In addition to the standard Part and Product record types of the Salesforce Product2 object, Nextian introduces an additional Service Request record type:
- The Product record type is designated for subscription-based services (e.g., “Business Internet for 24 months”) or widget products (e.g., a router).
- The Service Request record type represents a one-time service request.
A Service Request can be:
- Standalone, i.e. not associated with a particular service (e.g., “Perform a network security audit on my network”).
- Service-specific, i.e., associated with a service (e.g., “Check equipment on my internet service”).
Whether a service request is service-specific or not, depends on the value of Service-Based metadata value associated with the service request product.
The relationship between Product Record Types, Metadata, and Price Book Entries (PBE) record types is shown below:
When adding line items on a quote, the quoting process begins with the PBE type selection: