Enable Creating Signal Product Profiles

Learn how to enable creating Signal Product Profiles.

Note Beginning with 24R1 in April 2024 and for all subsequent releases, the new Vault Safety Help site is the official site for all Vault Safety Help content. This site reflects updates until the 23R3 release only. For the latest information, visit the new site.

About the Feature

This feature allows you to define the Product, Substance, and other parameters the system will use to detect a Product-Event.

Once you have completed the configuration steps on this page, learn how to create Signal Product Profiles.

Update the Signal Product Profile Page Layout

Perform the following steps to add fields and sections to the Signal Product Profile page layout:

  1. Go to Admin > Configuration > Objects > Signal Product Profile.
  2. In the Page Layouts tab, go to the Signal Product Profile Details Page Layout.
  3. In the Details section, add the following fields:
    • Include Characterization Concomitant
    • Include Characterization Interacting
    • Include Generic Products
  4. (Optional) Reorganize the Details section and edit it to display two columns in the Section Layout to match the following image:
    product-profile-details-layout
    Signal Product Profile Page Layout Details Section
  5. Add a Related Object section for Signal Product Reporting Periods using the following information:
    • Related Object: Signal Product Reporting Period
    • Section Label: Signal Product Reporting Periods
    • Section Name: signal_product_reporting_periods__c
    • Creation Option: Create record in new page
  6. Add a Related Object section for Products using the following information:
    • Related Object: Signal Product Profile Product
    • Section Label: Products
    • Section Name: signal_product_profile_products__c
    • Creation Option: Create record in pop-up dialog
  7. Add a Related Object section for Substances using the following information:
    • Related Object: Signal Product Profile Substance
    • Section Label: Substances
    • Section Name: signal_product_profile_substances__c
    • Creation Option: Create record in pop-up dialog
  8. Add a Related Object section for Other Identifiers using the following information:
    • Related Object: Signal Product Profile Identifier
    • Section Label: Other Identifiers
    • Section Name: signal_product_profile_identifiers__c
    • Creation Option: Create record in pop-up dialog
  9. Add your desired columns to the newly created sections.
    signal-product-profile-layout-example
    Signal Product Profile Page Layout Section Example

Update Signal Permission Sets

Configure Signal permission sets based on your Organization’s needs. Perform the following configuration for all applicable permission sets:

  1. Go to Users & Groups > Permission Sets > [permission set].
  2. Go to the Objects tab.
  3. Use the following table to grant object and object field permissions:
    Object Object Permissions Object Field Permissions
    Signal Product Profile
    • Read
    • Create
    • Edit
    • Delete
    Grant Edit permissions for the following fields:
    • Profile Name
    • Primary Source
    • Minimum Cases
    • Organization
    • Threshold EB05
    • Threshold EBGM
    • Threshold PRR
    • Threshold X2
    • Include Characterization Concomitant
    • Include Generic Products
    • Include Characterization Interacting
    Signal Product Profile Product
    • Read
    • Create
    • Edit
    Grant Edit permissions for the following fields:
    • Name
    • Product
    • Signal Product Profile
    Signal Product Profile Substance
    • Read
    • Create
    • Edit
    Grant Edit permissions for the following fields:
    • Name
    • Signal Product Profile
    • Substance
    Signal Product Profile Identifier
    • Read
    • Create
    • Edit
    Grant Edit permissions for the following fields:
    • Name
    • Identifier Type
    • Identifier Value
    • Signal Product Profile