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 .
Cloud Kicks (CK) wants to ensure its sales reps are able to edit non-contracted and non-activated Orders to redistribute Order Products from one Order to another.
What are two considerations the CPQ admin must take into account to meet the requirement?
Choose 2 answers
Requirement Overview:
Sales reps need to redistribute Order Products across multiple Orders.
Key Considerations:
Ownership Requirement: Only the Order owner or users with elevated permissions (e.g., Modify All) can edit an Order.
Allow Multiple Orders Setting: This setting must be enabled in the CPQ Orders package to allow splitting or redistributing Order Products.
Steps to Enable:
For Ownership:
Confirm the sales rep is listed as the owner of the Order.
For Package Settings:
Navigate to CPQ Package Settings > Orders.
Enable the 'Allow Multiple Orders' checkbox.
Testing:
Ensure that the Edit Order Products button is exposed on the Order Page Layout and verify redistribution functionality.
Universal Containers has Products that should only be selected as part of a bundle
How should the admin configure CPQ so users are unable to add this Product outside of a bundle?
Requirement:
Certain products should only be available as part of a bundle, not sold separately.
Solution:
Setting the Component checkbox to TRUE on the Product ensures it is only available as a component within a bundle.
Why Other Options are Incorrect:
A: Removing Price Book Entries restricts pricing but does not limit availability.
B: Configuration Event field is unrelated to this functionality.
D: Product Rules are not required for this basic configuration.
Salesforce CPQ Reference:
The Component checkbox functionality is documented under Product Configuration in CPQ .
The admin at Universal Containers receives a report from a user that checking the Contracted box on an Opportunity with a single Product fails to result in a Contract.
What are two possible reasons a Contract is unable to be created?
Choose 2 answers
Issue:
Contract creation fails when the Contracted checkbox is checked on an Opportunity.
Possible Causes:
A: If the Subscription Conversion Behavior is set to None, the product is not converted into a Subscription, preventing the Contract from being created.
B: The Opportunity requires a Primary Quote to generate a Contract, as the Contract details are derived from the Quote.
Why Other Options Are Incorrect:
C: If the Subscription Pricing field is blank, the product is treated as non-subscription but does not prevent Contract creation.
D: Products with Subscription Pricing = One-time are not converted to Subscriptions, but they do not block Contract creation.
Salesforce CPQ Reference:
Contract creation requirements and behaviors are documented under CPQ Subscription Management Guidelines .
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality?
Advanced Approvals Context:
The Opportunity Object is configured out-of-the-box to integrate fully with Advanced Approvals.
Other objects, like the CPQ Quote or Quote Line, may require additional customization.
Functionality:
Advanced Approvals use Approval Rules, Chains, and Conditions to automate the approval process.
Predefined templates and configurations are readily available for the Opportunity Object.
Validation:
After installation of the Advanced Approvals package, confirm the Opportunity Object's configuration. No additional setup is required for basic functionality.
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