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.
  

Accessibility

This unit requires some additional instructions for screen reader users. To access a detailed screen reader version of this unit, click the link below.Open Trailhead screen reader instructions.

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.

Create a New Trailhead Playground

For this project, you need to create a new Trailhead Playground. Scroll to the bottom of this page, click the playground name, then click Create Playground. It typically takes 3–4 minutes to create a new Trailhead Playground. Yes, we really mean a brand-new Trailhead playground! If you use an existing org or playground, you can run into problems completing the challenges.

Create Sales Role and User Accounts

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

1. Click 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 Role and 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, 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). Ensure Currency Locale is set to English (United States) - USD.
   
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. If the corporate currency is not set to USD, then change it to this using the Change Corporate, otherwise continue to the next step.
   
3. Under Active Currencies, click New.
   
4. For Currency Type, select GBP - British Pound.
   
5. For Conversion Rate, enter .78.
   
6. Click Save & New.
   
7. 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 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	Check the box.
   Product Code	SPC-R01
   Product Family	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	Check the box.
   Product Code	SPG-01
   Product Family	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	Check the box.
   Product Code	SPG-02
   Product Family	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 to open the App Launcher and select Products.
   
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.
   
   

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 to open the App Launcher and select Products.
   
2. From List View picklist, select All Products.
   
3. Click to access the List View Controls and select Select Fields to Display.
   
4. In the Available Fields list, select Ground-mount  and click  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.
   
   

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.

Resources

• Salesforce Help: Organize Products with Product Families
• Salesforce Help: Products and Price Books