This feature allows sales users to search, view and use their own local language to work with Opportunity Products and Quote Line Items. Read a brief overview of functionality on the Product Data Translations for Salesforce feature page.
How to Set Up Product Data Translations in Salesforce
This feature is driven by data records that are associated with the Product object.
- Enable the Product Data Translations feature on the Flexpricer® Settings page (if you cannot enable the feature, please contact the Flexpricer Help Team)
- Add the Translations Related List to the Product page layout and Group Relationship page layout (and Lightning Record Pages if required)
- Add the Language picklist field to the Opportunity page layout
- Add the Translation lookup field to the Opportunity Product and Quote Line Item page layouts
Translating Product Records
- On a Product record, press the New button on the Translations related list to create a new Translation record
- Select Record Type: Product
- Select the language of this translation from the Language picklist
- The Name of the Translation record is considered to be the translation of the Product Name
- Populate fields on Translation with their translated equivalent from the Product record. Note that when a Translation record is found and used, all the fields on the Translation record are used in preference to those on the Product record – so complete all necessary fields.
- Save the Translation record
Repeat the above process for all products and languages.
Translating Group Relationship Records
If you are using Flexpricer’s Simple Product Configurator, you may wish to translate the Group Relationship Names
- On a Group Relationship record, press the New button on the Translations related list to create a new Translation record
- Select Record Type: Group Relationship
- Select the language of this translation from the Language picklist
- The Name of the Translation record is considered to be the translation of the Group Relationship Name
- Save the Translation record
Repeat the above process for all Group Relationships and languages.
Using Product Data Translations
If the Product Data Translations feature is enabled and the Sales User sets the Language picklist on Opportunity, then Flexpricer’s Vision Product Selector will try to find and use Translation records of the same language.
- When a Sales User searches using Quick Add, if Flexpricer finds a Translation record with the Language picklist value matching that on the Opportunity for a product that is returned in the search results, it will display data from the Translation record in preference to the Product record
- When a line item is added and translated data is available, the translated product information is displayed
- When the Save button is pressed, the Translation record that has been used for the line item is saved in the Translations lookup
- If Simple Product Configurator has been used, the translated Group Relationship name is saved in the Group Name field on the line item
Advanced Administrator Information
- If you wish to translate one or more custom text fields on Product, simply create a field with the same API name on the Translation record. Flexpricer will treat custom fields with the same API name as translations
- You can create a CSV file template with translations and upload these using data loader to speed up the creation of Translation records
- Changing the value in the Language picklist on Opportunity will not trigger a change to the Translation records associated with line items. The Translation records will change to the new language if the Flexpricer Vision Product Selector is opened and saved.
- Language picklist values are configured in a Global Value Set called ‘Languages’