Table of Contents
- Selecting Price Book
- Start from an opportunity record you want to update
- Go to the Products section
- Select Choose Price Book
- Select Price Book
- Save
- Click the Arrow Down Again
- Add Products
- Specifying Product Details
- Select Products
- Proceed to Next Step
- Edit Product Quantities
- Specify Start Date
- Save Products to Opportunity
- View Updated Opportunity Amount
- What's next?
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Who is this for? Sales representatives using Salesforce CRM to manage opportunities and forecast deals.
This tutorial guides sales professionals through the process of adding products to an opportunity in Salesforce to ensure accurate forecasting. Starting from an opportunity record, users will learn how to select a price book, add products, specify quantities, and set expected delivery dates. The tutorial concludes with updating the total amount of the opportunity based on the selected products.
Selecting Price BookStart from an opportunity record you want to updateGo to the Products sectionSelect Choose Price BookSelect Price BookSaveClick the Arrow Down AgainAdd ProductsSpecifying Product DetailsSelect ProductsProceed to Next StepEdit Product QuantitiesSpecify Start DateSave Products to OpportunityView Updated Opportunity AmountWhat's next?
Selecting Price Book
Start from an opportunity record you want to update
Go to the Products section
Click on the button with the arrow down.
Select Choose Price Book
Click on the button that says 'Choose Price Book'. This will allow you to select the appropriate price book for your opportunity.
Select Price Book
Click on the arrow down in the product section and select the price book that applies.
Save
Click the Arrow Down Again
Add Products
Click on the button that says 'Add Products' to proceed with adding products to your opportunity.
Specifying Product Details
Select Products
Choose the products from the list of available products. Select as many as you need.
Proceed to Next Step
Click on the 'Next' button to proceed to the next step where you will specify the quantities and start date for the selected products.
Edit Product Quantities
This will allow you to specify the quantities for the selected products.
Specify Start Date
This will allow you to input the expected delivery date using the calendar input.
Save Products to Opportunity
Click on the 'Save' button to finalize the addition of products to your opportunity. This action will update the total amount of your opportunity based on the selected products and their quantities.
View Updated Opportunity Amount
Your updated forecast is based on the products and quantities you have added.
What's next?
After completing this tutorial, users should review the updated opportunity to ensure all details are correct. They may also want to communicate the updated forecast to relevant stakeholders and monitor the opportunity for any changes or updates.
