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Price Book Auto Selector

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.

  • Eliminate Price Book selection errors.
  • Match Price Books to specific customers.
  • Speed up Price Book selection for salespeople.
The package installs a custom field on the Account called Default Price Book. After installing the package, modify the picklist values on this field to match the names of your Price Books.####Set the appropriate picklist value for each Account. When a new Opportunity is created it will automatically inherit the Price Book specified in the Default Price Book.####Optionally used field level security to control the Profiles that can view and edit the Default Price Book.####The Default Price Book field can be updated in bulk on existing Accounts using the Apex Data Loader or List Views. The relevant Price Book will then be assigned whenever a new Opportunity.####The Price Book will only be automatically set on Opportunities that are created after you have installed the package. Existing Opportunities will not be impacted.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 0
  • Custom Applications: 0
  • Custom Tabs: 0

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support Contact us for additional support in setting up and using Products, Price Books and all other aspects of opportunity management. Any problems implementing or using the Auto Price Book Selector then give us a call or drop us an email.

+44 203 280 3665

Additional Information

Package Name
Auto Select Price Book
Version
AutoPriceBook3 / 1.2.0
First Release
1/18/2017
Latest Release
12/16/2016
Gary Smith Partnership
London, UK
Founded
2014
Phone
+44 203 280 3665

Salesforce and sales enablement consultants specializing in sales and marketing alignment. We offer a range of free salesforce apps. We also provide salesforce and sales enablement consulting services. Visit our website for full details.

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