Migration of Standard Price and Price Books through Data Loader –

Exercise – Migration of Standard Price and Price Books through Data Loader.

In order to add a product to a price book in Salesforce through the Data Loader, there is a specific sequence that must be followed.

In this process, we will need to assign a standard price and unit price to the PricebookEntry . **Note – For this we need to do the migration 2 times.

Step – 1 First we need to link the Product to Standard Price; for that there are 4 major things which we require –

  • Product2ID – which refers to Product ID
  • PriceBook2 ID – refers to Standard Price Book ID.
  • List Price – referes to the prices associated with products in custom price books.
  • ISACTIVE – should be TRUE – this price is available to products.
  • Name – Product Name which is not required.

** Prepare the excel file given below – (Refer the Screenshot # 1.1)
Excel File
Step -2 Insert the data, and choose Price Book Entry(Pricebook Entry) in Data Loader. Make sure that you need to select the checkbox Show all Salesforce.com Objects.
[Refer the screen shot below]

Screen shot # 1.2
Price Book Entry

Step – 3 Auto match the fields to Columns (Refer screenshot 1.3) and push the data.
Screen shot # 1.3
Auto Map Fields

Step – 4 Once we have associated the Standard Pricebook Entry, now we need to associate the Price Book. For this we need to follow the above mentioned steps, its just we need to change the Pricebook2 ID which will be our Pricebook ID.

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About smattey

Sumit Mattey is the Leader, Cloud Technologist & Evangelist, Husband, Father and Fun Loving person. Currently working as - PROJECT MANAGER, R Systems Int'l Ltd.(Salesforce) Not simply defined by his career, Sumit lives with his family (whom he loves so much). He is an avid movie buff, a big book worm, a lover of food and beverage. While his schedule has not been forgiving as he'd like, he also enjoys doing photography with great outdoors and tries to hunt as often as possible.
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