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Topics#Sales And MarketingMaxime CRETOT 的问题
Maxime CRETOT (Brand and Celebrities) 提问于 #Sales And Marketing
2017年5月22日 13:55

How to automatically add an opportunity product, based on a picklist field from the opportunity ?

Hello,

 

In my organisation, we sell only 11 product. Then, instead of using the object product, there is a picklist field (let's call it Type of Offer) on the opp to select the product.

 

Now, in order to install a billing application from appexchange, we need to use products for our opportunities. 

 

Hence, I would like to create a flow to automatically create an opportunity product based on the value of the picklist Type of Offer.

 

With process builder, I have developped the creation of an opportunity product with quantity =1, when Type of Offer is modified, but I don't know how to select the correct product among the 11 products in my standard pricebook...

 

Of course, when I test the process, it fails.

 

Would you know how to solve that ?

 

Thanks,

 

Maxime
3 个回答
  1. Jeff May
    2017年5月22日 14:23
    I strongly suggest you use Opportuinity Products. You can enable the option to prompt users for a Product when they are creating an Opp. Since you only have 11, that would make it very easy for them to get the right Product on each Opp.
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