You can assign a product to multiple categories. On the CC Products tab in your org, select a product. Go to the Product Categories related list, and click New. In Category, select the product that you want to assign the product to, such as Coffee Machines.
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.
What is a store in Salesforce?
The store in Salesforce is the central place to organize the experience you want to have for your buyers. What does that mean, exactly? Here is what's associated with a store in Salesforce by default, before you start associating other objects to it. That’s… pretty much it.
What is a just-created store?
The just-created store is the hub around which the various spokes that you add revolve. This framework gives you maximum flexibility to add what you need to for your business case. Once it’s set up, a store is a container for all your commerce data including catalogs, categories, price books, and products.
How do companies set the prices on their products?
Some customers of Salesforce, for example, set the prices on their products at $0 or $1 and then depend on their sales reps to fill in the sales prices when they prepare an opportunity. Other companies invest time and effort in creating actual standard or list prices on products to provide guidance to their sales reps.
How do I categorize a product in Salesforce?
Create Product Categories and SubcategoriesFrom the Commerce App Navigation menu, select Catalogs.Select a catalog.On the Categories tab, click Create Category.Enter a name for the category, and optionally enter a description.If you're adding a subcategory, search for and select its parent category.More items...
How do I create a product group in Salesforce?
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 is product group in Salesforce?
Configure the Product Selection page to group products into dropdown lists organized by shared field values. This layout helps organize the Product Selection page for sales reps and is especially useful if your company has a large product catalog.
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...
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.
What is a product family in Salesforce?
Product Family is a standard Salesforce.com feature. You can use the Product Family picklist to categorize your products. For example, if your company sells both hardware and software, you can create two Product Families: Hardware and Software.
How many products does Salesforce have?
Salesforce offers six major types of clouds: Sales Cloud, Marketing Cloud, Commerce Cloud, Service Cloud, Experience Cloud, and Analytics Cloud.
What is Solution Group in Salesforce CPQ?
A solution group is a predefined quote line group that sales reps can add to any quote. Solution groups are useful if you have a well-defined set of common quote line groupings.
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 product object in Salesforce?
In Salesforce, Product is a Standard object having standard fields and tabs. You can add your custom fields to customize Product object as per your business requirement. Products can be added to the Opportunity allowing you to have an correct inventory and also make your forecasting accurate.
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 Does the Store Work in B2B Commerce?
The first order of business when it comes to understanding the B2B Commerce data model is understanding the role of the store. The store in Salesforce is the central place to organize the experience you want to have for your buyers.
How Do Products Fit In?
What are we missing in our stores? Oh that’s right, that little thing called “products.” Let’s see how products fit into our data modeling.
Relate a Catalog to a Store
So you have products, and you have a store. Now you need to be able to show said products in the store. The organizational model that ties products to stores involves catalogs, whose building blocks are categories and subcategories.
Why use feature bundling tool?
Because a single long list of options isn’t very user friendly, you can use the Feature bundling tool to group similar options and limit how many different options the sales rep can choose from a particular group.
What are the features of a bundle?
The Laptop bundle from the beginning of this module has three features: Processor, Memory, and Storage.
Where are products stored?
Products. Products are the items and services you sell. All of your product data is stored in your master product catalog. Your master product catalog can also be your storefront catalog or you can create a separate storefront catalog. You organize a catalog by categories.
What is catalog in business?
Your product data is stored in a catalog. A catalog is a collection of the products that you sell, organized into different categories. You create and organize categories and subcategories to organize and group products in your catalog and on your storefront. For example, an outdoors outfitter site uses Boots, ...
