Cloud Applications11% of the exam
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.
Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes.
~6 min read · 7 practice questions ·
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
New product prerequisite
- Detail
- Active standard price before any custom price book, opportunity or quote
Price books per record
- Detail
- Products come from a single price book
Change opportunity price book
- Detail
- All products deleted; Amount keeps its value
Synced quotes
- Detail
- One per opportunity at a time
Disable Quotes blockers
- Detail
- References in customizations; any synced quote
Order activation
- Detail
- Active contract and at least one order product
Both default schedules
- Detail
- Quantity first, then revenue divides the total
Enable for all products
- Detail
- One-time switch; new products need it on the record
Sources for this section (7)
- Setting Priceshelp.salesforce.com (opens in a new tab)
- Price Book Considerationshelp.salesforce.com (opens in a new tab)
- Quote Syncinghelp.salesforce.com (opens in a new tab)
- Set Up Quoteshelp.salesforce.com (opens in a new tab)
- Activation Limitationshelp.salesforce.com (opens in a new tab)
- Schedule Considerationshelp.salesforce.com (opens in a new tab)
- Enable Product Scheduleshelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator II pack
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- All 29 lessons of the Platform Administrator II guide, with reading progress
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