Thank you so much Brian for this video, I'm brand new to salesforce, and I was looking for a clear explanation about Prices and PriceBooks in SFDC, I'm suscribing :)
I love this video!!!! I have a client who has products, master product GROUP, and product CATEGORY... so I am thinking 🤔 Product = Product, Product Category = Product Category, and perhaps Master Product GROUP = an individual Price Book??? ....
Hi Anna, thanks so much for watching! I would only use different price books if Master Product Group has different prices for the same product. One limitation in Salesforce is that you can only use one price book in an opp, quote, order. You can't mix and match entries from different pricebooks. Another option is to use dependent picklists on the product record. Master Product Group would then have sub Categories. I think that would be easier to maintain too.
Hi Door Doctors. There is already a lookup field from Asset to Product. It might not be on your page layout. I would add that if it's missing. Will this solve your problem?
I'm not sure if you could help me with a SOQL subquery: I need to create a query that gives me results: Opportunity-Product-Quantity-UnitPrice-TotalPrice The problem is that both Opportunity and PricebookEntry are objects that are not related but they do have a relationship through OpportunityLineItem. How could I create multiple queries (Select from..) in one if two objects are not related? Thank you very much!
Hey Villaloving Pastor, I'm not able to write the SOQL query unfortunately, but I do believe there is a hidden field on the Opportunity object with the ID of the pricebook. API name is Pricebook2Id. I hope that helps! developer.salesforce.com/docs/atlas.en-us.sfFieldRef.meta/sfFieldRef/salesforce_field_reference_Opportunity.htm
When you create an opportunity you can choose a price book if you have more than one, but you can only choose one per opportunity. That way the appropriate pricing is automatically loaded when you select products for that opportunity.
Awesome video, straight to the point. I wish they all were like this. Great real-life used cases too!
Appreciate the feedback!
Thank you so much Brian for this video, I'm brand new to salesforce, and I was looking for a clear explanation about Prices and PriceBooks in SFDC, I'm suscribing :)
Thank you very much! Every subscriber helps. So glad you found the explanations helpful.
Wow this was very clear and easy to follow. Thank you.
Thank you for watching! So glad you found it helpful.
salut,
nicely explained,, in only 4 mins
Glad you liked it and found the video valuable. Let us know if there are any other Salesforce topics you're curious about.
@@Rotive can u pls explain how to prepare for certification
We recommend using Salesforce Trailhead - they have a lot of great resources and paths for learning and preparing for their certification exams!
Thanks great simple video! 🙏
Glad it was helpful! Thanks for watching!
You Know That, You Are Too Good
Precise! Thank you.
Glad you found it helpful!
Thank you so much for the amazing video
You are welcome. Let us know if there are any other Salesforce topics you'd like us to cover. And, thank you for watching!
Thanks, very informative
Glad it was helpful!
Great video.....but the text is too small to read even in 1080p....please consider rescaling so that the viewer can clearly see your scree text
Thanks for watching and the feedback! I'll try recording more videos off of my laptop so the text isn't so small on TH-cam.
@@Rotive I appreciate it, man.
I love this video!!!! I have a client who has products, master product GROUP, and product CATEGORY... so I am thinking 🤔 Product = Product, Product Category = Product Category, and perhaps Master Product GROUP = an individual Price Book??? ....
Hi Anna, thanks so much for watching! I would only use different price books if Master Product Group has different prices for the same product. One limitation in Salesforce is that you can only use one price book in an opp, quote, order. You can't mix and match entries from different pricebooks. Another option is to use dependent picklists on the product record. Master Product Group would then have sub Categories. I think that would be easier to maintain too.
Hello, Can you add products to assets? So the asset is the parent and the product is the child?
Hi Door Doctors. There is already a lookup field from Asset to Product. It might not be on your page layout. I would add that if it's missing. Will this solve your problem?
how i can make my new price book as standard price book
I'm not sure if you could help me with a SOQL subquery:
I need to create a query that gives me results:
Opportunity-Product-Quantity-UnitPrice-TotalPrice
The problem is that both Opportunity and PricebookEntry are objects that are not related but they do have a relationship through OpportunityLineItem.
How could I create multiple queries (Select from..) in one if two objects are not related?
Thank you very much!
Hey Villaloving Pastor, I'm not able to write the SOQL query unfortunately, but I do believe there is a hidden field on the Opportunity object with the ID of the pricebook. API name is Pricebook2Id. I hope that helps!
developer.salesforce.com/docs/atlas.en-us.sfFieldRef.meta/sfFieldRef/salesforce_field_reference_Opportunity.htm
Thanks. 🙏
You’re welcome 😊
yeah it should be synced with opportunity can you please explain in detail about that
When you create an opportunity you can choose a price book if you have more than one, but you can only choose one per opportunity. That way the appropriate pricing is automatically loaded when you select products for that opportunity.
Finally, opportunity can use only one pricebook. Now it makes some sense.
Yep! It's easy once you know.
I didn't understand 😢