A Salesforce Administrator at a medical device manufacturer needs to update product availability for an upcoming sales campaign. The business requires making a new diagnostic software product available to reps using the 'Americas Regional Price Book', while ensuring an obsolete hardware product can no longer be added to new opportunities without impacting existing deals. Which two administrative actions are required to satisfy these business requirements? (Select 2 options)
- Create an active price entry in the Standard Price Book for the new diagnostic software product before adding it to the Americas Regional Price Book.Answer
- BAdd the new diagnostic software product directly to the Americas Regional Price Book without creating a Standard Price Book entry.
- Deactivate the price book entry for the obsolete hardware product in the active price books to prevent future selection.Answer
- DMap the obsolete hardware product to the Opportunity Stage picklist within the active Sales Process to restrict new selection.
Answer
The administrator must create an active price entry in the Standard Price Book for the new product prior to adding it to custom price books, and deactivate the price book entry for the obsolete product to prevent new selection while preserving existing opportunity data.
The correct responses specify creating an active Standard Price Book entry first for new products, and deactivating the price book entry of obsolete items to block future selection on opportunities while maintaining existing records.
Step-by-Step Solution
Key Concept
Product and Price Book Entry Lifecycle