What is Price Lock for Salesforce Products and Why is it Useful
Price Lock for Salesforce Products (also known as Product Price Lock) allows you to specify that an individual product’s price may not be changed or discounted within the FlexPricer interface.
When you have specific products that you just don’t want to discount because either they’re already low-margin or they are absolutely fixed price, use Product Price Lock to prevent a sales user from making any changes to the product.
Even when Target Discounted Total is used to discount multiple line items, those products that are price locked will not change. To price lock a product in FlexPricer, all you need to do is check the Price Lock checkbox on the Product record. Job done!
Use Product Price Lock to preserve margin on those products that just shouldn’t be discounted, without the need to place complex validation rules or automations that only fire AFTER you try to make a change.
How to Setup Price Lock for Salesforce Products
- Go to Setup > Search (type Product) > Product > Page Layouts > Edit
- Under the appropriate Product Page Layout add the ‘Price Lock’ field
- Click Save and Yes to override users’ customisations.
Price Lock is a checkbox field. You can use workflows, process builder and apex to set and unset the field programmatically. Price Lock is applied whenever a new opportunity product or quote line item is added that has Price Lock checkbox checked.