1. How do I set up Sales Products?
  2. Enable Products and Product Groups in Adaptive Search

Enable Products and Product Groups in Adaptive Search

For salespeople to see products and product groups in the UI, you must enable them in Adaptive Search.

Here's how:

  1. In Setup and Maintenance, go to: Sales offering > Sales Foundation functional area > Show: All Tasks > Configure Adaptive Search task.
  2. On the Configure Adaptive Search page, click the Setup tab.
  3. On the Setup tab, Quick subtab, select Product and Product Groups.
  4. Click Publish.

    After publishing, the application runs an indexing process and an hourly index refresh for product and product group changes. The process can take several minutes to complete, depending on your data volume. You can monitor the progress of the indexing process on the Monitor tab.