---
schema_version: "1"
id: 92b70474b474e3fa458e376ada271ea92bd44887f3f42b876e1d43a9bcaf44d3
title: Add Products to an Activity
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_assign_product_activity.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_product_activity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4d51a829b3bbe04201982c586616627d34e1b2256f618595beb08db43add75fd
description: You can add products to an activity only if the Consider Products option is selected for the associated activity template. When you create a visit using the visit template added in the activity, these products are added to the visit. And the surveys added in the activity template are added for these products. The Products related list on an activity record page shows the products that are added to an activity.
products:
  - Consumer Goods
release: "264"
---
# Add Products to an Activity

You can add products to an activity only if the Consider Products option is selected for the associated activity template. When you create a visit using the visit template added in the activity, these products are added to the visit. And the surveys added in the activity template are added for these products. The Products related list on an activity record page shows the products that are added to an activity.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d33955e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e63 ">To add products to activities:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e63 ">
              <p>CGCloud Supervisor </p>
              <p>OR </p>
              <p>CGCloud Retail Supervisor User AND CGCloud Retail
                User</p>
              <p>OR</p>
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Activities**.
2. Select an activity.
3. In the Products related list, click **New**.
4. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d33955e138">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d33955e141">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d33955e138 d33955e141 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e138 ">Activity Product Name </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e141 ">Name of a record.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e138 ">Activity</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e141 ">Name of an activity.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e138 ">Product</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e141 ">Product related to an activity.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e138 ">Product Number </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e141 ">Product number as defined in the product master data. This field is auto-populated,
                  and is shown only on the Activity Product Detail page. </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e138 ">Product Description </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e141 ">Description of a product as defined in the product master data. This field is
                  auto-populated, and is shown only on the Activity Product Detail page.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e138 ">Excluded</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e141 ">Indicates whether a product is temporarily excluded from an activity. </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e138 ">Manually</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e141 ">Indicates whether a product is manually added to an activity. For products that are
                  added to activities through a field sales activity, the option is set to No.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e138 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d33955e141 ">Sales org of a product.</td>

              </tr>
            </tbody>
          </table>
5. Save your changes.