While working with an organization that uses Salesforce, I was assigned the task of creating products in the Salesforce org. The sales team wanted to add different items to opportunities, but before that, we had to set them up as Products in Salesforce.
In Salesforce, we can add products manually from the UI of the Product object. In this case, I had to add multiple products, so I used the Salesforce data loader tool.
In this Salesforce tutorial, I will explain how to create Products in Salesforce, both manually through the UI of the Product object and from Salesforce Data Loader to create multiple products.
Products in Salesforce
In Salesforce, products are defined as items and services that we can sell to customers. The records in the Product object are a collection of all the products that the company can provide. They involve all the information related to each product, such as its name, description, pricing, etc.
A product in Salesforce can be physical, such as machines, furniture, and food. Along with this, a product can be in the form of a service, like Software and education.
After creation, products are added to Pricebooks, and then they are available to add to Oppoerunirties and Orders. In the multiple-price books, every product can be sold at different prices.
Create Products in Salesforce
In Salesforce, we can create products manually through the UI and also use tools like Data Loader and Data Import Wizard. We will cover both points below to add products to Salesforce.
- Create products manually from the user interface in Salesforce
- Add Products in Bulk via Data Loader in Salesforce
Create Products Manually From User Interface in Salesforce
To create products manually through the user interface, navigate to the setup page of Salesforce Lightning and follow the steps below.
On the Salesforce Lightning’s setup page, click on the App Launcher and search, then select Products.
Enter all the required details to create a Product record, and ensure the product is activated by checking the Active checkbox field.
As we click on the Save button, a new Product record is created, which can be viewed in the Product’s List view.
This way, we can add or create products in Salesforce by following the above steps.
Add Products in Bulk via Data Loader in Salesforce
When adding multiple products in Salesforce, the manual method is not considered ideal. In this situation, we can use the Salesforce Data Loader tool that is capable of handling and inserting large data sets.
To insert products via Data Loader in Salesforce, ensure you have installed the Data Loader tool in your system and have the required access to manage products.
In the steps below, first, we will prepare a CSV file with the details of the Products, such as Name, Description, Active status, and RecordTypeID (id for Product).
After this, using the details in the CSV file, we will add Products in Salesforce via Data Loader.
Prepare CSV file to Add Products via Data Loader in Salesforce
- First, create a new CSV file with the header columns Description, IsActive, Name, and RecordTypeID.
- Enter the product description in the description column.
- In the isActive column, enter True for all rows.
- In the Name column, enter the name of the products.
- To get the record type ID, we will run an export operation by following the steps. Open Data loader -> Export -> select object record type -> browse the location for the extract file-> Next.
- Now select the query fields Id, Name, and SObjectType, then click on the Finish button.
- From the exported CSV file, get the ID of the object type Product2.
- Enter the ID in the header column RecordTypeID and keep it the same for all columns.
Next, save the CSV file to a location on your system that the Data Loader can access. Now that we have created the CSV file for the new products, we will insert these products via the data loader.
Insert Products From CSV Using Salesforce Data Loader
In the steps below, we will perform the data insert operation to add or insert products in the Salesforce org.
- To insert the Products, open the data loader and click on the Insert button.
- In this step, activate the checkbox Show all Salesforce objects, then select the data object Product(Product2). Then, select the created CSV file and click on the Next button.
- When we click the Next button, the data loader will initialize the uploaded CSV file. Then, click on the OK button to proceed.
- In this step, we will map the object fields with the header columns of the CSV file.
- Click on the button Create or Edit a Map, then in the next window, click on the button Auto-Match Fields to Columns.
- Now, the object fields will be auto-matched with the header columns, and if they aren’t, then you have to drag the object fields down to the column mapping.
- After mapping, click on the OK button, then click on the Next button to proceed.
- In this window, select the location to save the success and error files showing the insert operation’s details. At last, click on the Finish button.
- After the import operation, if the message displays successful inserts, it means that the products are inserted successfully. Click on the OK button to close the data loader tool.
To view the inserted products, open the Products tab, where you can find the recently created product.
Now, we have successfully inserted multiple products via the Salesforce data loader.
Now, we have successfully inserted multiple products via the Salesforce data loader. In this way, we can insert or create products via the Data Loader in Salesforce.
Conclusion
In this Salesforce tutorial, we have learned how to add or create products in Salesforce. In the above steps, we create products using the UI of the Product object. Then, to add multiple products, we used the Salesforce data loader tool and successfully inserted products into the Salesforce org.
By following the above methods, you can easily add products to your Salesforce org. To add a single product, you can use the manual method through UI, and to add multiple products, you can use the Salesforce data loader.
You may also like to read:
- Create Custom Price Book in Salesforce
- New button missing on Opportunity in Salesforce
- Create Lead Process in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
