How to Set Up Price Books in Salesforce

In today’s video, we’re going to show you how to Set Up Price Books in Salesforce. Price books are a collection of products, each with their own set of prices. Price books can help you easily set up different pricing models for different aspects of your business. To set up price books in Salesforce, follow these steps: 

1. In the App Launcher, type and select Price Books.
2. Select New. 
3. Enter a name for your price book, as well as a description. 
4. Check ‘Active’ to make it available right away. Additionally, if you want this price book to be the default, select ‘Is Standard Price Book.’
5. Select Save. The new price book will appear on the screen. Now, switch over to the Related tab and select ‘Add Product.’ 
6. Select the Product(s) you want to include in this price book, then select Next. 
7. For each product, enter the list price that should appear for this price book. 
8. When finished, select Save. If you marked your price book as Active, your sales reps will be able to start selling these products under this price book right away. 

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