Assigning the Default Pricebook
A Pricebook is the standard Salesforce version of a price list, or container of products and pricing. In CPQ, we use the Price List object as the pricing container. Standard Salesforce synchronization requires that a Salesforce Pricebook is assigned to the Opportunity to enable synchronization between Quote and Opportunity. The Pricebook may be assigned to the Opportunity manually or automatically using a trigger. In either case, the Standard Price Book should be used.
To assign a default pricebook
You must have an existing Quote/Proposal created from an Opportunity.
- Go to the Opportunities tab and select an existing opportunity.
- Scroll down to the Products related list, and click Choose Price Book.
- From the Price Book picklist, select Standard Price Book.
- Click Save.
A standard price book is assigned to the opportunity. Go to the Quote/Proposal and make it Primary.
