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sparky
default to a price book based on Account?
Is it possible to default which Price Book is selected for a new Opportunity, based on data contained in the Account?
Specifically, my client has members and non-members, who get different prices on stuff. The simple method for pricing would be to have a member and a non-member price book, each containing the same Products but with different prices.
The default behavior seems to be that the user must choose, every time, which PB to use. Once it's selected for an Opp, it stays selected, but it must be chosen manually for every new Opp.
I'd like to know if it's possible to make this happen automatically, either within native Salesforce or via AJAX API.
Thanks!
M.
Specifically, my client has members and non-members, who get different prices on stuff. The simple method for pricing would be to have a member and a non-member price book, each containing the same Products but with different prices.
The default behavior seems to be that the user must choose, every time, which PB to use. Once it's selected for an Opp, it stays selected, but it must be chosen manually for every new Opp.
I'd like to know if it's possible to make this happen automatically, either within native Salesforce or via AJAX API.
Thanks!
M.
Jashugan
This is a repeat of this thread.