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In Salesforce, I need to add Opportunity Products automatically for a new Opportunity. I have the product codes and prices in Opportunity layout, and need to add Opportunity Products automatically. (By Process Builder?)

Condition is

Product Code of Product =  Product Code (available on Opportunity)
Amount = 1
Sales Price = Order Amount (available on. opportunity)

Problem is, I need to add the opportunity Products

WHERE

Opportunity Product's "Product Code" is equal to "Product Code2" field on opportunity.
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  • What's your problem so far?
    – EvAzi
    Dec 6, 2016 at 7:41

2 Answers 2

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  1. Create a process builder on Opportunity.
  2. Enable only when a record is created.
  3. Specify criteria if any
  4. In action section choose Create a record enter a name and select Opportunity Product as record type. Set the desired field values as below.

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  • 1
    oopsie - looks like we forgot a few things like pricebook entry ?
    – Kevin
    Feb 14, 2018 at 18:45
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This is not possible with Process Builder, but it is possible with Flow.

You would first need to use a Get Records element to find the corresponding Price Book Entry records and the use a Create Records element to insert the Opportunity Product records.

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