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To resolve the issue of only some Opportunity Products being synced from Quotes, causing inaccuracies in the pipeline, an admin should consider the following troubleshooting steps:
A. Check the Quote's Primary checkbox for a value of False. This is not usually a corrective step. The Primary checkbox indicates whether a quote is the primary quote for the opportunity. If it's set to false, the quote's products will not sync with the opportunity. So, checking for a value of 'False' wouldn’t typically resolve the issue.
B. Ensure the Quote's Opportunity lookup is populated. This is a crucial step. For a quote to sync its products with an opportunity, it must be linked to the opportunity. If the Quote's Opportunity lookup field is not populated, it means the quote is not associated with any opportunity, leading to syncing issues.
C. Ensure the Quote's Account lookup is populated. While it’s important for record keeping and organizational purposes, populating the Account lookup on a Quote does not directly impact the syncing of Opportunity Products from Quotes. The critical connection for syncing is between the quote and the opportunity, not the account.
D. Ensure the Opportunity's Primary Quote lookup is populated. This is a vital step. In Salesforce, only the products from the primary quote (if designated) are meant to sync with the opportunity. If the Opportunity's Primary Quote field is not correctly set, it could lead to syncing problems.
E. Check the Quote's Primary checkbox for a value of True. This is an important step. For the products on a quote to sync with the opportunity, the quote must be marked as the primary quote for that opportunity. Ensuring that the Primary checkbox on the quote is set to true is essential for proper synchronization.
Therefore, the correct answers are:
B. Ensure the Quote's Opportunity lookup is populated.
D. Ensure the Opportunity's Primary Quote lookup is populated.
E. Check the Quote's Primary checkbox for a value of True....
ans: ACD