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Question

Difficulty: MediumProducts, Price Books, and Opportunity Line Items

A Salesforce Administrator at Crestline Industrial Equipment is setting up a newly created product, 'Titan Heavy Drill', to be sold to enterprise clients using a custom price book named 'Enterprise Machinery Pricing'. Which TWO configuration steps must the administrator perform before sales representatives can select and add the 'Titan Heavy Drill' to an Opportunity using the 'Enterprise Machinery Pricing' custom price book? (Select 2 options)

  1. Create an active entry for the Titan Heavy Drill in the Standard Price Book with a standard price.Answer
  2. Add the Titan Heavy Drill as an active line item entry in the 'Enterprise Machinery Pricing' custom price book.Answer
  3. C
    Map the Titan Heavy Drill custom product fields to the Opportunity Line Item fields in the Lead Conversion settings.
  4. D
    Assign the Titan Heavy Drill product directly to the Sales Process configured for the opportunity record type.

Answer

The administrator must create an active entry for the product in the Standard Price Book and add the product as an active price entry in the target custom price book.
To make a product selectable on an opportunity using a custom price book, two essential requirements must be fulfilled: 1) The product must have an active price entry in the Standard Price Book, and 2) The product must be added to the desired custom price book with an active price book entry. Once both entries exist and are marked active, sales reps can add the product to opportunities associated with that price book.

Step-by-Step Solution

1
Create standard price entry
The product receives an active standard price entry in the Standard Price Book.
Salesforce mandates that a product must exist with an active standard price in the Standard Price Book before it can be included in any custom price books.
2
Add product entry to custom price book
The product becomes available with a list price under the custom price book.
Sales reps select products based on the Opportunity's assigned price book, which requires an active entry in that specific custom price book.

Key Concept

Standard and Custom Price Book Entry Prerequisites
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Topics

Products, Price Books, and Opportunity Line Items

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