Re-Evaluation of Price Books Auto-Assignment Rules

What it is

Price book auto-assignment rules are now re-evaluated whenever relevant property values on a deal or its associated records change. Previously, price books were automatically assigned only when a deal was created. Now, as deal details change, the system checks whether the deal still qualifies for its current price book or matches a different one. Depending on the result, the price book may be updated automatically or the seller may be prompted to choose.

Why it matters

Deal details can change throughout the sales process. A customer might move into a different pricing segment, qualify for a volume discount, or change regions, all of which can affect which price book should apply. With automatic re-evaluation, sellers no longer need to manually check whether a deal still qualifies for its assigned price book. This helps ensure sellers have access to the most relevant pricing as deals evolve, while giving them control over changes that could affect existing line items.