We are a SaaS company with multiple products billed monthly. When products are bundled, they receive discounts. 2 products is a 5%, 3 products is a 10% and 4 products is a 15%. We have a custom field called Monthly Service which right now is a pick list. It was set up (before my time) when we were only selling one product with 7 price tiers. With all the products we have added and with the bundling, this list is getting way out of hand. What I would really like is to have this field be auto populated when the rep actually adds the products from the price book. Is this possible? I am not a programmer, but I can muddle my way around. Any assistance is GREATLY appreciated!
You could create a workflow to put the value in the product field based on your what your rep selects from your pricing book. But there also maybe other factors to consider as I don't know how your SFDC environment is set up. You can always give us a call since my company offers Salesforce services.