Product Hierarchy

Select Add a new category
Type the desired Category name
Click Add subcategory and add as many subcategory as needed
Select Save
Repeat adding New Categories and Subcategories until you have completed your desired product hierarchy
NOTE: Every product must have both a Product and subproduct. If you do not have Subproducts, just repeat the product name 1x in the subproduct section

Editing/deleting an account is easy:

Search for the product or subproduct you want to edit. To search, scroll manually or type the name into the search field.
Select the ellipses (3 dots) to the right of the target product/subproduct.
Select Edit or Delete.
If Editing, make the target changes to the account and select Save.
If Deleting, once you delete a category or subcategory, every account plan using that category/subcategory will lose their information. If you need to delete a category/subcategory, best practice is to:
- Set up the new category/subcategory.
- Edit the name of the category/subcategory and put "- to be DELETED on X/X/XX date - Transition to <new category/subcategory>" at the end of the category/subcategory.
- Alert all Account Plan users that the Category/Subcategory will be deleted on a certain date and that all information must be transferred to a new category/subcategory or else it will be deleted.

Keep your product hierarchy simple. Adding multiple products increases workload for your users.
Where appropriate, make your product hierarchy match the product hierarchy in your Salesforce instance.

You cannot save your subproducts if there are "blank fields". Therefore, delete all "blank" subproducts before saving.
Every product must have both a product and subproduct. If you do not have subproducts, just repeat the product name 1x in the subproduct section.