Salesforce Certified CPQ Specialist — Question 145
A renewal quote has been generated through automation 45 days before the contract ends on December 31. The customer wants to increase the quantity of their monthly service subscription. The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity, the sales ops team had discovered that the renewal Opportunity is out of sync with the latest change.
How can the sales ops team ensure the renewal Quote reflects the increased quantity?
Answer options
- A. Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.
- B. Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quoted checkbox on the Contract.
- C. Terminate the Contract with an End Date of November 30, and set the renewal Quote Start Date to December 1 of this year.
- D. Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
Correct answer: B
Explanation
The correct answer is B because unchecking and re-checking the Renewal Quoted checkbox on the Contract allows the system to refresh and align the renewal Quote with the updated quantities. Options A and C involve unnecessary deletions or terminations that complicate the process. Option D does not address the requirement to update the renewal Quote directly.