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Importing Opportunity Products

  • July 10, 2024
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I am attempting to have a global action that imports “Opportunity Products”. I have successfully implemented the SKUID global action for importing, but the issue is that for this model in particular, not all the fields I need to import are showing in the map, very specifically the Product field… Has anyone had success doing this? any assistance is greatly appreciated! thanks

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To clarify, you are importing records of the OpportunityLineItem object?

If so, you won’t be able to populate the Product2Id field, if that’s what you’re referring to, because this field is read-only — you have to populate the PricebookEntryId field. PricebookEntry is a junction object between Pricebook and Product2. So your CSV import file will need to contain a column for PricebookEntryId containing the Ids of PricebookEntry records.

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