Setup Help: Sales Empower Object Detail
This section provides you with information about the specific objects and fields that are used with each Sales Empowerment feature.
You should use this information to plan the records, processes and workflows you need to build to create/update the data needed for the relevant feature.
REMEMBER
Fields and objects may appear in more than one feature. This occurs when FlexPricer needs to make decision on priority of discounts / price adjustments when multiple features are enabled
FEATURE: Up/Down/Cross-sell & Compatible/Incompatible Products
CUSTOM OBJECT: Related Products
- Selected Product: Lookup(Product)
- Related Product: Lookup(Product)
- Up-sell: Checkbox
- Down-sell: Checkbox
- Cross-sell: Checkbox
- Compatible: Checkbox
- Incompatible: Checkbox
RECOMMENDED PAGE LAYOUT UPDATES
- Add the Related Products related lists to Product page layouts and including all fields in columns
- In Lightning pages, prominently display the Related Product(Related Product) single related list so that users can see the products that can be up/down/cross-sold and (in)compatible with the product currently being viewed
FEATURE: Add-on Products
CUSTOM OBJECT: Related Products
- Eligible for Account Discount: Checkbox
RECOMMENDED PAGE LAYOUT UPDATES
- Add the Account fields listed to Account page layouts
FEATURE: Product Margins
STANDARD OBJECT: Products
- Unit Cost: Currency
STANDARD OBJECT: Pricebook Entry
- Unit Cost: Currency
RECOMMENDED PAGE LAYOUT UPDATES
- Add the Unit Cost field to Product and Pricebook Entry page layouts
