Assortment and AssortmentProduct for eligible product lists
Key Takeaway
An assortment is the list of products that a store, store group, or account is eligible to sell. Three objects work together: Assortment holds the list, Assortment Product holds the products in it, and Store Assortment assigns the list to customers.
In Agentforce Consumer Goods, each product is a sellable unit, but not every store sells every product. An assortment picks the mix of products that one customer is eligible to sell, like a box of assorted treats picked for one customer. When an assortment is linked to a store, its products are available to order when an order is created for that store. As a result, field reps see the right products when they take orders.
What an assortment is
Each product record in Product2 is a SKU, or sellable unit. Not every store sells every product, though. The Assortment object (API name Assortment) groups products for a specific purpose, such as eligibility for sale at a specific store, store group, or account.
An assortment can be the targeted, authorized, or actual list of products for a store. For example, an assortment can list:
- The products a store buys today
- Extra products the store is authorized to buy
- Products the manufacturer wants the store to start selling