Role of product categories in hierarchy, account plans and promotions
Key Takeaway
Product categories sit at the top of the product hierarchy. They control which products show in account plans and advanced promotions, and which Key Account Managers can plan them. A Managed Products record with a category and a blank Customer field makes the user the product manager of that category for all customers in the sales organization.
A product category groups products by physical attributes or by a specific purpose. Categories sit at the highest level of the product hierarchy in Agentforce Consumer Goods. They decide which products show up in account plans and advanced promotions. They also decide which Key Account Managers can plan promotions and assortments for those products. You give a user access to a category through the user's user setting.
Where categories sit in the hierarchy
A product category groups products at the highest level of the product hierarchy. The product level is the lowest level. You enter product data at the product level.
You group products into categories based on physical attributes or specific purposes. A category can have a parent category. Because a category belongs to a catalog, you must create a product catalog before you create a product category.
To create a product category, a user needs either the "CGCloud Sales User" permission set or both the "CGCloud Retail Sales User" and "CGCloud Retail User" permission sets.