DriveWorks Pro 16: Create A New Price Book Entry In SalesForce [send feedback...]

Create A New Price Book Entry In SalesForce

This Specification Macro Task creates a New Price Book Entry in SalesForce.

Properties

Property NameDescription
TitleChanges the Title (not the name) of the Task.
ActiveCreate this as an active product (TRUE/FALSE).
Unit priceThis is the Unit Price of the product for this Price Book.
Product IDThis is the ID of the Product, as text.
Price Book IDThis is the ID of the Price Book, as text.
Standard Price Book IDThis is the ID of the Standard Price Book, as text.
Custom Data

Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (Optional).

For custom fields that you have created in SalesForce you need to append the end of the field name with two _s and a c like so '__c'

Return ConstantThe name of the Constant that the new Account ID will be posted to.

Example

When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.

Property NameExample RuleExample ResultMeaning
ActiveTRUETRUETRUE to add an active Product. FALSE will not be active.
Unit Price600600This is the Unit price for the Product you are adding to the specified Price Book.
Product IDProductIdReturn01t1t000000NN22AAGThis is the Product ID for the Product you want to add to the Price Book
Price Book IDPriceBookIdReturn01s1t000001LmVlAAKThis is the Price Book ID for the Price Book you wish to add the entry to.
Standard Price Book IDStandardPriceBookReturn01s1t000001LNYIAA4This is the ID of the Standard Price Book.
Custom Data"DateAdded__c="&Text(Date(),"yyy-mm-dd")DateAdded__c=2018/08/31

This will populate the custom field DateAdded with the Current date.

If you are using a custom field that you have added in SalesForce make sure you follow the field name with two _s followed by c like the example above.

Return Constant"DWConstantNewPriceBookEntryReport"DWConstantNewPriceBookEntryReportThis is the name of the Constant that will be reported to with the New Price Book Entry ID.

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