Insert Products in bulk in Salesforce CPQ.

INTRODUCTION: Products are one of the key objects when we talk about Salesforce CPQ. In this process, we will learn to insert multiple products at once.

STEPS:

1. Prepare a CSV file for your Product import file with the columns you need.
2. Log in to Data Loader.
3. Click on the ‘Insert’ button.
4. Select ‘Product (Product2).’
5. Browse for your CSV file.
6. Click on the Next button and click Ok on the pop-up.
7. Click ‘Create or Edit a Map.’
8. Map the fields listed in Step 1 appropriately.
9. Click on the ‘Ok’ button, then ‘Next.’
10. Select the folder where we want to save the success and error file.
11. Click on the ‘Finish’ button.

NOTE: In a similar way, we can also update the product via the Data loader.

For reference below is the link for the CSV file which is used while uploading products;

https://www.nanostuffs.com/blog/wp-content/uploads/2022/07/CPQ-1.csv