CG Cloud: Configuring Object Setting

According to the Settings record with the Object Settings record type, CT Orders supports different implementations based on the objects in use:

  • Only Salesforce Products;

  • Salesforce Products and Retail Stores;

  • When the CT CPG or CT Pharma package is installed in your Salesforce instance:

    • the appropriate Product Component object to create bundles;

    • support of the Salesforce Product or Retail Store objects in dynamic groups.

To create the Settings record with the Object Settings record type when the CT CPG or CT Pharma package is installed in your Salesforce instance:

  1. Go to the Settings tab and click New.

  2. In the New Settings window, select Object Settings record type.

  3. Specify the following:

    • Activity Object: select the desired Activity object (CPG or Pharma, depending on the installed target system).

    • Product Object: select Salesforce Product.

    • Select the corresponding Product Component Object, which will be used as the bundle component.

    • In case of using dynamic groups, specify Group Object and Group Member Object. For more information, refer to CG Cloud: Set up a Dynamic Group Assignment.

    • Address Object: specify the API name of the desired Address object. It is possible to use the Account, Retail Store, or custom Address object.

    • SKU Field: specify the API name of the standard Active field of the Salesforce Product object.

      The SKU Field setting is required for the proper operation of the Catalog and Promotions pages. The SKU attribute defines whether the product record can be added to an order. It distinguishes the product SKU record from other product records used to create hierarchy, such as brands, families, etc. You may create a custom field of the Product object to use as the SKU Field.
      CG Cloud Object Settings

  4. Click Save.

The setup is complete.

The example of the OM Settings record with the Object Settings record type when the CT CPG or CT Pharma package is installed in your Salesforce instance, but you are not planning on using bundles:

CG Cloud Object Settings 3

The example of the OM Settings record with the Object Settings record type when the CT CPG or CT Pharma package was not installed in your Salesforce org. In this case, you cannot create bundles and use dynamic groups:

CG Cloud Object Settings 2
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