Configuring Product Families
Product Family is a standard Salesforce.com feature. You can use the Product Family picklist to categorize your products. For example, if your company sells both hardware and software, you can create two Product Families: Hardware and Software.
To begin using Product Families, you must:
- Customize a Product Family picklist
- Edit a Product and select an appropriate Product Family value
Customizing the Product Family Picklist
- Go to .
- From Product Standard Fields, click Product Family.
- From Product Family Picklist Values, click New. Add one or more picklist values with each value on its own line.
- Click Save.
For each product in your price list, edit the product and select the appropriate Product Family value.
Editing a Product to include Product Family
You must have an existing product.
- On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
- On the Products menu, click Manage Products.
- Search and click the product to open the product details page.
- On the Details tab, from Product Family, select an appropriate value.
- Click Save.
Based on your selection, your product becomes part of a Product Family.
