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Sandrine Price book & Products | changing Pricebook , Prompts to loose the old products
Hello,
I have added a new Price book with 30 Products in it.
For the exsisting opportunities, there already exsist old products from old Price books.
I want to choose new price book for the opportunity and at the same time i also want to keep the old products, How is it possible ?
I have added a new Price book with 30 Products in it.
For the exsisting opportunities, there already exsist old products from old Price books.
I want to choose new price book for the opportunity and at the same time i also want to keep the old products, How is it possible ?
Looks like this can be done using Flow:
https://github.com/DouglasCAyers/sfdc-change-opportunity-pricebook-flow
Other option would be to export the line items via Data Loader then reimport:
http://help.salesforce.com/HTViewSolution?id=000212365