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Solution: 5654 How Do I Modify Existing Price Books Data Via Appexchange Data Loader? This Solution Is Applicable If

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Esteban Meneses
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8 views

Solution: 5654 How Do I Modify Existing Price Books Data Via Appexchange Data Loader? This Solution Is Applicable If

Uploaded by

Esteban Meneses
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Solution: 5654

How do I modify existing Price Books data via AppExchange Data Loader?

This solution is applicable if:


-You have already loaded Products into the “Products2” Table (via another solution) and
simply need to change which Price Books in which they appear in.
-You have products in one Price Book and now want them in other Price Books.
-You have products in listed in one currency in one Price Book and now want to add these
products in other currencies to one or many Price Books.

Step 1 – EXPORT the “Price Book Entry” Table


To give us a file to work with your existing data you will need to export this table.

1. Open the AppExchange Data Loader


2. Export the “Price Book Entry” table
3. Include all fields except: Id, Created Date, Created By ID, Last Modified Date,
Last Modified By, System Mod Stamp, Product Code or Product Name. These
fields are not map-able in the next steps.

NOTE: You will not need “Id” because you will be INSERTING new entries in the
Price Book Entry table.

NOTE: You can export “Name”, to help you work with the file preparation but this
field will not be map-able in the Price Book Entry table.

Step 2 – PREPARE file for Standard Price Book


Take the file from Step 1 and modify it to reflect changes to the Standard Price Book.
(See attached sample file: “Price Book Entry_Template _Step2.xls”)

NOTE: Any new entrees made in a custom Price Book will first need to be made in
the Standard Price Book, so this step needs to be followed.

1. Identify existing data in the Standard Price Book


a. Open and Sort the “Price Book Entry” export file (from Step 1) by the
“Price Book2ID” column.

NOTE: To find what “Pricebook2ID” relates to which “Price Book Name” quickly
export the “Pricebook2” table via the AppExchange Data Loader. This will show you
the names and ids together.

b. Identify Standard Price Book data


c. Delete non Standard Price Book data
d. Save As to keep both files
2. Modify other columns to contain desired changes to the Standard Price Book:
a. PriceBook2ID: Standard Price Book ID
b. Product2ID: do not modify
c. CurrencyIsoCode: modify if necessary
d. Unit Price: modify if necessary (this is the List Price/Standard Price field
for the product)
e. UseStandardPrice: this indicates whether to use the price from Standard
Price Book or not.
i. FALSE (only option for Standard Price Book)
ii. TRUE (is not an option because “Use Standard Price” field is not
available in the Standard Price Book)
f. IsActive: TRUE (must be TRUE to insert – this can be changed to FALSE
after Step 5 is complete)

Step 3 - INSERT into “Price Book Entry” Table


To add new entries into the Standard Price Book

1. Open AppExchange Data Loader


2. Insert to “Price Book Entry” table
3. Save success and error files in a folder for this project

Step 4 – PREPARE file for custom Price Book


Take the file from Step 1 and modify it to reflect changes to the custom Price Book.

1. Identify existing data in the Standard Price Book


a. Open and Sort the original “Price Book Entry” export file (from Step 1) by
the “Price Book2ID” column.

NOTE: To find what “Pricebook2ID” relates to which “Price Book Name” quickly
export the “Pricebook2” table via the AppExchange Data Loader. This will show you
the names and ids together.

b. Identify custom Price Book data


c. Delete all other Price Book data
d. Save As to keep both files

2. Modify the file to contain desired changes to the custom Price Book:
a. PriceBook2ID: custom Price Book ID
b. Product2ID: do not modify
c. CurrencyIsoCode: modify if necessary
d. Unit Price: modify if necessary (this is the List Price/Standard Price field
for the product)
e. UseStandardPrice: this indicates whether to use the price from Standard
Price Book or not.
i. FALSE (this choice means you will use the Unit Price from the
custom Price Book and NOT the Unit Price from the Standard
Price Book)
ii. TRUE (this option only works if this Product has been added to the
Standard Price Book. This choice will use the Unit Price from the
Standard Price Book)
f. IsActive: TRUE

Step 5 - INSERT into “Price Book Entry” Table


To add new entries into the custom Price Book
MAKE SURE your Custom Price Books are Active in SFDC.

1. Open AppExchange Data Loader


2. Insert to “Price Book Entry” table
3. Save success and error files in a folder for this project

Step 6 (optional)
If you only want the Products that are not in the Standard Price Book available for
selection as a line item, you must deactivate the Price Book Entry where the
“Pricebook2ID” is the Standard Price Book.

INACTIVATE Standard Products in Standard Price Book

1. Take the original file from Standard Price Book Entry insert in Step 3b
2. Change the values in “IsActive” from TRUE to FALSE
3. Map only the “PriceBooks2ID” and “IsActive” fields
4. UPDATE “Price Book Entry” Table

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