Catalog Management16% of the exam
Catalogs, categories, classifications and attributes
How Product Catalog Management separates browsing (catalogs and categories) from product definition (attributes, attribute picklists, attribute categories and product classifications), and how to import catalog data with custom fields.
Explain Catalog Management core concepts and capabilities.
~7 min read · 12 practice questions ·
What the exam expects
- Choose between a catalog category, a product classification and an attribute category when a requirement is about browsing, attribute reuse or attribute findability.
- Design catalogs, categories and subcategories, including a product listed in several categories and a default catalog.
- Define attributes with the right data type, build attribute picklists in the right order, and narrow picklist values per classification or per product.
- Explain classification inheritance, subclassifications and product-level overrides of inherited attributes.
- Import catalog records from CSV, including custom fields, through a customized Data Processing Engine definition.
Key terms: catalog (products organized into categories for browsing); category/subcategory (navigation levels products are assigned to); attribute (a product characteristic defined once); attribute category (an optional group of attributes); product classification (an attribute template products inherit from).
Key facts
One product, many categories
- Detail
- A product can be assigned to multiple categories or subcategories
Default catalog
- Detail
- Set by a Catalog Admin for all users; users can switch catalogs
Attribute data types
- Detail
- Text, number, date, datetime, checkbox, picklist, currency, percent
Picklist order
- Detail
- Define the attribute picklist before creating the attribute
Attribute category membership
- Detail
- Only active attributes; categories are optional
Unassigning from a category
- Detail
- Remove the combination from classifications and products first
Classification hierarchy
- Detail
- Up to three levels; up to five child nodes per parent at a level
CSV custom fields
- Detail
- Save as a copy of the DPE template, map source fields, activate
CSV header length
- Detail
- Column header name can't exceed 35 characters
Sources for this section (6)
- Trailhead: Get Started with PCMtrailhead.salesforce.com (opens in a new tab)
- Trailhead: Categories and Attributestrailhead.salesforce.com (opens in a new tab)
- Manage Dynamic Attributeshelp.salesforce.com (opens in a new tab)
- Create Attribute Categorieshelp.salesforce.com (opens in a new tab)
- Product Classificationshelp.salesforce.com (opens in a new tab)
- CSV Data Importhelp.salesforce.com (opens in a new tab)
- When is a classification hierarchy too wide?
- Why is an attribute category optional?
- How long can a column header be in a CSV catalog import?
- Which attribute data type fits a yes-or-no characteristic such as whether installation is included?
- What happens to picklist values on a classification attribute you have not changed?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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