Sales Cloud: Options for Changing Account or Contract Details | Cloud Kicks

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To meet the requirement of providing options to sales representatives for changing account or contract details for a created order, the consultant should consider the following two conditions:

1. The price book associated with the order is also associated with the new account (Option A):

   • In Salesforce Sales Cloud, a price book is a catalog or list that contains products and their corresponding prices.
   • When an order is created, it is associated with a specific price book.
   • If the sales representative wants to change the account details for the order, it is important to ensure that the new account is associated with the same price book as the original order.
   • This ensures that the prices and products remain consistent when the order is transferred to the new account.

2. The contract associated with the order is also associated with the new account (Option B):

   • In Salesforce Sales Cloud, contracts are used to define the terms and conditions of a business agreement.
   • When an order is created, it is typically associated with a contract that outlines the terms of the sale.
   • If the sales representative wants to change the contract details for the order, it is important to ensure that the new account is associated with the same contract as the original order.
   • This ensures that the terms and conditions of the agreement remain consistent when the order is transferred to the new account.

Therefore, options A and B are the two conditions that the consultant should consider to meet the requirement. It's important to note that options C and D are not relevant to the requirement:

• Option C states that the currency associated with the order can be different from the new contract. However, the requirement is focused on changing account or contract details, and currency does not fall within those parameters.
• Option D states that the order associated with the account should be in draft status. However, the requirement does not specify any particular status of the order, but rather focuses on allowing changes to account or contract details for a created order.