Your sales reps can now add or change a price book for an opportunity while on the go. Because the Price Book field is now available on opportunities, you can create a quick action that allows users to add this information, using any version of the Salesforce1 mobile app.
|Price books available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
Adding the option to associate price books from Salesforce1 involves these steps.
- Create a quick action, selecting Update a Record as the action type. See Create Object-Specific Quick Actions.
- Add the Price Book field to the action layout. To keep the action focused on price books, remove any other fields that aren’t appropriate. See Customize Actions with the Action Layout Editor.
- Add the new action to the Salesforce1 action bar on your opportunity page layouts. See Customize Actions with the Enhanced Page Layout Editor.