# Products, price books, quotes and multi-currency

*Agentforce Sales Consultant Study Guide · Practical Application of Agentforce Sales Expertise · Last updated October 15, 2026 · https://www.certifyforce.com/study-guide/agentforce-sales-consultant/practical-application-of-agentforce-sales-expertise/products-price-books-quotes-and-multi-currency*

How products, standard and custom price books, per-currency price book entries and price book access shape opportunity products, splits and quotes, and what multiple currencies, personal currency and advanced currency management change for amounts, roll-ups and forecasts.

- Certification: Salesforce Agentforce Sales Consultant
- Exam section: Practical Application of Agentforce Sales Expertise
- Study guide: https://www.certifyforce.com/study-guide/agentforce-sales-consultant

**Official exam objective:**

> Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency.

## What the exam expects

- Design the catalog: products with a standard price, custom price books for channels or markets, one price book entry per currency, and price book access for selected teams.
- Explain Opportunity Products (Amount from line items, one price book per opportunity, schedules) and Opportunity Splits (revenue versus overlay).
- Configure Quotes: enablement, permissions, multiple quotes with one synced, quotes without an opportunity, and quote templates for PDFs.
- Predict the impact of multiple currencies, personal currency and advanced currency management on amounts, reports, roll-ups and forecasts.

Key terms: **standard price book** (the one org-wide list of standard prices); **price book entry** (a product's price in one price book and one currency); **quote sync** (the one quote whose line items mirror the opportunity's products); **corporate currency** (the headquarters currency that rates are relative to); **dated exchange rate** (a rate tied to a date range under advanced currency management).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Standard price first | A product's standard price must exist before custom prices | [PricebookEntry](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_pricebookentry.htm) |
| Entries per currency | One price book entry per price and currency combination | [PricebookEntry](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_pricebookentry.htm) |
| Price book OWD | Use, View Only, or No Access plus manual sharing | [OWD Access Settings](https://help.salesforce.com/s/articleView?id=platform.sharing_model_fields.htm&type=5) |
| Amount with products | Sum of products; direct updates ignored | [Opportunity](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm) |
| Split types | Revenue totals 100%; overlay can total any percentage | [OpportunitySplitType](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunitysplittype.htm) |
| Quote line item permissions | Edit on Quotes plus Read on Products and Price Books | [Quotes](https://help.salesforce.com/s/articleView?id=sf.quotes_overview.htm&type=5) |
| Quote currency | Copied from the related opportunity; can't be changed | [Quote](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quote.htm) |
| Multiple currencies | Can't be turned off once enabled | [Enabling Considerations](https://help.salesforce.com/s/articleView?id=sales.admin_enable_multicurrency_implications.htm&type=5) |
| Record currency change | Amount isn't converted; only the code changes | [Manage Multiple Currencies](https://help.salesforce.com/s/articleView?language=en_US&id=sales.admin_currency.htm&type=5) |
| Dated rates | Not used in forecasting or cross-object formulas | [About ACM](https://help.salesforce.com/s/articleView?id=sales.administration_about_advanced_currency_management.htm&type=5) |

## Check yourself

- Why does Amount stop being editable once an opportunity has products?
- When should a team enable quotes without a related opportunity?
- Why can forecast totals differ from a dated-rate opportunity report?
- Which currency is the default in a user's opportunities, quotes and reports?

## Sources

- [Products and Price Books](https://help.salesforce.com/s/articleView?id=sf.products_pricebooks.htm&type=5)
- [Pricebook2 (Object Reference)](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_pricebook2.htm)
- [PricebookEntry (Object Reference)](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_pricebookentry.htm)
- [Organization-Wide Default Access Settings](https://help.salesforce.com/s/articleView?id=platform.sharing_model_fields.htm&type=5)
- [Opportunity (Object Reference)](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm)
- [OpportunitySplitType (Object Reference)](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunitysplittype.htm)
- [Share Revenue by Using Opportunity Splits](https://help.salesforce.com/s/articleView?id=sales.opp_splits_manage.htm&language=en_US&type=5)
- [Quotes](https://help.salesforce.com/s/articleView?id=sf.quotes_overview.htm&type=5)
- [Set Up Quotes](https://help.salesforce.com/s/articleView?id=sales.quotes_enable.htm&type=5)
- [Create, Preview, and Activate Quote Templates](https://help.salesforce.com/s/articleView?id=sales.quotes_template_create.htm&type=5)
- [Quote (Object Reference)](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quote.htm)
- [Manage Multiple Currencies](https://help.salesforce.com/s/articleView?language=en_US&id=sales.admin_currency.htm&type=5)
- [Considerations for Enabling Multiple Currencies](https://help.salesforce.com/s/articleView?id=sales.admin_enable_multicurrency_implications.htm&type=5)
- [About Advanced Currency Management](https://help.salesforce.com/s/articleView?id=sales.administration_about_advanced_currency_management.htm&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 16 linked practice questions, and unlimited timed mock exams are included with the Agentforce Sales Consultant pack (USD $19): https://www.certifyforce.com/practice-exams