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Question 89 - Certified Sales Cloud Consultant discussion

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Cloud Kicks has hired a consultant to help with its quoting process. The consultant has determined that some quote custom fields should be viewed from the Opportunity.

What should a consultant consider when implementing the custom fields?

A.
Opportunity fields are inaccessible when configuring a Quote Template.
Answers
A.
Opportunity fields are inaccessible when configuring a Quote Template.
B.
Related Opportunity Line Items remain when a synched Quote Line Item is deleted.
Answers
B.
Related Opportunity Line Items remain when a synched Quote Line Item is deleted.
C.
Related Quote Items on all Quotes are impacted when an Opportunity Line Item is deleted.
Answers
C.
Related Quote Items on all Quotes are impacted when an Opportunity Line Item is deleted.
D.
Only standard fields on the Quote object sync to the Opportunity.
Answers
D.
Only standard fields on the Quote object sync to the Opportunity.
Suggested answer: B

Explanation:

When a quote is synced with an opportunity, any changes made to the quote line items are reflected in the opportunity line items, and vice versa. However, if a synced quote line item is deleted, the related opportunity line item remains unchanged. This means that the consultant should consider how to handle the discrepancy between the quote and the opportunity when implementing the custom fields.

asked 23/09/2024
Nikki Matheson
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