Salesforce1- Associate Price Book to Opportunity
|Knowledge Article Number||000231598|
When you try to add a product to opportunity in Salesforce1 you would often see the below error:
With the Summer ’15 release, you can associate a price book to an opportunity using Salesforce1.
Here is all you need to do:
2. Create a Quick Action on the Opportunity object by going to Opportunity | Buttons, Links and Actions from Setup, clicking New Action, then selecting Update a Record as the Action Type.
After completing the above process, you will be able to associate a price book to an opportunity. In Salesforce1, when viewing an Opportunity, you can associate a price book to an opportunity by choosing the Price Book action (which is the 'update record' action created earlier). Now, you simply need to search and select a Price Book in the Price Book field.
In case you want to allow users to be able to add product to an opportunity, repeat steps 2 and 3 from above, but make the Action Type Create a Record instead of Update a Record. This allows users to create an opportunity, associate a price book and add product all in one smooth motion!