Managing Multiple Price Books Access in the Same Deal through Sharing in Salesforce
Are you still struggling with one Price Book per Opportunity/Quote/Order/Service Contract/Work Order in Salesforce? With BoonPlus Easy Pricing Apps, you're allowed to use multiple Price Books in the same Deal, and with the latest release of the Apps, you can now manage multiple Price Books Access through Sharing.
First of all, if you're one of the Salesforce users who has "VOTE UP" the ideas below, as you can see in the screenshot, these ideas are still OPEN.
On September 9, 2019, as I showcased a solution to those ideas in this article and video, Salesforce user is allowed to use Multiple Price Books in a Single Opportunity through the Easy Pricing App.
Today, I am happy to announce the "Price Book Sharing" feature is officially supported in all Easy Pricing Apps. For those of you who have followed the previous article and configured the Multiple Price Books for Easy Pricing, adding the "Price Book Sharing" to your existing configuration is very straightforward, below are the steps for you to follow...
#1 Upgrade your Easy Pricing Apps to the latest release
#2 Setup -> Security -> Sharing Settings -> Price Book -> No Access
#3 Setup -> Users -> Profiles -> Select a Profile -> Object Settings -> Price Books -> Object Permissions -> Enable the "Read" Permission & Disable the "Edit" Permission
(Notes: The "Edit" Permission might be enabled in your current setup, disabling the "Edit" Permission will also disable the "AutoComplete" and "Product Name Lookup" Add Product feature in the Easy Pricing App. But in order to use the "Price Book Sharing" feature, the "Edit" permission must be disabled)
#4 Switch to Salesforce Classic -> Price Books -> Open a Price Book -> Sharing -> Add -> Grant access to individual users, personal or public groups, users in a particular role or users in a particular role plus all of the users in roles below that role
#5 Switch to Lightning Experience -> App Launcher -> Price Books -> Open the Standard Price Book -> Copy the Standard Price Book ID from the URL
(Notes: If you don't want your end users to accidentally select a Product from the Standard Price Book in Easy Pricing, uncheck the "Active" checkbox)
#6 App Launcher -> Easy Pricing for Opportunity -> Step 3.1 -> Configure Easy Pricing -> Manage -> New or Edit the "Easy Pricing Configuration" Custom Settings -> Paste the Standard Price Book ID to the "All-Default Price Book ID" field and check the "All-Show Price Book Picklist Field" checkbox
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And That's ALL.
Below is the result of my test case...
User "Sales Rep" is granted with access to the "HW Price Book" and "PS Price Book".
In the out of box Salesforce "Choose Price Book" window, the user will have to choose one Price Book and one Price Book only before he/she can Add Product.
In the Easy Pricing App, the Price Book is defaulted to the "Standard Price Book", and the user can Add Product from any Price Book that he/she has access to.
(Notes: If the Price Book of your deal is not the "Standard Price Book", click on the "Choose Price Book" button, select "--None--" from the Price Book Name picklist and save)
The benefit of having the Price Book as a picklist for your deal is obvious, on top of that, Easy Pricing has the picklist dependencies built-in, i.e. the Product Family picklist follows the Price Book you selected, and the Product and Product Code picklists follow the Price Book and/or Product Family you selected. All in all, you could have up to 1000,000,000 products (1000 Price Books x 1000 Product Families x 1000 Products/Product Codes) to choose from, and it only takes three picklists to pinpoint the exact product that you are looking for, how great is that!
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About the Author:
I am a Tableau CRM Analytics Ambassador, a Salesforce Certified Application Architect and a LinkedIn blogger. Please follow me Paul Liu on LinkedIn if you are interested in reading my future blogs about Salesforce and CRM Analytics. I also have published 17 apps on the Salesforce AppExchange including five "Five Stars" Apps for Opportunities, Orders and Quotes.
And two "Five Stars" Apps for CRM Analytics.
Director of Customer Success
3 年Very nice Paul.