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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.

Consider, you have a Master Opportunity product e.g. Camera Bundle- Master with a unique Product Code.
Step 1: Create a Process  

  1. Click on your Name | Setup | App Setup | Create | Workflow & Approvals | Process Builder
  2. Click New to create a new Process
  3. Define Process Name, API Name and  (Optionally) Description
  4. Click Save
Step 2: Choose Object and Specify When to start the Process 
  1. Click Add Object Select the Opportunity Product from the list.
  2. Under Start the process, select when a record is created
  3. Click Save
Step 3: Define Criteria 
  1. Click Add Criteria
  2. Define the Criteria Name
  3. Under Criteria for Executing Actions select Conditions are met
  4. Under Set Conditions select the field--> [OpportunityLineItem].ProductCode Select Operator as Equals--> In Type select String --> In Value, paste the unique product code for Camera Bundle-Master
  5. Under Conditions select All of the conditions are met(AND)
  6. Click Save
Step 4: Define Immediate Actions 
  1. Click Add Action under Immediate Actions
  2. Select the Action type as Update Records
  3. Define Action Name
  4. Click Select a record to update and choose the Opportunity Product
  5. Under  Set Object Variables select
  • Field: Opportunity ID, Type: Reference, Value: [OpportunityLineItem].OpportunityId
  • Field: Price Book Entry ID, Type: ID, Value: the pricebook entry of the product you want to add
  • You may also add the Quantity and Price for the product 
  1. Similarly, you may add series of products you wish to add to the same Master product.
  2. Click Save

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 
  1. Click Activate at the top right hand corner of the screen to activate the process
  2. Click Ok on Activate Version screen

NOTE: When you add the master product (Camera Bundle, in the above sample) to an Opportunity, this process would automatically add its related accessories to the opportunity, thus creating multiple Opportunity Products.

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