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Sales Basics
Manage Products

Manage Products

Create and update the products your company sells and their standard prices.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
  • Products Concepts
    Before you use products in Salesforce, make sure that you understand the basics.
  • 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.
  • Considerations for Cloning Products
    If you’re an admin or a sales operations manager, you can clone a product to quickly create another product with the same information and price book entries. Consider key points before you clone a product.
  • Set and Edit Product Prices
    Set and edit prices for each of your company’s products and services.
  • Considerations for Setting Prices
    If you’re an admin or a sales operations manager, consider key points before you set prices for your products in Salesforce.
 
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