Cloudy Computing would like to be able to generate Quotes from Salesforce. Quotes should contain the Account Name, Amount and any discount. Quotes should also be able to be emailed to customers from Salesforce. As the Salesforce Administrator, what would you suggest?
Below is the answer and explanation for the question in the Salesforce Admin Practice Exam: Cloudy Computing would like to be able to generate Quotes from Salesforce. Quotes should contain the Account Name, Amount and any discount. Quotes should also be able to be emailed to customers from Salesforce. As the Salesforce Administrator, what would you suggest?
Cloudy Computing would like to be able to generate Quotes from Salesforce. Quotes should contain the Account Name, Amount and any discount. Quotes should also be able to be emailed to customers from Salesforce. As the Salesforce Administrator, what would you suggest?
- Create a custom object called “Quotes”
- Choose a tool from the AppExchange
- Use the standard object “Quotes” ✅
- Use an Apex trigger to automatically generate a Quote from an Opportunity
Correct Answer
Use the standard object “Quotes” ✅
Explanation
A Salesforce Administrator can enable the native Quotes functionality in Salesforce.
Quotes can be generated from an Opportunity and it’s related products. A Quote can be configured to display certain fields, including Account, Amount and Discount. Each Opportunity can have multiple associated Quotes, but only one can be synced with an Opportunity at any time. When a Quote and an Opportunity are synced, any change to line items in the quote syncs with Products on the Opportunity, and vice versa. Quotes can be generated as PDFs and emailed directly to customers from Salesforce.
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