Is there any way to open the Opportunity Price Book selection prompt in Lightning Experience via an event or navigation? Here is what I have tried and does not work:

  1. Navigating the user to the classic /oppitm/choosepricebook.jsp url. This takes the user out of LEX.
  2. Rolling my own modal for selection. It is currently impossible to correctly enforce sharing on the Pricebook2 object in Apex and force:inputField is not working yet.

Edit: The intended flow is: user enters our lightning component via button click. If the Opportunity Price Book is not set, have user select Price Book (with sharing enforced), then continue to custom component.


This is the only way I know of to respect sharing of Pricebooks within LEX.

  1. add pricebook field to page layout
  2. Create Quick Action => Update Record
  3. Add Pricebook Field to Quick Action Layout
  4. Add Action to PageLayout

User will not leave lex, will only see pricebooks shared with her.

Cf. https://help.salesforce.com/articleView?id=000231598&type=1

| improve this answer | |
  • Can this be initiated from a custom component? I will update my question, but I am trying to have the user choose a Price Book if they enter my custom component and one is not yet set on the Opportunity. – dsharrison Jun 12 '17 at 15:05
  • Albeit I tried to achieve the same as you, that is how far I got. Currently you cannot invoke an action such as this programmatically. But it's on the Roadmap for platformActions. So my cmp tells users: 'no pricebook yet. Please use the other button to add one' – Christian Szandor Knapp Jun 12 '17 at 15:47

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