You might have multiple products and multiple price books that you want to perform a bulk update on. This may seem quite daunting at first, especially if you’ve taken a look at the standard Salesforce Data Loader.
In the video, we show how to use DataLoader.IO to simplify this task and perform a salesforce bulk update on pricebook entries. Then, further below there’s a step-by-step guide to take you through the process of exporting/important.
It’s worth mentioning that you can use dataloader.io to export/import/update up to 10,000 records per month free of charge. If you need to update more than this number of records, then you’ll need to subscribe.
Head to new task and export the Price Book Entries.
Specify fields to export from the Price Book Entry (Remember to select the Price Book Entry ID – This is the field used to perform the update).
Once you run the export, DataLoader.IO will connect to your Salesforce Org and query the price book entries, exporting them into a CSV file for you to update. The file will display multiple price books such as retail price book or standard price book.
After the changes have been made on the file, save as a CSV and create a new import task in DataLoader.IO.
Hit ‘run’ after choosing the relative information in the update process and this will do an update operation on all of the price book entries in Salesforce.
Keep In Mind…
Whilst manipulating any of the information in the CSV file, it’s key to always keep the ‘price book entry ID’ column in there.
If you’re using multiple price books and you’ve got the ‘Use Standard Price’ selected on some of those price book entries – when you perform the update it may fail on those price book entries because it’s connected to the standard price.
In a scenario where each product has a different price per price book (one for each currency) – Include the ‘currency ISO code’ in the export field.
Filter the export (pre-export) to only include one price book per run – because the export is limited to 1000 rows.