Salesforce1 - Add Products to Opportunities
|Knowledge Article Number||000204611|
Salesforce1 Add Product lookup only searches the Product Name field. This may be confusing if end users are trying to search on a Product Code entry i.e.
A possible work around might be to combine key Product Code information into the Product Name (standard field).
Remember that users can utilize an additional search functions % to search within the string
i.e. %1500 returns GenWatt Diesel 1500kW
note: * for begins with is assumed during Search lookups
Adding Products to Opportunities in Salesforce1 After Winter '17
Starting in Winter '17, the new Add Products action is available in all versions of the Salesforce1 mobile app. For more information, please see Add Products to Opportunities in Salesforce1 in the Salesforce Winter '17 Release Notes.
If you previously created a custom action for adding products to opportunities in Salesforce1, we recommend that you remove it when Winter ‘17 is available.
Adding Products to Opportunities in Salesforce1 Prior to Winter '17
1. Create this new action from Setup, by clicking .
2. Populate the Target Object and Standard Label Type fields so they match the settings in the above image:
a. Select "Opportunity Product" as the Target Object.
b. Select "New Record" as the Standard Label Type.
3. Then add the new action to the Publisher Actions section on the opportunity page layout. From Setup, click .