Create an Action to Add Products to Opportunities

Improve your sales reps' productivity in the field by creating an action for adding products to opportunity records. This type of action is supported in all versions of Salesforce1.

Create this new action from Setup, by clicking Customize | Opportunities | Buttons, Links, and Actions | New Action. Populate the Target Object and Standard Label Type fields so they match the settings in (1) and (2).

Opportunity actions new action

Then add the new action to the Publisher Actions section on the opportunity page layout. From Setup, click Customize | Opportunities | Page Layouts.

In Salesforce1, the action is available from the action menu on opportunity records. In versions of the downloadable apps that don't have the new action bar, users access the action from the publisher. The action is also available in the full Salesforce site, from the publisher on opportunities.