Ursa Major Solar recently launched a new line of commercial solar panels. The Salesforce Administrator created the product record and set its status to active. Next, the administrator created a custom price book named "Government Contracting Price Book" and marked it as active. However, when sales representatives edit an opportunity and select the "Government Contracting Price Book", the new solar panel product does not appear in the product search list. Which configuration step did the administrator omit?
- Creating an active entry with a standard price for the product in the Standard Price BookAnswer
- BMapping the custom product fields to opportunity line item fields during lead conversion setup
- CAssociating the custom price book with the active Sales Process tied to the opportunity record type
- DCreating a price book entry directly in the custom price book while leaving the standard price blank
Answer
The administrator omitted creating an active entry with a standard price in the Standard Price Book prior to attempting to use the product in custom price books.
In Salesforce, a product must have an active standard price in the Standard Price Book before it can be added to any custom price book or selected as an Opportunity Line Item. Because the administrator created the product and the custom price book without creating the standard price book entry first, the product remains unavailable in the custom price book.
Step-by-Step Solution
Key Concept
Standard Price Book Entry Requirement for Custom Price Books