Create Price Book Field for Accounts and Opportunities
In order for salespeople to select a price book in the Edit Account and Edit Opportunity pages, you need to create a custom field called "Price Book".
Here's how to create the custom field:
- Ensure you're working in an active sandbox.
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Navigate to
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Navigate to
. For opportunities, navigate to . -
Ensure you're on the Custom tab.
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Click the Create a custom field icon.
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In the Select Field Type dialog window, select Choice List (Dynamic).
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Click OK.
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In the Display Label field in the Create Dynamic Choice List: Basic Information page, enter
Price Book
. As you click away from the Display Label field, the Name field automatically populates with the internal name. You can change this name now, but after you save the new field, you won't be able to change it. -
Ensure Updatable is checked and Required is unchecked.
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Click Next.
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In the Create Dynamic Choice List: List of Values page, in the Related Object field, select Price Book Header.
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Select Name in the List Selection Display Value field.
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Click Submit.
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Next, add the field to the Edit Account and Edit Opportunity pages.