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  • How to create a Price Book
  • How to create an Opportunity
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  • What is the purpose of Invoice Template Object
  • What is the purpose of Invoice Billing Object
  • How to add a trigger to Invoice Billing records
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How to create a Product

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Written by admin
March 29, 2024

1. Click the 9 dots in the upper-left corner.
2. Set the cursor in the search field and type “Products”, then choose the “Products” item in the results.

3. The additional tab “Products” on the menu tabs will appear.
4. Click on the “New” button in the Product list page, which is located in the top right corner.
5. Fill in the fields with data and select the “Active” box.
6. Click on “Save” which should open up the newly created Product record page.
7. To add this Product to a Price Book, choose the “Related” tab on the left.

8. Click the “Add to Price Book” button on the right to add the Product to the Price Book.


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  • How to send Invoices
  • How to add a trigger to Invoice Billing records
  • What is the purpose of Invoice Billing Object
  • What is the purpose of Invoice Template Object
  • How to add Products to an Opportunity
  • How to create an Opportunity

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