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Set Product Prices in Lightning Experience
Track different types of prices for each of your products to fit the way you sell to different market segments and customers.
Required Editions
| Products, product schedules, price books, and quotes available in: both Salesforce Classic and Lightning Experience | Orders available in Salesforce Classic |
| Products, product schedules, price books, and orders available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions | Quotes available in: Performance and Developer Editions and in Professional, Enterprise, and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To set prices on products: | Edit on products AND Edit on Price Books |
Set Standard Prices in the Standard Price Book
- Select a product.
- On the product page, in the Price Books related list, click Add Standard Price. If you’ve already added a standard price, change it by clicking Edit in the Show More menu.
- Enter the new standard price in the List Price field.
- To make this price available to products on opportunities, quotes, or other custom price books, select Active.
-
Save your changes.
The standard price is automatically associated with the product in your standard price book.
Set List Prices in Custom Price Books
- Select a product.
- On the product page, in the Price Books related list, click Add to Price Book.
- Choose the price book and currency for the new list price, and then click Next.
- Enter the list price. Or, to make the price in the selected price book match the standard price, select Use Standard Price.
- To make this price available when users add the product to opportunities or quotes, select Active.
- Save your changes.
Edit a PriceBook Entry
Click Edit next to a price book record in any of these
locations.
- The price book detail page, in the Products related list
- The product detail page, in the Price Books related list
For information about fields, see Product, Price Book, Price Book Entry, and Product Schedule Fields.
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