GSP Product Manager Quick Start Guide

Here are the simple steps for setting up the Product Manager App:

1. Adjust the Opportunity Page Layout | Product Manager

Follow these steps to add the Product Manager Button to your Opportunity page layouts from the Product Manager app.

1. Click on Object Manager and then click Opportunity.
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 the 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 Opportunity Relevant Page layouts.

2. Adjust the Opportunity Page Layout | Product Manager

Follow these steps to add the Product Manager Button from the Product Manager app to your Opportunity Lightning page layout.

1. Click on the cog and then click Edit Page
2. On the left column, scroll down to the Custom-Managed Section.
3. Let’s add the Button. Drag the Product Manager below your lightning path.
4. Save the Opportunity Lightning Page layout.

3. 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.

4. 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.

5. 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.

6. 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 these steps to adjust the field set

1. Click on Object Manager and then click 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.