A Salesforce Administrator at Apex Bio-Tech is preparing to launch a new hardware product line called 'BioSensor Pro'. The sales team requires a custom price book with specialized European regional pricing before sales representatives can quote this item on open sales deals. What is the correct sequence of configuration steps the administrator must perform to successfully enable reps to add this product to an Opportunity?
- 1Create the 'BioSensor Pro' Product record and set its status to Active.
- 2Create an active Standard Price Book Entry for 'BioSensor Pro' in the Standard Price Book.
- 3Create and activate the 'European Regional Custom Price Book'.
- 4Add 'BioSensor Pro' to the 'European Regional Custom Price Book' with a custom list price and mark the entry Active.
- 5Select the 'European Regional Custom Price Book' on the Opportunity and add 'BioSensor Pro' as an Opportunity Line Item.
Answer
The correct sequence begins with creating the active Product record, followed by establishing an active Standard Price Book entry. Next, the Custom Price Book is created and activated, after which the Product is added to the Custom Price Book with an active custom price entry. Finally, the Custom Price Book is selected on the Opportunity and the Product is added as an Opportunity Line Item.
In Salesforce, product administration follows a strict relational dependency model. First, the Product record must be created and activated. Second, a Standard Price Book Entry must be created and set to active; without an active standard price, Salesforce will block any attempts to add the product to custom price books. Third, the custom price book must be created and activated. Fourth, the product is added to the custom price book with an active custom price entry. Finally, sales reps can associate the custom price book with an opportunity and add the product as an opportunity line item.
Step-by-Step Solution
Key Concept
Salesforce Price Book Architecture and Order of Setup Dependencies