Build a Simple Product

Learning Objectives

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

• Distinguish between simple product and product bundles.
  
• Create a simple product.
  
• Add products to a quote.
  

Explore Simple Products and Product Bundles

Think about recent purchases like a rubber ball or glue—simple, single products with little need for personalization. Now, consider setting up a home theater, which involves multiple products with specific specifications and compatibility requirements, such as a TV, projector, and speakers. Bundling these products together simplifies the purchase for customers, handling configurations and dependencies.

From a product designer’s perspective, simple and bundled products must be distinguished. Simple products are standalone, while bundled products have a hierarchy of multiple items.

You can also classify products as static or configurable, depending on whether customers or sales reps need to adjust product attributes during purchase. Static products are not configurable. Whereas, if you define a product as configurable, customers can select appropriate values for specific attributes of the product.

Products are further classified into commercial and technical products to aid order fulfillment.

All of the products that the customer can see in the product catalog are commercial products. A technical product, though available in the product catalog, is generally not visible to the customer.

To learn more about technical and commercial products, refer to the Trailhead Dynamic Revenue Orchestrator Foundations.

Now you know about the different types of products.

Follow along in your org as Manoj creates a simple product.

Create a Simple Product

Define the basic details to set up the product.

1. From the App Launcher, find and select Product Catalog Management.
   
2. On the Product Catalog Management home page, click the Products tile.
   
3. Click New, select Commercial, and click Next.
   
4. Add these details:
   
   • Product Name: Standard WiFi Tablet
     
   • Product Code: PROD001
   • Active: selected
     
   • Based On: WiFi Tablets
     
   • Product Description: Standard WiFi Tablet device; not part of a bundle
     
5. Confirm these details:
   
   • Configure During Sales: Allowed
     
   • Product Type: None
     
   • Is Assetizable: selected
     
6. Click Save.
   

The new Standard WiFi Tablet product is created.

Great job! You've defined the basic details of the product, which inherited all the attributes the product classification it's based on.

Configure Attributes

Remember that the attributes that the product inherited from the product classification have default values. Manoj wants to configure the attributes to have specific values for this particular product.

1. On the Standard WiFi Tablet record, click the Attributes tab. It lists all the attributes inherited from the WiFi Tablets product classification.
   
2. In the Tablet Display Size row, click the dropdown, and select Configure.
   
3. In the Default Value dropdown, select 16 inch.
   
4. Click Save.
   
5. Go back to the Standard WiFi Tablet product record.
   
6. In the Attributes tab, notice the Tablet Display Size attribute has moved to the Overridden Inherited Attributes section.
   

7. In the Tablet Display Size row, click the dropdown, and select Include or Exclude Picklist Values.
   
8. All of the values available for the picklist are displayed. Unselect 10 inch, and click Save. You’ve hidden this value, so it won't be available during product selection.
   

Awesome! You configured the product attributes to have specific values different from the default value. The next step is to assign this product to its category or subcategory.

Assign Product to Category

You assign products to appropriate categories to help customers and sales reps locate it easily. This provides a better purchasing experience.

1. Switch to the tab Standard WiFi Tablet record page.
   
2. Click the Related tab.
   
3. In the Categories section, click Assign and add the details:
   
   • Category: WiFi Tablets
     
4. Click Save.
   

You’ve successfully assigned the product to an appropriate category to make it easier for customers to find it in the catalog.

Define Product Pricing

At this point, Manoj has got most of the aspects of the product ready. But before making the product available for purchase, Manoj has to define the cost of it. This information is displayed when customers and sales reps are exploring the catalog. For pricing, define these two aspects.

• The product selling model specifies how to sell a product, such as one time, term-defined, and evergreen. You can associate multiple Product Selling Models with a product.
  
• The list price is the amount that the customer sees on the product details page.
  

Go ahead and assign a product selling model and a price to a product:

1. Click the Standard WiFi Tablet tab and then, click the Related tab.
   
2. In the Product Selling Model Option section, click New.
   
3. In the New Product Selling Model Option window, add the details:
   
   • Product Selling Model: One Time
     
4. Click Save.
   
5. Repeat the steps to associate the Term Based - Yearly product selling models to this product.
   
6. Switch to the tab Standard WiFi Tablet | Product.
   
7. Scroll down and find the Price Books related list.
   
8. Click Add Standard Price and add the details:
   
   • List Price: 149
     
   • Product Selling Model: One Time
     
9. Click Save.
   

The pricing details you added are displayed in the Price Books section. This includes the price book name and the list price.

Repeat the steps to add pricing for the Term Based - Yearly product selling model that you associated with this product.

Now, you've created a simple product and attached pricing to it. Next, let’s see how this appears when a customer is browsing the catalog. But, before that you need to take a few more steps to make sure that these changes appear in the runtime view.

Sync Pricing and Rebuild the Index

To ensure that all the decision tables reflect the latest pricing data and runtime systems have access to up to date product data, sync your data and rebuild the index.

1. In Setup, go to the Salesforce Pricing Setup page and click Sync Pricing.
   

2. On the Product Catalog Management home page, click the Index and Search Configuration tile, and rebuild a partial index.
   

All of the changes you made now reflect in your Developer Edition org.

Build a Quote and Add Products

As a customer or a sales rep, you can now use the runtime experience. Browse the product catalog, view how products are neatly arranged in various categories, and then select the product you need. You can also view and configure the product details.

1. From the App Launcher, search and select Revenue Lifecycle Management.
   
2. From the dropdown select Quotes, click New Quote.
   
3. For Quote Name, use Tablets Purchase.
   
4. For Account for Quote, use Edge Communications.
   
5. Click Save.
   
6. In the Tablet Purchase Quote record, click Browse Catalogs.
   
7. In the Choose Price Book window, with the Standard Price Book selected for Price Book, click Save. If your Catalog Admin has set a default catalog, the catalog page opens. If there’s no default catalog set, the All Catalogs window opens.
   
8. Select Hardware Catalog and click Next. All of the categories in the Hardware catalog are displayed.
   
9. Notice the Tablets category that you created earlier.
   
10. Click Tablets. The subcategory under the Tablets category is displayed.
    
11. Select WiFi Tablets.
    

12. Click Add to add the Standard WiFi Tablet to the quote.
    
13. Select Save Quote.
    

The WiFi tablet you selected appears as a quote line item in the quote. You can also see the pricing that you specified for the product.

You've created a simple product using the product classification you created earlier. You also saw how the attributes of the product classification are inherited by the product.

With this, Manoj has created a simple product that is now available for customers and sales reps to order. In the next unit, you learn how to create bundle products that are a little more complex than simple products.

Resources

• Salesforce Help: Create Simple Products