Manage Products in Salesforce CPQ

Important

The Salesforce CPQ managed package continues to be available for existing customers, however, there is no longer any new feature development. We will continue to provide support and services for the duration of your contract. You can also add more user licenses to your Salesforce org during your current subscription term and renew existing subscriptions.

For a more comprehensive and robust CPQ solution, we recommend exploring Revenue Cloud.

Watch this introductory video to learn how to create and optimize a product catalog in Salesforce CPQ. Organize products, explore key fields on product records, and add a product to a quote from both sales and admin perspectives.

Ready to get started? Begin by exploring these resources:

• Types of Products in Salesforce CPQ
  Configure your products to match your pricing and selling needs. (Salesforce CPQ Managed Package)
• Product Pricing Methods in Salesforce CPQ
  Apply various discounts or markups to customize pricing on your products. (Salesforce CPQ Managed Package)
• Summary Variables
  Summarize number field information about products into a single object called a summary variable. You can reference a summary variable in price conditions, price actions, product rule error conditions, quote term conditions, and other summary variables. (Salesforce CPQ Managed Package)
• Salesforce CPQ Product Fields
  Salesforce CPQ provides custom-managed fields for products. (Salesforce CPQ Managed Package)