How to Add Products in Salesforce

The following tutorial will teach you step by step  how to add products in Salesforce. It’s really a rather simple process, and involves two primary steps – setting up a price book, and then defining the product itself.

One caveat to bear in mind is that this level of customization is primarily available only to professional, enterprise and above accounts on Salesforce, so be sure that you’re using an appropriate account type before attempting this. Otherwise, must frustration will abound where none need exist. Now that this is out of the way, let’s move on to defining our price book.

salesforce tutorial for beginners

How to Add Products in Salesforce

First, select the “Products” tab at the top of the page. Pay no heed to the out-of-the-box sales book that already exists, and go to the bottom of the page, and find the “Managing Price Books” link. This will give you a page where you may activate the previously mentioned price book. Do so by clicking “Activate.” You may also create additional price books from this page through a simple system. You may also clone price books from here, to duplicate product lists. Remember, you must always activate a price book before it will work!

Now, we need to add products. Let’s assume you have no products in any of your books for now. Otherwise, you could simply click “Add”, and search for your existing products, and copy them over.

Click on the “Products” tab. Click “New Product”, and a simple form will appear in which you may implement your new 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.

Now, click “Add to Price Book”, and check the price book you wish to add it to. You will be presented with the ability to set a new price, or use the one you defined a moment ago. This malleable price feature is excellent for discount books and other such non-standard pricing setups.

Conclusion

You have successfully added a product. You may also modify product families, customize fields and create new opportunities based off of this product and its price book. But those are for another day. But that’s all there is to it, in just a few paragraphs, you have learned how to add products in Salesforce! Read salesforce tutorial for beginners to gain more information.

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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