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Question 19 - Certified Energy and Utilities Cloud Accredited Professional discussion

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An energy company offers multiple products to its industrial and commercial customers. They need to create a quote for a customer for multiple sites.

How would a consultant meet this business requirement?

A.
Create a Master quote, create group(s). add the quote group members, add products, and apply to the group.
Answers
A.
Create a Master quote, create group(s). add the quote group members, add products, and apply to the group.
B.
Create quotes for each individual site and add products, then run multi-site batch jobs.
Answers
B.
Create quotes for each individual site and add products, then run multi-site batch jobs.
C.
Create an opportunity, add products to it. then submit it to the MultiAppHandler class
Answers
C.
Create an opportunity, add products to it. then submit it to the MultiAppHandler class
D.
Create a multi-site quote, add members to the quote, and add products for each site
Answers
D.
Create a multi-site quote, add members to the quote, and add products for each site
Suggested answer: A

Explanation:

For a consultant to meet the business requirement of creating a quote for a customer with multiple sites, the most efficient approach within Salesforce Energy and Utilities Cloud is to create a Master quote and then organize the products and services by site using groups within the quote. This method allows the consultant to manage the complexities of multi-site quotes systematically, ensuring that each site's specific needs are addressed within a single, overarching quote structure, thereby streamlining the quoting process for complex customer scenarios. Reference = Salesforce documentation on CPQ and quoting best practices outlines the process of creating Master quotes and utilizing groups to manage complex quoting scenarios, such as quotes for customers with multiple sites: https://help.salesforce.com/articleView?id=cpq_quotes.htm&type=5

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asked 23/09/2024
Shariifa DEME
33 questions
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