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Automatically Add Products to New Opportunity

Publish Date: Apr 2, 2026
Description

When a new Opportunity is created in Salesforce, you may want specific products to be added automatically based on the opportunity record type. This article explains how to use Salesforce Process Builder to automate the addition of Opportunity Products at the time of Opportunity creation, including how to configure price books and handle multiple record types.

Resolution

Steps to Automatically Add Products Using Salesforce Process Builder


1. Go to:


Salesforce Classic: Setup | Create | Workflow & Approvals | Process Builder | New
Lightning Experience: Setup | Process Automation | Process Builder | New
 

2. The process starts when: A record changes | Save
3. Click Add Object
4. Select Object: Opportunity
5. Start the Process: When a record is created
6. Criteria: No criteria—just execute the actions!

Note: If you have multiple record types for opportunities, and you wish to add different products for different opportunities record types, then use the criteria:

[Opportunity].RecordTypeID  Equals ID  <18-digit record type ID>


Finding the 18-Digit Record Type ID


1. Setup | Object Manager | (object) | Record Type
2. Click the record type that you want to be added on the criteria
 
Sample URL: https://ap15.lightning.force.com/lightning/setup/ObjectManager/Account/RecordTypes/0122v000001v0u5AAA/view

(What you're looking for is the bold text)

Note: The 18-digit record type ID can be found on the address link above and is only available in Lightning Experience.


7. Click Add Action. 
8. Click Action Type: Update Records | Record: Select the Opportunity record that started your process.
Criteria for Updating Records: No criteria—just update the records.
9. Select an Existing price book: Field: Price Book ID  Type: ID  Value: <Price Book ID>
10. Save and add a New Action.
11. Click Action Type: Create a Records | Record Type: Opportunity Product.
Set the following Field Values:

a)   Field: Opportunity ID Type: Field Reference  Value: [Opportunity].Id
b)   Field: Product ID Type: ID Value: <Product ID>
c)   Field: Total Price Type: Currency  Value: <amount>
12. Repeat steps 10 and 11 to add more Products.
a)  Process fails if the user tries to add a product that has already been archived
13. Activate Process
 
Note: Salesforce Process Builder is a legacy automation tool. For new implementations, Salesforce recommends using Flow Builder instead.
Knowledge Article Number

000383846

 
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Salesforce Help | Article