Monday, 2 June 2014

How to Insert Opportunity Record with Product and PriceBook in Salesforce through Apex Code


Here is the example to inserting Opportunity Record with Product and PriceBook in Salesforce through Apex Code


  1. // Insert Product
  2. Product2 pr = new Product2();
  3. pr.Name='Moto - G1';
  4. pr.isActive=true;
  5. insert pr;

  6. // Insert Pricebook
  7. PriceBook2 customPriceBook = new PriceBook2();
  8. customPriceBook.Name='Custom Pricebook';
  9. customPriceBook.IsActive=true;
  10. insert customPriceBook;

  11. // Query Standard and Custom Price Books
  12. Pricebook2 customPriceBookRec=[select Id from Pricebook2 where id=:customPriceBook.Id];
  13. Id stdPriceBookRecId = Test.getStandardPricebookId();

  14. // Create Standard PriceBookEntry
  15. PriceBookEntry stdPriceBookEntry = new PriceBookEntry();
  16. stdPriceBookEntry.Product2Id=pr.Id;
  17. stdPriceBookEntry.Pricebook2Id=stdPriceBookRecId;
  18. stdPriceBookEntry.UnitPrice=2000;
  19. stdPriceBookEntry.IsActive=true;
  20. insert stdPriceBookEntry;
  21. // Create Custom PriceBookEntry
  22. PriceBookEntry customPriceBookEntry = new PriceBookEntry();
  23. customPriceBookEntry.Product2Id=pr.Id;
  24. customPriceBookEntry.Pricebook2Id=customPriceBookRec.Id;
  25. customPriceBookEntry.UnitPrice=5000;
  26. customPriceBookEntry.IsActive=true;
  27. insert customPriceBookEntry;

  28. // Create Opportunity
  29. Opportunity opp = new Opportunity();
  30. opp.Name = 'Test';
  31. opp.CloseDate= System.Today();
  32. opp.StageName='Prospecting';
  33. insert opp;

  34. // Add product and Pricebook to the particular opportunity using OpportunityLineItem 
  35. OpportunityLineItem oppLineItem = new OpportunityLineItem();
  36. oppLineItem.OpportunityId = opp.Id;
  37. oppLineItem.PricebookEntryId = customPriceBookEntry.Id;
  38. oppLineItem.UnitPrice = 7000;
  39. oppLineItem.Quantity = 5;
  40. insert oppLineItem;

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  2. I have a problem when I try execute the code: "Illegal assignment from PricebookEntry to Pricebook2".
    Could you help me?

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