In this Salesforce tutorial, we will learn how to create products in Salesforce. However, we will understand the steps of creating products in Salesforce Lightning and we will also go through the steps of creating products in Salesforce Classic.
While working with an organization that uses Salesforce, I got a task where I need to create products in Salesforce. To fulfill this requirement I use the products object or tab of the salesforce which is present on the nav bar of both the edition Salesforce lightning and Salesforce Classic.
If you want to learn How to create products in Salesforce Lightning and Salesforce Classic, you have come to the right place.
The following are the topics that we will cover in this salesforce tutorial:
- What are products in Salesforce?
- How many types of products can you have in Salesforce?
- How to create products in Salesforce Lightning
- How to create products in Salesforce Classic
What are products in Salesforce?
In Salesforce the products are defined as items and services that we can sell to the customers. In the multiple price books, every product can be live with different prices.
The product in Salesforce is controlled within the product record. These product records are the collection of all the products that can be provided by the company. It involves all the information related to each and every product like its name, description, pricing, etc.
Sigma CRM is a USA-based company that is the third-party vendor of Salesforce. Olivia is a sales representative. When the opportunity is created, Olivia which is the sales representative can add the product to the opportunity to specify what the customer is looking for and interested in purchasing.
The product can be physical or virtual, the physical products involve resistant and nonresistant goods like furniture, computers, food, etc. The virtual product is presenting services and experiences like software, education, etc.
With this, we learned What are products in Salesforce. Now we will move ahead and try to understand how many types of products can you have in Salesforce.
How many types of products can you have in Salesforce?
The products are the items or services that can be sold to serve the customer’s needs. There are different types of products that are available in Salesforce:
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Community Cloud
- App Cloud
- Analytics Cloud
Sales Cloud: Sales Cloud in Salesforce is the most admired CRM software. It also helps the sales team to control their customer relationship. It grows productivity and closes deals with the help of powerful tools that are provided by the Service Cloud.
Service Cloud: Service Cloud is a customer service platform that gives more quicker and systematic customer service which helps businesses. It involves some methods like case management and knowledge base.
Marketing Cloud: Marketing Cloud is a marketing automation platform that automates the marketing task that helps businesses. It involves some methods like email marketing, social media, lead management, etc.
Community Cloud: Community Cloud is a social association platform that builds an online community for their partners and their customers that help businesses. It involves some methods like blogs, forums, etc.
App Cloud: App Cloud is a Platform as a service. It permits businesses to build custom applications at the peak of the salesforce platform. It involves some methods like application hosting and application development.
Analytic Cloud: Analytic Cloud is a business intelligence platform. It takes superior resolution with data-driven insight that helps businesses. It involves some methods like reports, data visualization, dashboards, etc.
With this, we have learned how many types of products can you have in Salesforce. Now, let’s move further and see how to create Products in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.
Read How to Add Product to Price Book in Salesforce
How to create products in Salesforce Lightning
Here we are creating products in salesforce lightning. If you want to learn how to create products in salesforce lightning follow these steps:
Step-1: First Login to the Salesforce Lightning account, Click on the App Launcher and enter the Sales in the search box. Select the Sales.
Step-2: After clicking on the sales, the Sales page is open and you can see that there is no product tab present on the nav bar.
On the nav bar there is more option, click on the drop-down arrow of more option and you can see there are a lot more objects present. Search the Products object if the Products object is shown click on it.
Else click on the pencil icon(✏️) that is present in the upper right corner. The edit sales app navigation items dialogue box appears. This dialogue box is used to personalize our nav bar items, record items, and rename or remove items we have needed.
Inside this, there are lots of navigation items present. Click on the Add More items button for adding more items to the nav bar.
Click on the All option that is present on the left side under the Available items. After that enter the Products in the search box and select the Products.
After clicking on the plus icon of the Products item the plus icon can convert it into a green checkbox and then click on Add 1 nav item button.
We can see that the Products item is added to the navigation items list, and click on the save button for our updates.
But here you can see that the Products object is shown under the More option. Click on the products object.
Step-3: After clicking on the products, the products recently viewed page is open. On the recently viewed page, only one product is present for seeing all the products.
Click on the drop-down arrow the drop-down list is open, under the drop-down list two option is present. The first one is All Products and the second is Recently Viewed. Select the All Products option for seeing all the products.
Step-4: After clicking on the All Product option, you can see that the all products page is open and there are lots of products present.
Step-5: After seeing all the products, now we want to create a new product. For creating a new product click on the new button that is present at the top right corner.
Step-6: After clicking on the new button, the new Products dialogue box is open. Fill the information that is present under this New Products dialogue box.
First, fill the Product Name as Ten Chargeable hours and then fill the Description. Here we are filling the description as a Minimum ten Chargeable hours. After that click on the Active checkbox and then click on the save button that is present below all the information.
Step-7: After clicking on the save button, you can see that the pop-up message is shown on the screen the ten chargeable hours product is created and the ten chargeable hours product page is open in which the detail of the Product is seen under the details tab. Click on the Details and you can see the Product name, description, and active status.
In this way, we have learned how to create Products in salesforce lightning. Further, we will learn how to create products in Salesforce Classic.
How to create products in Salesforce Classic
Here we are creating products in salesforce classic. If you want to learn how to create products in salesforce classic follow these steps:
1: First click on the setup that is present at the top right corner and then you can see that the products tab is present on the nav bar.
If there is no products tab present on the nav bar. Click on the drop-down arrow that is present on the nav bar, the drop-down list is open. There is no price book object in this list.
Else for seeing the products object, click on the plus icon(➕) that is present at the end of the nav bar. After clicking on the plus icon, the all tabs page is open. Inside this All tabs page, there are lots of navigation items present. Scroll to the bottom of the page we can see the Product item. Click on the Products.
2: After clicking on the products tab, the products tab Home page is open. And inside this page, there is lots of section like Price books, Product view, and Asset View.
To create the new product scroll to the bottom of the page and you can see the recent products section, and inside this section, there is a new button which is placed at the center of the section. Click on the New button.
3: After clicking on the new button, the new products dialogue box is open. Fill the information that is present under this New Products dialogue box.
First, fill the Product Name as Bucket 5gal white and then fill the Description. Here we are filling the description as a Maximum bucket of 5gal white. After that click on the Active checkbox and then click on the save button that is present below all the information.
4: After clicking on the save button, the Bucket 5gal white Product is created and the detail of the Product is seen under the details tab. Click on the Details and you can see the Product name, description, and active status. Here we can edit delete and clone the product also.
This is how we have learned how to create Products in Salesforce Classic.
You may also like to read:
- How to Create Custom Price Book in Salesforce
- New button missing on Opportunity in Salesforce
- How to create Lead Process in Salesforce
Conclusion
Overall the Product is a helpful tool that is flawless for presenting the items and services that we sold to the customers and products are also used to trace managing pricing and discount on sales performance.
And in this Salesforce tutorial, we have learned What are products in Salesforce. We have also discussed how many types of products can you have in Salesforce.
In addition, we have covered How to create products in salesforce lightning and also cover how to create products in Salesforce Classic.
And the following are the topics that we have discussed:
- What are products in Salesforce?
- How many types of products can you have in Salesforce?
- How to create products in Salesforce Lightning
- How to create products in Salesforce Classic
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.