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            Guidelines for Creating Products

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            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

            Products, product schedules, price books, and quotes available in: both Salesforce Classic and Lightning Experience Orders available in Salesforce Classic
            Products, product schedules, price books, and orders available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions Quotes available in: Performance and Developer Editions and in Professional, Enterprise, and Unlimited Editions with Sales
            • 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.
            • 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 before you can add them to a price book.
            • To define a payment and delivery cycle via a product schedule, click Edit above the product detail.
            • For descriptions of product fields, see Product, Price Book, Price Book Entry, and Product Schedule Fields.
             
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