If you’re an admin or a sales operations manager, consider key points before you set prices for your products in Salesforce.
|Products and price books available in: both Salesforce Classic and Lightning Experience||Quotes available in: Salesforce Classic|
|Products and price books available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions||Quotes available in: Performance and Developer Editions and in Professional, Enterprise, and Unlimited Editions with the Sales Cloud|
- The following price types are available.
- A standard price is the default price that you associate with a product. It’s automatically included in your standard price book.
- A list price is the custom price that you associate with a product in a custom price book. For example, you can maintain one set of prices for domestic orders and another for international orders.
- Sales prices are the actual prices that sales reps specify for the products that they add to opportunities and quotes. Sales prices can be the same as the list prices from the price book that’s used for the opportunity or quote, or they can include discounts or other modifications.
- Before you can add a new product to an opportunity, quote, or custom price book, add a standard price to the product, and mark it as active. This pricing is the default pricing of the product.
- Before you can assign list prices for products, create custom price books. List prices are available to use when you add products to an opportunity or quote from a custom price book.
- To represent the price, for example, $100.00, enter 100 or 100.00, with or without the $ symbol.
- You can expand the format of your price fields to up to eight decimal places. To change your decimal place settings, contact Salesforce.
Considerations When Using the Salesforce Classic User Interface
- You can add standard or list prices only through the multiline add pages (the Add Standard Price page and the Add List Price page). These pages don’t support custom fields. To add standard or list prices and populate custom fields, add the price book entry via the multiline add pages, navigate to the Price Book Entry Edit page for the added record, and then update the custom fields.
This consideration doesn’t affect price book entries that were created or edited by using Data Loader or the API.
- If the price book entry contains required custom fields, you can’t create price book entries in the user interface. You can create these price book entries only by using Data Loader or the API.
- You can edit prices in either of the following locations.
- The multiline edit pages (the Edit Standard Price page and the Edit List Price page)
- The Price Book Entry Edit page