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Maica uses native Opportunity Products
which require a Price Book
to be associated with the Opportunity
. Price Books
determine what pricing to use for a particular Product
for a given time period which will eliminate the need to re-create the product catalogue each time there is a change in pricing.
More information on Salesforce Products
and Price Books
can be found by clicking here.
To associate a`Price Book` with a Salesforce Opportunity
, follow the steps outlined below:
Open (or create) a new
Opportunity
of typeService Agreement
(as shown below)
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Once created or selected, click the
Choose Price Book
button and select the relevantPrice Book
(as shown below)

This will set the Price Book
for the given Opportunity
and all associated Opportunity Products
will be priced in accordance to the selected Price Book
.
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