Sales leadership would like to see an accurate forecast of the sales pipeline based on...

Exact Extracts from Salesforce CPQ Implementation Guide:

“In Salesforce CPQ, the primary quote drives the values that sync with the opportunity, ensuring forecast accuracy and pipeline consistency.”

“When a sales rep designates a quote as Primary and syncs it, the quote’s pricing, quantity, and total values automatically update the related opportunity fields.”

“The Syncing field is controlled by Salesforce CPQ and is automatically set when the primary quote is synced.”

Step-by-Step Reasoning:

Requirement: Keep opportunity and forecast data accurate during the sales cycle.

Correct Action: Sync the Primary Quote — this updates the opportunity with correct values (Amount, Products, Discounts, etc.).

Why B is Correct:

Directly triggers the quote–opportunity data synchronization.

Ensures leadership sees real-time forecast data.

Why Others Are Incorrect:

A: The Syncing field is automatically controlled; setting it manually doesn’t trigger synchronization.

C: “Start Sync” quick action is not the standard method in CPQ to maintain forecast accuracy.

References :

Salesforce CPQ Implementation Guide — Quote and Opportunity Sync

Salesforce Revenue Cloud Study Guide — Sales Forecast Integration