An administrator at Vanguard Medical Devices creates a new Product record for a hardware device named 'CardioMonitor X'. The administrator needs to make this product available for sales representatives to select on opportunities using custom price books. Which two configuration steps must be completed to achieve this requirement? (Select 2 answers)
- Create an active price entry for the product in the Standard Price Book.Answer
- Add the product as an active price entry in the desired custom price book.Answer
- CMap custom product fields to opportunity line item fields in the Lead Conversion Field Mapping settings.
- DAssociate the custom price book with an active Sales Process assigned to the opportunity record type.
Answer
To allow sales representatives to select a product on opportunities using custom price books, an administrator must create an active price entry for the product in the Standard Price Book and add the product as an active entry in the custom price book.
To make a newly created product available on opportunities using custom price books, an administrator must complete two essential configuration steps: first, create an active standard price entry for the product in the Standard Price Book, and second, add the product as an active entry to the target custom price book. The standard price entry serves as the mandatory foundation in Salesforce before any custom price book entries can be established.
Step-by-Step Solution
Key Concept
Standard and Custom Price Book Entry Prerequisites
Estimated Time:1m 0s