Salesforce Certified CPQ Specialist — Question 90

Northern Trail Outfitters (NTO) wants to reflect future renewals in its forecast pipeline as soon as the current Contract is created.
Some customers will require changes to existing Contracts during the Contract Term. NTO wants the Opportunity pipeline to reflect this as soon as these changes are applied.
What should the Admin configure to meet the requirement?

Answer options

• A. Automate renewal forecasting with a Lightning Quick Action on the Opportunity.
• B. Automate setting the Renewal Forecast checkbox on the current Contract upon creation.
• C. Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation.
• D. Automate setting the Renewal Quoted checkbox on the current Contract upon creation.

Correct answer: B

Explanation

The correct answer is B because it directly addresses the requirement to reflect future renewals in the forecast pipeline by setting the Renewal Forecast checkbox at the time of Contract creation. Options A, C, and D do not fully satisfy the requirement since they either focus on other actions or include unnecessary steps that do not directly impact the forecasting of renewals.