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            Organize Products with Product Families

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            Organize Products with Product Families

            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.
             
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