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Sales Basics
Products and Price Books

Products and Price Books

Products are a base catalog of all the items and services you sell and their standard prices. Price Books let you create a custom collection of products with associated list prices for specific uses.

  • Set Up Products
    Customize products to make them work better for your sales reps.
  • Manage Products
    Create and update the products your company sells and their standard prices.
  • Product Schedules
    Use product schedules to determine the payment and delivery cycles for products that are paid or delivered over time. In Lightning Experience, customize schedules with custom fields, custom buttons, customized layout, validation rules, and Apex triggers.
  • Manage Price Books
    Price books track the prices of products and services that your company offers to customers.
  • Things to Know About Products and Price Books
    Review these considerations before you delete products or pricebooks. Learn more about product, price book, price book entry, and product schedule fields.
 
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