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Price Book Auto Selector

By Gary Smith Partnership
Price Book Auto Selector
Auto Price Book Selector In Action
System Administrator sets the Default Price Book picklist values to align with Price Book names
Default Pricebook Field defines the Price Book that applies to that Account
New Opportunities are automatically assigned the Price Book that is specified for that Account.
Optionally, use Field Level Security to define Profiles that can View / Edit the field on Accounts

Free

Rating

(1)

Listed On

1/18/2017

Latest Release

12/16/2016

CATEGORIES

Sales
Automatically assign Price Books to Opportunities

Remove pricing errors and ensure all opportunities on the same Account use the same Price Book. This is done via a custom field on the Account. Use the field to specify the Price Book that applies to each Account.

Free