A Salesforce administrator at Apex Financial needs to make a newly created product available for sales representatives to select on opportunities using a custom price book. Place the following configuration steps in the correct sequential order from first to last.
- 1Create the new Product record in Salesforce and set it to Active.
- 2Add a Standard Price to the Product in the Standard Price Book.
- 3Add the Product to the Custom Price Book with a custom list price.
- 4Add the Product as an Opportunity Line Item on an Opportunity associated with the Custom Price Book.
Cevap
The correct order of steps is: 1) Create the new Product record in Salesforce and set it to Active; 2) Add a Standard Price to the Product in the Standard Price Book; 3) Add the Product to the Custom Price Book with a custom list price; 4) Add the Product as an Opportunity Line Item on an Opportunity associated with the Custom Price Book.
The correct sequence starts with creating the active Product record. Next, an active standard price entry must be created in the Standard Price Book because Salesforce enforces this prerequisite before allowing custom price book entries. After the standard price is defined, the product can be added to a Custom Price Book with custom list pricing. Finally, sales users can add the product as an Opportunity Line Item on an opportunity linked to that custom price book.
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Salesforce Product and Price Book setup sequence and prerequisites
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