How to Add Products in Salesforce – Salesforce Products and Price Books

The following Adding products to Salesforce 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 Salesforce price book.

 

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*Please be sure that you’re using an account type that’s in accordance with this feature before proceeding.

Part #1: Adding products in Salesforce: Defining the products

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 Salesforce 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!

 

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Part #2: Defining your Salesforce products and price books

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 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. 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.

WalkMe Team
WalkMe pioneered the Digital Adoption Platform (DAP) for organizations to utilize the full potential of their digital assets. Using artificial intelligence, machine learning and contextual guidance, WalkMe adds a dynamic user interface layer to raise the digital literacy of all users.