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Zorluk: OrtaProducts, Price Books, and Opportunity Line Items

Kinetix Robotics is launching a new industrial automation component called "Kinetix Arm X1". The sales operations manager requests that this product be made available in a custom price book named "Enterprise Tier Price Book" so sales representatives can add it to opportunity records. Which TWO prerequisite configuration steps must the Salesforce Administrator complete before the product can be added to the custom price book and selected on opportunities? (Select 2 answers)

  1. Create an active Standard Price entry for the product in the Standard Price Book.Cevap
  2. Ensure the Product record status is set to Active.Cevap
  3. C
    Add the product directly to the custom price book without creating a standard price entry first.
  4. D
    Associate the product with a Sales Process linked to the opportunity stage.

Cevap

The administrator must create an active Standard Price entry in the Standard Price Book and ensure the Product record status is set to Active.
To make a product available for selection in custom price books and opportunity line items, the administrator must ensure the Product record itself is active and that an active standard price entry has been created in the Standard Price Book.

Adım Adım Çözüm

1
Verify and set Product active status
The Product record 'Kinetix Arm X1' is marked as Active.
Inactive products cannot be selected when creating price book entries or adding opportunity line items.
2
Create Standard Price Book entry
An active standard price entry is created in the Standard Price Book for 'Kinetix Arm X1'.
Salesforce data architecture requires a standard price entry before any custom price book entries can be created for a product.

Anahtar Kavram

Products and Price Books Prerequisite Configuration
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Konular

Products, Price Books, and Opportunity Line Items

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