Products

Links to Salesforce Help Docs

Set Up Products

Manage Products

Adding Products

1. Navigate to Products:

   • Open the app list and select the app titled “Products”

2. Add a Product:

   • Click the “New” button in the top right corner

   • If this is the first product you’re adding, choose a price book for the opportunity

3. Enter Quantity and Details:

   • For each product you can:

     • Enter a product name

     • Enter a product code

     • Define the product’s unit of measure

     • Add a product description

4. Save Changes:

   • Save your changes to add the selected products to the opportunity