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Zorluk: OrtaProducts, Price Books, and Opportunity Line Items

A Salesforce Administrator at AeroPulse Systems is configuring a newly introduced hardware product, 'FlightSense 360', to be sold across regional markets with custom pricing. Which two administrative actions must be completed before sales representatives can select and add this product to an Opportunity using a custom price book? (Select 2 answers.)

  1. Create an active price entry for the product in the Standard Price Book.Cevap
  2. Set the Product record status to Active.Cevap
  3. C
    Map custom product fields to opportunity line item fields within Lead Conversion settings.
  4. D
    Associate the custom price book with a Sales Process linked to the opportunity stage.

Cevap

To allow sales representatives to add 'FlightSense 360' to an opportunity from a custom price book, the administrator must ensure the Product record is active and create an active standard price entry in the Standard Price Book.
For a product to be available on an opportunity via a custom price book, the product record itself must be marked as Active, and an active Standard Price Book entry must exist. The standard price serves as the baseline before custom price book entries can be created and utilized.

Adım Adım Çözüm

1
Verify product status
Confirm the product record is active so it is accessible in search and record selection.
Inactive products cannot be added to opportunities.
2
Establish standard pricing
Add a standard price entry to the Standard Price Book and mark it active.
Salesforce mandates that a product must have an active standard price before it can be included in any custom price books.

Anahtar Kavram

Products and Price Book Entry Prerequisites
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