Salesforce Certified CPQ Specialist — Question 54

A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal Opportunity and uses the New button from the Quotes Related List. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve Bundle Structure on the Contract is set to True.
What are two ways a sales user should generate an accurate Renewal Quote? (Choose two.)

Answer options

• A. Clone the original Quote and update Quote Type to Renewal.
• B. Create Renewal Quotes using the Renew Contracts button from the Account’s Contract Related List.
• C. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.
• D. Clone the original Opportunity using the Clone with Products button and use the New Quote button in the Quote related list.

Correct answer: B, C

Explanation

The correct answers are B and C because using the Renew Contracts button ensures all relevant Products are included in the Renewal Quote, and the Renewal Quoted checkbox on the Contract helps in generating accurate Renewal Quotes. Options A and D are incorrect as cloning a Quote or Opportunity may not capture all necessary Products due to the structure settings on the Contract.