How to Add a Product Family in Salesforce

Quick summary

Adding a Product Family in Salesforce lets you group and categorize products using custom picklist values, making it easier to organize your product catalog and filter records. This is configured directly in the Object Manager under Setup, with no coding required.

Steps

1. Click on the gear icon in the top right corner or navigate to the Setup menu under your user icon.
2. In the Quick Find box, search for Object Manager and select it.
3. Find and select Products from the Object Manager list.
4. Move to the Fields & Relationships tab within the Products object.
5. Find the field labeled Product Family and click on it.
6. Scroll down to find the Product Family Picklist Values section.
7. Click New to add a new product family picklist value.
8. Add new Product Family names on each line and hit Save.
9. Note that these values will appear as picklist options in the product family header when adding products to your Salesforce account.
10. Click Edit to modify an existing product family value — the default value is "None".
11. Give a Label name to your Product Family entry and hit Save.