Once Sales Reps create a new Opportunity, the next step is to add Price book and products to it. Products are physical goods or services that you sell to customers. Your Sales reps can use products to generate sales quotes, contracts or orders. Price Book is a catalog in which regular selling price of products is listed. Price books are used for selling products at different prices based on geography, volume, government contracts, not-for-profit clients, strategic clients etc.
In Salesforce, one product can be associated with multiple Price Books, and one Price Book can have multiple products. Yes! You are right! This calls for a Junction object. And, lo and behold, we have one known as Price Book Entry! Price Book Entry is a junction object between Product and Price Book, as shown in the following screenshot:
This blog is a sequel to my previous blog – Getting Started with Process Builder – Part 14 (Automatically assign Pricebook based on Opportunity Record Type). In the previous blog, I discussed how to automatically assign price book based on the Opportunity record type. I received tons of requests to write another blog about how to add few default products to the new opportunity.
