If you’re an admin or sales operations manager, you create products in Salesforce to
track the products and services that your company sells. After you create a product, your sales
reps can add it to their quotes, opportunities, and orders. Before you get started, review a few
key guidelines.
Required Editions
| Products, product schedules, price books, and quotes available in: both
Salesforce Classic and Lightning Experience |
Orders available in Salesforce Classic |
| Products, product schedules, price books, and orders available in:
Professional, Enterprise, Performance, Unlimited, and
Developer Editions
|
Quotes available in: Performance and Developer Editions and in
Professional, Enterprise, and Unlimited Editions with
Sales
|
- To view and create products, you need the Read and Create permissions on products.
- To get started creating products, click New on the Products home
page.
- You can create a product by cloning an existing product. See
Considerations for Cloning Products.
- To ensure fast system performance with price books, keep the number of products below
2,000,000.
- In Salesforce Classic, inactive products are excluded from search results for users who
don’t have the System Administrator profile and have read-only access to products.
- Products need a standard active price before you can add them to a price book.
- To define a payment and delivery cycle via a product schedule, click Edit above the
product detail.
- For descriptions of product fields, see Product, Price Book, Price Book Entry, and Product Schedule Fields.
