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Sunday, September 10, 2017

Salesforce: Mass Upload Products

Almost two years ago, we wrote a blog related to Product in Salesforce, continue with another blog to assign Product to Price Book, and on adding Product to Opportunity.

In this blog, we will share about step by step to add Product to existing Price Book.

1. Add New Product 
From Lightning, select Products tab. If you do not see Product tab, use following URL and parameters: one/one.app?source=aloha#/sObject/Product2/list?filterName=Recent
Enter all information for product and make sure Active is ticked.



2. Add Product to Standard Price Book
  • Open the product created. 
  • Click Related tab.
  • Looks for Price Book, then click "Add Standard Price" button. By default, Standard Price Book is selected. In many cases, we do not use Standard Price Book, so you may just select other price books at this window, but you will get error message No standard price defined for this product, this is because we need to have the standard price for the product, even we do not use it.
  • Select Standard Price Book, if you have multi-currency enabled, make sure to select correct Currency, also make sure Active is ticked.
  • Click Save button.


3. Add Product to real Price Book
  • From the screenshot in step 2, once Standard Price Book is added, you will see 'Add to Price Book' button. 
  • Select the Price Book and Currency.
  • If you need to add into multiple currencies, you need to repeat step 2 above multiple times.
  • Enter the List Price of the Product for that Price Book.
  • Click Save button.


Mass Upload Products
If you need to load many products, manual steps as above are not efficient. The solution is the use Data Loader to mass load the products and assigned to the relevant price book. 

The step using Data Loader are similars with manual steps as above:
1. Load products to Product2 object.
2. Assign product to Standard Price Book, get Standard PriceBookId for PricebookEntry object.
3. Assign product to real Price Book, get the real PriceBookId for PricebookEntry object.



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