Enable Sales Catalog Browsing in Opportunities (Classic Sales Only)

By setting a profile option, you make it possible for salespeople to browse the sales catalog while editing opportunities. While browsing, salespeople get to view the product group hierarchy, search, and add any of the product groups or products as opportunity lines.

Note: This functionality applies only to classic Sales. Browsing of the catalog happens automatically in Sales in the Redwood UX, so there's no setup needed.

After you set the profile option, Browse Sales Catalog in Opportunities Enabled, to Y, the Browse Catalog button appears on the Edit Opportunity page above the Products table in classic Sales. If you don't display the button, salespeople can still enter product groups and products in opportunity lines. They just can't browse the catalog.

Note: Ensure that the Product and Product group objects are enabled for Adaptive Search. While records you create and update in the UI are automatically indexed and made searchable within seconds, imported records or records updated by background processes aren't available for search until the indexing process completes.

Set the Browse Sales Catalog in Opportunities Profile Option

1. Open the task Manage Opportunity Profile Options from the Setup and Maintenance work area: Go to the Sales offering > Opportunities functional area > Manage Opportunity Profile Options task.
2. In the Manage Opportunity Profile Options page, enter Browse Sales Catalog in Opportunities Enabled in the Profile Display Name field.
3. Click Search.
4. In the search results, click the profile option name link.
5. Set the profile option value to Y.
6. Save your changes.