Soru

Zorluk: OrtaProducts, Price Books, and Opportunity Line Items

A Salesforce Administrator at Veritas Cyber Solutions is configuring a custom price book named 'Federal Enterprise' for a newly launched endpoint protection service. When attempting to add the new product to the 'Federal Enterprise' custom price book, the administrator finds that the custom price book cannot be selected. What is the mandatory prerequisite that must be completed before a product can be added to any custom price book?

  1. The product must have an active price entry in the Standard Price Book.Cevap
  2. B
    Custom field mappings between the Lead object and Opportunity Line Item object must be configured.
  3. C
    The Opportunity Stage picklist must be associated with an active Sales Process.
  4. D
    The product must first be attached to an open Opportunity line item before custom price entries can be created.

Cevap

The product must have an active price entry in the Standard Price Book.
In Salesforce Core Administration, a product must have an active standard price entry in the Standard Price Book before it can be added to any custom price book. This ensures that a foundational price exists for the product across the organization.

Adım Adım Çözüm

1
Identify the standard architecture requirements for Salesforce Products and Price Books.
Salesforce mandates that every product must first have an active standard price defined in the Standard Price Book before it can be assigned to custom price books.
The standard price serves as the baseline price entry for the product catalog.
2
Evaluate the prerequisite setup for the 'Federal Enterprise' custom price book.
Ensure an active Standard Price Book entry exists for the endpoint protection service product.
Without an active standard price, the system prevents adding the product to any custom price book entries.

Anahtar Kavram

Standard Price Book entry requirement before custom price book assignment
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