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Question

Difficulty: MediumProducts, Price Books, and Opportunity Line Items

A sales administrator at Astra Freight Logistics is creating a custom price book named 'EMEA Enterprise' for a newly created freight auditing service. When attempting to add the service product to the 'EMEA Enterprise' custom price book, the product does not appear in the selection list. What is the most likely cause of this issue?

  1. The product does not have an active price entry defined in the Standard Price Book.Answer
  2. B
    Custom product fields have not been mapped to the lead conversion field settings.
  3. C
    The opportunity stage picklist values have not been assigned to a custom Sales Process.
  4. D
    The custom price book has not been shared using Organization-Wide Defaults.

Answer

The product does not have an active price entry defined in the Standard Price Book.
Before a product can be added to any custom price book in Salesforce, it must first be added to the Standard Price Book with an active standard price. Without an active standard price entry, the product will not be selectable when adding price book entries to a custom price book.

Step-by-Step Solution

1
Identify the relationship between products, standard price books, and custom price books.
Realize that standard price entries serve as the prerequisite pricing foundation in Salesforce.
Salesforce enforces that every product must have an active standard price entry before it can be assigned to custom price books.
2
Determine why the product is missing from the custom price book selection screen.
The administrator omitted adding the product to the Standard Price Book first.
Without an active standard price book entry, Salesforce hides the product from custom price book entry selection lists.

Key Concept

Standard Price Book Entry Requirement for Custom Price Books
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Topics

Products, Price Books, and Opportunity Line Items

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