Track what’s selling and in what quantity by adding products to opportunities. Then maintain accurate records by updating the quantities and prices of the products.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To add or edit opportunity products: |
Edit on opportunities AND Read on products and price books |
- Navigate to the opportunity that you want to edit.
- In the Products related list, select Add Products, or select Edit next to a product in the list. If you’re adding the first product, choose a price book for the opportunity.
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Find the products you want to add to this opportunity.
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In Lightning Experience, enter keywords in the search bar. Then open the Quick
Filter panel by clicking
. Filter by product fields and click Apply, and
then click Next.
You can filter only by product fields that your Salesforce admin has included in the layout. -
In Salesforce Classic, enter keywords in the search bar. Then add filters. Click
Search.
You can filter by all standard and custom fields on products and price books.
-
In Lightning Experience, enter keywords in the search bar. Then open the Quick
Filter panel by clicking
- In the Quantity field, enter the number of products at this price.
- Enter the sales price for the product. The sales price defaults to the list price specified in the price book related to the opportunity.
- If the product has a discount, type the discount as a number with or without the percent sign (%) in the Discount field. If the Discount field isn’t available, check with your Salesforce admin.
- Save your changes.
- To determine the order of products on an opportunity, in the Products related list, select Sort Products. Drag products into the order you want and save. If an opportunity and a quote are linked and the sort order of either record is changed, the sort order is updated during syncing.