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Price book sharing and product access for sales reps

Key Takeaway

To let only selected reps use selected price books, set the Price Book organization-wide default to No Access and manually share each price book with the right users. Sharing can only widen access.

Price books hold the prices that sales reps use when they add products to opportunities. Two things control who can use a price book: object permissions on the user's profile, and record sharing. Record sharing starts from the organization-wide default for price books. You can widen it with manual shares on individual price books.

Custom price books for different market segments

Custom price books let you offer different prices to different market segments. Many orgs create a separate custom price book for each segment. Each price book has its own sharing, so you can decide which reps can use which prices.

For example, you might create one domestic price book and one international price book. Because each one has its own sharing, you can choose which reps can use the domestic prices and which reps can use the international prices.

Platform Administrator II Study Guide

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Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes

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