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Brian AckersonBrian Ackerson 

Can't Add Products for Project "Manage Products, Prices, Quotes, and Orders"

For step Create an Opportunity and Add Products to It (https://trailhead.salesforce.com/content/learn/projects/manage-products-prices-quotes-orders/create-opportunity-add-products" target="_blank) of project Manage Products, Prices, Quotes, and Orders (https://trailhead.salesforce.com/content/learn/projects/manage-products-prices-quotes-orders" target="_blank), I'm stuck at step 6 under Add Products. Here are the steps followed by a description of what I'm having a problem with including screenshots:

6. In the Products section, click 🔽 to open the actions menu and select Add Products.
7. From the Price Book picklist, select Nonprofit.
8. Click Save.
9. Select [+] to add GreenSun Ground and click Next.
10. For Quantity, enter 20.
11. Click Save.

For step #6, I don't see an Add Products option when selecting the down arrow under the Products section of the opportunity BSofSW - Ground-mounted Panels. I have only an option to Choose Price Book.

No Add Products option for Products

If I click the link to go to the Products page, I don't see an option to add products there either.

Products Page

I've noticed other minor errors with this module, so I'm wondering if the instructions are incorrect. Anyone had any luck with completing this step of the project?
Best Answer chosen by Brian Ackerson
Brian AckersonBrian Ackerson
Solved. The root cause was the page layout assignment (Training Opportunity Layout) for the user (System Administrator) did not have the button Add Products enabled.

This could be solved be either 1) assigning the user (System Administrator) to another page layout that does have the Add Products button enabled like Opportunity Layout; or 2) enable the Add Products button to the current page layout (Training Opportunity Layout).  Even though option #1 would have been my preferred choice, I chose option #2 as there were multiple objects for the System Administrator user that had the Training Opportunity Layout assigned.

While I may have assigned the page layout for another module, my best guess is that this was the page layout that was assigned when the trailhead was created. I say this because I have a second CPQ environment that is at the least seldom used (and perhaps never used) that has the same page layout assignments. I had used the second environment to try to troubleshoot and I just can't remember if I ever used the second environment for any other module or project. So there's the chance that I had changed the page layout assignments in both environments, but I'm skeptical that this was the case based on how little the second environment was used.

Below are additional details used to support the conclusions I came to and the various ways to resolve the issue.

To support my decision to modify the Training Opportunity Layout to add the Add Products button, the following objects have the Training Opportunity Layout assigned to the System Administrator user (seemingly) by default:

Standard Object Layouts: Account, Contract, Opportunity, and Product
Custom Object Layouts: Discount Schedule, Price Action, Price Rule, Product Option, and Quote

To see these assignments, open the Opportunity object, select Page Layouts, and select Page Layout Assignments.

User-added image

Because I've exceeded the maximum number of images I can add to this post, I'll need to describe (rather than show) what you need to do to see the assignments. After having selected the Page Layout Assignments button under Page Layouts for the Opportunity object, scroll down the bottom of the Profiles. You'll see that both the Standard User and System administrator have the page layout Training Opportunity Layout assigned. If you click the  Training Opportunity Layout link for the System Administrator, you can search for "Training" and you'll see highlighted the Standard Object Layouts and Custom Object Layouts that I listed above.

You could at this point chose option #1 and assign the System Administrator user the Opportunity Layout for the Opportunity object so that the Add Products button will be available so that this step in the project can be completed. Below are the steps that followed to solve via option #2.

To add the Add Products button to the Training Opportunity Layout, open the Opportunity object and select Page Layouts.

User-added image

Scroll down to Related Lists and select the wrench icon for Products.

User-added image

Under the Buttons heading, expand the plus sign [+].

User-added image

Under Standard Button, select the Add Products option, select OK, and then select Save for the Training Opportunity Layout.

User-added image

All Answers

Amnon KruviAmnon Kruvi
Hi Brian, 

I don't know whether you were meant to do this before, but you must select a price book before being able to add products to an opportunity. This determines which prices you'll be shown. 

Click the button to select a price book, and choose whichever one you have added your product into earlier in the process. 
Brian AckersonBrian Ackerson
Thanks for responding! I did select a price book, but got the same result. Sorry that the screenshot was misleading. I had removed the Nonprofit price book when I was trying different options (Enterprise, Standard and no price books). Here's what it looks like when I select the Nonprofit price book.

User-added image

Here's what the Nonprofit price book looks like. There are products there, but they aren't appearing for me to select under the opportunity.

User-added image
Amnon KruviAmnon Kruvi
Hmmm, it looks like you have multi-currency enabled - that could be a factor. Can you verify that the pricebook currency matches the opportunity's? If not, you can try it in another playground where multicurrency isn't enabled.
Brian AckersonBrian Ackerson
The Nonprofit price book is for region AMER with no currency explicitly defined.

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The currency for the opportunity is USD which matches the region.

User-added image

I tried in a second CPQ environment and got the same result. 🙁 I'll submit a case. Thanks for trying to help!
Brian AckersonBrian Ackerson
Solved. The root cause was the page layout assignment (Training Opportunity Layout) for the user (System Administrator) did not have the button Add Products enabled.

This could be solved be either 1) assigning the user (System Administrator) to another page layout that does have the Add Products button enabled like Opportunity Layout; or 2) enable the Add Products button to the current page layout (Training Opportunity Layout).  Even though option #1 would have been my preferred choice, I chose option #2 as there were multiple objects for the System Administrator user that had the Training Opportunity Layout assigned.

While I may have assigned the page layout for another module, my best guess is that this was the page layout that was assigned when the trailhead was created. I say this because I have a second CPQ environment that is at the least seldom used (and perhaps never used) that has the same page layout assignments. I had used the second environment to try to troubleshoot and I just can't remember if I ever used the second environment for any other module or project. So there's the chance that I had changed the page layout assignments in both environments, but I'm skeptical that this was the case based on how little the second environment was used.

Below are additional details used to support the conclusions I came to and the various ways to resolve the issue.

To support my decision to modify the Training Opportunity Layout to add the Add Products button, the following objects have the Training Opportunity Layout assigned to the System Administrator user (seemingly) by default:

Standard Object Layouts: Account, Contract, Opportunity, and Product
Custom Object Layouts: Discount Schedule, Price Action, Price Rule, Product Option, and Quote

To see these assignments, open the Opportunity object, select Page Layouts, and select Page Layout Assignments.

User-added image

Because I've exceeded the maximum number of images I can add to this post, I'll need to describe (rather than show) what you need to do to see the assignments. After having selected the Page Layout Assignments button under Page Layouts for the Opportunity object, scroll down the bottom of the Profiles. You'll see that both the Standard User and System administrator have the page layout Training Opportunity Layout assigned. If you click the  Training Opportunity Layout link for the System Administrator, you can search for "Training" and you'll see highlighted the Standard Object Layouts and Custom Object Layouts that I listed above.

You could at this point chose option #1 and assign the System Administrator user the Opportunity Layout for the Opportunity object so that the Add Products button will be available so that this step in the project can be completed. Below are the steps that followed to solve via option #2.

To add the Add Products button to the Training Opportunity Layout, open the Opportunity object and select Page Layouts.

User-added image

Scroll down to Related Lists and select the wrench icon for Products.

User-added image

Under the Buttons heading, expand the plus sign [+].

User-added image

Under Standard Button, select the Add Products option, select OK, and then select Save for the Training Opportunity Layout.

User-added image
This was selected as the best answer
Brian AckersonBrian Ackerson
***** READ ME TOO *****

Just a note that I ran into issues completing the rest of the project. I'll note the issues here in case anyone else runs into them.

The changes I listed in my answer above allowed me to complete that step. For the next step Control Access to Price Books and Products, note that when you grant sharing access, you'll need to wait until you get an email notification that the processing has been completed before the Sharing button will appear under the Enterprise book name in the Salesforce Classic view of Price Books.

After I had created Ian's View for the Price Books, I couldn't complete the rest of the module starting from the point where you verify Ian can add a product, but this isn't required for this step to complete the assessment.

However, for step Create Multiple Quotes, I wasn't able to enter the Quote Name under Create a Quote and Sync It to an Opportunity. Similar to my last answer, I needed to first go to the Opportunity object and change the page layout from the Training Opportunity Layout to Opportunity Layout for the System Administrator. 

I ran into a similar issue for the next step Create an Order with Products where I could not enter the Contract Number for the Orders object under the section Create a Contract and an Order. To do, I modified the page layout for the Order object from CPQ Order Layout to Order Layout for the System Administrator.

These changes allowed me to complete this project. I wanted to note all the problems I ran into for completeness, however, I probably won't post any issues that I have with future projects as I know what to look out for. Hopefully, this project was an anomaly. Regardless, good luck! 😉
Pratibha NegiPratibha Negi
Thanks Brian Ackerson! It worked
Cristian ViverCristian Viver
Thanks Brian!