Guidelines for Sharing Price Books

If you’re an admin or a user with the “Edit” permission on price books, you can extend sharing of a price book to more users. However, you can’t change the sharing model to make it more restrictive than the default.

To view and manage sharing details, click Sharing on the price book detail page. The sharing detail page lists the users, groups, roles, and territories that have sharing access to the price book. On this page, you can do any of the following.

• To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom views.
• To edit or delete any view that you created, select it from the View drop-down list, and then click Edit.
• To grant access to the record for other users, groups, roles, or territories, click Add.
• For manual sharing rules that you created, click Edit or Del next to an item in the list to edit or delete the access level.

Does your sales team want to see prices on the product detail page? If your organization-wide default for price books is “No Access,” you can give your entire organization “View Only” access to your standard price book.