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Lauren_HLauren_H 

Trigger to set pricebook on opportunity

This trigger I would think would be really easy, but I'm struggling, and new to triggers. How would I write a trigger to set the standard price book on every opportunity? 

Best Answer chosen by Admin (Salesforce Developers) 
k_bentsenk_bentsen

A much simpler trigger will do what you're looking for:

 

trigger InsertPriceBookTrigger on Opportunity (before insert) { 

 List<Pricebook2> stdPBL =  [select id from Pricebook2 where IsStandard = TRUE];

 if(!stdPBL.isEmpty()){

  for(Opportunity o: Trigger.new)

   o.PriceBook2Id = stdPBL[0].id;

  }

}

All Answers

Subhani PSubhani P

Hi Lauren,

 

Check the following link

 

http://salesforce.stackexchange.com/questions/7935/is-it-possible-to-default-a-pricebook-based-on-the-recordtype

 

 

If this post is helpful please throw Kudos.If this post solves your problem kindly mark it as solution.

Thanks,
Subhani,
Salesforce Certified Developer,
www.mydbsync.com

Lauren_HLauren_H

I did see that post, but wasn't quite the answer I'm looking for. I'm trying to modify this one: We are only using one pricebook for all record types, so if I remove all that information, it should work correct?

 

trigger InsertPriceBookTrigger on Opportunity (before insert) { 
list<string> lstPricebookName = new list<string> (); 
lstPricebookName.add('Sales Price book'); 
lstPricebookName.add('Service Price book'); 
Ilist<Pricebook2 > lstPricebook = [select id from Pricebook2 where Name IN:lstPricebookName and isActive='true']; 
map<Name,ID> mapPricebook = new map<Name,id>(); 
if(lstPricebook!=null && lstPricebook .size()>0){ 
for(Pricebook2 objprice:lstPricebook){ 
mapPricebook.put(objprice.Name,objprice.id); 


For(Opportunity Opp : Trigger.New ){ 
if(Opp.recordType.Name='Sales') 
if(mapPricebook!=null && mapPricebook.get('Sales Price Book')!=null) 
Opp.PriceBook2Id = mapPricebook.get('Sales Price Book'); 
else if(Opp.recordType.Name='Service'){ 
if(mapPricebook!=null && mapPricebook.get('service Price Book')!=null) 
Opp.PriceBook2Id = mapPricebook.get('service Price Book'); 



}

 

k_bentsenk_bentsen

A much simpler trigger will do what you're looking for:

 

trigger InsertPriceBookTrigger on Opportunity (before insert) { 

 List<Pricebook2> stdPBL =  [select id from Pricebook2 where IsStandard = TRUE];

 if(!stdPBL.isEmpty()){

  for(Opportunity o: Trigger.new)

   o.PriceBook2Id = stdPBL[0].id;

  }

}

This was selected as the best answer