how to setup products 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...
• 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...

Full Answer

How to add a new product in Salesforce?

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. 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 enable Salesforce CPQ for my organization?

If you don't already have your CPQ-enabled org open, scroll down to the Challenge section and click Launch to open it. In your org, click the App Launcher ( ), and then click the Salesforce CPQ tile. In the navigation bar, click Products, then choose the All Products list view.

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 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 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.

How do I add a product to a Salesforce account?

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 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 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.

What is product line in Salesforce?

Line Item - Line Items are Opportunity Line Items that basically shows what products are being offered to a customer on an opportunity. As per the standard process, in order to add Products as Line Items to an Opportunity, you first need to select a Price Book.

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 add a product tab in Salesforce?

Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.

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.

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 a category structure?

In general terms, a category is a unit of knowledge. Categories are organized in a tree structure; "Example Category Tree" shows an example.

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.

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.

Choose the Right Term

Subscription products are special because they’re sold as a service that lasts for days, months, or years. Since time is involved, you must consider what unit of time you want to use when quoting subscription products.

Basic Anatomy of a Subscription

Good news—subscription products are just normal products with a little extra flair. With a few small changes, any product you already have in your org can be sold as a subscription.

Prorated Prices

If you looked closely at the prices in the Quote Line Editor, you may have noticed that List Unit Price stayed at $30 regardless of the Subscription Term value. It’s one of the pricing fields that isn’t prorated. Opening the Password Manager License Quote Line Drawer ( ) reveals more pricing fields.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.