• Skip to primary navigation
  • Skip to main content
Garvens Consulting

Garvens Consulting

Trust the beard.

  • Home
  • Blog
  • Show Search
Hide Search

Salesforce Deep Dive: Products, Price Books, and Price Book Entries

John Garvens · December 1, 2023 ·

Contents

  • 00:00 Introduction
  • 01:55 Deep Dive: Products, Price Books & Price Book Entries
  • 03:55 Why do companies start using products, price books, and price book entries?
  • 04:50 How do products, price books, and price book entries relate to one another?
  • 08:50 Do I need to use products, price books, and price book entries to use Salesforce CPQ?
  • 10:10 How do opportunity products fit into the data model?
  • 12:22 What are price books?
  • 13:30 A simple example using products, price books, and price book entries
  • 20:25 Now, with two currencies
  • 22:10 Now, with two price books
  • 25:28 An extreme example from an enterprise manufacturing client
  • 27:15 What is the difference between a price book and a price book entry?
  • 28:00 What are common mistakes with products, price books, and price book entries?
  • 30:00 What is an opportunity product?
  • 31:00 How many price books should I create?
  • 32:25 What about customer-specific price books for special customers?
  • 35:52 What other scenarios potentially require multiple price books?
  • 36:40 How many price books can I use on an opportunity and quote?
  • 39:10 Should I consolidate products, price books, and price book entries?

Office Hours Salesforce Revenue Cloud

Work with Garvens Consulting









Garvens Consulting

Copyright © 2025 Garvens Consulting • Website by Garvens Media