Boost recurring donations this giving season with the new upsell prompt!Learn How >>

Creating Products, Price Books, and Price Book Entries in Salesforce to associate with Products in Soapbox

updated

In order to associate a Product in Soapbox with a Product in Salesforce, you must first:

  1. Create the Product in Salesforce
  2. Create a Price Book in Salesforce
  3. Add the Product to that Price Book in Salesforce as a Price Book Entry

The Price Book Entry itself is that with which a Product in Soapbox is associated. Often, if your organization is new to Products in Salesforce, it will be sufficient to create only one Price Book and add all of your Products as Price Book Entries to that single Price Book.

For more on Products, Price Books, and Price Book Entries, you can start with this Salesforce resource.

Have more questions? Submit a request
Article is closed for comments.