How to Add Product to Price Book in Salesforce

In this Salesforce tutorial, we will learn how to add products to the price book in Salesforce. However, we will understand the steps of adding a product to the price book in Salesforce Lightning

Recently when we were working with the price book object in an organization that uses Salesforce. I got a task where I need to add the product to the price book in Salesforce. So, to fulfill this requirement I use the Add Product functionality of Salesforce.

If you want to learn how to add the product to the price book in Salesforce Lightning, you have come to the right place. Read the complete blog carefully.

The following are the topics that we will cover in this salesforce tutorial:

  • Add product to price book in Salesforce
  • How to add the product to the price book in Salesforce Lightning

Add product to price book in Salesforce

For adding a product to the price book, first thing is, we need a price book that we have already created in our previous blog How to Create a custom price book. So we don’t need to create it again. Here we just need to select the price book and add the product to it.

The price book permits us to control all of our products and their pricing at a particular or one place. There is a Standard price book that is similar to a master book for all of our products and their pricing and we can also make an extra price book to control the prices for market segments.

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Tech Solutions Pvt Ltd is a company based in San Diego, California. They provide all the products to the customers that are related to computers. So, they decided to add all the products to their price book through which the customers can easily get products and also know their pricing.

The customer can get all the products and their pricing at a particular or one place they don’t need to go to different places for the product and for the pricing.

With this, we learned to add products to the price book in Salesforce. Now we will move ahead and try to understand how to add the product to the price book in Salesforce.

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How to add the product to the price book in Salesforce Lightning

Here we are adding the product to the price book in salesforce lightning. If you want to learn how to add the product to the price book in salesforce lightning follow these steps:

Step-1: Firstly login to the Salesforce lightning account. Go to the App Launcher, enter the Price books in the search box, and select the price books that come at the top after searching.

How to add the product to the price book in Salesforce
How to add the product to the price book in Salesforce

Step-2: After clicking on the price books, the price books recently viewed page is open. Select the price books in which we can add the product. Here we are selecting the Port Wilton Nonprofit price book which has a description as a price book for nonprofit Port Wilton customers.

How to add the product to the price book in Salesforce lightning
How to add the product to the price book in Salesforce lightning

Step-3: After selecting the price book, the Port Wilton Nonprofit price book page is open and the details of the Port Wilton Nonprofit price book are shown but we want to see the related item. Click on the related option that is present near the details option.

Add the product to the price book in Salesforce
Select the related option of the price book

Step-4: After clicking on the related tab, the related list item is shown. There are two items present under the related tab Price book entries and the price book history. Under the Price Book Entries section, there is an Add Products button. Click on the Add Products.

Add the product to the price book in Salesforce lightning
Click on the Add Product button of Price book entries

Step-5: After clicking on the Add Product button, the Add Products Price Book: Port Wilton NonProfit page is open. There are lots of products are present, select one of the products from the list of products. Here we are choosing GenWatt Diesel 200kW.

Salesforce add the product to the price book
Choose the Product from the product lists

Step-6: After choosing the product as GenWatt Diesel 200kW, click on the checkbox of GenWatt Diesel 200kW then click on the next button that is present at the bottom of the page.

Salesforce lightning add the product to the price book
Click on the next button

Step-7: After clicking on the next button, the edit selected price book entries page is open. Here the GenWatt Diesel 200kW product is present after that click on the save button that is present at the bottom of the page.

How to add a product to the price book in Salesforce
How to add a product to the price book in Salesforce

Step-8: After clicking on the save button, we can see that the product GenWatt Diesel 200kW with his product code GC1040, and List Price as $25000.00 are added to the Price book in Salesforce. We can also add lots more products like this.

How to add a product to the price book in Salesforce lightning
How to add a product to the price book in Salesforce lightning

In this way, we have learned how to add the product to the price book in salesforce lightning.

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Conclusion

In conclusion, we have learned to add the product through the Add Product button that is present under the price book entries section.

Moreover, we have learned how to add the product to the price book in Salesforce Lightning which provide us with a simple procedure for adding the product to the price book.

In addition to this, the following are the topics that we have discussed:

  • Add product to price book in Salesforce
  • How to add the product to the price book in Salesforce Lightning