How to Add a Product to an Opportunity in Salesforce
In this article
This guide will walk you through the process of adding a product to an existing opportunity in Salesforce. This is useful for accurately tracking sales and revenue associated with each opportunity.
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Here's how to add a product to an opportunity in Salesforce
- Navigate to Opportunities
Begin by clicking on the 'Opportunities' tab located in the main navigation bar. This will take you to a list of all your sales opportunities.
- Select an Opportunity
From the list of opportunities, click on the name of the specific opportunity record to which you want to add a product.
- Access Products Section
On the opportunity details page, locate and click the 'Products' link in the right-hand sidebar. This will display any existing products linked to the opportunity.
- Initiate Adding Products
Click the 'Add Products' button. A new dialog box will appear, allowing you to select products from your available price book.
- Select Product and Quantity
In the 'Add Products' dialog, check the box next to the product you wish to add. Then, click 'Next' to specify the quantity. On the 'Edit Selected Products' screen, enter the desired quantity for the product.
- Save Product to Opportunity
After setting the quantity, click the 'Save' button. The selected product will now be associated with your opportunity.
- Verify Product Addition
Confirm that the product has been successfully added to the opportunity by checking the 'Products (Standard Price Book)' section. The newly added product should now be listed.
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Frequently Asked Questions
The 'Products (0)' link indicates that there are currently no products associated with this specific opportunity. The number in parentheses shows the count of linked products.
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