Enable Sales Catalog Browsing in Opportunities

By setting a profile option, you make it possible for salespeople to browse the sales catalog while editing opportunities. While browsing, salespeople get to view the product group hierarchy, search, and add any of the product groups or products as opportunity lines.

Note: This functionality applies only to CX Sales. Browsing of the catalog happens automatically in Digital Sales, so there's no setup needed. See the Overview of the Sales Catalog topic in this chapter for some visual examples of the Digital Sales behavior. Also see the topics, Add Products to an Opportunity and Add Products to a Lead for more information on the end user tasks in Digital Sales.

After you set the profile option, Browse Sales Catalog in Opportunities Enabled, to Y, the Browse Catalog button appears on the Edit Opportunity page above the Products table in CX Sales. If you don't display the button, salespeople can still enter product groups and products in opportunity lines. They just can't browse the catalog.

Note: Ensure that the Product and Product group objects are enabled for Adaptive Search. While records you create and update in the UI are automatically indexed and made searchable within seconds, imported records or records updated by background processes aren't available for search until the indexing process completes.

Set the Profile Option

1. Open the task Manage Opportunity Profile Options from the Setup and Maintenance work area:

   • Offering: Sales

   • Functional Area: Opportunities

   • Task: Manage Opportunity Profile Options

2. In the Manage Opportunity Profile Options page, enter Browse Sales Catalog in Opportunities Enabled in the Profile Display Name field.

3. Click Search.

4. In the search results, click on the profile option name link.

5. Set the profile option value to Y.

6. Save your changes.