How to Use Product Selection Wizard for Mascolo
How to speed up product selection without sacrificing accuracy.
Published Nov 22, 2013
Last updated September 8, 2025
At A Glance
A common problem for manufacturing and distribution companies that use Salesforce.com is that the standard product selection functionality doesn’t easily allow sales people to quickly add multiple product line items. This is particularly a problem if there are other business rules around the products, for example, minimum order quantities or product bundles that must be purchased together.
This was the issue facing Mascolo. In addition to operating the Toni & Guy hair salon chain, the company makes and distributes a wide range of hair care products under the label.m banner to other hair salons throughout the country. Field sales reps need to be able to stand in a busy salon and quickly enter a wide variety of products and quantities into Salesforce.com.
Salesforce product selection wizard
From the Opportunity page the sales rep clicks “Add Products” and is taken to a product selection screen that lists all the product categories (see image at the top of the page).
He selects his products on the left hand side of the page and then enters the quantity for each product on the right hand side.
Items from multiple product categories can be selected:
The rep saves the product selection and is taken back to the Opportunity. The products selected in the wizard have been added as line items on the Opportunity.
Further reading
Make it easy for sales people to add products to opportunities using the product selection wizard. Or see a full video demo of the product selection wizard and product bundles in action.
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