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Question 194 - Certified Advanced Administrator (CRT-211) discussion

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Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system. Customers want to know what the different configuration options are. Sales management wants to ensure the opportunity pipeline is as accurate as possible.

What should sales reps do to ensure their quotes and opportunities reflect their sales?

A.
Update the quote record each time the customer requests a different product configuration, and clicks the sync button to update the opportunity.
Answers
A.
Update the quote record each time the customer requests a different product configuration, and clicks the sync button to update the opportunity.
B.
Create a new quote record for each of the different product configurations. Sync the most likely to be purchased back to the opportunity.
Answers
B.
Create a new quote record for each of the different product configurations. Sync the most likely to be purchased back to the opportunity.
C.
Create new opportunities for each quote request. Change the forecast category to omitted for all except the most likely to be purchased.
Answers
C.
Create new opportunities for each quote request. Change the forecast category to omitted for all except the most likely to be purchased.
D.
Use the products related list to associate the different configurations with the opportunity. Update the Amount field with the most likely purchase price.
Answers
D.
Use the products related list to associate the different configurations with the opportunity. Update the Amount field with the most likely purchase price.
Suggested answer: B

Explanation:

Creating a new quote record for each of the different product configurations and syncing the most likely to be purchased back to the opportunity will ensure that their quotes and opportunities reflect their sales. This way, sales reps can show customers different options and prices, and keep track of which one is most likely to close. Syncing a quote with an opportunity will update the opportunity amount, stage, and expected revenue fields based on the quote information.

Reference: https://help.salesforce.com/s/articleView?id=sf.quotes_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm&type=5

asked 23/09/2024
Junwei Li
37 questions
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