Replicating the Test Product in Salesforce
This topic describes how to create a test product in Salesforce. The product you create must match the product you created in the previous topic, Creating a Test Product in FlexNet Operations, specifically:
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The product code in Salesforce exactly matches the part number in FlexNet Operations, SF01demo. |
In addition, the product in Salesforce must:
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Have a status of Active. |
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Be selected for sync with FlexNet Operations. |
To create a test product in Salesforce
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Click the App Launcher in the top left corner and type Products, then select Products from the list of items. Salesforce will open the Products tab. |
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In the New Product dialog, for Product Name, enter a name for the product. For the purposes of this exercise, enter SF-DemoProduct. |
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In the Product Code field, enter the string that you used as part number when you created the product in FlexNet Operations. For the purposes of this exercise, we’re using SF01demo. |
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Select the Active check box. |
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Select the Include in FlexNet Operations Sync check box. |
The new product should look similar to the following:
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Click Save. This opens the Product detail page. |
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Click the Related tab. |
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In the Price Books section, click Add Standard Price. |
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In the New Price Book Entry dialog, add a list price and click Save. |