Required Editions and User Permissions.
- On the CC Admin tab in your org, select your storefront (1).
- In the Storefront Settings menu, select Configuration Settings (2).
- From the Module picklist, select Product List (3).
- Specify the available layout options.
- Find the Layout Options configuration (4), and find its value (5).
- list, grid. Only the grid layout is available. The buyer can't switch the layout to list.
- If you're satisfied with the specified layout options, skip this step.
- If you want to change the available layout options, or if Layout Options doesn't exist, click New , and continue to the next step.
How to edit all items in Salesforce with custom layout?
You can create a Visualforce Page (which Professional allows) to have a custom layout, for example: And then override the Edit All button with the page. Unfortunately, Salesforce won't save the changes because it will only save the changes to the top level Opportunity object, not the child OpportunityLineItems that are actually changing.
What List View buttons are available in Salesforce?
Salesforce offers many standard buttons for list views, including many Mass Quick Actions. For example, on a "Leads" list view, the "Change Owner" and "Change Status" buttons are available. You can also create your own custom list view buttons and add them to list views when your button uses the "List Button" display type.
How do I add a new product to a product family?
Select Product, then click Fields & Relationships. Select Product Family. Under Product Family Picklist Values, click New. In the Product Family field, enter Service Packages and on the next line, enter Panels. Click Save. Add New Products. You’ve set up multiple currencies and created product families. Now you’re ready to add products.
How do I set up a Service Pack in Salesforce?
From Setup, click Object Manager . Select Product, then click Fields & Relationships . Select Product Family . Under Product Family Picklist Values, click New . In the Product Family field, enter Service Packages and on the next line, enter Panels. Click Save .
How do I change products in Salesforce?
Add New ProductsClick. to open the App Launcher and select Products .Click New and enter these details: Field. Details/Action. ... Click Save & New .Create another new product and enter these details: Field. Details/Action. ... Click Save & New .Create one more new product and enter these details: Field. ... Click Save .
How do I add a product list in Salesforce?
Navigate to the opportunity that you want to edit.In the Products related list, select Add Products, or select Edit next to a product in the list. ... Find the products you want to add to this opportunity. ... In the Quantity field, enter the number of products at this price.Enter the sales price for the product.More items...
How do I edit a product family in Salesforce?
To edit a product to include Product Family On the Products menu, click Manage Products. Search and click the product to open the product details page. On the Details tab, from Product Family, select an appropriate value. Click Save.
How do I view my products in Salesforce?
(Go to Products tab, scroll down to bottom of page where Maintenance section appears and click on Manage Price Books. The View All on a profile will simply ignore the Role Sharing rules for the Products based on the owner.
How do I add a product to a price list in Salesforce?
Select a product. On the product page, in the Price Books related list, click Add to Price Book. Choose the price book and currency for the new list price, and then click Next. Enter the list price.
How do I create a product category in Salesforce?
Create a Product CategoryFrom App Launcher, find and open Categories, and then click New.Enter a name and description.Select the catalog.To show the product on a menu, select Show In Menu.Enter a sort order.Select a parent category, and then save your changes.
How do I add a product to a family in Salesforce?
0:132:221 Create Product Families - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's go ahead and create some once on a product page I've selected our Gen wot diesel 200MoreSo let's go ahead and create some once on a product page I've selected our Gen wot diesel 200 kilowatt product navigate to our product. Family field within the product details section this is where
What is product Catalogue in Salesforce?
Sep. As a concept, the Product Catalog is the collection of product records in Salesforce. It is the center of everything in CPQ. It impacts significantly many aspects, including the user experience, the administrative tasks, the way products are shown on the Quote documents, and how they are billed.
How do I use product family in Salesforce?
To begin using product families:Customize the Product Family picklist to include the different categories of products you sell.For each product in your price books, edit the product and select the appropriate Product Family value.More items...
How do I edit a Pricebook?
Log in to Workbench and select Data > Update. Select the PricebookEntry object type. Select From File....Best Practices for updating Price Book entriesNavigate to the Price Books tab and select a price book.On the products related list, select Edit All.Edit your price book entry list prices.
What is the main difference between spotlight Products and featured Products?
1What is the main difference between spotlight products and featured products? A. Spotlight products have a limit of 20, and featured products have a limit of 15.
How do I add Products to Pricebook?
On the product's page, click the “Related” tab on the top left. Now you'll be able to see which price books already contain your product. To add it to an additional price book, click “Add to Price Book” on the right-hand side. That'll bring up the “Add to Pricebook” pop-up.