Use the PriceBookRuleActionEditor to make adding/editing rule actions easier.

The PriceBookRuleActionEditor changes how lookups work on the Rule Actions tab as follows.

How PriceBookRuleActionEditor Works

Price Book Item Lookup

Setting Value Impact

Lookup Filter


Impact: Only items from the rule’s price book display available for selection.

Fields for Available Records

Id, Name, Catalog Item Code, Catalog Description

The listed fields display for price book items in search results.

Fields Analyzed for Keyword Searches

Catalog Description, Catalog Item Code

Keyword searches analyze the description and item code of price book items.

Sort Order of Available Records

Catalog Item Code

Price book items sort in numerical order by item code.

Switch to Use the PriceBookRuleActionEditor

Configure the PriceBookRuleActionEditor

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Rule Action.

  3. Under Buttons, Links, and Actions,

    Features CrewPlanning Clone Edit Selection

    Even though this image is for the CrewPlanningEditor, the Edit option is located in the same location.

    Action Clone row Edit row New row

    In the Override With, select




    1. Click Save.

  4. Continue with Add a RESTEndPoint Remote Site Setting.

Add a RESTEndPoint Remote Site Setting

  1. Open the Jobs tab.

  2. Open a job.

  3. Click Edit.

  4. Copy the domain listed in the error message

    Example 1. Sample domain name to copy

    Use your customized my domain URL that is specific to your org instead of your instance specific URL. You can find your my domain here.

    Don’t use instanced URLs when logging in to Salesforce with code or as a user. When your org is moved to another Salesforce instance, code using the instanced URL breaks. If you find instanced URLs in your code, replace them with your My Domain login URL or the default Salesforce login URL. See Log In to Salesforce with Code for more information.

  5. From Setup, enter remote in the Quick Find box, then select Remote Site Settings.

  6. Click New Remote Site.

  7. In Remote Site Name, enter RESTEndpoint.

  8. In Remote Site URL, enter the listed domain you copied.

    The *Remote Site URL field is case-sensitive. Make sure the URL you enter uses the correct capitalization.

  9. Click Active.

  10. Click Save.

  11. Continue with Grant Permission to the PriceBookRuleActionEditor.

Grant Permission to the PriceBookRuleActionEditor

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set for Visualforce pages.

  3. Under Apps, click Visualforce Page Access.

  4. Click Edit.

  5. Add "FX5.PriceBookRuleActionEditor" to Enabled Visualforce Pages.

  6. Click Save.

  7. Repeat these steps for additional permission sets as needed.

Setup Other Custom Editors (if needed)