Published at: 2026-09-17
Maintain opportunity line items
Overview
Opportunity Line Item is a Detail Object of Opportunity. It stores products or other business details as separate rows. Your organization can configure its fields and add maintenance as a Sales Stage task.
Before you begin
Before you begin - You need permission to view or edit the Opportunity and Opportunity Line Items. - The Opportunity exists and uses the correct Sales Process. - Available fields, buttons, and Data Range depend on your organization’s object configuration.
Add an Opportunity Line Item
- Open the target Opportunity details page.
- Find the Opportunity Line Item section.
- Click New or Add.
- Enter the product or other business details.
- Save the record and confirm that it matches the current project plan.
If line item maintenance is a Stage Task, open it from the current stage and maintain multiple records in a batch.
Edit or delete line items
- Open Opportunity Line Item on the Opportunity details page.
- Select a record and click Edit or Delete.
- Save your changes and check whether the Opportunity or other related Business Data also requires an update.
Automatic Opportunity amount calculation, product selection, and editable price or quantity fields depend on your organization’s field, calculation, and page configuration.
Verify the result
- Opportunity details display the correct line items.
- Line item fields match the current product or business plan.
- When maintenance is a Stage Task, the completion status updates correctly.