Salesforce Certified Sales Cloud Consultant — Question 114

Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount.
Which two actions should the Consultant recommend to resolve this issue? (Choose two.)

Answer options

• A. Add a global action to sync the Quote with the Opportunity.
• B. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
• C. Add a Sync button to the Page Layout.
• D. Add the Syncing checkbox to the Quotes related list.
• E. Build a formula field on Opportunity to roll up Total Value from the Quote Record.

Correct answer: B, E

Explanation

The correct answers are B and E because building a Workflow rule (B) will ensure that the Opportunity Amount is updated whenever the Quote's Grand Total changes, and creating a formula field (E) allows the Opportunity to reflect the total value from the Quote dynamically. The other options do not directly address the need for consistent synchronization between the Quote and Opportunity amounts.