An administrator at Pulse Health Systems is setting up a new medical software offering named 'CareSync Portal'. The sales team needs to add this product to opportunities using a custom price book named 'Enterprise Healthcare Pricing'. Which two actions must the administrator perform to make 'CareSync Portal' selectable in the custom price book?
- Create an active standard price entry for the product in the Standard Price Book.Answer
- Add an active price entry for the product to the Enterprise Healthcare Pricing custom price book.Answer
- CAdd the product to the custom price book before establishing an active price in the Standard Price Book.
- DConfigure custom product field mapping on the Lead Conversion field mapping setup page.
Answer
The administrator must create an active standard price entry in the Standard Price Book and add an active price entry for the product to the Enterprise Healthcare Pricing custom price book.
To make a product available on opportunities associated with a custom price book, an administrator must complete two main steps: first, create an active price entry for the product in the Standard Price Book (which serves as the architectural foundation), and second, create an active price entry for the product within the designated custom price book.
Step-by-Step Solution
Key Concept
Standard Price Book Entry Prerequisite for Custom Price Books