A newly created opportunity in Salesforce does not have any products attached to it. Sales reps add products to opportunities as they build a quote for a prospective customer.

This automation allows you to automatically add products to newly created opportunities based on fields in Salesforce. The most common use case we’ve seen for this is adding an ‘Enterprise’ product (if applicable) to Opportunities on Accounts with >10,000 employees. When this automation is enabled, all newly created opportunities that meet your criteria will have the product added automatically.

We suggest only using this automation if you use clearly defined triggers for quoting certain products, such as the Enterprise example described above. While sales reps can always change the products and list prices after an Opportunity is created, we’ve seen that these updates aren’t always made consistently, leading to inaccurate data on your sales pipeline. We would suggest only using this automation if there are clear and unwavering criteria for adding products to Opportunities.