The "Auto Add Products to Opportunities" automation is a Salesforce automation that occurs at the Closed Won stage of the sales funnel. When an opportunity is marked as Closed Won, this automation automatically creates a new record for the opportunity and its associated products.
The automation generates an opportunity record with essential details such as the date, sales price, quantity, and product ID. These details are derived from the new opportunity that triggered the Closed Won stage. By linking the opportunity product to the new opportunity ID, the automation establishes a relationship between the products and the opportunity.
This automation streamlines the process of adding products to opportunities, eliminating the need for manual data entry and reducing the potential for errors. It ensures that all relevant information related to the closed won opportunity is accurately captured in the system, facilitating efficient tracking and reporting.
By automatically populating the opportunity with its associated products, the "Auto Add Products to Opportunities" automation enhances productivity, saves time, and helps maintain data integrity within the Salesforce platform.