A Salesforce Administrator at Zenith Telecom is configuring a new enterprise telecommunications solution, 'FiberMax 10G', to be sold at regional rates using a custom price book named 'EMEA Enterprise Price Book'. What is the correct sequential order of administrative and user steps required to make this new product available and add it as an Opportunity Line Item using the custom price book?
- 1Create the 'FiberMax 10G' Product record and set its status to Active.
- 2Create an active Standard Price Entry for 'FiberMax 10G' in the Standard Price Book.
- 3Create and activate the 'EMEA Enterprise Price Book'.
- 4Add a custom Price Book Entry for 'FiberMax 10G' to the 'EMEA Enterprise Price Book'.
- 5Select the 'EMEA Enterprise Price Book' on an Opportunity and add 'FiberMax 10G' as an Opportunity Line Item.
Cevap
The correct order of steps is: 1) Create the 'FiberMax 10G' Product record and set its status to Active, 2) Create an active Standard Price Entry in the Standard Price Book, 3) Create and activate the 'EMEA Enterprise Price Book', 4) Add a custom Price Book Entry for 'FiberMax 10G' to the 'EMEA Enterprise Price Book', and 5) Select the 'EMEA Enterprise Price Book' on an Opportunity and add 'FiberMax 10G' as an Opportunity Line Item.
In Salesforce Core Administration, setting up product pricing follows a mandatory dependency order: First, create the Product record and set it to Active. Second, add an active Standard Price entry in the Standard Price Book because Salesforce requires standard pricing prior to custom pricing setup. Third, create and activate the custom price book. Fourth, create a custom Price Book Entry linking the product to the custom price book. Fifth, set the custom price book on the Opportunity and add the product as an Opportunity Line Item.
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Anahtar Kavram
Salesforce Product and Price Book Architecture Prerequisites