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Module Objectives
Overview of Products Data Model Create and Configure Products
My Setup Call Sample Call Discussion Call Key Message Call Detail
Product Catalog
Product Catalog
Access the Product Catalog from All Tabs Product Catalog
Product Types
The Product Type (Product_Type_vod__c) determines the use for the product
Detail
All other products use their corresponding Detail product as a parent
Sample Promotional Item BRC (Business Reply Card for Sampling) Market Submarket For Order Management Order Reprint
To detail, sample or deliver a key message, the product must be in the Product Catalog.
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Product_Type_vod__c Display_Order_vod__c
No_Details_vod__c Require_Key_Message_vod__c No_Cycle_Plans_vod__c No_Metrics_vod__c
Identifies type of product: Detail, Sample, etc. Relative order for product display on Call Report
Prevents use of Product Details on Detail Type Products Require a Key Message when detailing product Prevents product from displaying in Cycle Plans Prevents use of Product Metrics on Detail Type Products
Company_Product_vod__c
Restricts the sample quantity entered on the call report The order to display the product on the call report If unchecked, reps will be unable to sample the product
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My Setup
My Setup
Identifies products that users:
Are responsible for promoting Can track in Product Metrics (company and competitor) Can include in Call Reports Can Sample Can access in Vinsights Can place Orders for (if using Order Management)
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Preferred for large number of users and/or products My Setup table stores one row per product per user
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Module Summary
Reviewed the Products Data Model Created and Configured Products
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Labs
Configure Products
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View different TSF page layouts based on type of Account being viewed TSF Record Type must exactly match Record Type of associated Account (Example: Hospital) Online and Tablet editions Created By Last Modified By Account Territory_VoD
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Example: When a sales rep is recording a call for a certain account, he can only detail certain products
Typically managed via data loader, not UI Supported Online, Tablet, iPad, and Blackberry
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