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.)
Click on the arrows to vote for the correct answer
A. B. C. D. E.CD
To resolve the issue where the Quote amount on Opportunities does not match the Opportunity amount, the Consultant should recommend the following two actions:
B. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record: This action involves creating a Workflow rule that triggers whenever a Quote record is created or updated. The Workflow rule should include a field update action to update the Opportunity Amount field with the Grand Total Value from the Quote record. By doing this, the Opportunity Amount will be automatically updated to reflect the correct amount from the Quote, ensuring consistency between the two.
E. Build a formula field on Opportunity to roll up Total Value from the Quote Record: This action involves creating a formula field on the Opportunity object that calculates and displays the rolled-up Total Value from the associated Quote records. The formula should sum up the Total Value field from all related Quote records. This will provide a real-time calculation of the total value of the Quotes associated with the Opportunity. By using this formula field, the Opportunity Amount will always match the sum of the Quote amounts, eliminating any discrepancies.
Explanation: A. Adding a global action to sync the Quote with the Opportunity is not the recommended approach for resolving this issue. A global action is typically used to perform a quick action that can be accessed from anywhere in the Salesforce interface. It is not designed to address synchronization issues between related records.
C. Adding a Sync button to the Page Layout might provide a manual option to sync the Quote with the Opportunity. However, it does not address the underlying issue of the mismatched amounts. This option relies on users remembering to click the Sync button, which can be error-prone and inconsistent.
D. Adding the Syncing checkbox to the Quotes related list does not provide a solution to ensure the synchronization of Quote and Opportunity amounts. It only adds a checkbox to the Quotes related list, which does not address the problem at hand.
Therefore, the recommended actions to resolve the issue are building a Workflow rule to update the Opportunity Amount with the Grand Total Value on the Quote Record and building a formula field on Opportunity to roll up the Total Value from the Quote Record. These actions automate the synchronization of amounts and provide an accurate reflection of the Quote amount on the Opportunity.