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Exam Certified Sales Cloud Consultant All Questions

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Exam Certified Sales Cloud Consultant topic 1 question 63 discussion

Actual exam question from Salesforce's Certified Sales Cloud Consultant
Question #: 63
Topic #: 1
[All Certified Sales Cloud Consultant Questions]

Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount.
Which two actions should the Consultant recommend to resolve this issue? (Choose two.)

  • A. Add a global action to sync the Quote with the Opportunity.
  • B. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
  • C. Add a Sync button to the Page Layout.
  • D. Add the Syncing checkbox to the Quotes related list.
  • E. Build a formula field on Opportunity to roll up Total Value from the Quote Record.
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Suggested Answer: BE 🗳️

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Chosen Answer:
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882359f
3 weeks, 1 day ago
B and D
upvoted 1 times
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AUMER
3 weeks, 1 day ago
C and D correct ansewer
upvoted 1 times
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Plohia
1 year ago
Selected Answer: BE
B. Creating a Workflow rule to update the Opportunity Amount with the Grand Total Value from the Quote Record ensures that the Opportunity Amount accurately reflects the total value of the products or services quoted E. Building a formula field on the Opportunity object to roll up the Total Value from the related Quote Records allows for real-time calculation of the total quoted amount on the Opportunity. This approach ensures that the Opportunity Amount is always up-to-date and aligned with the total quoted value.
upvoted 3 times
ndlp43
7 months, 4 weeks ago
All this is done by Sync option
upvoted 2 times
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