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How to Add to the Standard Price Book in Salesforce

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Updated:  
2016-08-17 16:02:33
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Salesforce Service Cloud For Dummies
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Every time you add a standard price to a product in Salesforce, you automatically associate it with the standard price book. You can do this while you’re creating products, or you can add the standard prices after you’ve built the product records.

Adding standard prices while creating products

The easiest time to add a standard price is while you’re creating products. To use this method, start creating a product record as you normally would. Instead of clicking Save, though, follow these steps:
  1. Click the Save & Add Price button. An Add Standard Price page appears.
  2. Complete the Standard Price field and click Save. The Product detail page appears, and a standard price displays on the Standard Price related list.
standard price Add a standard price.

Adding or editing standard prices for existing products

You can also create the products first and add prices later. To add or edit a standard price, go to the desired Product detail page and follow these steps:
  1. Click the Add button on the Standard Price related list. If standard prices already exist, you can click Edit or Edit All. The result is the same: An Add or Edit Standard Price page appears.
  2. Complete or modify the Standard Price field, as necessary, and then click Save. The Product detail page reappears with any changes reflected on the Standard Price related list.

About This Article

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About the book author:

Liz Kao has been a member of the Professional Services team as well as an independent Salesforce consultant. She has implemented CRM solutions for companies both large and small.

Jon Paz is a Salesforce consultant and former editor. He has delivered world-class solutions to an assortment of perplexing business challenges for his enterprise clients.