When I was working with the sales team in my Salesforce org, they came up with a requirement to sell products at different prices for different types of customers.
For example, while the standard price of a product was set at $7500, our clients needed a discounted price of $7000. Similarly, some other product accessories also had to be sold at different rates for bulk buyers.
To handle this, I had to create a Custom Price Book in Salesforce. With this, we can define special pricing for selected products while still keeping the standard price book as it is.
In this Salesforce tutorial, I will explain what a custom Price book is and how to create a custom price book in Salesforce to set different pricing.
Custom Price Book in Salesforce
In Salesforce, a custom price book is used when businesses want to offer special pricing to certain customers. Instead of using the same price for everyone, a custom price book lets us define a different set of prices for selected products. This is helpful when pricing needs to change based on customer type, location, or business.
For example, a company sells the same product at one price to regular customers and at a discounted price to wholesale buyers. In such cases, using a custom manage these price differences without affecting the standard pricing.
It’s important that before a product can be added to any custom price book, it must first be available in the standard price book.
Create a Custom Price Book in Salesforce
In Salesforce, there are two ways to create a custom price book:
- Create a custom price book using Salesforce User Interface
- Create a custom price book using Salesforce data loader
Create a Custom Price Book using Salesforce User Interface
To create a custom price book using the Salesforce UI, navigate to the setup page of Salesforce Lightning and follow the steps below.
- On the setup page, select -> App Launcher -> Price Books.
- In the Price Book tab, click the New button to create a custom price book.
- Enter the Price Book Name, Description, and select the Active checkbox. After this, click Save.
As we click the save button, the custom price book will be created. Then, from the record page, we can also add products to a custom price book.
This way, we can create a custom price book in Salesforce manually through the UI.
Create Custom Price Book Using Salesforce Data Loader
The manual method is ideal for creating one or two price books. To create multiple custom price books in Salesforce, we can use the data loader tool.
To insert price books via the data loader in Salesforce, ensure you have installed the Data Loader on your system.
Now, follow the steps below to create or insert custom price books via data loader in Salesforce.
- To insert or import price books via data loader, first, we need to create a CSV file with the header columns Name, IsActive, Description, and any other fields necessary for the product.
Enter the values in the column, and save the CSV file in your system from where the data loader can access it.
- Now open the Data Loader, log in with your credentials, and click on the Insert button.
- In this step, activate the checkbox Show All Salesforce Objects, then select the data object Price Book (Pricebook2). Next, browse the CSV file we have created and click Next.
- As we click on the Next button, the data loader will initialize the CSV file and display the number of rows in the CSV file. Here, click on the OK button to continue.
- Next, we will map the CSV column headers to the Pricebook object fields. To do this, click on the “Create or Edit a Map” button. Then, in the next window, click on the button Auto-Match Fields to Columns.
Now, the column will be auto-matched with the object field names; if not, then you have to drag the object fields down to the column mapping. After mapping, click on the OK button, then click the Next button.
- In this step, select the location to store the success and error files from where the Data Loader can access them. After this, click on the Finish button.
- As we click on the Finish button, a warning message will appear on the screen regarding the insert operation. Here, click on the Yes button to proceed.
- Now, the data insertion will start, and the number of successes and errors will appear in a dialog box. Here, we received the success message with no errors, indicating that the data was successfully inserted.
Click on the OK button to close the data loader.
- To view the inserted price books, navigate to the price books tab, and you will be able to see newly inserted and created custom price books.
In this way, we can insert multiple custom price books in Salesforce using the data loader tool.
Conclusion
In this Salesforce tutorial, we have learned about the custom price books in Salesforce. Then, by following the above two methods, we created price books manually through UI and also used the data loader for multiple price books.
By following these methods, you can easily create single or multiple price books in your Salesforce. For creating one or two pricebooks, you can choose the manual method, and for multiple price books, you can use the data loader tool.
You may also like to read:
- Assign PricebookId to Opportunities using Salesforce Flow
- Create Quotes in Salesforce CPQ
- Import Order Products with Data Loader in Salesforce
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.
