Free Preparation Discussions
MENU
Salesforce Exam Sales-Admn-202 Topic 7 Question 5 Discussion
Topic #: 7
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 has 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?
Scenario:
The customer wants to increase the subscription quantity for the last month of the contract. The renewal Opportunity must reflect this change.
Solution:
Generate an Order from the amendment Opportunity to capture the changes.
Contract the amendment Order to update the Contract.
Refresh the renewal Quote to synchronize the increased quantity.
Why Other Options Are Incorrect:
B: Terminating the contract with a specific end date is unnecessary for this scenario.
C & D: Deleting Renewal Opportunities or Quotes adds unnecessary manual steps and risks data integrity.
Salesforce CPQ Reference:
The process for handling amendments and renewals is detailed in Amendments and Renewal Configuration Guidelines .
Currently there are no comments in this discussion, be the first to comment!