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Salesforce - How to Add a Product Family in Salesforce


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Salesforce - How to Add a Product Family in Salesforce: step-by-step 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.

Quick answer: To add a product family in Salesforce, navigate to Object Manager in Setup, select Products, and open the Fields & Relationships tab. Click on Product Family, go to the Product Family Picklist Values section, click New, add the new family names on each line, and save.

About this Salesforce tutorial

Configure product family picklist values in Salesforce by accessing the Object Manager, editing the Product Family field, and saving new entries. This guide covers salesforce - How to Add a Product Family in Salesforce in 11 steps, starting with "Click on the gear icon in the top right corner or navigate to the Setup menu under your..." and finishing with "Give a Label name to your Product Family and hit Save". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does salesforce - How to Add a Product Family in Salesforce take?

11 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Salesforce. Related guides: Salesforce - How to Add a Product in Salesforce, Salesforce - How to Add a Product to Opportunity in Salesforce and Salesforce - How to add a tab in Salesforce. Last reviewed 05 Oct 2026.

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