Configuration of Product Groups in Salesforce
- Anne Krieg
- Phu Nguyen (Unlicensed)
The "Product Groups" function is used to structure quote items in terms of content and calculation. Depending on the industry, possible product groups are categories such as hardware, software, services, payment mode, etc. If you want to make groups available globally, they must be created in advance in Salesforce as data records in the "Product Groups" object.
The object “Product Groups”
Create the desired product groups using the appropriate tab in Salesforce.
The configuration includes the following settings:
Fieldname | API-Name | Function |
|---|---|---|
Product Group Name | Name | Under this name the product group is displayed in appero quote. |
Color | sf42_quotefx__SF42_GroupColor__c | You have the option to assign a fixed color value to a product group. In the editor, this appears to the left of the offer element as a colored bar and thus enables a quick visual orientation over the offer structure.  Please enter the desired color as Hex-Code, e.g. #DF01D7 for The specification of a color code is not mandatory, if no color is defined in the product group configuration, it will be assigned randomly in the editor. |
available As Productfilter | sf42_quotefx__SF42_availableAsProductfilter__c | This checkbox indicates whether the product group can be used as a filter in the editor when searching for products. By default, the value "True" is set here. |
Product groups and associated products
Assign the corresponding products to the product groups. You can do this either via the related list on the product group record or directly on the product via the existing lookup fields:
A product can have several product groups assigned to it - the order does not matter for the sum calculation, but it certainly does if a combination of product groups is linked to a product property.
This third product group is only used for calculating sums and sum discounts. It has no function with regard to the positioning of a product when it is inserted into the editor and cannot be used for product properties, discount or tax rules.
Product groups and Product Properties
Like products, product groups can also have product properties. If, for example, a period of validity is to be queried for all products from the License section or if the same bulk price calculation is to be used for all products from a group, this can best be controlled via the product group. For more information, see the "Product Properties" section.
Product Groups and Discount Matrix
Product groups can also be used to define discount rules. For more details, see the Discount Rules - Discount Matrix section.
Product Groups in the Quote Template
Items of the quote template, e.g. totals, text items, column headers etc., to which product group(s) are assigned, are automatically shown when products with the same product group combination are added. If the products are deleted from the quote, the quote items will also be hidden again.
Locking a quote item does not affect this behavior. Locked quote items are also dynamically shown and hidden.
In quote templates, automatic showing and hiding by product groups is disabled so that a complete PDF preview can also be generated regardless of existing products.
Reporting in Salesforce
Product groups make reporting easier. As with any object in Salesforce, you can of course also evaluate the results of product groups in reports and dashboards, e.g. via the report type “Produktgruppen mit Produkten und Angebotspositionen“ (translated to “Product groups with products and quote line items"):