Skip to main content

Navigate Product Designer

Learning Objectives

After completing this unit, you’ll be able to:

  • Explore the Product Designer interface.
  • Explore the different tabs on a product record page.

Explore the Product Designer Interface

The wait is over. Devi’s ready to explore the Product Designer environment. Follow along to learn where to find all the product information. 

Product Designer is an app within the managed package and is searchable from the App Launcher App Launcher.

The Vlocity Product Designer app in the App Launcher.

Click the Product Designer navigation menu. This reveals a dropdown list of Product Designer workspaces, including products, attributes, catalogs, picklists, and more. 

The Product Designer tab dropdown menu with Products highlighted.

Select Products from the list to view the catalog of existing products. 

By default, the list is filtered to show only recently viewed items. Select Recently Viewed and then All Products to view the entire list. 

All Products pinned in the List Views dropdown.

Optionally, you can pin this filter to make it the default view by selectingPin.

Header Actions and Properties

In the header section of the Products workspace, notice the several options. 

 Printable View, Create New Product, and Generate Report buttons in Product Designer header.

There are buttons to show the product list in a Printable View (1), to Create New Product (2), or to Generate Report (3). 

Below these options are several List View controls. Notice these icons in the header. 

Search bar, list view controls, display format, and refresh buttons on Product Designer header.

Quickly find products using the search bar (4), or change list view controls (5). You can also change the display format to table, Kanban, or split view. To see an updated product list refresh the list (7). 

List view controls, display setting, and filter list buttons on Product Designer header.

There are also options to edit the list view (8), show charts (9), and filter list items (10). 

Products List

Next, we review the products list.

The Product Name, Product Code, Product Description, and Product Family columns in product list view.

Notice how the list contains each Product Name (1) along with the Product Code (2), Product Description (3), and associated Product Family (4) by default. 

You can change what fields are displayed as columns in this list by using the list view controls.

Select a product from the list to view its information and configuration settings.

The All Products list with Home Internet Solution product highlighted.

Explore the Product Record

A product record contains information about a product and several configuration options. 

The product record page for Infiwave Phone 10.

In the header section of the product screen, you have the Product Code (1), Version Label (2), Specification Type (3), Selling Start Date (4), Status (5), and its associated Object Type (6). 

Next up are tabs to view the product.

The Details, Pricing, Structure, Attachments, Attribute Rules, Context Rules, and Fulfillment tabs on Product record page.

These tabs include Details (1), Pricing (2), and Structure (3). You can also view the product’s Attachments (4), Attribute Rules (5), Context Rules (6), and Fulfillment configuration (7). 

Details Tab

We start with the Details tab. 

The Details tab showing the General Properties section and a pane with an Infiwave Phone 10 illustration.

The Details tab includes the product layout, including sections, fields, and attributes. The fields shown here in the General Properties section (1), such as Name and Product Code, are inherited from the product’s associated object type, Handset. If the product contains an image attachment (2), it also appears on this tab.

Pricing Tab

Next, we explore the Pricing tab for a product. 

The Prices, Promotions & Offers, and Costs sections, and Quick Add pane on the Pricing tab.

The Pricing tab contains the product’s pricing information, including any applied Prices (1), associated Promotions & Offers (2), and applied Costs (3). The Quick Add pane (4) allows you to search for and add rules to assign promotions, offers, prices, and costs. 

Structure Tab

Next up is the Structure tab.

The Structure tab for a Home Internet Solution bundle product.

In the Structure tab, you get a hierarchical view of the product’s association with other offers, products, services, and resources, along with any bundle configurations (1). The Quick Add tool allows you to search for, and drag products onto the layout (2). In the Home Internet Solution bundle product, the child items are connected to the parent bundle product through a Parent Child Item relationship. 

Attachments Tab

The Attachments tab is home to files and links related to the product. There’s an image file attachment for the Infiwave Phone 10 product that you found on the Details tab.

The Attachments tab with an Infiwave Phone 10 image attachment.

Attribute Rules Tab

Attribute rules control how or whether a product’s attributes and their values are displayed to users at runtime through the use of conditions and actions. You use the Attribute Rules tab to quickly add new rules to the product by specifying conditions and resulting actions.
The Attribute Rules tab with Configuration Name property, and Conditions and Actions sections.

In the Attributes Rules tab of the Broadband Cable Service product, you find the Configuration Name of the rule (1), a Condition for one of the product’s attributes that trigger an action if true (2), and the Action that executes if the condition is met (3). 

Context Rules Tab

Context Rules change what products, promotions, and prices are shown to your customers. The Context Rules tab with a New Accounts Rule Set, and Qualification Rule Sets pane with available rule sets.

On the Context Rules tab, view existing Context Rules for the product (1), or search for a Qualification Rule Set and select it to associate with the product (2). 

Fulfillment Tab

Finally, the Fulfillment tab is where you set up and view fulfillment configurations, including orchestration scenarios and decomposition relationships for both source and destination products. In this example, you see a decomposition relationship for a Home Hub Modem product.

The Orchestration Scenarios component, and Decomposition Relationships components for Source Product and Destination Product.

Up Next

Devi Jacob is impressed with the capabilities of Product Designer. He now knows his way around the Products workspace and is excited to begin building out Infiwave’s catalog. In the next unit, Devi, and you, dive deeper into the offer creation process and check out a few real-world examples.

Resources

Share your Trailhead feedback over on Salesforce Help.

We'd love to hear about your experience with Trailhead - you can now access the new feedback form anytime from the Salesforce Help site.

Learn More Continue to Share Feedback