Create and Customize Products



Learning Objectives

In this project you'll:

  • Create and customize products.
  • Create and customize Price Books.
  • Add a product to an order.
  • Control access to products and Price Books.
  • Create quotes and orders.

Introduction

Ursa Major Solar, a Southwest US-based supplier of solar components and systems, has expanded to global markets and just hired Ian Lin as its new VP of International Sales. Right out of the gate, Ian has been given quotas for his sales team to sell the company’s new ground-mounted solar panels.

Ian wants to employ Salesforce so his team can start selling internationally. To do this, he must set up himself and his team as users. He then needs to turn on and add multiple currencies so his team can sell outside the US. He also needs to define the products and pricing in the system so his team can sell more effectively, and finally create quotes and orders.

In this project, you are Ian’s proxy, so you assign him to the system administrator profile and use his account.

Launch Your Trailhead Playground

You complete this hands-on project in your own personal Salesforce environment, called a Trailhead Playground. Get your Trailhead Playground now by clicking Launch at the bottom of this page. Your playground opens in a new browser tab or window. Keep the playground open while you do this project. After you complete the project steps in your playground, come back to this window and click Verify step at the bottom of this page.

Create Sales Role and User Accounts

Before building the framework the sales team needs, create a sales role to be use for adding the team's sales reps.

  1. Click Setup icon to open Setup. Enter Roles in Quick Find, and then select Roles .
  2. Click Set Up Roles, and then click Expand All .
  3. Directly under VP, International Sales, click Add Roleand enter these details:
    Field Details/Action
    Label International Sales Reps
    Role Name (keep default)
    This role reports to (keep VP, International Sales)
  4. Click Save .

Now set up Ian's account and create a user account for one of his sales reps.

  1. From Setup, enter Users in Quick Find, and then select Users .
  2. On the All Users screen, find your username (current System Administrator), click Edit, and enter these details:
    Field Details/Action
    First Name Ian
    Last Name Lin
    Alias ILIN
    Email (keep your own email address)
    Username (keep existing username)
    Nickname ILIN
    Title VP, International Sales
    Company Ursa Major Solar, Inc
    Role VP, International Sales
    User License (keep Salesforce)
    Profile (keep System Administrator)
    Make Setup My Default Landing Page Deselect
    Time Zone (GMT -07:00) Mountain Standard Time (America/Phoenix)
    Locale English (United States)
  3. Click Save & New .
  4. Create a user record for Ian’s new sales rep with these details:
    Field Details/Action
    First Name Alek
    Last Name Wozniak
    Alias AWozniak
    Email (enter your own email address)
    Username (enter a unique username in email format)
    Nickname AWozniak
    Title International Sales Rep
    Company Ursa Major Solar, Inc
    Role International Sales Reps
    User License Salesforce
    Profile Custom: Sales Profile
    Time Zone (GMT -07:00) Mountain Standard Time (America/Phoenix)
    Local (keep English (United States))
    Language (keep English)
    Generate new password and notify user immediately Uncheck
  5. Click Save .

Set Up New Currencies

Because Ursa Major’s new solar panels are sold both internationally and in the US, it’s necessary to assign more than one currency to the products. Before you can do this, you must enable the Multiple Currencies feature.

  1. From Setup Home, enter Company in Quick Find, and then select Company Information .
  2. Under Organizational Detail, click Edit .
  3. Under Currency Settings, select Activate Multiple Currencies .
  4. While you are editing company information, change the Organization Name to Ursa Major Solar, Inc and the Default Time Zone to Mountain Standard Time (America/Phoenix).
  5. Click Save . You should now see the Currency Setup button. (You may need to refresh the page to see it.)

Now that you’ve enabled the ability to create multiple currencies, set up the required new currencies. Note: If the corporate currency is not set to USD, then change it to this using the Change Corporate button in Currency Setup.

  1. Under Organizational Detail, click Currency Setup .
  2. Under Active Currencies, click New .
  3. For Currency Type, select GBP - British Pound .
  4. For Conversion Rate, enter .78.
  5. Click Save & New .
  6. Enter the remaining currencies. (After setting up the last currency, click Save  instead of Save & New.)
    Currency Conversion Rate
    EUR - Euro .88
    JPY - Japanese Yen 113
    SGD - Singapore Dollar 1.4

Now you can see all your active currencies and also the corporate currency.

Create New Product Families

Next, create product families to help categorize and organize Ursa Major’s services and products. 

Create a product family for Service Packages and Panels, keeping in mind that you need to assign a standard price in multiple currencies.

  1. From Setup, click Object Manager .
  2. Select Product, then click Fields & Relationships .
  3. Select Product Family .
  4. Under Product Family Picklist Values, click New .
  5. In the Product Family field, enter Service Packages and on the next line, enter Panels.
  6. Click Save .

Add New Products

You’ve set up multiple currencies and created product families. Now you’re ready to add products.

First add the service product, which is a cleaning service for residential solar panels.

  1. Click App Launcher icon to open the App Launcher and select Products .
  2. Click New and enter these details:
    Field Details/Action
    Product Name UMS Solar Panel Cleaning Residential
    Active Select
    Product Code SPC-R01
    Product Family Select Service Packages .
    Product Currency USD - U.S. Dollar
    Product Description Residential solar panel cleaning service package
  3. Click Save & New .
  4. Create another new product and enter these details:
    Field Details/Action
    Product Name SunPower Ground
    Active Select
    Product Code SPG-01
    Product Family Select Panels .
    Product Currency USD - U.S. Dollar
    Product Description 80-cell ground-mounted solar panel
  5. Click Save & New .
  6. Create one more new product and enter these details:
    Field Details/Action
    Product Name GreenSun Ground
    Active Select
    Product Code SPG-02
    Product Family Select Panels .
    Product Currency USD - U.S. Dollar
    Product Description 60-cell ground-mounted solar panel
  7. Click Save .

Create Standard Price Books

When you create a product in Salesforce, you add a standard selling price to it using price books. These keep track of your company’s products and their prices. You can add products and prices to the standard price book, or you can create custom ones.

Since the products that Ian’s team is selling are sold internationally, there are multiple currencies to manage. So instead of one Standard Price Book, Ian needs five—one for each currency. 

Set up standard price books for the three products you created. But first, set the standard price for five currencies for the UMS Solar Panel Cleaning Residential product.

  1. Click the Products  tab.
  2. Under Product Name, click UMS Solar Panel Cleaning Residential .
  3. Click the Related  tab.
  4. In the Price Books section, click Add Standard Price .
  5. In the List Price field, enter 450.
  6. In the Currency picklist, if not already selected, select USD – U.S. Dollar .
  7. Click Save & New .
  8. Repeating these steps, add the standard price for the remaining four currencies. (After setting up the last currency, click Save  instead of Save & New.)
    List Price Currency
    397 EUR - Euro
    355 GBP - British Pound
    52744 JPY - Japanese Yen
    637 SGD - Singapore Dollar
  9. Click the Products  tab.
  10. Under Product Name, click GreenSun Ground .
  11. Click the Related  tab.
  12. Set the standard price for five currencies for the GreenSun Ground product.
    List Price Currency
    900 USD - U.S. Dollar
    1900 EUR - Euro
    1450 GBP - British Pound
    250000 JPY - Japanese Yen
    3200 SGD - Singapore Dollar
  13. Click the Products  tab.
  14. Under Product Name, click SunPower Ground .
  15. Click the Related  tab.
  16. Finally, set the standard price for five currencies for the SunPower Ground product.
    List Price Currency
    1200 USD - U.S. Dollar
    1100 EUR - Euro
    1000 GBP - British Pound
    140000 JPY - Japanese Yen
    1800 SGD - Singapore Dollar

Create a Custom Checkbox

Ian needs to find a way to distinguish ground-mounted panels from roof-mounted ones. To accomplish this, create a custom checkbox that’s visible in product details and on the new product creation window. 

  1. From Setup, click Object Manager .
  2. Select Product, then click Fields & Relationships .
  3. Click New .
  4. For Data Type, select Checkbox .
  5. Click Next, and enter these details:
    Field Details
    Field Label Ground-mount
    Default Value Unchecked
    Description Identifies non-roof panels
  6. Click Next .
  7. Keep the default field-level security and click Next .
  8. So that this field is added to the Product Layout window, ensure the Add Field and Product Layout checkboxes are selected.
  9. Click Save . You can see that you’ve created a custom field because of the added extension “_ _c” in the Field Name column.
    Ground mount field showing custom field extension

Now that you’ve created the checkbox, set up a product list view so you can see at a glance which of your products are ground-mounted. 

  1. Click App Launcher icon to open the App Launcher and select Products .
  2. From List View picklist, select All Products .
  3. Click List View Controls gear icon to access the List View Controls and select Select Fields to Display .
  4. In the Available Fields list, select Ground-mount  and click Right-facing arrow to move it to the Visible Fields list.
  5. Click Save . The column with the Ground-mount checkboxes should now be visible in the All Products view.

Now select which products are ground-mounted. You can select each one individually, or save time by checking multiple products simultaneously.

  1. Select the checkbox for the two ground-mounted products by double-clicking and checking the box, or clicking the edit pencil and checking the box. 
  2. When both ground-mounted products are checked, click Save at the bottom of the window.
    Product selection screenshot

With the initial modifications you implemented—creating product families to organize products, adding products with standard prices in multiple currencies, and giving users the ability to distinguish ground-mounted solar panels easily—the International Sales team is on its way to having the streamlined, efficient tools it needs for successful selling. You’re not done helping, though. Continue on and create price books that allow the team to sell products at different prices depending on the region.

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