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Associate products to standard and custom Price Books with Data Loader

Data pubblicazione: Apr 21, 2026
Descrizione

In Agentforce Sales, formerly known as Sales Cloud, Data Loader can be used to associate a Product and a Price Book by inserting new records in the Price Book Entry (PricebookEntry) object. 

Note: Products must first be associated to the standard Price Book before you can associate them to a custom Price Book. 

Risoluzione

In this article we are going to learn how to relate multiple products into standard and custom Price Books with Data Loader by following the steps shared below.

Prepare a CSV file

Before you can insert into Price Book Entry, prepare a .csv file that includes at least the following columns: 

  • Product2ID - This is the ID of the product to be associated to the Price Book. Product ID starts with '01t'. To get the Product ID you can use Data Loader to export Product (Product2).
  • Pricebook2ID - This is the ID of the Price Book where you will associate the product to. Price Book ID starts with '01s'. To get the Price Book ID you can use Data Loader to export "Price Book (Pricebook2)."
  • UnitPrice - This is the price of your product. Pricing of the product can be different from one Price Book to the other.
  • IsActive - The value for this column should be "TRUE."
  • CurrencyISOCode - This is only for organizations who uses multicurrency, if not enabled you can disregard this column.
 

Insert Price Book Entry

Once done with the .csv file, follow the process below:

  1. Using Data Loader, click Insert then under the list of Salesforce object select Price Book Entry (PricebookEntry).
  2. Browse for the .csv file prepared for the import.
  3. Map the fields accordingly.
  4. Browse for success and error file location.
     
Numero articolo Knowledge

000383752

 
Caricamento
Salesforce Help | Article