How To Organize Product Categories In Salesforce

Quick summary

This tutorial shows how to organize product categories in Salesforce by configuring Product Family picklist values through the Object Manager in Setup. Admins can add, edit, and save product family labels to ensure products are correctly classified when added to a Salesforce account.

Steps

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 from the Object Manager list.
4. Move to the Fields & Relationships tab within the Products object.
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 picklist value.
8. Add new Product Family names on each line and hit Save.
9. Click Edit to modify an existing product family value (the default value is "None").
10. Give a Label name to your Product Family and hit Save.