Product discovery, qualification rules and deep clone
Set up Product Discovery for reps (permission sets, index rebuilds, faceted versus product field search, Guided Product Selection), control eligibility with qualification and disqualification rules, copy products with Deep Clone, and define decimal quantities with units of measure.
Given a scenario, implement a solution using the appropriate out-of-the-box Catalog Management functionality.
~8 min read · 13 practice questions ·
What the exam expects
- Assign the right Product Discovery permission sets and configure Product Discovery Settings (context definition, Product Qualification procedure, search options).
- Keep the runtime current: choose a full or partial index rebuild and sync pricing after catalog changes.
- Choose between faceted search on indexed data and Product Field Search for very large catalogs, and list Guided Product Selection prerequisites.
- Predict product visibility from qualification and disqualification rules, and build them with decision tables (standard or custom objects) and qualification rule procedures.
- Copy products with Deep Clone, extend ProductDeepCloneContext, and set units of measure with scale and rounding for decimal quantities.
Key terms: Product Discovery (the browsing experience on quotes and orders); qualification rule (criteria that qualify or disqualify a product or category); qualification rule procedure (elements that read decision tables); index rebuild (full or partial refresh of the search index); Deep Clone (an independent copy of a product and its related records).
Key facts
- Detail
- Product Catalog Management Viewer and Product Discovery User
- Detail
- Only Product Qualification is listed in Product Discovery Settings
- Detail
- Full up to 1,000,000 products; partial up to 2,000
- Detail
- Up to 60 per hour; at least 5 minutes recommended between full rebuilds
- Detail
- Boolean, picklist, multipicklist
- Detail
- Over 4 million products (also 1-4 million); no facets, attributes or guided selection
- Detail
- No rules means qualified
- Detail
- Decision table built without templates; must be active
- Detail
- ProductDeepCloneContext or an extension of it only
- Detail
- Up, Down, Nearest; scale and method required together
Sources for this section (9)
- Permission Setshelp.salesforce.com (opens in a new tab)
- Product Discovery Settingshelp.salesforce.com (opens in a new tab)
- Product Indexhelp.salesforce.com (opens in a new tab)
- Faceted Searchhelp.salesforce.com (opens in a new tab)
- Product Field Searchhelp.salesforce.com (opens in a new tab)
- Qualification Ruleshelp.salesforce.com (opens in a new tab)
- Decision Tableshelp.salesforce.com (opens in a new tab)
- Set Up Deep Cloninghelp.salesforce.com (opens in a new tab)
- Decimal Quantityhelp.salesforce.com (opens in a new tab)
- When does Product Catalog Management start using a rebuilt index?
- How long does Help recommend waiting between full index rebuilds?
- Why can't Guided Product Selection run on Product Catalog Management alone?
- Which rounding method turns 2.54632 at scale 3 into 2.547?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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