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 the Opportunity Page Layout(s)

Follow these steps to add the Product Manager Button to your Opportunity page layout(s).

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

2. Adding the Product Manager when using Dynamic Actions on Opportunities

3. Add the Product Manager Lightning Web Component to a Lightning Page

1. Navigate to an Opportunity
2. Click the cog in the top right, then select edit page.
3. When the page loads, scroll down to the custom section in the left-hand column.
4. Drag the GSP – Product Manager onto the Page (we recommend placing it just below the Opportunity Stages lightning path, in a full-width column).
5. Click Save
6. Repeat the steps if you have multiple Opportunity Lightning Record Pages.

4. Add the New Package Button to the Product Tab

Follow these steps to add the New Package Button from the Product Manager app to your Product Tab List Views.

1. Click on Object Manager and then click 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.

5. Adjust the Product Page Layout(s) | Product Manager

You must adjust several product page layouts to set up the product manager. Those changes are outlined below.

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

1. Click on Object Manager and then click Product.
2. Click on Page Layouts, then select the appropriate page layout.
3. Let’s add the Button. 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.

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

1. Click on Object Manager and then click Product.
2. Click on Page Layouts, then select the appropriate page layout.
3. Add the Field. 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 and then click Product.
2. Click on Page Layouts, then select the appropriate page layout.
3. Add the Related List. 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.

6. Adjust the Package Builder – Additional Columns

The Package Builder – Additional Columns Field Set determines the columns displayed for each Product in the folder structure of the GSP Package Builder.

Follow these steps to adjust the field set

1. Click on Object Manager and then click Product.
2. Click on Field Sets, then select the Package Builder – Additional Columns field set.
3. Drag and drop the fields you wish in the “In the Field Set” Section.
4. Save the Field Set.

7. 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 example, if you add Product Family & Product Type to the field set, when the Product Manager loads, you will see all your Product Family values as the top-level folders. When you expand a folder, you will then see the Product Type Folders as the secondary level. Expanding this will then allow you to see the products in that folder. Any products that cannot be categorized will appear at the bottom of the folder structure.

Follow these steps to adjust the field set

1. Click on Object Manager, then select Product.
2. Click on Field Sets, then select the “Product Manager – Folders” field set.
3. Drag and drop the fields you wish in the “In the Field Set” Section.
4. Save the Field Set.

You can then go to the Product Manager and view your folder structure.

Note that the folder structure can only use fields on the Product object.