Types of Products
Product Information
This guide will outline products in Salesforce. It will explain what products are, what they look like. It is important to note, that no products will be manually created by St John SA in salesforce.
View the details of a training product
Click on the details tab.
The National team are responsible for the entering the following information. Scroll down to find:
- Product information
- Certificate details
- Description details
- AVETMISS information
- Any other details
View the related information of the product
Click on the related tab.
The National team are responsible for the entering the following information. Scroll down to find:
Units of competency (see above)
Our integration with MYOBA will create or alter the default pricing for SA.
Other price books and special pricing is managed by SA staff.
To view a stock product
Note: Stock products are created in MYOBA then synchronised with Salesforce via automation. Some editing of the product may be required in Salesforce, please see specific guides for this management.
Scroll down to view details of the stock product. In South Australia the only information that can be edited is in restocking information. All other fields are read-only.
Restocking information
This section flags different configuration settings of the product. Some of these are editable, and others are related to other fields.
Related information
Click on related to see information about:
- Price books
- Stock levels
- Product history