- First, it's good idea to ensure the important Product related fields are available on your layout. While there are more fields, these key fields are the most important. An * asterisk designates it is very important to ensure you have selected the correct value.
- Has Tier*: Activates Tier Pricing calculations for this product.
- Product Grouping*: This field is used to group values on the Order Schedule.
- Quantity Field*: Designates which field to use when calculating Tiers. Quantity uses "Quantity" and Block uses "Block Quantity"
- Recurring*: Designates if this is subscription product that will continue to renew after each subscription period.
- Approval Level: Designates a numerical level that is populated on the Quote Line Item and can be used for rolling up to the Quote.
- Entry Rank: Use this to rank certain products to the top of the Quote entry list.
- Exclude Percentage Calculation: If checked, this will exclude this product from being added to percentage based calculations.
Creating Products (Individually)
- Click on the Products tab in SFDC. The tab may be visible on your tab ribbon, or you may need to click the ‘+’ sign to locate it. The location is dependent on your user settings.
- From the Product homepage, click ‘New’.
- Once you’ve entered the product details, click “Save”.
Creating Products (API)
- Use your favorite data loading tool, such as Workbench or DemandTools to import new products.
Adding a Price to the Product
- Enter the price, this should be the monthly or annual amount for recurring items, or the per unit of measure value other non-recurring items.
- Monthly Subscription + recurring example: if the price is $6,000/year, $500 should be entered if you plan on using monthly prices
- Annual Subscription + recurring example: if the price is $6,000/year, $6,000 should be entered if you plan on using annual prices
- Services non-recurring item: if the product is $100/hr, $100 should be entered here
| NOTE: in a separate article we cover adding products to a Price Book. |