Create custom price books for each market segment that your sales reps sell to. Then
add products to each price book with the prices that you offer each market segment. For example,
if you sell to domestic and international customers at different prices, you can create two
custom price books: a domestic one and an international one.
Required Editions
| Products, product schedules, price books, and quotes available in: both
Salesforce Classic and Lightning Experience |
Orders available in Salesforce Classic |
| Products, product schedules, price books, and orders available in:
Professional, Enterprise, Performance, Unlimited, and
Developer Editions
|
Quotes available in: Performance and Developer Editions and in
Professional, Enterprise, and Unlimited Editions with
Sales
|
| User Permissions
Needed |
| To create or clone price books: |
Create on price books |
| To view price books: |
Read on products
AND
Read in price
books
|
-
Review considerations.
-
On the Price Books page, click New.
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Enter a name for your price book.
-
If your Salesforce org uses
descriptions, enter one for your price book.
-
Select Active to allow sales reps to begin adding the price book
or its entries to opportunities or quotes.
-
If you created the custom price book from scratch, leave it empty, populate it with
price book entries from another price book, or add new entries.
