PRODUCTS ,QUOTES, PRICE BOOKS Flashcards
ALL PRODUCTS WITHIN PRICE BOOK HAVE _____________ PRICES
STANDARD
A ___________ PRICEBOOK CAN BE CREATED FOR AREA WHO DONT HAVE STANDARD PRICES
CUSTOM
PRICE BOOKS ARE CREATED TO ________ PRODUCTS
TRACK
WHERE IS PRICE BOOK LOCATED
UNDER APP LAUNCHER BY SEARCHING PRICE BOOKS
WHAT ARE THE DETAILS INCLUDED IN A PRICE BOOK
PRODUCT : NAME DESCRIPTION ITEM# STATUS(ACTIVE/INACTIVE)
WHAT MUST YOU DO PRIOR TO ADDING STANDARD PRICE ITEMS TO A PRICEBOOK?
CREATE A NEW PRICE BOOK AND THEN ADD THE PRODUCT
THE PRODUCTS IN A PRICEBOOK ARE _________ AND ________________
LOADED
PREPOPULATED
YOU CAN ADJUST THE STANDARD PRICE OF A PRODUCT BY
SELECT THE PRODUCT
ADJUSTING THE PRICE
When you create products in Salesforce, you add a ___________price to each one. Then those products appear in the standard price book.
standard
IT IS NECESSARY TO CREATE A STANDARD PRICE BOOK THAT’S SPECIFIC TO YOUR COMPANY’S
ORG
HOW DO YOU ADD A PRODUCT TO SALESFORCE
APP LAUNCHER- PRODUCTS
CREATE MULTIPLE PRICE BOOKS IF YOU HAVE
MULTIPLE PRICES FOR THE SAME PRODUCT (EX SELLING TO INTL VS DOMESTIC, OR DIFF REGIONS HAVE DIFF TAXES)
WHEN YOU ARE READY TO ACTIVATE A PRICEBOOK YOU SHOULD MARK IT AS ……
ACTIVE
HOW CAN YOU ADD A PRODUCT TO AN OPPORTUNITY
UNDER THE OPP RECORD RELATED TAB> ADD PRODUCT
HOW CAN YOU SELECT A PRICEBOOK TO UNDER AN OPPORTUNITY
UNDER THE OPP RECORD RELATED TAB> ADD SELECT PRICEBOOK
WHO CAN CREATE PRODUCTS IN SF?
an admin or sales operations manager,
WHO CAN CLONE PRODUCTS IN SF?
an admin or sales operations manager,
What must be enabled by an ADM in order for the ORG to be able to create quotes?
Quotes, under SET-UP> Quote settings >enable
Quotes for an ORG can not be disabled once it is
Used under an object
for example a quote is created for an opportunity
Quotes can only be created from the _______________ and not under the “Quote” tab
Opportunity it is related to
After enabling the Quote under Setup you can then add it to
the Page layout you want the quote tab to appear on.
Quotes already created will appear under the __________ tab.
Quote tab
Where can you create a quote for an opportunity ?
Under the opportunity , under “quotes” in the bottom right corner
Where can you add products to a quote once it has been created?
Under the “Quote “ tab, select the quote for the opportunity and add the products
How do you avoid price discrepancies between items in quotes and products?
By synching the quotes
Where can you start synching for a quote ?
Under the quote, by selecting the down-down arrow next to New Opp in the top right corner
Where can you CREATE a pdf for a quote
Under the quote, by selecting the down-down arrow next to New Opp in the top right corner
Where can you find the PDF you’ve created for a quote?
Listed under the opportunity of the related quote OR under the quote tab, of the specific quote
Generating quotes is a productivity tool for what roles/position?
Sales rep
An opportunity can be ___________with only one quote. (even if multiple are linked to an opp)
synced
How to you create a quote template ?
Setup>Quote template> New>save
once it is saved, from the template list, select ACTIVATE
Where are contracts tracked?
Thru the approval process
How do you remove a field from a quote template
Go to Setup> Quote template> select the template>edit….find the field to remove, save, then go back and ACTIVATE
Any unwanted fields for a quote template should be removed PRIOR to making it
ACTIVE
After creating a PDF for a quote, you can save and ________ the quote.
How do you set up contracts to appear on an opportunity object for a PROFILE?
Setup>Object manager>Opportunity >Fields/Relationship>Contracts>Set Fields level security , select the profile you would like to have access to contracts
How do you add the Contract field to the page layout?
Setup>Object manager>Opportunity >Fields/Relationship>Contracts>Select the opp SALES layout> fields> select contract and drop and drag
What can be used to remind sales reps about contract renewals?
workflow alerts
What should you check to confirm the PROFILE has visibility to the contract (or any field) field?
View field accessibility ( under the opportunity , contract field and relationships)
Any fields label hidden for an user means?
Are unable to view the field.
Contracts can be linked to an opportunity when
creating a new opportunity
Where are contracts created at?
App Launcher by searching contracts
What MUST be linked to a contract when it is created?
An account
Contracts are __________ for a specific account
Customized
Who can delete a quote
The quote owner, ADM or anyone in higher hierarchy
When you delete a quote what happens?
If you restore a previously synced quote, it’s no longer synced with the opportunity.
All related PDFs, notes, and attachments are deleted.
if the quote is synced with an opportunity, the record is removed from the ____________ Quotes related list.
opportunity’s
A deleted quote is moved to the ________ Bin.
Recycle
