Conga Product Documentation

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Customizing the Product Family Picklist

You can customize the Product Family picklist to include the different categories of products you sell.
To customize the Product Family Picklist
  1. Go to Setup > App Setup > Customize > Products > Fields.
  2. From Product Standard Fields, click Product Family.
  3. From Product Family Picklist Values, click New. Add one or more picklist values with each value on its own line.
  4. Click Save.
The Product Family picklist displays the values you entered.

For each product in your price list, edit the product and select the appropriate Product Family value.