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.
Outline the capabilities, use cases, and design considerations when implementing Opportunity Products, Products, Price Books, Quotes, and the impact of multi-currency.
~7 min read · 16 practice questions ·
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
- Detail
- A product's standard price must exist before custom prices
- Detail
- One price book entry per price and currency combination
- Detail
- Use, View Only, or No Access plus manual sharing
- Detail
- Sum of products; direct updates ignored
- Detail
- Revenue totals 100%; overlay can total any percentage
- Detail
- Edit on Quotes plus Read on Products and Price Books
- Detail
- Copied from the related opportunity; can't be changed
- Detail
- Can't be turned off once enabled
- Detail
- Amount isn't converted; only the code changes
- Detail
- Not used in forecasting or cross-object formulas
Sources for this section (9)
- PricebookEntrydeveloper.salesforce.com (opens in a new tab)
- OWD Access Settingshelp.salesforce.com (opens in a new tab)
- Opportunitydeveloper.salesforce.com (opens in a new tab)
- OpportunitySplitTypedeveloper.salesforce.com (opens in a new tab)
- Quoteshelp.salesforce.com (opens in a new tab)
- Quotedeveloper.salesforce.com (opens in a new tab)
- Enabling Considerationshelp.salesforce.com (opens in a new tab)
- Manage Multiple Currencieshelp.salesforce.com (opens in a new tab)
- About ACMhelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Sales Consultant pack
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- Worked scenario
The pack includes:
- All 20 lessons of the Agentforce Sales Consultant guide, with reading progress
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- Inline practice questions and one-click topic practice (16 questions for this lesson)
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