I created an Opportunity Action, using the OpportunityLineItem as the Target Object. I want to set a Predefined Field Value for the field PricebookEntryID. When I add a new predefined value, select the lookup field (Price Book Entry) and set the formula to '[some-pbe-id]', I end up with this error (which makes sense):

Error: Formula result is data type (Text), incompatible with expected data type (Lookup(Price Book Entry)).

How can we set an ID using the formula editor? I read that it is now possible in Winter14.

Source: http://docs.releasenotes.salesforce.com/he-il/winter14/release-notes/rn_186_chatter_new_mdp_predefined_field_types.htm

You can now predefine values for lookup and master-detail fields.



While lookup and master-detail fields are supported, this is only in terms of being able to reference a value from another field. So I have a scenario where an account can only have opportunities with a specific pricebook, so I have populated a lookup to the pricebook on the account object. I can then predefine the pricebook on a "new opportunity" publisher action with the following formula:


Unfortunately you can't pass in the id of a specific record as a literal.

  • What about the Price Book Entry field? It sounds impossible to use, considering we can't build custom lookups to the PricebookEntry object. – jpmonette Jul 29 '14 at 13:19
  • 1
    You are correct - it doesn't seem very useful. I expect this feature has been enabled for all lookup/master-detail fields regardless of whether its actually possible to use it. – Bob Buzzard Jul 29 '14 at 14:49

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