Organizing products and price books
Price books are a collection of products that can be added to an opportunity to show what is purchased. An opportunity can only be tied to one price book. Price books are created by administrators and assigned to specific teams that sell a specific product line. Salesforce automatically creates a Standard price book as a master list of all the products and default prices. It is best practice to create multiple custom price books that contain the list prices if you offer products at different prices to different market segments.
Products are the actual items within a price book that are sold. Let's see how they work by taking the following steps:
- Click on Add Products, as in the following screenshot, to add a product, or multiple products, to an opportunity. Notice that you also have the option here to choose a price book for this particular opportunity if you have access to more than one price book. If you only have access to one price book, it...
