The consultant discovers:
Multiple triggers
Workflows
Flows
Possibly recursion or conflicting automations… on the Opportunity, which is foundational for CPQ.
Salesforce Revenue Cloud Best Practice:Use one automation type (preferably Flow) to avoid conflicts, recursion, performance issues, and unpredictable ordering.
Too many automation types cause issues with:
CPQ Quote Sync
Opportunity → Quote event handling
Performance and CPU limits
Unpredictable execution order
Therefore:
✔ A — Recommend using a single automation type for best performanceThis aligns with:
Salesforce Well-Architected Framework
Salesforce CPQ implementation guidelines
General platform automation best practices
Why other options are incorrect:Option
Why Not Correct
B
Large Quote Threshold affects calculator performance, not Opportunity automation.
C
Multiple automation types is the problem, not the solution.
D
Accepting the current messy automation is not recommended before CPQ implementation.
Thus A is correct.
