Hi SF Community,
I am trying to create a new 2018 price book and then assign products to it, however I have never worked with the price book or product object. Here's what I've done so far:
After creating the 2018 price book, I realized it won't let me add products to a price book or even create products the way I want to track them. Can someone walk me through this process?
-Drew
3 risposte
Hi Drew,
You need to first Create Products and Assign Standard Price.
Then Create Pricebooks and Associate Products to Pricebook.
https://help.salesforce.com/articleView?id=products_fields.htm&type=5
https://trailhead.salesforce.com/en/modules/sales_admin_products_quotes_contracts/units/sales_admin_products_quotes_contracts_unit_1