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Insert or update Price Books with Data Loader

Publiseringsdato: Jul 7, 2026
Beskrivelse

Salesforce Data Loader is a client application that supports bulk insert and update operations for Salesforce records. The Pricebook2 object stores Price Book records in Salesforce. It is possible to mass insert or update Price Books using Data Loader.
Note: The Standard Price Book cannot be inserted via Data Loader because the IsStandard field is not accessible through the tool. The Standard Price Book must be created manually in the org. The steps below apply to custom Price Books only.

Løsning

Insert Price Books via Data Loader

To import a custom Price Book using Data Loader:

  1. Prepare a CSV file with the following columns: Name, IsActive, Description, and any other required fields.
  2. Log in to Data Loader.
  3. Click Insert.
  4. Select Price Book (Pricebook2).
  5. Browse for your CSV file.
  6. Click Next and click OK on the pop-up.
  7. Click Create or Edit a Map.
  8. Map the fields from Step 1 appropriately.
  9. Click OK, then click Next.
  10. Click Finish.

Update Price Books via Data Loader

Data Loader can update the Name, Description, and Active status of a Price Book.

  1. Export your Price Book (Pricebook2) records to use as an update template. Save a backup copy of the export to a safe location.
  2. Edit the export file and retain only the ID and the columns you want to update (recommended columns: ID, Name, Description, IsActive).
  3. Log in to Data Loader.
  4. Click Update.
  5. Select Price Book (Pricebook2).
  6. Browse for your CSV file.
  7. Click Next and click OK on the pop-up.
  8. Click Create or Edit a Map.
  9. Map the fields appropriately (example: ID, Name, Description, IsActive).
  10. Click OK, then click Next.
  11. Click Finish.
  12. On the warning pop-up, select Yes to proceed.
Knowledge-artikkelnummer

000382626

 
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Salesforce Help | Article