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Considerations for Removing Products and Price Books
Review these considerations before removing a product or a price book.
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 |
- You can use the Salesforce mobile app to relate a price book with an opportunity that doesn’t have one. To change an opportunity’s price book, use the desktop Salesforce site.
- When you remove a product or price book, all related price book entries are removed. However, if several price books contain the same product, removing the product from one price book doesn't affect the other price books. Similarly, if you remove a price book, the products that it contained aren’t removed from any other price book.
- To remove a product completely, remove it from the standard price book.
- If opportunities, quotes, service contracts, or contract line items are associated with a product, you can’t remove the product.
- You can’t remove a product or price book that’s associated with an approval process or has a pending workflow action.
- If your product or price book is used on an opportunity, quote, or order, do one of the following.
- Deactivate it by editing it and then deselecting the Active field. We recommend deactivating a product or price book that’s on an opportunity or quote because it will no longer be available to users. You can reactivate it later. Deactivation doesn’t affect the history of an opportunity line item.
- Remove the related product or price book from all opportunities and quotes. When you
try to remove a product or price book that’s used on an opportunity or quote, Salesforce
displays a list of the opportunities or quotes that use it.
- If you remove a price book, remove it from each opportunity and quote that’s listed.
- If you remove a product, remove it from each opportunity and quote that uses it.
- Archive the product or price book and each related price book entry. Archive a price
book, open the price book and switch to Saleforce Classic.
Archived products and price books aren’t recoverable because they’re not stored in the Recycle Bin. Archived products and price books still appear on any opportunities or quotes that contained them before they were archived. If you archive a price book, it’s still visible in the related records but not accessible or retrievable.
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