Create a New CT Product

You can upload new product records from the external ERP-system or separately create new CT Product records and differentiate them by specific categories, brands, and families.

To upload multiple CT Product records, create a CSV file with required CT Product records, and then use Data Loader or DataImport Wizard to upload records to the Salesforce organization.

To create a CT Product record:

  1. Go to the CT Product tab and click New.

  2. Select the record type and click Next.

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  3. Fill in the product parameters, such as:

    Read the description of each parameter here.

    • Product name and Brand, Family, and Type.

      If needed, update the values of the Brand, Family, and Type picklist on the CT Product object.

    • Enable Price Audit to track product price changes.

    • Select Category if needed.

    • Add Parent product if needed.

    • Set Active to use CT Product.

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  4. Click Save.

The СT Product is created.

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