I need to add an option to a Price Book picklist, but cannot find where to edit the picklist.
My users go to: Opportunities tab > select the 'New' button > select the Record Type > fill out the Opportunity Information, then select the 'Save & Add Product' button. On the next screen, they select the Price Book for the opportunity.
I cannot find where I go to edit the picklist for the Price Book options.
That is under Manage Pricebooks on the Products Tab Sharing Price Books
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed To share price books: “Edit” on price books
Your administrator defines the default access your entire organization has to price books. Administrators and users with the “Edit” permission on price books can extend sharing of a price book manually to more users. However, you cannot change the sharing model to make it more restrictive than the default.
To view and manage sharing details, click Sharing on the price book detail page. The Sharing Detail page lists the users, groups, roles, and territories that have sharing access to the price book. On this page, you can do any of the following:
- To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom view. To edit or delete any view you created, select it from the View drop-down list and click Edit.
- Click Add to grant access to the record for other users, groups, roles, or territories.
- For manual sharing rules that you created, click Edit or Del next to an item in the list to edit or delete the access level.
Tip
_img src="
https://help.salesforce.com/img/help/helpTips_icon.gif" /_If your organization-wide default for price books is “No Access,” give your entire organization “View Only” access to your Standard Price Book so that users can see prices on the product detail page.
See Also:
Granting Access to RecordsViewing Which Users Have Access
