A Salesforce Administrator at Meridian Medical Devices needs to introduce a new diagnostic scanner into Salesforce so that sales reps can add it to custom-priced enterprise opportunity deals. What is the correct sequence of steps the administrator must take to successfully configure this product for sales use?
- 1Create the new Product record and set its status to Active.
- 2Add a Standard Price entry for the product in the Standard Price Book and mark it Active.
- 3Create the new Custom Price Book record and set its status to Active.
- 4Add the product as a Price Book Entry to the Custom Price Book with a custom list price and set it to Active.
Cevap
The correct sequence of steps is: 1) Create the new Product record and set its status to Active, 2) Add a Standard Price entry for the product in the Standard Price Book and mark it Active, 3) Create the new Custom Price Book record and set its status to Active, 4) Add the product as a Price Book Entry to the Custom Price Book with a custom list price and set it to Active.
To successfully configure a new product for custom price books in Salesforce, an administrator must follow a mandatory prerequisite sequence: first create the base Product record, second create an active Standard Price entry in the Standard Price Book, third create/activate the target Custom Price Book, and fourth add the product to the Custom Price Book as an active price book entry.
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Anahtar Kavram
Salesforce Price Book Setup Sequence and Prerequisites