Creating a Product Set

Salesforce B2C Commerce enables you to represent a group of products for appear on a storefront as a product set, whereby the customer can purchase the entire set of products or one of its elements. A product set can have its own display attributes, such as name and images, and can be assigned to categories. Product sets can also have recommendations. A product set can contain zero, one or many products as well as other product sets. (You might want to create an empty product set to populate at a later time.) In the B2C Commerce structure, a product set is owned by a specific catalog (just like a product). A product set can be assigned to any number of categories. It has a primary category and a classification category (see below).

Products sets can be positioned explicitly in a category, along with other product sets and regular products. Searchable product set attributes are included in the search index. Rebuild or update the search index to make these changes available in the storefront.

You can manage product sets via import. A product set can be imported and exported. Product sets are imported as an element of a catalog import/export. See Import/Export.

Note: if you see unavailable fields, you have read-only permission. You can search for products and view product data, but you can't change them. If you have mixed permission to access one module (via different roles), the higher level access is granted. See your administrator if you require write access.
  1. Select site > Merchant Tools > Products and Catalogs > Product Sets > product set.
  2. On the Product Sets Search page, you can search for one or more products sets by:
    • Entering a product name or ID and clicking Find.
    • Clicking Find with no name or ID entry to see a list of all product sets.
    • Clicking the Advanced or By ID buttons.
  3. Click New to create a new product set.
    If you see unavailable fields, you have read-only permission. See your administrator if you need write access.
  4. On the New Product Set page, on the General tab, specify the following:
    • ID
    • Catalog
    • Tax Class
    • Online/offiline, from and to dates
    • Searchable
    • Name and description (use the HTML editor)
    • Product details (use the HTML editor)
  5. Click Apply. The other tabs are now active.
  6. Click the Categories tab. Use this tab to:
    • Define categories for a product set.
    • Set a Classification category to define the attributes of the product set. You can select only one.
    • Set a Primary category to define the attributes that appear when the product is accessed from outside a category, for example, based on a direct search or a product number or ID. You can select only one.
  7. On the Product Sets page, click the Categories tab, click the Products tab and select the products to be included in the product set.
    When using product sets in searches, it's important to understand how the searchable flag relates to the onlineflag.
    • A product set will appear in search results only if its searchable flag is true and it's online. A product set is online if it's also online and at least one product within the set is also online. The online/offline setting takes precedence over the searchable setting.
    • An online and searchable product set will appear in search results if there is a match to itself or any online product within the set; regardless of whether or not the included products are searchable.
    • A product set isn't searchable if its searchable flag is set to false.
  8. On the Product Sets page, click the Products tab, click the Recommendations tab and specify the products that will appear as recommendations with this product set.
  9. On the Recommendations tab, to create recommendations:
    1. Click New to select a catalog.
    2. Click Next >> to specify the recommendation type.
    3. Click Next >> and select one or more products, using search if required.
    4. Click Finish.
    5. Click Edit for each recommendation (on the Recommendation tab) to define each recommendation.
    6. Sort the recommended products so they appear in the order you want.
  10. Click the Active Data tab and view the active data for the current product.