A Salesforce Administrator at Vanguard Cyber Solutions is introducing a new software offering named ThreatShield Pro. The administrator created the Product record and marked it as Active. When attempting to add ThreatShield Pro to the custom Enterprise Price Book, Salesforce displays an error preventing the record from being saved. Which action must the administrator take first before ThreatShield Pro can be added to any custom price book?
- Create and activate an entry for ThreatShield Pro in the Standard Price Book.Answer
- BAdd ThreatShield Pro directly to the Enterprise Price Book with a list price of zero.
- CMap the custom product fields to Opportunity Line Item fields in Lead Conversion settings.
- DAssign ThreatShield Pro to the Sales Process linked to the active Opportunity Stage.
Answer
The administrator must create and activate a entry in the Standard Price Book for the product before adding it to custom price books.
In Salesforce core administration, a product must have an active entry in the Standard Price Book before it can be assigned to custom price books. The standard price establishes the default baseline value required by the architecture.
Step-by-Step Solution
Key Concept
Standard Price Book Entry Prerequisite