Post Installation Steps

Summary

 

So, you've just installed an AppExchange package and you're wondering what to do next. there are a few key configurations required to ensure the app transfers the right data. 

Custom Metadata Records

A key step to complete your setup is to  configure the custom metadata records. Information from these records will be visible during the mapping so you need to configure this accordingly. 

  1. Configure Connector Settings
  2. Configure Product Asset Mappings to enable transfer of product assets.

 

Connector Settings

Before starting your first transfer you will need to adjust your connect settings: 

  • Go to your Akeneo App > Homepage 
  • On this screen you will see a section “Akeneo Connector Configuration Detail”
  • Click on Edit Configuration Details
  • Click on Edit when the Custom Metadata Type Record opens.
  • Set the values according to your business requirements.

 

Configuration Option Value Details
Default Locale en_US
Secondary Locale  

These settings determine the alternative locales to be used when transferring localised product data beyond the default locale. Separate each locale code with a comma and no whitespaces (e.g., fr-CA,de-DE,es-ES).

 

PIM Enabled Locales

When configuring locales in Salesforce make sure those locales ISO Codes are also enabled in the PIM 

 

Settings > Locales > Enabled Locales

 
Root Category Code master

This value will be the code of the category tree you wish to transfer from Akeneo to Salesforce

Category Attribute Name Category

This value will be the the label of your mapping target for Categories in the Akeneo Catalog 

Minimal Transfer Logs TRUE

The Minimal Transfer Logs boolean is a setting within the connector, influencing the logging behavior during data transfers. This boolean serves as a switch, determining whether the system should save a transfer log entry for every successful product transfer or only store log entry data in the case of errors that prevent successful syncing of records with Salesforce.

      
Once completed save your changes and proceed to the next step. 

 

Configure Product Asset Mappings

 

Scenario: I want to transfer product assets to Salesforce

I want to have for each product in Salesforce the original image which currently is configured in Akeneo and i need to be able to map this in the Catalog in Akeneo. 

 

 

Akeneo requires you to define so-called “Product Asset Collection Categories” within the Catalog mapping schema.

You can define as many as you need depending on your asset collections structure or business requirements.

Example of  Asset Collection Categories can be:

  • PDP 
  • PLP
  • Attachment
  • Generic
  • Service
  • Manuals
  • ….

 

How to configure 

  • Go to Setup and search for “Custom Metadata Types”
  • Click on the "Manage Records" button next to the custom metadata type called “Akeneo Product Asset Mapping”
  • Click New
  • Populate your first Asset Mapping Type

 

Label Value
Label Original Image
Akeneo Product Asset Mapping Name Original Image
Media Type PDP
Product Card Image TRUE/FALSE

The “Product Card” boolean is a  parameter utilised in the connector catalog app to determine which  product media asset type to use when previewing products inside the connector app. 

 

When mapping product data in Akeneo you will now see the Akeneo Product Asset Mapping Name you created as a target. 

 

Once you have created all your Product Asset Mapping Type and successfully completed a transfer you will be able to see on each product record in Salesforce the original image URL mapped to each product. 

   

 If you have any further questions or concerns, don't hesitate to ask our support team. 

 

Product Assets Visibility 

To view your Akeneo Product Assets for each of your products you'll need to adjust the Product2 object layout. 

This is important because it ensures that the product assets from Akeneo are visible for each record. To do this, just follow these simple steps:

  • Go to Setup and search for “Object Manager”
  • Click on "Product2" to open the object manager page
  • Click on "Page Layouts" and select the layout that you want to edit
  • Drag and drop the "Akeneo Product Assets" related list onto the layout
  • Adjust the columns to display Name , Asset Type , Asset URL
  • Save the layout and you should see the related list now.

Once you complete a transfer of Akeneo Product Assets you will be able to access each product asset directly from your related lists. 

Product Translations Visibility 

To view your Akeneo Product Translations for each of your products you'll need to adjust the Product2 object layout. 

This is important because it ensures that the product translations from Akeneo are visible for each record. To do this, just follow these simple steps:

  • Go to Setup and search for “Object Manager”
  • Click on "Product2" to open the object manager page
  • Click on "Page Layouts" and select the layout that you want to edit
  • Drag and drop the "Akeneo Product Translations" related list onto the layout
  • Adjust the columns to display Name , Language,Field API Name,Translation
  • Save the layout and you should see the related list now.

Once you complete a transfer of Akeneo Product Translation you will be able to access each product attribute with the related locale directly from your related lists. 

 

Product Models and Variations Visibility

To view your Akeneo Product Variations and Axis Details for each of your variant products you'll need to adjust the Product2 object layout. 

This is important because it ensures that the product variations from Akeneo are visible for each record. To do this, just follow these simple steps:

  • Go to Setup and search for “Object Manager”
  • Click on "Product2" to open the object manager page
  • Click on "Page Layouts" and select the layout that you want to edit
  • Drag and drop the "Akeneo Product Variant Axis Details" related list onto the layout and “Akeneo Variant Products”
  • Adjust the columns of the "Akeneo Product Variant Axis Details related list  to display Locale , Attribute Label ,Attribute Value 
  • Save the layout and you should see the related list now.

Once you complete a transfer of Akeneo Product Models and variants you will be able to access each product variant axis with the related information directly from your related lists. 

Product Categories Assignments Visibility 

To view your Akeneo Category assignments for each of your  products you'll need to adjust the Product2 object layout. 

This is important because it ensures that the product categories from Akeneo are visible for each record. To do this, just follow these simple steps:

  • Go to Setup and search for “Object Manager”
  • Click on "Product2" to open the object manager page
  • Click on "Page Layouts" and select the layout that you want to edit
  • Drag and drop the "Akeneo Product Category Products" related list onto the layout
  • Adjust the columns of the related list  to display Name, Product Category  
  • Save the layout and you should see the related list now.

Once you complete a transfer of a cateogry tree from Akeneo you will be able to access each cateogry to which the product is assigned to directly from your product related lists.