Tip #614: No workflows for you, Opportunity Product

One thing to keep in mind as a CRM customizer is that while you can trigger a workflow off of Opportunity (and Quote and Order) Products, you cannot update these entities with a workflow.

As an alternative, you can create an entity-level business rule on the opportunity products entity and trigger business logic, such as updating field values.

2 thoughts on “Tip #614: No workflows for you, Opportunity Product

  1. Corinne says:

    As the CRM has received updates and whatnot over the years, can you now update opportunity products with a flow?

    • Definitely, Corinne. This is one of the areas where Power Automate wins hands down. You can update [almost] any entity, you can retrieve and loop through multiple records, etc.

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