The admin at Universal Containers is attempting to retire a Product that is being replaced
by a newer version, but they are receiving an error because the Product is associated to an
Opportunity.
What should the consultant recommend to resolve the issue most efficiently?
A. Create a flow to delete the Product from the Price Book.
B. Archive the Product and each related Price Book entry.
C. Edit the Product record and uncheck the Active field.
C. Edit the Product record and uncheck the Active field.
Explanation: To retire a Product that is associated with an Opportunity, the most efficient
solution is to edit the Product record and uncheck the Active field. Here’s why:
Deactivating the Product: Unchecking the Active field will effectively remove the
Product from availability without requiring deletion from price books or the system.
This ensures that the Product is no longer available for new opportunities but
remains intact for historical records.
Salesforce Best Practices: Salesforce recommends deactivating Products when
they should no longer be available for selection in new records. This method
preserves data integrity while making the Product inactive for future transactions.
References: Salesforce documentation on Product Management outlines how to
manage product availability using the Active checkbox.
In summary, editing the Product record and unchecking the Active field (Option C) is
the most straightforward way to retire a Product associated with existing opportunities.