A user hat created two Quotes related to an Opportunity. The user has changed the
Primary Quote by checking the Primary checkbox on the non-Primary Quote. After
performing this action, the amount or the Opportunity fails to update and the Quote Lines
fad to sync to the Opportunity.
What is the root cause of this issue?
A. The triggers have been disabled m the Installed Package Settings
B. Twin fiekJs between the Quote Une and the Opportunity Product need to be set up.
C. The Primary field on the Quote is missing from the Quote object's Calculating Fields
field set.
D. Primary Quote Keeps Opportunity Products is set to FALSE in the Installed Package
Settings.
A. The triggers have been disabled m the Installed Package Settings
Explanation:
1. Scenario Breakdown:
A user changes the Primary Quote by checking the Primary checkbox on a secondary Quote.
After this action, the Opportunity amount does not update, and Quote Lines fail to sync with the Opportunity.
2. Root Cause:
Salesforce CPQ relies on triggers to automatically sync Quote data (e.g., amounts, line items) to the Opportunity when the Primary Quote is changed.
If these triggers are disabled in the Installed Package Settings, the sync process breaks, leading to the described issue.
3. Why Option A is Correct?
Disabled triggers prevent the system from:
1. Updating the Opportunity amount.
2. Syncing Quote Lines to Opportunity Products.
This aligns with Salesforce CPQ’s dependency on backend automation for Primary Quote changes.
4. Why Other Options Are Incorrect?
B. Twin fields are unrelated to Primary Quote sync issues (they govern field mappings between Quote Lines and Opportunity Products).
C. The Calculating Fields field set controls which fields trigger calculations, not Primary Quote synchronization.
D. "Primary Quote Keeps Opportunity Products" determines whether old Quote Lines are retained when a new Primary Quote is set. This does not affect Opportunity amount updates or sync failures.