How to add a Package of Products to an Opportunity
|Knowledge Article Number||000220846|
Usually products are not available as a bundle, so that they can be added to an Opportunity automatically if a master product is added. You will have to go on adding products individually. Hence, if you wish add multiple products to an opportunity on adding an individual Opportunity Master Product; you can accomplish the same via Process Builder.
For instance, if you are selling a Camera to your customer, you would need to send some accessories as well in the package like its, Lens, Lens Cover, Cleaning Equipment, Camera Bag, Memory Card, Battery, Battery Charger etc. The Process given below would help you to add all of its accessories automatically, the moment you add Camera (product with a specific Product Code) to an Opportunity.
Below mentioned are the steps to create a process to add multiple products to an opportunity upon adding an individual Master Opportunity Product.
Step 2: Choose Object and Specify When to start the Process
Step 3: Define Criteria
Step 4: Define Immediate Actions
Also, if you wish to create another such bundle product you will need click add criteria which is in the direction of false on the same process builder and follow the step 3 and step 4.
Step 5: Activate the Process