Product Fields Manager User Manual for Sales 360
October 16, 2025 - Reading time: 244 minutes

Product Fields Manager User Manual for Sales 360

1. System Overview and Purpose

The Product Fields Manager in Sales 360 uses a configuration approach (Custom Settings/Metadata) to streamline the Product record editing process by hiding unnecessary fields and entire detail tabs based on user profile or business process.

Function Sales 360 Implementation
Configuration Storage Custom Metadata Type: Product Field Visibility
Admin Interface Lightning Web Component (LWC): Field Manager Console
Field Hiding Logic Dynamic Lightning Record Pages and Record Field Security
Tab Hiding Logic JavaScript/LWC Logic injected into the Product Record Page

2. Access and Permissions

Only users with the appropriate permissions can modify the visibility settings.

Role Access Level Navigation
System Administrator Full Configuration Access Setup $\rightarrow$ Custom Metadata Types $\rightarrow$ Product Field Visibility (or dedicated LWC)
Product Manager Configuration Access (Requires specific Permission Set) Product Manager App $\rightarrow$ Field Visibility Console

3. Configuring Field and Tab Visibility

The configuration is performed via a dedicated administration interface.

3.1. Navigating to the Configuration Console

  1. Log in to Sales 360 as an Administrator or authorized Product Manager.

  2. Navigate to the Product Manager App.

  3. Click the Product Field Visibility Console tab.

3.2. Managing Standard Field Visibility

This section allows you to select which default fields on the Product object should be visible when a user edits the record.

  1. In the Console, locate the Standard Field Visibility section.

  2. A list of common fields (e.g., Name, Status, Tax Class, Manufacturer/Brand, Model, SKU, Price, Quantity) will be displayed.

  3. For each field, use the Show/Hide toggle:

    • Show (Enabled): The field will be visible to users on the Product Edit page.

    • Hide (Disabled): The field will be removed from the Product Edit form.

  4. Click Save Configuration to apply changes across the organization.

3.3. Managing Product Tab Visibility

This section controls the visibility of the detail tabs on the Product record page (e.g., the tabs that typically separate Price, Links, Options, Attributes, etc.).

  1. In the Console, locate the Product Tab Visibility section.

  2. A list of standard tabs (e.g., General, Data, Links, Option, Attribute, SEO, Image, Reward Points) will be displayed.

  3. For each tab, use the Show/Hide toggle:

    • Show (Enabled): The entire tab is visible on the Product Edit page.

    • Hide (Disabled): The entire tab and all fields within it will be removed from the Product Edit page using JavaScript/LWC injection.

  4. Click Save Configuration.

4. Operational Usage (Product Editor Role)

When a standard user (Product Editor) accesses a Product record, the changes configured in Section 3 are dynamically applied.

4.1. Editing a Product Record

  1. Navigate to the Products tab and open any Product record.

  2. Click the Edit button.

  3. The resulting form will only display the fields and tabs that have been marked as Show in the Product Field Visibility Console.

    • Hidden Tabs: Tabs marked as 'Hide' will be completely absent from the page structure.

    • Hidden Fields: Fields marked as 'Hide' will not render within their respective tabs.

Note on Data: Hiding a field only controls its visibility on the user interface. It does not delete the underlying data. Data previously saved in a hidden field remains in the database.

5. Troubleshooting and Maintenance

Issue Resolution
Changes are not showing. 1. Ensure you clicked Save Configuration in the console. 2. Ask the user to perform a hard refresh (Ctrl+Shift+R or Cmd+Shift+R) of their browser to ensure the latest LWC/JavaScript is loaded.
I can still see a hidden field/tab. Verify that you have the correct Profile/Permission Set selected (if the configuration is role-based). If you are a System Administrator, you may need to grant yourself permission to see the hidden fields if other security rules are overriding the console logic.
I need to access a hidden field. Temporarily navigate back to the Product Field Visibility Console, set the necessary field/tab to Show, click Save, make your change to the Product record, and then reset the visibility to Hide.

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