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SandrineSandrine 

Price Books | Products | Data import

Hello,

I have a Excel sheet with many Product detail in them.
I want to create a new Price book which consist of these Products.

I have seen few links explaining the same..

I want to know more info for below things..
1) Automatically upload the Excel sheet in to Products or somewhere
2) Associate the specific products to the newly created pric book..

Thank you for suggestions !
Best Answer chosen by Sandrine
Raja Bipin Chandra  M BRaja Bipin Chandra M B
Hey Sandrine,

Step a:
  1. Insert the product in the Product2 table
Step b:
  1. If you are using different CURRENCY CODE's for different territories, export all the CURRENCY CODE's from PRICEBOOK2 table to associate Product  Prices in different Currencies/Territory. ( You will need PRICEBOOK2ID for the future steps)
​Step c:
Populate the following required columns along with others as necessary in PRICEBOOKENTRY Table .(Check all Salesforce Objects if you are using Data Loader)
  1. Product2ID: Use the “ID” from the “Product2” success file from Step a
  2. PriceBook2ID: get the Standard Price Book ID from file created in Step b
  3. CurrencyIsoCode: (only for multi currency orgs) use SFDC currency symbol
  4. Unit Price: this is the List Price/Standard Price field for the product
  5. UseStandardPrice: Select (YES) if you want to insert as Standard Price and NO as Custome Price
  6. IsActive: TRUE (must be TRUE to refer the current price )
​Insert the data into PRICEBOOKENTRY table

And, if you want to automate this process you have to use some an ETL tool ( like JitterBit or Informatica) or run Apex Data Loader using scheduler.

Good Luck,
Raja


 

All Answers

Raja Bipin Chandra  M BRaja Bipin Chandra M B
Hey Sandrine,

Please follow the PDF in the below link. ( Click Check out our Handy guide) That should solve your problem. 

https://help.salesforce.com/HTViewSolution?id=000025289

If it answers your questions please mark as closed.

Thanks,
Raja
SandrineSandrine
This is bit consusing...
ICan you give me siùmple steps for my above scenario..
thanks
Raja Bipin Chandra  M BRaja Bipin Chandra M B
Hey Sandrine,

Step a:
  1. Insert the product in the Product2 table
Step b:
  1. If you are using different CURRENCY CODE's for different territories, export all the CURRENCY CODE's from PRICEBOOK2 table to associate Product  Prices in different Currencies/Territory. ( You will need PRICEBOOK2ID for the future steps)
​Step c:
Populate the following required columns along with others as necessary in PRICEBOOKENTRY Table .(Check all Salesforce Objects if you are using Data Loader)
  1. Product2ID: Use the “ID” from the “Product2” success file from Step a
  2. PriceBook2ID: get the Standard Price Book ID from file created in Step b
  3. CurrencyIsoCode: (only for multi currency orgs) use SFDC currency symbol
  4. Unit Price: this is the List Price/Standard Price field for the product
  5. UseStandardPrice: Select (YES) if you want to insert as Standard Price and NO as Custome Price
  6. IsActive: TRUE (must be TRUE to refer the current price )
​Insert the data into PRICEBOOKENTRY table

And, if you want to automate this process you have to use some an ETL tool ( like JitterBit or Informatica) or run Apex Data Loader using scheduler.

Good Luck,
Raja


 
This was selected as the best answer