Lesson: 10 | Product

Notes
Video

Notes

In Salesforce, a Product Family is a grouping of related products or services that share common characteristics such as product type, market segment, or industry. It is a way to organize products and services to make them easier to manage and find.

Product Families are useful for sales teams because they allow sales reps to quickly and easily find the products and services that they need to sell. For example, if a sales rep is working on an Opportunity for a customer in the healthcare industry, they can quickly filter the available products by the healthcare Product Family to find the products that are most relevant to that customer.

Product Families can be created and managed by Salesforce administrators. Once a Product Family is created, products can be assigned to it. This allows sales reps to easily filter and search for products by Product Family.

Product Families can also be used to set up price books. Price books are catalogs of products and their prices that are used to create quotes and orders for customers. By assigning products to Product Families, administrators can quickly set up price books for different types of customers or industries.

In summary, Product Families are a way to group related products or services in Salesforce. They allow sales teams to quickly find and manage products, and they can be used to set up price books for different types of customers or industries.

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Lesson: 10 | Product

Notes

Administrator Course