When to use this
You want to speed up opportunity creation by avoiding duplicate data entry.
You regularly copy product descriptions into opportunity items.
You want consistent descriptions across opportunities and your product inventory.
Before you begin
You need to be an Administrator on the system.
You need access to System Preferences.
Products must already have descriptions set.
Set-up:
This is how you turn on the auto-population setting in the settings.
Go to System Set-up and select System Preferences.
Find Auto-populate Opportunity Item Descriptions from Product Description.
Set the slider to Yes.
Scroll down to the bottom and select Save.
How does this work?
When an opportunity item is added, its Description field automatically populates with the Product’s Description.
The Description field can be editable after being populated.
If any attempts to edit the Description, then a warning prompt will show that existing item descriptions will be overwritten on next save.
After editing an item, or the Opportunity is recalculated the Description changes.
What happens if I turn it off?
If you want to turn off the auto-population, then follow the set-up settings and set the slider to the Off position.
A warning will come up stating that the pre‑existing descriptions will be removed and replaced.
Select to Confirm you understand this and go ahead with the change or Cancel to go back to the setting.
Tips
This setting can help reduce manual work when building opportunities.
It's ideal if your product descriptions are accurate and up to date.
You can still override descriptions when needed for specific jobs.