Slaesforce FAQ

how to create product list in salesforce

by Dr. Emilie Keeling PhD Published 2 years ago Updated 2 years ago
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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. Add a...
  • Complete the fields. Your exact fields may vary.
  • When you’re done, click Save. The Product detail page for your new product appears with related lists for standard...

Add New Products
  1. Click. to open the App Launcher and select Products .
  2. Click New and enter these details: Field. Details/Action. ...
  3. Click Save & New .
  4. Create another new product and enter these details: Field. Details/Action. ...
  5. Click Save & New .
  6. Create one more new product and enter these details: Field. ...
  7. Click Save .

Full Answer

How do I create a new product in 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. Add a product to the product catalog.

How to create a list in Salesforce apex?

A list can contain up to four levels of nested collections inside it, that is, a total of five levels overall. To declare a list, use the List keyword followed by the primitive data, sObject, nested list, map, or set type within <> characters. For example: To access elements in a list, use the List methods provided by Apex.

How do I declare a list in Salesforce?

To declare a list, use the List keyword followed by the primitive data, sObject, nested list, map, or set type within <> characters. For example: To access elements in a list, use the List methods provided by Apex. For example: For more information, including a complete list of all supported methods, see List Class.

How do I create a picklist value set in Salesforce?

Enter Picklist Value Sets in the Quick Find box and select Picklist Value Sets. Click New and fill in the details. Click Save. Next, create a custom picklist field called Region on the lead and account objects. From Setup, click Object Manager and select Lead. Select Fields & Relationships and click New. Click Next and fill in the details.

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How do I add a product catalog to Salesforce?

2:4032:59Get Started with Products and Catalogs in B2C CommerceYouTubeStart of suggested clipEnd of suggested clipSite assignments tab this is where you're going to activate your catalog for your desired sites allMoreSite assignments tab this is where you're going to activate your catalog for your desired sites all of your sites will be listed here and you just simply check the box to assign a catalog to the site.

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 enable a product in Salesforce?

How to Enable Product Scheduling in Salesforce?via Quick find box.or choosing Platform Tools -> Feature Settings -> Sales -> Products -> Product schedule settings.

How do I add a product to a Pricebook 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 create a product group in Salesforce?

From Setup, in the Quick Find box, enter Installed Packages , and then select Installed Packages. Find the Salesforce CPQ package, and then select Configure. Click the Additional Settings tab. From Product Results Group Field Name, choose the field you want to group your product search results by.

What is products in Salesforce CPQ?

Products are items that users can add to a quote.

How do I use products in Salesforce?

0:488:34Salesforce Products Part 1 - Overview of Products and PricebooksYouTubeStart of suggested clipEnd of suggested clipProducts is an object just like anything else in Salesforce like an account contact or anMoreProducts is an object just like anything else in Salesforce like an account contact or an opportunity. You have page layouts you have custom fields. When you turn on products.

What is the difference between opportunity product and product in Salesforce?

Products are a catalog of products/items that you company can sell. No pricing information (by default) is included, just description, category, code, etc. Opportunity Products are line items on an opportunity. It will include pricing information for that particular order.

How do you create a product family?

0:002:221 Create Product Families - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this lesson we'll be creating product families this was done by creating a field that definesMoreIn this lesson we'll be creating product families this was done by creating a field that defines what type this product family a product belongs to currently. No product families exists within the

What is product Pricebook and PricebookEntry in Salesforce?

PriceBooks are represented by Standard Object – Pricebook2. Each Pricebook can have zero or more entries. Each of these entries are stored inside the Standard Object – PricebookEntry. Each entry in PricebookEntry defines the cost of the products in a particular currency.

What is Pricebook in Salesforce?

A price book is a list of products and their prices. The standard price book is the master list of all your products and their default standard prices . Salesforce creates the standard price book when you start creating product records.

Where are my products in Salesforce?

Products in SalesforceProducts are available through a related list on the Opportunities tab.With Salesforce you will have layouts and custom fields to track which products are successful. Products can then be added to a Salesforce opportunity allowing you to ensure that inventory and forecasting are accurate.

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.

Create Shopper Users

Maria and Taylor are eager to create their first store. Here's Maria's checklist for creating shopper users.

Add Store Data

Taylor is ready to add store data. First, we suggest that they use the new product import tool because it will create default objects, such as a catalog, buyer group and entitlement policy. Also, they need to set up a Salesforce CMS workspace to add the image data. The Commerce app lets them import product data or create it manually.

Set Up a CMS Workspace

Here’s how Maria sets up the CMS workspace so that Taylor can design the store pages, including images and content.

Create Price Books

Taylor creates a List Price price book, which indicates the final price shoppers will pay.

Add Product Data

Taylor will typically import product data, but wants to learn how to do it manually as well.

Build the Search Index

The search index combines all the products that Taylor imported or created into a searchable index file. Here’s how to rebuild an index.

Next Steps

In this unit, you learned how to create a shopper user and a store. Then you learned how to add the storefront data and build the search index. Next, learn how to complete the storefront setup and then activate and test your store.

What is a list in data?

A list is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types.

How many levels can a list contain?

A list can contain up to seven levels of nested collections inside it, that is, up to eight levels overall. To declare a list, use the List keyword followed by the primitive data, sObject, nested list, map, or set type within <> characters. For example: // Create an empty list of String.

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