Adding products to Salesforce is rather simple, and this tutorial will teach you how to do so step-by-step.
There are two main parts to adding products in Salesforce: primary steps, which include setting up a price book; and defining the product itself.
It is worth noting that this level of customization is available only to professional, enterprise and above accounts on Salesforce, so be sure that you’re using an account type that’s in accordance with this feature before proceeding.
Ready? Let’s define your price book.
Adding products to Salesforce Part One: Defining your price book
Select the “Products” tab at the top of the page.
Disregard the out-of-the-box sales book that already exists and go to the bottom of the page to find the “Managing Price Books” link. This link will send you to you a page where you can activate the previously mentioned price book.
You can also make copies of price books from here to duplicate product lists. Just keep in mind that you must always activate a price book before it is able to work.
Now, we need to add products. Let’s work on the premise that you have no products in any of your books for now. Otherwise, you would simply click “Add”, and search for your existing products, and copy them.
Adding products to Salesforce Part 2: Defining the products
- Click on the “Products” tab. Click on “New Product”, and a 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. When finished, 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 option of choosing a new price, or use the one you defined just a moment before. This malleable price feature is excellent for discount books, as well as other, less standard pricing setups.
Now 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 (Which is a topic in and of itself).
But that’s all there is to it, so great job on mastering the adding products feature in Salesforce! For more information, check out Salesforce tutorial for beginners.