Validate the Sales Catalog

After you publish and enable your catalog, validate that the product groups are appearing in leads and opportunities:

  1. Sign in as a sales manager or salesperson.

  2. Navigate to Sales > Leads and create a lead.

  3. In the Create Lead window, click the Primary Product search icon and verify that you can see the product groups in the search utility.

  4. Next, navigate to Opportunities and create an opportunity.

  5. Search for the opportunity you just created and edit it.

  6. In the Products region, click Add.

  7. For Type, select Group.

  8. In the Product list, verify that your product groups display.

  9. In the Products table, click the Browse Sales Catalog button. Ensure that you can browse the catalog. Note that this option is available only if the administrator has enabled it.