A product designer created the necessary products and bundles using Product Catalog Management. However, users are not able to see the products while…

In Salesforce Product Catalog Management, Context Definitions are crucial for controlling product visibility. They act as a filter, determining which products are displayed to users in specific transactional contexts, such as preparing a quote or creating an order. If products are not visible during quote creation, it indicates they have not been associated with the appropriate context definition that governs the quote preparation user interface. The product designer must map the products to the correct context definition to make them discoverable and selectable by users.

A. Select the appropriate product selling model for each of the products.

Product Selling Models define how a product is sold, fulfilled, and billed (e.g., one-time, subscription), not whether it is visible in the product catalog for selection.

B. Select the appropriate pricing procedure in the Salesforce Pricing Setup.

Pricing procedures are used to calculate the price of a product after it has been selected and added to a quote. They do not influence the initial visibility of the product.

1. Salesforce Help, Industries CPQ, Context Definitions: "Context definitions determine which products and services are available to your users in a transaction... For example, you can create a context definition that shows only new products to sales agents who are creating quotes for new customers." This directly links context definitions to product visibility in quotes.

2. Salesforce Help, Industries CPQ, Set Up Product Discovery: "To make products discoverable in the cart, you must associate them with a context definition. Context definitions determine which products and services are available to your users in a transaction." This document explicitly states that associating products with a context definition is a required step for them to be discoverable.

3. Salesforce Help, Product Catalog Management, Product Selling Models: "A product selling model defines how a product is sold, fulfilled, and billed." This source clarifies that the selling model's purpose is related to the commercial nature of the product, not its visibility in a specific UI context.