Salesforce - How to Add a Product Family in Salesforce



Guide

  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.

  4. Move to the Fields & Relationships tab.

  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.

  8. Add new Product Family names in each line.

    And hit Save.

  9. These will be the picklist values in the product family header when adding products to your salesforce account.

  10. Click on Edit to edit existing product family. (Default value is "None")

  11. Give a Label name to your Product Family and hit Save.

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