Universal Containers offers the same Products in different regions of the country. Each sales rep is assigned to a single region numbered 1 through 10.
Each region has some Products which are region-specific and unavailable to users from other regions. Managers can add Products to a sales rep's Quotes that are inaccessible to other sales reps.
Which two steps should the Admin take to meet the business requirement? Choose 2 answers
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Correct Answer:
C, D
Requirement Overview:
Universal Containers wants to restrict sales reps to accessing only region-specific Products while allowing managers to access all Products.
Solution:
C . Price Books per Region: Create a separate Price Book for each region, associating only the relevant Products. Share each Price Book with the respective sales reps.
D . Product Rules: Use Product Rules to hide Products from sales reps outside their assigned regions.
Steps to Configure:
Price Book Setup:
Navigate to Price Books.
Create a Price Book for each region and associate the specific Products.
Use Sharing Rules to share the Price Books with the appropriate sales reps.
Product Rule Setup:
Create a Product Rule with a Condition to hide Products based on the user's region.
Validation:
Test by logging in as a sales rep and verifying that they can only see Products for their assigned region.
