A Salesforce Administrator at Veritas Cyber Solutions is configuring a custom price book named 'Federal Enterprise' for a newly launched endpoint protection service. When attempting to add the new product to the 'Federal Enterprise' custom price book, the administrator finds that the custom price book cannot be selected. What is the mandatory prerequisite that must be completed before a product can be added to any custom price book?
- The product must have an active price entry in the Standard Price Book.Answer
- BCustom field mappings between the Lead object and Opportunity Line Item object must be configured.
- CThe Opportunity Stage picklist must be associated with an active Sales Process.
- DThe product must first be attached to an open Opportunity line item before custom price entries can be created.
Answer
The product must have an active price entry in the Standard Price Book.
In Salesforce Core Administration, a product must have an active standard price entry in the Standard Price Book before it can be added to any custom price book. This ensures that a foundational price exists for the product across the organization.
Step-by-Step Solution
Key Concept
Standard Price Book entry requirement before custom price book assignment