Hi Team!
I just started working with Salesforce and am going through the videos to get a better understanding of how it works!
I have a question I think you'll be able to answer faster though.
I want to import all our existing customer accounts into Salesforce and be able to track which of our products they buy. I also want to be able to track the history of those products, i.e. if they discontinue them, and start up at a later date again. What would be the best way to implement this into our system?
Thanks!
Mette
Hi @Mette Doesburg - yes, I'd track the product via the Opportunity object for your case, it sounds pretty straightforward and should achieve what you're trying to do. Maybe you can create a few "opportunities" and see how they look and if they're sufficient for your needs?
Product is closely related to Price Books and you can find more here (
https://trailhead.salesforce.com/content/learn/modules/sales_admin_products_quotes_contracts/sales_admin_products_quotes_contracts_unit_1) and here for a lot more details (https://help.salesforce.com/articleView?id=products_pricebooks.htm&type=5). This feature is not available on the Essentials edition of Salesforce.
