how to create product family in salesforce lightning

From Setup, click Object Manager. Select Product, then click Fields & Relationships. Select Product Family.

Full Answer

How do I create a B2B store in Salesforce Lightning?

On the Stores tab, click Create a Store to open the Lightning B2B Commerce template creation wizard. Read the template description and key features, and click Get Started. Enter a name. Your store and the associated Experience Cloud have the same name.

How do I create a product family in Object Manager?

Create a product family for Service Packages and Panels, keeping in mind that you need to assign a standard price in multiple currencies. From Setup, click Object Manager . Select Product, then click Fields & Relationships . Select Product Family .

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 price book in Salesforce?

Select Panels . Click Save . 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.

How do I create a product family in CPQ?

Editing a Product to include Product FamilyOn App Menu, click Apttus CPQ Admin and then click the CPQ Admin tab. ... 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 create a product in Salesforce lightning?

Part #2: Defining your Salesforce products and price books Click on the “Products” tab. Click “New Product”, and a simple form will appear in which you may implement your new Salesforce product. Activate the product, and then save it. You must add a price, before you can add it to a price book.

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 new product to 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 you create a product family?

Create New Product FamiliesFrom 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 .

What are product families?

A product family is a group of related goods produced by the same company under the same brand. A company may create a product family to leverage the loyalty of existing customers toward its original brand.

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.

How do I add a subcategory in Salesforce?

Create a SubcategorySelect Merchant Tools > Site > Products and Catalogs > Catalogs.Click the category to which you want to add a subcategory.To show the category in your storefront, complete the category fields, and select the Online checkbox. ... Click Apply.

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

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 bundle 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 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...

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.

Why Create a Group?

Groups are my favorite way to engage with users. My email inbox can get overwhelming, so using groups allows me to interact with users in a manageable way that tracks the conversations and encourages others to chime in and help. The first group I always create when setting up a new org is called Salesforce Support.

Create a New Group

1. Find the Groups tab (might be in the More dropdown), and click the New button.

Lightning it Up

As an Admin, I want to know how many people are engaging with each group. Using Lightning, I can actually put this data in chart form right on the group page. Here’s how:

Enable Digital Experiences

Before Maria Jimenez (she/her), Ursa Major Solar admin, can start creating a store, she has to do some prep work in her org.

Enable Orders and Set Up Field-Level Security

Next up, Maria has to enable orders. As you might (correctly) guess, being able to order things is pretty central to any store set up, and Lightning B2B Commerce is no different.

Configure Sharing Settings for B2B Commerce

Maria knows that the most important commodity at Ursa Major Solar isn’t solar components: It’s the information residing in Salesforce. So she wants to safeguard that information as best as she can. To that end, the first step she takes is to restrict the org-wide defaults for all the B2B Commerce objects.

Modify Page Layouts for B2B Commerce

Maria works with Taylor Givens (they/them), senior merchandiser, who defines the page layouts.

Create a Store

Now that Maria has done a bunch of prep work, she can create a store. The store is the container for all your B2B Commerce data, and where you can showcase your products for buyers.

Navigate the Lightning B2B Commerce App

After creating all the page layouts and the store, Maria decides to poke around the Commerce app to get familiar with what’s there. She clicks the Ursa Major Solar Store she just created, and in the Commerce app she can see quick links to various parts of setup, where she can:

Quiz

1 Why does Maria need to enable digital experiences for B2B Commerce on Lightning Experience?

Steps to create a product bundle

Click on the “Products” tab and click “New”. The “New Product” window will open.

Recap

Let’s recap the topics that are covered here. Firstly we looked up the benefits of product bundling for both customer and seller. Then we examined its terminologies like what is a bundle, what are “Product Options”, how do we group them logically into Features.

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