Salesforce - How to Add a Product to Opportunity in Salesforce
- George Apostolov
Salesforce - How to Add a Product to Opportunity in Salesforce: step-by-step guide
Navigate and click on Opportunities in the menubar on top.
Locate the specific Opportunity record where you want to add the line items.
Find and click on Products in the right column and hit Add Products in the Quick Preview box.
Select the products you want to add and hit Next.
Enter the Quantity. Optionally, you can input the Date as well.
You will get a success prompt saying the product record was created.
Quick answer: To add a product to an opportunity in Salesforce, navigate to Opportunities, select a record, and click Products and Add Products in the Quick Preview box. Next, select the desired products, enter the quantity and optional date, and confirm to successfully create the product record.
About this Salesforce tutorial
Quickly add line items to your deals in Salesforce by selecting products, entering quantities, and saving the new record. This guide covers salesforce - How to Add a Product to Opportunity in Salesforce in 6 steps, starting with "Navigate and click on Opportunities in the menubar on top" and finishing with "You will get a success prompt saying the product record was created". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Add a Product to Opportunity in Salesforce take?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to add a tab in Salesforce, Salesforce - How to Add Account in Salesforce Authenticator and Salesforce how to add activity in salesforce lightning. Last reviewed 05 Oct 2026.
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