Prepare the Product Dimension

The Product dimension captures leads and opportunity line items to assign them to territories. You create a hierarchy of products and product groups in the sales catalog before enabling the Product dimension.

Salespeople can select the products or product groups when creating leads or opportunities. When you include a product group in a territory coverage, the territory then captures leads and opportunity line items containing a product within the hierarchy of the selected product group.

Tip: A good practice is to initially set up your sales catalog using product groups, and then add individual products or inventory items if needed.

1. Create your hierarchy of product groups and products, following the instructions in the Sales Catalogs chapter.

2. Publish your sales catalog.

3. Use the Manage Product Group Usage task in the Sales Catalog and Products functional area to add your root product group as the Base usage.

4. Go to the Enable Dimensions and Metrics task in the Territories functional area.

5. Add Product to the enabled dimensions.

6. Click Load and Activate to start the background process. The process loads the sales catalog data to become dimension members available for selection when defining territories. The process also loads dimension member data for other enabled dimensions.

7. When changes occur in the sales catalog, you must again run the Load and Activate process to update the Product territory dimension member data. You can perform the maintenance task Run Territory Dimension Synchronization to schedule the Load and Activate process.

8. A good practice is to run full reassignment processes for leads and opportunities after updating Product dimension members in the previous step.