Salesforce Certified CPQ Specialist — Question 99

A sales rep notices on Opportunities that only some Opportunity Products are synched from Quotes. This discrepancy causes inaccuracies in the pipeline.
Which three troubleshooting steps should the Admin take to resolve the issue? (Choose three.)

Answer options

• A. Check the Quote's Primary checkbox for a value of False.
• B. Ensure the Quote's Account lookup is populated.
• C. Check the Quote's Primary checkbox for a value of True.
• D. Ensure the Opportunity's Primary Quote lookup is populated.
• E. Ensure the Quote's Opportunity lookup is populated.

Correct answer: C, D, E

Explanation

The correct steps are to ensure the Quote's Primary checkbox is set to True (C), as this designates the primary Quote for the Opportunity. Additionally, the Opportunity's Primary Quote lookup (D) must be populated to link the Opportunity correctly with its primary Quote. Lastly, the Quote's Opportunity lookup (E) needs to be filled to ensure that the Quote is associated with the correct Opportunity. Options A and B do not address the synchronization issue directly.