Table of Contents


Managing Listing Settings

Administrators can configure comprehensive listing settings that define the structure, presentation, and functionality of marketplace listings through advanced field management, layout design, and content organization systems. Listing settings encompass custom field creation, overview field selection, and details layout customization to create tailored listing experiences that align with business requirements and user expectations while supporting diverse content types and organizational objectives.

Listing settings management enables the creation of sophisticated marketplace content structures through custom metadata fields, drag-and-drop layout design, and flexible field configuration that accommodates various listing types, industry requirements, and business processes. These configuration capabilities support scalable marketplace implementations that can evolve with organizational needs and user feedback while maintaining consistency and professional presentation standards.

The listing settings framework integrates with marketplace functionality including filtering, sorting, search, and analytics to ensure custom configurations enhance rather than complicate user experience and administrative efficiency across diverse marketplace implementations and business use cases.

Requirements

To configure listing settings, users must be assigned a role with the following permissions:

  • Administrator System Role

Note: Only administrators can configure Listing Settings.

Accessing Listing Settings Configuration

Navigation to Listing Settings

  1. In the Setup Home page, click Create > Marketplace
  2. Click the marketplace name for which you want to configure listing settings
  3. Click the Listing Settings tab
  4. Access comprehensive listing configuration interface with multiple configuration options

Custom Fields Management

Field Creation and Configuration

Creating Custom Fields:

  1. Navigate to the Fields sub-tab within Listing Settings
  2. Click New to initiate field creation workflow
  3. Select appropriate field type from available options
  4. Configure field properties and validation requirements
  5. Click Add to create the custom field

Available Field Types

Text Field Types:

  • Text: Short text input for names, titles, and brief descriptions
  • Text (Long): Extended text input for detailed descriptions and comprehensive content
  • Email: Email address validation and formatting for contact information
  • URL: Website link validation and formatting for external references

Numeric and Date Fields:

  • Number: Numeric input with validation for quantities, scores, and measurements
  • Percent: Percentage values with appropriate formatting and validation
  • Currency: Monetary values with currency formatting and calculation support
  • Date: Date selection with calendar interface and date validation
  • Date/Time: Combined date and time selection for event scheduling and timing
  • Time: Time-only selection for duration and scheduling requirements

Selection and Choice Fields:

  • Picklist: Single-selection dropdown for categorization and standardized options
  • Multi-Select Picklist: Multiple selection capability for tags, categories, and complex classification
  • Checkbox: Boolean yes/no selection for feature flags and binary options

Special Field Types:

  • Phone: Phone number formatting and validation for contact information

Field Configuration Properties

Field Naming and Labels:

  • Configure field names that appear in administrative interfaces and data exports
  • Define field labels that appear to users in listing creation and viewing interfaces
  • Establish field descriptions and help text for user guidance and data quality
  • Consider field naming conventions for consistency across marketplace implementations

Field Validation and Requirements:

  • Configure required field validation to ensure essential data collection
  • Establish field format validation for data quality and consistency
  • Define field length limits and character restrictions for optimal data management
  • Implement field dependency rules for complex data collection workflows

Field Management Operations

Editing Existing Fields:

  1. Locate the field in the Fields listing interface
  2. Click the dropdown arrow next to the field name
  3. Select Edit to modify field configuration
  4. Update field properties and validation requirements
  5. Save changes to apply field modifications

Managing Picklist Options:

  1. For Picklist and Multi-Select Picklist fields, click the dropdown arrow
  2. Select Manage Picklist to configure available options
  3. Add, edit, or remove picklist values as needed
  4. Arrange picklist options in logical order for user experience optimization

Deleting Fields:

  1. Locate the field for removal in the Fields interface
  2. Click the dropdown arrow next to the field name
  3. Select Delete to initiate field removal process
  4. Confirm deletion understanding that associated data will be removed

Overview Fields Configuration

Overview Field Selection and Management

Field Selection Process:

  1. Navigate to the Overview Fields sub-tab within Listing Settings
  2. Access the drag-and-drop field selection interface
  3. Review available fields from the comprehensive field library
  4. Select and configure up to 6 fields for overview display

Drag-and-Drop Field Configuration

Field Selection and Arrangement:

  • Drag available fields from the field library to the listing template
  • Arrange selected fields in optimal order for user scanning and information hierarchy
  • Consider field importance and user decision-making patterns when organizing overview fields
  • Balance comprehensive information with visual clarity and scanning efficiency

Field Limit Management:

  • Overview field configuration supports up to 6 fields maximum for optimal visual presentation
  • Field quantity limits ensure overview sections remain scannable and user-friendly
  • Consider field priority and user information needs when selecting overview fields
  • Regular review of overview field effectiveness based on user behavior and feedback

Overview Field Strategy

Information Hierarchy:

  • Select overview fields that provide essential decision-making information for marketplace users
  • Prioritize fields that enable quick listing comparison and evaluation
  • Consider user browsing patterns and information scanning behavior
  • Balance comprehensive information with visual presentation and cognitive load

User Experience Optimization:

  • Configure overview fields that support efficient listing evaluation and comparison
  • Ensure field selection aligns with user expectations and industry standards
  • Test overview field configurations with user feedback and usability analysis
  • Regular optimization based on user engagement patterns and conversion metrics

Details Layout Design

Layout Designer Access and Configuration

Accessing Layout Designer:

  1. Navigate to the Details Layout sub-tab within Listing Settings
  2. Click Edit Layout to access the comprehensive layout design interface
  3. Access drag-and-drop layout configuration tools
  4. Configure listing detail page structure and field presentation

Layout Design Interface

Visual Layout Configuration:

  • Use drag-and-drop functionality to arrange fields within listing detail pages
  • Configure field positioning and grouping for optimal information organization
  • Establish visual hierarchy through field placement and section organization
  • Create intuitive information flow that supports user comprehension and engagement

Field Grouping and Organization:

  • Group related fields into logical sections for improved user comprehension
  • Create information sections that align with user decision-making processes
  • Balance comprehensive information with visual organization and scanning efficiency
  • Consider mobile responsiveness and different screen sizes in layout design

Advanced Layout Features

Section Management:

  • Configure distinct sections for different types of listing information
  • Establish clear visual separation between information categories
  • Create logical information flow from basic details through comprehensive specifications
  • Support user scanning patterns with appropriate section organization and visual hierarchy

Layout Customization Options:

  • Configure field display properties including visibility and formatting
  • Establish field presentation styles for optimal visual impact and readability
  • Balance detailed information with visual presentation and user experience quality
  • Regular layout testing and optimization based on user feedback and engagement metrics

Listing Settings Integration

Marketplace Functionality Integration

Filtering and Search Integration:

  • Custom fields automatically integrate with marketplace filtering and search functionality
  • Field configuration affects available filter options and search capabilities
  • Consider field types and values when planning marketplace browsing and discovery features
  • Ensure field configuration supports intended user interaction patterns and discovery workflows

Analytics and Reporting Integration:

  • Custom fields integrate with marketplace analytics for comprehensive performance tracking
  • Field data supports business intelligence and user behavior analysis
  • Configure fields with analytics objectives in mind for optimal data collection and insights
  • Regular analysis of field usage and effectiveness for continuous optimization

Content Management Integration

Listing Creation Integration:

  • Custom fields appear in listing creation workflows for content publishers
  • Field configuration affects listing submission experience and data quality
  • Consider publisher user experience and data collection efficiency when configuring fields
  • Training and support for publishers regarding field usage and content quality standards

Best Practices for Listing Settings Management

Strategic Field Planning

Business Requirement Analysis:

  • Analyze business objectives and user needs before configuring custom fields
  • Align field configuration with marketplace purpose and target audience expectations
  • Consider data collection objectives and analytical requirements in field planning
  • Plan for scalability and future field requirements to avoid frequent reconfiguration

User Experience Considerations:

  • Balance comprehensive data collection with user experience and completion rates
  • Consider cognitive load and form completion psychology in field configuration
  • Test field configurations with user feedback and usability analysis
  • Regular optimization based on user behavior patterns and completion metrics

Technical Implementation

Data Quality Management:

  • Establish field validation and formatting standards for consistent data quality
  • Implement appropriate field types and constraints for reliable data collection
  • Consider data export and integration requirements when configuring field types
  • Regular data quality review and cleanup for optimal marketplace functionality

Performance Optimization:

  • Consider field quantity and complexity impact on page loading and user experience
  • Optimize field configuration for mobile devices and diverse user access patterns
  • Balance comprehensive functionality with technical performance and usability
  • Regular performance monitoring and optimization based on user experience metrics

Ongoing Management and Optimization

Configuration Monitoring:

  • Regular review of field usage and effectiveness for continuous improvement
  • Monitor user interaction patterns with different field types and configurations
  • Analyze field completion rates and data quality for optimization opportunities
  • User feedback integration for field configuration improvements and user experience enhancement

Evolution and Adaptation:

  • Plan for field configuration evolution based on changing business requirements and user needs
  • Establish processes for field addition, modification, and removal based on marketplace growth
  • Consider marketplace maturity and user sophistication when evolving field configurations
  • Regular strategic review of listing settings alignment with business objectives and user expectations

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