Opportunity Line Items (Opportunity Products) are the line-item details on an Opportunity — what you're selling, in what quantity, at what price. They roll up to the Opportunity Amount automatically. The most common stumble: forgetting to pick a Price Book first.
- Open the parent Opportunity
Line items live under the Products related list on an Opportunity.
- Pick the Price Book (first time only)
If this is the first product on the Opp, you'll be prompted to pick a Price Book. The Price Book gates which Products are available — pick wrong and the right Products won't appear in the picker.
- Open the Products related list → Add Products
Multi-select picker. Filter by Product Family or Search.
- Set Quantity and Sales Price per product
Quantity defaults to 1; Sales Price defaults to the Price Book's List Price. Override Sales Price for one-off discounting.
- (Optional) set Discount, Service Date, Description
Discount applies as a percentage off Sales Price. Service Date is when the product is delivered — drives recurring revenue reporting.
- Save
Line items are created. Opportunity Amount auto-recalculates from line items if Amount is not manually overridden.
Required. Must be in the Opportunity's Price Book.
Required. Defaults to 1.
Required. Defaults to Price Book List Price.
- Once a Price Book is locked to an Opportunity, you can't change it without removing all line items first. Pick correctly upfront.
- Opportunity Amount auto-rolls up from line items — but only if you haven't manually overridden Amount. If a user types a value into Amount, the rollup stops working until that value is cleared.
- Deleting a line item cascades to anything referencing it (Quote Line Items synced from this Opp, etc.). Salesforce confirms with a dialog — pay attention to it.