This Salesforce tutorial will teach us how to create a custom price book in Salesforce. However, we will understand the steps of creating a custom price book in Salesforce Lightning and we will also go through the steps of creating a custom price book in Salesforce Classic.
While working with Salesforce, I got a task where I need to create a custom price book in Salesforce. To fulfill this requirement I use the price book object or tab of the salesforce which is present on the nav bar of both the edition Salesforce lightning and Salesforce Classic.
If you want to learn How to create a custom price book in Salesforce Lightning and Salesforce Classic, you have come to the right place.
The following are the topics that we will cover in this salesforce tutorial:
- What is a custom price book in Salesforce?
- How many price books can you have in Salesforce
- How to create a custom Price Book in Salesforce lightning
- How to create a custom Price Book in Salesforce Classic
What is a custom price book in Salesforce?
A custom price book in Salesforce is used as a service with particular prices that are provided to a certain group of customers. Custom price books permit us to create various price books to provide distinct pricing to distinct groups of customers.
It is a separate list of the products with custom prices. It is also known as a list prices. The custom price books are flawless for presenting products at different prices to the different market sections. For this, we create different price books for each and every set of customers.
For example, if we have one set of prices for private customers and one set of prices for international customers, for this we created a private price book and also created an international price book.
It creates different price books for every set of customers and it is also used to describe pricing for particular accounts. For example, if we want to make a custom price book for a specific production and also give discounted prices to the customers.
In Salesforce these custom price books are only created by the administrators and sales representatives. Once these price books are created it is connected to the account and opportunities. These price books are the list of products and their prices.
With this, we learned What is custom price book in Salesforce. Now we will move ahead and try to understand how many price books can we have in Salesforce.
How many price books can you have in Salesforce?
The Price books are the books that contain the list of products and their prices. There are two types of price books that are available in Salesforce:
- Standard Price book
- Custom Price book
Standard Price Book: Standard price books are books that are master lists of all the products and their default standard prices. When we start creating the product records then the salesforce makes the standard price book. It also involves all our products and standard prices of any custom price books that involve those products.
Custom Price Book: A custom price book is a discrete list of products with a custom price. These custom prices are called list prices. The custom price books are flawless for presenting products at different prices to the different market sections. For this, we create different price books for each and every set of customers.
For example, if we have one set of prices for private customers and one set of prices for international customers, for this we created a private price book and also created an international price book.
Here in this blog, we are learning about the custom price book in Salesforce.
With this, we have learned how many price books can you have in Salesforce in Salesforce. Now, let’s move further and see how to create a custom price book in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.
Read How to Add Product to Price Book in Salesforce
How to create a custom Price Book in Salesforce lightning
Here we are creating a custom price book in salesforce lightning. If you want to learn how to create a custom price book in salesforce lightning follow these steps:
1: First Login to the Salesforce Lightning account, Click on the App Launcher and enter the Sales in the search box. Select the Sales.
2: After clicking on the sales, the Sales page is open and you can see that there is no price books tab present on the nav bar. For seeing the price books tab on the nav bar click on the pencil icon(✏️) that is present in the upper right corner. Click on it
3: After clicking on the pencil icon, the edit sales app navigation items dialogue box appears. This dialogue box is used to personalize our nav bar items, record items, and rename or remove items we have needed.
Inside this, there are lots of navigation items present. Click on the Add More items button for adding more items to the nav bar.
4: After clicking on the add more items option, click on the All option that is present on the left side under the Available items. After that enter the Price Books in the search box and select the Price Books items.
5: After clicking on the plus icon of the Price Books item the plus icon can convert it into a green checkbox and then click on Add 1 nav item button.
6: After clicking on the add 1 Nav Item button, we can see that the Price Books item is added to the navigation items list, and click on the save button for our updates.
7: After clicking on the save button, the price books tab is shown on the nav bar. Click on the Price Books tab, and the Price Books recently viewed page is open.
8: After clicking on the price book tab, the price books tab recently view page is open. And inside this page, there is a new button that is present in the right top corner. Click on the New button.
9: After clicking on the new button, the new price book dialogue box is open. Fill the information that is present under this New Price Book dialogue box.
First, fill the Price Book Name as Port Wilton Nonprofit and then fill the Description. Here we are filling the description as a Price book for nonprofit Port Wilton customers. After that click on the Active checkbox and then click on the save button that is present below all the information.
10: After clicking on the save button, the Port Wilton Nonprofit custom price book is created and the detail of the Price book is seen under the details tab. Click on the Details and you can see the Price book name, description, and active status.
In this way, we have learned how to create a custom price book in salesforce lightning. Further, we will learn how to create a custom price book in Salesforce Classic.
How to create a custom Price Book in Salesforce Classic
Here we are creating a custom price book in salesforce classic. If you want to learn how to create a custom price book in salesforce classic follow these steps:
Step-1: First click on the setup that is present at the top right corner and then you can see that there is no price books tab present on the nav bar. Click on the drop-down arrow that is present on the nav bar, the drop-down list is open. There is no price book object in this list.
For seeing the price books tab on the nav bar click on the plus icon(➕) that is present at the end of the nav bar.
Step-2: After clicking on the plus icon, the all tabs page is open. Inside this All tabs page, there are lots of navigation items present. Scroll to the bottom of the page we can see the Price books item. Click on the Price books.
Step-3: After clicking on the price book tab, the price books tab recently view page is open. And inside this page, there is a new button that is present in the center of the page. Click on the New button.
Step-4: After clicking on the new button, the new price book dialogue box is open. Fill the information that is present under this New Price Book dialogue box.
First, fill the Price Book Name as McKenziehaven firm and then fill the Description. Here we are filling the description as a Price book for McKenziehaven firm customers. After that click on the Active checkbox and then click on the save button that is present below all the information.
Step-5: After clicking on the save button, the McKenziehaven firm custom price book is created and the detail of the Price book is seen under the details tab. Click on the Details and you can see the Price book name, description, and active status.
This is how we have learned how to create a custom price book in Salesforce Classic.
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Conclusion
Overall the custom price book is a helpful tool that is flawless for presenting products at different prices to the different market sections.
And in this Salesforce tutorial, we have learned What is price book in Salesforce. We have also discussed how many price books can you have in Salesforce.
In addition, we have covered How to create a custom price book in salesforce lightning as well as salesforce classic.
And the following are the topics that we have discussed:
- What is a custom price book in Salesforce?
- How many price books can you have in Salesforce
- How to create a custom Price Book in Salesforce lightning
- How to create a custom Price Book in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.