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Topics#Sales And MarketingQuestion de Ray Kramarcy
Ray Kramarcy a posé une question dans #Sales And Marketing
4 janv. 2011, 14:59

Is there a way to assign a price book to an account?

We use a tiered pricing system each of which has a price book.  I would like to have the accounts automatically pull the correct price book when an opportunity is created.
9 réponses
  1. Peter Aubrey
    4 janv. 2011, 17:31
    Pricebooks get assigned after an Opportunity has been created so you can't pre-populate it unfortunately without going down the Apex/VF route. What about using a Validation Rule to ensure the correct Pricebook has been chosen? Example below, Pricebook_Tier__c is a Picklist field on the Account. This method relies on the Pricebook names being the same as the Picklist values.

     

    AND( 

     

    LEN( Pricebook2Id ) > 0, 

     

    TEXT( Account.Pricebook_Tier__c ) <> Pricebook2.Name 

     

    )
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