October 14, 2015

How to enable Save & Add Product button in Opportunity Creation in Salesforce?

Lightning: 
1. Go to Opportunity Settings in Setup.


2. Enable "Prompt users to add products to opportunities". 
 


Classic:
1. Go to Opportunity Settings.


2. Enable "Prompt users to add products to opportunities".


3. When you go to create an Opportunity, you will be able to see "Save & Add Product" button.


2 comments:

  1. Is this only for Classic as I am unable to activate it for lightning

    ReplyDelete
    Replies
    1. It is available for Lightning too. I have added steps for Lightning.

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