Grouping Sample Products
To define a sample limit against a group of samples or promotional items, rather than against an individual item, business admins can create a sample product group. Sample product groups, also known as sample portfolios or sample bands, enable organizing sample products and promotional items in the Product Catalog like order-type products with product groups.
Validation Disclaimer
Call Sampling features are released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- iPad, iPhone Users (Browser, Windows coming soon)
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Sample Product Groups for
Business Admin Users
To enable this functionality for business admins:
-
Ensure the following configuration is complete:
- Grant business admins the following permissions:
Object
Object
Permission
Object Types
Fields
Field
Permission
product___v
CRED
n/a
n/a
n/a
product_group__v
CRED
n/a
- end_date__v
- product_group_name__v
- product_catalog__v
- product__v
- start_date__v
Edit
- Add the product__v field to the appropriate product_group__v layout.
- Add the Product Groups (Product Catalog) related object section to the appropriate product__v layout.
- Edit the Product Groups (Product Catalog) related object section and add the product__v field to the default columns.
End Users
To enable this functionality for end users:
-
Ensure the following configuration is complete:
- Grant end users the following permissions:
Object
Object
Permission
Object Types
Fields
Field
Permission
product__v
R
n/a
n/a
n/a
product_group__v R n/a - end_date__v
- product_group_name__v
- product_catalog__v
- product__v
- start_date__v
Edit - Enable VMOCs for the following objects for the appropriate platforms:
- product__v
- product_group__v
Creating Sample Product Groups as
Business Admin Users
To create a sample product group:
-
Select the Product Catalog tab.
-
Select New.
-
Enter a Product Name. This is the name of the new product group, for example, Diabetes Management.
-
Select Sample Product Group for the Product Type.
-
Select Save. The sample product group page displays.
Products can be associated to one sample product group, several sample product groups, or no sample product group at all. To associate a product to the sample product group:
- Navigate to the product details page of the new sample product group.
- Select New Sample Product Group in the product groups (Product Catalog) section.
- Enter a Sample Product Group name.
- Select the appropriate Product to link to the sample product group.
- Enter a Start Date and an End Date. The sample is part of the selected sample product group only within this defined time period.
- Select Save.
Sample product groups can only include the following product types:
- Sample
- BRC
- Alternative Sample
- Promotional Item
- High Value Promotional Item
Using Sample Product Groups as
End Users
Users view the products in a sample group as an additional level of organization in the product catalog. To view the products in a sample product group:
- Select the Product Catalog tab.
- Select the appropriate record.
- Navigate to the Product Groups (Product Catalog) section of the record.
A list of the products included in the sample product group displays.
Sample limit warning indicators also display on the call report when the per-group sample limit is reached.
Use sample product groups for sample products, BRCs, alternative samples, promotional items, and high value promotional items. Product groups can only include order__v product types.
