Organizations that have purchased the Products module can make Products required on Opportunities.
To make Products required on Opportunities, log in as a system administrator and follow the instructions below:
In Salesforce Classic: Setup | Customize | Opportunities | Opportunity Settings
In Lightning Experience: Setup | Feature Settings | Sales | Opportunities | Opportunity Settings
In certain situations, this setting can be overridden by user behavior, which may result in Opportunities without related Products. This is expected and can happen in any of the following situations:
In Salesforce Classic: Setup | Customize | Opportunities | Validation Rules
In Lightning Experience: Setup | Object Manager | Opportunity | Validation Rules
Sample formula to use for multiple Stages:
AND(
OR(
ISPICKVAL(StageName,"Needs Analysis"),
ISPICKVAL(StageName,"Qualified"),
ISPICKVAL(StageName,"Proposal Submitted")),
HasOpportunityLineItem = FALSE
)
Sample formula to use when only a certain Stage is reached:
AND(
ISPICKVAL(StageName,"Needs Analysis"),
HasOpportunityLineItem = FALSE
)
Note: This validation rule only works if an Opportunity has a Price Book added.
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