Overview of Integrating Price Books with Accounts and Opportunities

Integrate price books with opportunities and accounts to let salespeople provide the right prices at the right time. Here are just a few of the ways you can use price books to streamline your pricing capabilities:

• Price opportunity products according to specific agreements with your customers. Do this by associating price books with an account and defaulting the price book from the account onto opportunities associated with that account.

• Use Groovy scripting to default an appropriate price book based on different opportunity attributes like country, channel, or partner.

• Use Groovy scripting to update prices when items change on price books.

• Add custom price book fields to accounts and opportunities.

In this section, you can learn how to set default prices for an account and make the associated UI changes.

As a prerequisite, create a price book in the Price Books application. For steps, see the Work with Price Books in this chapter.

Here are the tasks we cover in this section:

1. Create a custom price book field for accounts and opportunities.

2. Add your custom field to account and opportunity pages.

3. Create a Groovy trigger to set the default price book and get prices.

4. Create a Groovy script to find updated prices that might have changed.

5. Add the Reprice Opportunity action to the Edit Opportunity page.

6. Copy the supplied Sales Representative role and add the Manage Price Books privilege to your new, custom role.

Note: Make these changes in a sandbox and publish it according to your company's processes.