Hi Trailblazer Community,
I am setting up a practice org for my Salesforce Admin exam and running into an issue adding products to an Opportunity.
Here is my setup:
- I created 3 custom products (Enterprise License, Support Package, Implementation Service)
- All 3 are Active
- All 3 have a Standard Price added
- All 3 show in the Standard Price Book on their Related tab
- The Opportunity has Standard Price Book selected
When I click Add Products on the Opportunity, the search screen opens but nothing shows up when I type the product name and hit Enter. The pre-loaded sample products (GenWatt etc.) also do not appear.
I have tried:
- Searching by product name
- Pressing Enter to search
- Confirming products are Active and in Standard Price Book
Has anyone seen this before? Is there a setting I am missing that would prevent products from appearing in the Add Products search?
Thank you!
Thank you for your suggestions.
The standard price book is active.
Multi currency is not enabled.
but, I found the issue as I was going through your tips. it kind of clicked.
The issue was that when I originally added my products to the Standard Price Book, I had left the "Use Standard Price" checkbox unchecked. Once I checked both Active and Use Standard Price on each Price Book Entry, the products showed up immediately when adding them to the Opportunity. Really appreciate the help!
