Price books
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
Price books hold list prices, commission rates, tax rates, and floor prices. Several price books can be active-you might use one default, time-bound books, or account-specific books.
Create a New Price Book
Section titled “Create a New Price Book”- From the App Launcher, select Price Books.
- Select New and enter a name and description.
- Set whether the price book is active and whether it should be the default for new orders.
Add a Product to a Price Book
Section titled “Add a Product to a Price Book”- From a product record, open the Related tab.
- Scroll to Price Books.
- Click Add to Price Book or Add Standard Price.
- Enter List Price (sell price), Floor Price (minimum after discounts), and Sales Commission Percent as required.
- Click Save.
Assigning a Price Book to an Account
Section titled “Assigning a Price Book to an Account”To bypass the default price book for a specific customer, set it on the account.
- Open the customer account.
- Click Edit and select Default Price Book.
- Click Save.
New orders for that account use the customer’s price book until you change it again.