A Salesforce Administrator at Quantum Logistics needs to make a newly launched subscription service available to sales teams using a custom EMEA Price Book. Place the required configuration and execution steps in the correct chronological sequence from start to finish.
- 1Create the Product record for the subscription service and select the Active checkbox.
- 2Add a standard price entry for the product in the Standard Price Book.
- 3Create the EMEA Custom Price Book record and set its status to Active.
- 4Create a custom price book entry linking the product to the EMEA Custom Price Book.
- 5Select the EMEA Custom Price Book on an Opportunity and add the product as an Opportunity Line Item.
Answer
The correct sequence starts with creating and activating the Product record, followed by establishing an active Standard Price entry in the Standard Price Book. Next, the administrator creates and activates the EMEA Custom Price Book, then adds the product as an entry to the EMEA Custom Price Book with a custom list price. Finally, the EMEA Price Book is selected on an Opportunity to add the product as an Opportunity Line Item.
To enable product selection on opportunities using a custom price book, an administrator must follow Salesforce's required setup order: First, create and activate the Product record. Second, create an active Standard Price entry in the Standard Price Book. Third, create and activate the custom Price Book record. Fourth, add the Product to the custom Price Book with a custom list price entry. Fifth, select the custom Price Book on the Opportunity and add the Opportunity Line Item.
Step-by-Step Solution
Key Concept
Prerequisite setup hierarchy for Products, Standard Price Books, Custom Price Books, and Opportunity Line Items.
Estimated Time:2m 0s