how to create new product in salesforce

• On the products home page, click New next to Recent Products, or choose Product from the Create New drop-down list in the sidebar.
• Give your product a name.
• Fill in any extra product details.

Full Answer

How to add products to Salesforce opportunities?

Before your sales reps can begin linking products to their opportunities, you need to add the products to Salesforce. To add a product, log in to Salesforce and follow these steps: Select the Create Product option from the Create New drop-down list on the sidebar. A New Product page appears.

How to add a product in Salesforce price book?

Activate the product, and then save it. You must add a price, before you can add it to a price book. So now, click “Add a Price”. Enter a price, and save once more. You have successfully added a Salesforce product.

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 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 create a product in Salesforce CPQ?

Step by Step Guide to Create Product Bundle in Salesforce CPQ Navigate to the Products Tab and click New, Enter all the necessary information. ... Go to the related List of products, then go to the price book and add list price and Set Active checkbox to True. Create Optional Products and add Pricing.More items...•

How do I activate a product in Salesforce?

From Setup, enter Product Settings in the Quick Find box, and then select Product Settings.Select When changing active flag on a product record, automatically update active flag on related prices.

How do I add a new product to my price book?

Add Products to a Price BookFrom the Commerce App Navigation menu, select Pricing Workspace.Click New.Give your price book a name, and optionally, a description.Optionally, set the time period when this price book is valid.Select Active, and then click Save.From your new price book, select the Related tab.More items...

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.

What are products in Salesforce?

Products in Salesforce is a service or item the company sells to the customers. After defining the products, you can associate them with the prices you have established in the price book. Products are available through a related list on the Opportunities tab.

How do I edit a product in Salesforce?

Navigate to Setup | Customize | Opportunity | Page Layouts. Click 'Edit' on the layout you want to edit. Double-click the 'Products' related list and set your fields and order. Click 'Save' on both the pop-up window and the Page Layout edit window.

How do I add a product to a Price Book in Salesforce?

Add Products to a Price BookFrom the Commerce App Navigation menu, select Pricing Workspace.Click New.Give your price book a name, and optionally, a description.Optionally, set the time period when this price book is valid.Select Active, and then click Save.From your new price book, select the Related tab.More items...

How do I add a product to a Price Book Salesforce lightning?

Set List Prices in Custom Price BooksSelect 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.More items...

What is PricebookEntry in Salesforce?

A price book entry is a product with its price as listed in a price book. Each price book entry specifies a currency for the price. Standard price book entries are the default (standard) prices for the products and services in the standard price book.

How do I add a product to Salesforce Commerce Cloud?

Add Products to CategoriesFrom the Commerce App Navigation menu, select Product Workspace.Select the products to assign to a category.Open the action menu next to Import and Click Add to Category.Select one or more categories and click Save.

What is product category in Salesforce?

Grouping products into categories makes it easier for shoppers to find products. Plan Your Category Structure. Categories make products easier to discover in searches and through navigation. Build a category structure that shows product relationships and makes products easier to find.

How do you create categories and subcategories?

0:173:19TOPdesk Tutorials | How to create categories and subcategoriesYouTubeStart of suggested clipEnd of suggested clipFirst click on the navigation. Button then go to settings. Open the functional settings and click onMoreFirst click on the navigation. Button then go to settings. Open the functional settings and click on categories and subcategories the main categories are shown in bold.

Introduction

Ursa Major Solar, a Southwest US-based supplier of solar components and systems, has expanded to global markets and just hired Ian Lin as its new VP of International Sales. Right out of the gate, Ian has been given quotas for his sales team to sell the company’s new ground-mounted solar panels.

Launch Your Trailhead Playground

You complete this hands-on project in your own personal Salesforce environment, called a Trailhead Playground. Get your Trailhead Playground now by clicking Launch at the bottom of this page. Your playground opens in a new browser tab or window. Keep the playground open while you do this project.

Create Sales Role and User Accounts

Before building the framework the sales team needs, create a sales role to be use for adding the team's sales reps.

Set Up New Currencies

Because Ursa Major’s new solar panels are sold both internationally and in the US, it’s necessary to assign more than one currency to the products. Before you can do this, you must enable the Multiple Currencies feature.

Create New Product Families

Next, create product families to help categorize and organize Ursa Major’s services and products.

Add New Products

You’ve set up multiple currencies and created product families. Now you’re ready to add products.

Create Standard Price Books

When you create a product in Salesforce, you add a standard selling price to it using price books. These keep track of your company’s products and their prices. You can add products and prices to the standard price book, or you can create custom ones.