Salesforce doesn't have a good way to assign a price book to a specific account. My research indicates I can set up a flow that would do this. I am confused on how to set up the conditions need to to pull in the price book to the opportunity when it is created or updated.
#Trailhead Challenges #Flows
Steven Trumble (Strum Consulting) Forum Ambassador
Are you trying to set a default Price Book at an Account level and then whenever an opportunity is created to be assigned the price book set at the Account level?
Or do you hvae some sort of rules that any account in X location should have Price Book X, but if they are in Y Location should have Price Book Y?
bit hard to plan this out without knowing more about your situation