A Salesforce Administrator at Apex Global Logistics needs to configure a newly launched service package, 'FleetTrack Pro', so sales representatives can add it to enterprise opportunities using the 'EMEA Enterprise' custom price book. Arrange the administrative configuration steps below into the correct sequential order from first to last.
- 1Create the 'FleetTrack Pro' Product record in Salesforce and select the Active checkbox.
- 2Add a standard price entry for 'FleetTrack Pro' in the Standard Price Book and mark the price book entry as Active.
- 3Create the 'EMEA Enterprise' custom price book record and ensure its status is set to Active.
- 4Add a custom price book entry for 'FleetTrack Pro' within the 'EMEA Enterprise' price book and activate the entry.
- 5Select the 'EMEA Enterprise' price book on the Opportunity and add 'FleetTrack Pro' as an Opportunity Line Item.
Answer
The correct sequence starts with creating the active Product record, followed by establishing an active entry in the Standard Price Book. Next, the 'EMEA Enterprise' custom price book is created and activated, followed by adding an active custom price book entry for the product. Finally, the price book is selected on the Opportunity so the product can be added as an Opportunity Line Item.
The correct order follows Salesforce's data architecture dependencies: Product record creation → Standard Price Book active entry → Custom Price Book creation/activation → Custom Price Book entry → Opportunity Line Item creation. Creating a standard price entry is a required prerequisite before a custom price book entry can be established.
Step-by-Step Solution
Key Concept
Standard Price Book entry prerequisites and custom price book deployment order