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Overview

You add products to an Opportunity with the Order Entry component, which appears on an Opportunity as the Opportunity Products button. Each product you add creates an Opportunity product (OpportunityLineItem) record on the Opportunity. After adding a product, you can adjust its quantity.
How many products the search returns is configurable. See Configuring Max Number of Products in Search.

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How to Add a Product to an Opportunity

1

Open the Opportunity

Navigate to the Opportunity record detail page.
2

Open Opportunity Products

At the top right, click Opportunity Products.
Opportunity Products button at the top right of an Opportunity
3

Search for the product

In the search bar, search for the product you want to add.
Product search bar in the Opportunity Products component
4

Add the product

Select the product, then click Add. The product appears under the Opportunity details.
Added product shown under the Opportunity details
5

Adjust the quantity

Under Actions, click Edit on the right side of the product. Adjust the quantity, then click Save.

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Limitations and Common Pitfalls

  • At least one product is required to convert. An Opportunity must have at least one product before it can be converted to an Order — converting a product-less Opportunity is blocked.
  • Opportunities use the standard price book. Pricing on an Opportunity comes from the standard price book; a non-standard price book is rejected.