Salesforce Certified Advanced Administrator — Question 102

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?

Answer options

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

Correct answer: C

Explanation

Option C is correct because it allows sales reps to accurately associate different product configurations with the opportunity, ensuring the pricing reflects the most likely sale. Options A and D suggest creating new opportunities or quotes, which can lead to confusion and inaccuracies in the pipeline. Option B implies modifying the quote without proper association to the opportunity, which does not maintain clarity in the sales process.