In Salesforce, Price books are crucial in managing product pricing and discounts within the organization. When it is required to create price books and modifications like adding new products or updating existing prices, using Salesforce Data Loader can implement the changes efficiently.
In this Salesforce tutorial, we will learn to Insert or Update the Price books with the help of the Salesforce data loader.
Price books in Salesforce
In Salesforce, the price books serve as catalogs for product pricing, allowing us to define different prices for products based on various criteria. There are two main types of Price Books – Standard Price Books and Custom Price Books.
Standard Price Books – The Standard Price Book is the default catalog of prices that comes with Salesforce. It shows the base prices for products and is often associated with the standard list prices. Products associated with the Standard Price Book will inherit their prices from this catalog by default.
Custom Price Books – The custom price books allow us to create a specialized catalog that is customized for specific customers, regions, and other criteria. We can define our unique pricing in the custom price books. To associate any product with the custom price book, it should be associated first with the standard price book.
Data loader to Insert and Update Salesforce Price books
Salesforce Data Loader is a powerful and robust tool for data management that enables bulk data import, export, update, and delete operations. Its capability of performing bulk data operations efficiently with data accuracy makes it suitable for mass inserting and updating the price books in the Salesforce environment.
Insert Price Books via Data Loader in Salesforce
This process applies to importing a custom Price Book. The field for ‘Standard‘ is not accessible when working in the Data Loader which means the price book will be considered as custom only, so it is best to create a Standard Price Book manually in the org.
To insert price books via the data loader in Salesforce, make sure you have installed the Data loader in your system.
Now follow the steps below to insert custom price books via data loader in Salesforce.
1. To insert or import price books via data loader, 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 it can be accessed by the data loader.
2. Now open the Data loader, log in with your credentials, and click on the Insert button.
3. In this step, activate the checkbox Show All Salesforce Objects, then select the data object Price Book (Pricebook2). After this, browse the CSV file that we have created in the above steps.
After this, click on the Next button.
4. 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.
5. In this, we will map the column headers with the Salesforce object fields, and for that, click on the button Create or Edit a Map. Then, in the next window, click on the button Auto-Match Fields to Columns.
Now, the c