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Salesforce Products, Price Books, and Price Book Entries

79 ratings | 14374 views
Learn about Salesforce Products, Price Books, and Price Book Entry objects in this Salesforce training video for beginners, administrators, and developers. We'll explain their definitions, functionality, and their relationships to each other, and show you how to upload pricing data correctly in these objects. https://www.eidebailly.com/technology https://www.eidebailly.com/salesforce https://technologyconsulting.eidebailly.com/blog/ Content in this video was originated by Kyazma Business Consulting who joined Eide Bailly on August 3, 2015.
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Text Comments (5)
S S (1 month ago)
I have a design situation where fields and values as mentioned below, Batch Type --> Course type --> Class Type --> Class A --> B --> C --> D A --> B --> C --> E A --> B --> C --> F A --> B --> C --> G A --> B --> C --> H A --> B --> C --> I A --> B --> C --> J K --> L --> M --> N K --> L --> M --> O K --> L --> M --> P K --> L --> M --> Q K --> L --> M --> R K --> L --> M --> S K --> L --> M --> T I want a Contact to be assigned a Batch Type, Course Type & Class Type. Based on that would like to know what all Class value are possible for that. Also, there must at least be a case a created for each class with status as "New". There may be additional new cases created for each of the Class. I am planning to use a Product object to have the Batch Type, Course type, Class Type, and Class fields. This would ensure to list out all the class that a contact must complete even without the case records. Is this a good choice? Also, I want to report for each contact how many class has been assigned, how many are not started/new, in-progress and completed. I am planning to create a report using the contact and product object. Any additional constructive suggestions please? Also, its possible that an employee may be assigned to different Batch Type, Course Type & Class Type. Based on that new cases must be created for the corresponding classes. I would like to retain the status of case classes for earlier batch type. What would be the best way to achieve it?
Josué Goge (9 months ago)
Thank you!
Laura Nash (10 months ago)
I had so much trouble wrapping these concepts around my mind until this video. Thank you for explaining them so well! Putting the schema builder visio definitely helped me conceptualize this information. I had to use Closed Captioning on this video to fully understand the text, but content was incredibly useful.
B H (1 year ago)
Thank you!
Pratima (1 year ago)
Thank you for sharing this.

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