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All Tutorials /Salesforce

How to Create Product in Salesforce

Updated on:
June 8, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to add a new product record in Salesforce CRM.

Quick summary

This demo shows how to create a product in Salesforce CRM by navigating the App Launcher, accessing the Products module, and saving a new product record. Sales teams can use this workflow to manage product catalogs directly within Salesforce without leaving the platform.


Steps

  1. Click the App Launcher icon at the top left of the dashboard.
  2. In the App search bar, search for and select 'Products'.
  3. At the top right of the Products page, click 'New'.
  4. Fill in all required product information in the form.
  5. Once done, click 'Save' to store the product record.
  6. Your product has been successfully created in Salesforce.

📌 Why this matters

Creating products directly in Salesforce CRM keeps your product catalog centralized and accessible across sales, quoting, and opportunity management workflows. Accurate product records enable sales teams to build precise quotes and track revenue by product line without switching between tools. This feature is essential for any organization using Salesforce to manage end-to-end sales processes. Maintaining an up-to-date product catalog in Salesforce also improves reporting accuracy and pipeline visibility for sales managers.
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