This article steps you through the process for accessing the Product and Price Book data objects in Salesforce.

Products represent the products and/or services that the organisation delivers to customers. Price Books allow you to easily manage the cost of products/services over the life time of their existence. When the standard price for a product is changed, a new Price Book is created to support the new cost, this ensures that your transaction history remains accurate.



Accessing Products & Price Books

Typically Products and Price Books will be hidden from the visible tabs in your organisation apps, so you'll need to access these data objects via the App Launcher.

Click on the App Launcher in the top left of the interface and when it loads, scroll down the window to see all visible data objects. If you have permission to Products and Price Books, you'll see them in the list.



You can use the Search Field at the top of the window to find the data object you're looking for.

Click on Products or Price Books to access the data.



Products View

Clicking into the Products View you'll be able to see all Products that you've recently viewed and can choose to Search Products or click to access a Products View.

To access the Product detail click on the Product Name or to create a new product click on the New Button.



Price Book View

Clicking into the Price Book View you'll be able to see all Price Books that you've recently viewed and can choose to Search Price Books or click to access a Price Books View.

To access the Price Book detail click on the Price Book Name or to create a new Price Book click on the New Button.