those changes are outlined below:

Follow these steps to add the Edit Package Components from the Product Manager app to your Product Page layouts.

Adding the Edit Package Components button when using Product Page Layout(s)

1. Click on Object Manager, then select Product.
2. Click on Page Layouts, then select the appropriate page layout.
3. Click Mobile & Lightning Actions in the top pane. Drag “Edit Package Components” into the Salesforce Mobile and Lightning Experience Actions Section.
4. Save the Product Page layout. Repeat the steps above if you have multiple relevant Product Page layouts.

Adding the Edit Package Components button when using Dynamic Actions on Products

1. Navigate to a Product
2. Click the Cog in the top right, then select edit page.
3. When the page loads, select the Highlight Panel.
4. Click on the “Add Action” button from the menu on the right.
5. In the “Search Actions” ssection, elect the “Edit Package Components” action and click “Done”. Optionally, you can set up a filter to limit when the “Edit Package Components” button will be visible. We suggest only making the button visible when the Package Type field is set.
6. In the menu on the right side, drag and drop the “Edit Package Components” action to place it in the appropriate position. We suggest placing it as the first action on the page.
7. Click Save, and if required, Activation.
8. Repeat the steps above if you have multiple Product Lightning Record Pages.

Adding the Package Type field & Package Component related list to the Product page layout(s)

Follow these steps to add the Package Type Field from the Product Manager app to your Product Page layouts.

1. Click on Object Manager, then select Product.
2. Click on Page Layouts, then select the appropriate page layout.
3. Click Fields in the top pane. Drag “Package Type” onto the Page Layout.
4. Save the Product Page layout. Repeat the steps above if you have multiple relevant Product Page layouts.

Follow these steps to add the Package Components Related List from the Product Manager app to your Product Page layouts.

1. Click on Object Manager, then select Product.
2. Click on Page Layouts, then select the appropriate page layout.
3. Click Related in the top pane. Drag “Package Components” into the Related Lists Section.
4. Save the Product Page layout. Repeat the steps above if you have multiple relevant Product Page layouts.