Use the Product Family picklist to categorize your products. For
example, if your company sells both hardware and software, you can create two product families:
Hardware and Software.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User
Permissions Needed |
| To edit product families: |
Customize Application |
If your organization uses forecasting, your users can have a different quota for hardware
sales and software sales. Users can also view forecasts for opportunities with hardware
products separate from opportunities that include software products.
-
Customize the Product Family picklist to include the different
categories of products you sell.
-
For each product in your price books, edit the product and select the appropriate
Product Family value.
-
If your organization uses forecasting, set a different quota for each product family for
your users.
