Preventing Unauthorized Item Addition to Opportunities

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To prevent sales representatives who are not certified from adding items in the Professional catalog to opportunities in Northern Trail Outfitters, two Salesforce setup options should be implemented:

1. Utilize a separate price book: By creating a separate price book specifically for the products that require certification, you can control access to these items. Only users who are certified will be granted access to this price book. This can be achieved by configuring the price book settings and associating the certified users with the appropriate price book. By doing so, only the certified sales representatives will have visibility and the ability to add these certified products to opportunities. This ensures that non-certified users won't have access to the products requiring certification.

2. Utilize a validation rule on opportunity products: A validation rule can be set up on opportunity products to prevent non-certified users from adding products marked as requiring certification. The validation rule will check the certification status of the user adding the opportunity product and compare it with the certification requirement of the product being added. If the user is not certified, they will receive an error message or prompt, preventing them from adding the product to the opportunity. This validation rule acts as a safeguard to ensure that only certified users can add the products requiring certification to opportunities.

By implementing both of these setup options, Northern Trail Outfitters can effectively restrict non-certified sales representatives from adding items in the Professional catalog to opportunities. The separate price book ensures controlled access, while the validation rule on opportunity products enforces the certification requirement during the opportunity creation process.