Faster Salesforce Price Book Updates

00:06hello and welcome to our demo of the alternative Salesforce product and price booked updater and I'm Chad Smith so your challenge right now if finance gives you a list of hundreds of products to update that are in several different price books and different currencies it's an incredibly difficult challenge to do in Salesforce with the native tools you have to export your your current data to excel you have to match up with what's coming in from finance with vlookups between the product object and Salesforce the price book object in Salesforce in the price book entry object in Salesforce worry about currency codes and all that load it back in via the data loader and then really just hope for the best so we have here is a better solution to the challenge that you have now and as we demonstrate this better way I think a fun scenario here will be cupcakes so

01:06we're pretending that we own a cupcake business and 2013 was a banner year and 2014 is going to be even more exciting so we have new products that we need to add into Salesforce for our retail sales which is our just our standard price book and then we're opening up a new wholesale market in the u.s. us with special pricing and even a new wholesale market in Europe with pricing in Euros so we have all of this data in csv files or excel files or from finance with the product name in the description and then the new price and we need to get all of that into Salesforce in time for the new year all right so let's take a tour of the Salesforce product update utility here the first thing that we give you the option of doing is to do a product limbs which is going to remove any products that are not associated with the price book I talk about a lot of people that have been trying to upload products and price book entries and all that something to end up with these products that aren't associate with the price book maybe many thousands of them so this by clicking the remove products or remove all those from the system good warning here for this whole operation is from there's no undo available so

02:27it's a good idea to make a complete backup up your Salesforce view the data export prior to doing any mass deletions or updates etc just so you have a backup so right now we just have a few products that we're selling actually just three here and so the file that we've been provided is going to write with three files one to add and update some products that are in our standard price book that we sell it retail and then to wholesale price books one for the US and one for Europe so let's go ahead and upload our US standard products and prices so just to give you an idea that file is going to have the product name what the description is and then our new price and after we do the upload you'll see we now have data in our data update queue and so you can see how Salesforce's parts the data and what's going to be coming in we also have only care to a report that'll be useful at many different steps but you can always run this and see everything

03:46that's currently in the queue and right now they don't have a status because we haven't yet processed the records so that processing is really the second step I need to tell Salesforce what price book I'm going to be looking at and what currency so standard price book US currency and i'll go ahead and process the records so each of the lines in your incoming file is products or is going to be processed and Salesforce is going to assign a status to them so in this case the product and the price book need to be added so we don't have our chocolate salted peanut buttery caramel crunch product in there yet if i scroll down here you'll see the three products that we currently have just need to be updated so the prices for those for 450 and 450 the reason there is even a hyperlink here if you want to take a look at that product as it exists

04:42now in Salesforce and you can see it just has a standard price of two dollars so let's go ahead and scroll up and let's go ahead and tell Salesforce to insert all of our new products I mean that's going to add these products to Salesforce as well as the corresponding price book entry and if we scroll down you'll see we only have three records our data queue because all those new products have automatically been added let's take a look at our products here and I'll just do a refresh and you can see these new products that we just added along with their standard price alright so now we just have a few records left to take care of those where the product and the price book entry are going to be updated so let's take a look at one of those here so we can make sure that the price is actually changed so it's two dollars now and if we go ahead and update the products in the price book entries

05:53it's going to be a process via an apex job and if you want you can wait for an email to come in that tells you that it's done you can also use this link here to monitor the job since we don't really have that many records it's actually finished very quickly here and we can see in our email that this has been completed and if i refresh this product page price is now four dollars so we are done with our standard retail products and if I go ahead and just click back on product update there that'll refresh the page and you can see the data is all out of the queue so let's go ahead and take care of us wholesale upload that file scroll down take a look at it make sure that looks good and it does so this is going to be the wholesale US currency of US dollars let's go ahead process the records and you'll see in all these cases we just have one status the product is going to be updated and

07:15we're going to add the new price book entry for us wholesale and you can see the prices here for these are much much easier everything's just three dollars alright so that's kind of the really lasts is we're an update the products and add the new price book entries since we don't need to add any products we don't need to add any products and update their corresponding price book entries because you're all going to our new price book just choose this last one here and again we can monitor this via the apex job if we'd like all right there it is and we also got the email letting us know that it was done then let's go ahead and take a look at a product here and we can see that it's been updated to the US wholesale price so nothing you need to do a kind of last but not least right go and refresh the page get rid of that message is process your European wholesale prices and

08:34that's going to be 0 euro process those and then go ahead and run your update again thank you for watching so just to recap here so we give you a tool that you allows you to update Salesforce products and prices easily we do support multi currency in multiple price books this lets you avoid errors caused by multiple exports imports inserts updates etc that in the pain associated with all Excel manipulation and vlookup see we have to do normally to update products and price book entries also some customization is available so we can change this around a bit so that it matches on a field other than product name and you can also update more than just the product description on imports if you wish thank you hope you enjoyed