How to Add a Product Family in Salesforce
Here's how to add a Product Family in Salesforce:
- Click on the gear icon in the top right corner, or navigate to the Setup menu under your user icon.
- In the Quick Find box, search for Object Manager and select it.
- Select Products and move to the Fields and Relationships tab.
- Find the field labeled Product Family and click on it.
- Scroll down to find the Product Family Picklist Values section, and click New to add a new product family.
- On the next screen, you will see a multi-line text field. Add new Product family names in each line. And hit Save.
- Or hit the Edit button to edit the existing product family. (Default status “None”)
- Give a Label name to your Product Family.
- Click Save to apply the changes.
Note: Adding product families involves customizing a picklist, so you'll need administrative permissions in Salesforce.
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