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    How to make a price book unavailable to sales reps in Salesforce?

    Posted by Marziya on April 27, 2020 at 6:15 am

    How to make a price book unavailable to sales reps in Salesforce?

    Mark replied 1 year, 1 month ago 3 Members · 2 Replies
  • 2 Replies

  • Ratnesh

    Member
    April 27, 2020 at 6:56 am

    Navigate to Sharing Settings: In Classic: Setup | Administration Setup | Security Controls | Sharing Settings. ...
    Edit the Organization Wide Defaults.
    Change the default for Price Books to 'No Access' or 'View Only'.
    Click 'Save'.

  • Mark

    Member
    October 27, 2023 at 5:05 am

    Carefully limit sales representatives' access to Salesforce in order to protect pricing book secrecy. Find out now how to put secure controls in place!

    Control Access to Price Books and Products
    Ian wants only his team to have access to the custom price books, so he sets up this security by granting sharing access. But before doing this, he modifies the organization-wide default setting for the price book object.

    more for visit here

    • This reply was modified 1 year, 1 month ago by  Mark.

    trailhead.salesforce.com

    Manage Products, Prices, Quotes, and Orders

    Use price books to help your sales team track key details for all their deals.

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