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All Tutorials /Salesforce

How to Add a Product in Salesforce

Updated on:
May 11, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to create and save a new product in Salesforce.

Quick summary

This tutorial shows how to add a product in Salesforce using the Products module in the App Launcher. You'll name the product, assign a Product Family, activate it, and save it in just a few clicks.


Steps

  1. Go to the App Launcher and search for Products.
  2. Click the New button to begin creating a product.
  3. Enter a Name for your product.
  4. Choose a Product Family to group similar products together.
  5. Make sure the Active checkbox is turned ON.
  6. Hit Save to create the product.
  7. You will see a success message confirming your new Product has been created.

📌 Why this matters

Adding products correctly in Salesforce is essential for accurate quoting, opportunity management, and revenue tracking. The Salesforce Products catalog lets sales teams standardize offerings by assigning product names, families, and active status — ensuring consistency across every deal. Without a properly configured product record, reps cannot add line items to opportunities or generate accurate price quotes. This workflow helps Salesforce users set up their product catalog quickly so the entire sales pipeline reflects real, sellable items.
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