(1) Recently when we input a payment into Salesforce we were asked to "Choose Book Price". This is a new question. How can we eliminate this from our system? (2) How can we add a new record type?

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Jeff May · Answer

To remove the choice, have 1 active PriceBook for all your users. Check your PriceBooks and mark them inactive as appropriate.   On what object do you want to create the record type?

(1) Recently when we input a payment into Salesforce we were asked to "Choose Book Price". This is a new question. How can we eliminate this from our system? (2) How can we add a new record type?

Data Management

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