# Products, price books, schedules, quotes and orders

*Platform Administrator II Study Guide · Cloud Applications · Last updated October 26, 2026 · https://www.certifyforce.com/study-guide/platform-administrator-ii/cloud-applications/products-price-books-schedules-quotes-and-orders*

How standard, list and sales prices relate, what switching an opportunity's price book does, how quote syncing and Quote Settings behave, when an order can be activated, and how default quantity and revenue schedules calculate installments.

- Certification: Salesforce Platform Administrator II
- Exam section: Cloud Applications
- Study guide: https://www.certifyforce.com/study-guide/platform-administrator-ii

**Official exam objective:**

> Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes.

## What the exam expects

- Explain why a new product needs an active standard price before it can join a custom price book, opportunity or quote.
- Predict what happens when a rep changes the price book on an opportunity that already has products.
- Describe quote syncing and the conditions that stop an admin disabling Quotes.
- State when an order can be activated and what can change afterwards.
- Calculate installments from default quantity and revenue schedules, and enable schedules on new products.

Key terms:
- **Standard price**: a product's default price, in the standard price book.
- **List price**: a product's price in a custom price book.
- **Sales price**: the price a rep uses on a deal, possibly discounted.
- **Synced quote**: the one quote mirrored with its opportunity's products.
- **Default product schedule**: a schedule on the product, created when it is added to an opportunity.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| New product prerequisite | Active standard price before any custom price book, opportunity or quote | [Setting Prices](https://help.salesforce.com/s/articleView?id=sales.products_considerations_for_setting_prices.htm&language=en_US&type=5) |
| Price books per record | Products come from a single price book | [Price Book Considerations](https://help.salesforce.com/s/articleView?id=sales.pricebooks_considerations_for_creating.htm&language=en_US&type=5) |
| Change opportunity price book | All products deleted; Amount keeps its value | [Price Book Considerations](https://help.salesforce.com/s/articleView?id=sales.pricebooks_considerations_for_creating.htm&language=en_US&type=5) |
| Synced quotes | One per opportunity at a time | [Quote Syncing](https://help.salesforce.com/s/articleView?id=sales.quotes_synch_overview.htm&language=en_US&type=5) |
| Disable Quotes blockers | References in customizations; any synced quote | [Set Up Quotes](https://help.salesforce.com/s/articleView?id=quotes_enable.htm&language=en_US&type=5) |
| Order activation | Active contract and at least one order product | [Activation Limitations](https://help.salesforce.com/s/articleView?id=order_activate.htm&language=en_US&type=5) |
| Both default schedules | Quantity first, then revenue divides the total | [Schedule Considerations](https://help.salesforce.com/s/articleView?language=en_US&id=sales.products_considerations_for_using_schedules.htm&type=5) |
| Enable for all products | One-time switch; new products need it on the record | [Enable Product Schedules](https://help.salesforce.com/s/articleView?id=sales.enabling_schedules.htm&language=en_US&type=5) |

## Check yourself

- Why does a newly created product not appear when adding entries to a custom price book?
- When does Salesforce refuse to disable Quotes?
- Why do new products lack schedules even though Enable for all products was selected?

## Sources

- [Considerations for Setting Prices](https://help.salesforce.com/s/articleView?id=sales.products_considerations_for_setting_prices.htm&language=en_US&type=5)
- [Considerations for Creating and Maintaining Price Books](https://help.salesforce.com/s/articleView?id=sales.pricebooks_considerations_for_creating.htm&language=en_US&type=5)
- [Create Custom Price Books](https://help.salesforce.com/s/articleView?language=en_US&id=sales.pricebooks_create.htm&type=5)
- [How Quote Syncing Works](https://help.salesforce.com/s/articleView?id=sales.quotes_synch_overview.htm&language=en_US&type=5)
- [Considerations for Creating and Managing Quotes and Quote Line Items](https://help.salesforce.com/s/articleView?id=sf.quotes_considerations_for_creating.htm&language=en_US&type=5)
- [Set Up Quotes](https://help.salesforce.com/s/articleView?id=quotes_enable.htm&language=en_US&type=5)
- [Enable Orders](https://help.salesforce.com/s/articleView?id=customize_order_enable.htm&language=en_US&type=5)
- [Considerations for Activation Limitations](https://help.salesforce.com/s/articleView?id=order_activate.htm&language=en_US&type=5)
- [Considerations for Using Product Schedules](https://help.salesforce.com/s/articleView?language=en_US&id=sales.products_considerations_for_using_schedules.htm&type=5)
- [Enable Product Schedules in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sales.enabling_schedules.htm&language=en_US&type=5)
- [Establish Schedules for Products on Opportunities](https://help.salesforce.com/s/articleView?language=en_US&id=products_establish.htm&type=0)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 7 linked practice questions, and unlimited timed mock exams are included with the Platform Administrator II pack (USD $19): https://www.certifyforce.com/practice-exams