Price Books Management

General Design

• Always use the Standard Price Book to manage the current active prices.

• On the same Standard Price Book, we can store both CAD and USD prices.

• To archive the Standard Price Book, you can go to the Classic interface (out of box Salesforce behavior) to clone both header and price entries. Then you can update the Standard Price Book with new prices.

• For all existing opportunities, the Price Book will stay the same.

  • The existing products on the opportunity would keep the old prices.

  • If you want to use the new price, you must delete the product on the opporutntity, then add it again.

  • If you want to add a product to the opportunity, that product will use the new price.

• By default, if the opportunity’s currency is CAD, you will only see CAD price entries from the Standard Price Book. If the Opportunity’s currency is USD, you will only see USD price entries from the Standard Price Book.

Clone a Price Book

To clone a Price Book with Price Entries, you must go to the Salesforce Classic interface.

• In the Salesforce Lightning interface, you can only clone the Price Book header, without Price Entries.

• We can customize the Clone button in the Salesforce Lightning interface to copy both header and lines in the Salesforce Lightning interface - it will take about 4 hours to do.

Step 1 - Go to the Classic interface. Navigate to the Standard Price Book. Click the Clone button.

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Step 2 - Change the Price Book’s Name and Description to something like “Archived as of 012924,” then click the Save button. Salesforce should copy all Price Entries to the new Price Book.

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Add a New Standard Price Entry

In the Salesforce Lightning, you must go to the Product page to add a new Standard Price.

You can choose CAD or USD as the currency.

Edit a Standard Price Entry

You can edit the price either on the Product page, or on the Price Book Entry page.