---
schema_version: "1"
id: 0456593b411d9e5d7fca81689dc629101003a4fc6e8cafb10c3eda2e70885dc4
title: Guidelines for Creating Products
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/products_guidelines_for_creating.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.products_guidelines_for_creating.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3ff70946578ed32d3f8661dcbee3159425ff56b3509e7de88d83d4b98086a008
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Guidelines for Creating Products

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col> <col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Products, product schedules, price books, and quotes available in: both Salesforce Classic and Lightning Experience</td><td class="slds-cell-wrap" style="vertical-align:top;">Orders available in Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Products, product schedules, price books, and orders available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td><td class="slds-cell-wrap" style="vertical-align:top;">Quotes available in: <strong>Performance</strong> and <strong>Developer</strong> Editions and in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

- 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](https://help.salesforce.com/s/articleView?id=sales.products_clone.htm&release=264.0.0&type=5 "If you’re an admin or a sales operations manager, you can clone a product to quickly create another product with the same information and price book entries. Consider key points before you clone a product.").
- 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](https://help.salesforce.com/s/articleView?id=sales.products_prices.htm&release=264.0.0&type=5 "Set and edit prices for each of your company’s products and services.") before you can add them to a price book.
- To define a payment and delivery cycle via a [product schedule](https://help.salesforce.com/s/articleView?id=sales.creating_and_editing_default_schedules.htm&release=264.0.0&type=5 "Add product schedules to define the payment and delivery cycles of your products."), click **Edit** above the product detail.
- For descriptions of product fields, see [Product, Price Book, Price Book Entry, and Product Schedule Fields](https://help.salesforce.com/s/articleView?id=sales.products_fields.htm&release=264.0.0&type=5 "Products, price books, and product schedules have the following fields. The availability of fields depends on how Salesforce is set up.").