Salesforce Certified CPQ Specialist Practice

The "Clone with Related" button on a Quote is designed to duplicate the quote while simultaneously copying its associated related records. This feature is particularly beneficial when a sales representative needs to create a new quote that shares similarities with an existing one, allowing them to maintain continuity and ensure that all relevant details are preserved.

By cloning the quote along with its related records, such as line items, configurations, and applied discounts, the user saves substantial time and effort. This streamlining of the quoting process minimizes the chances of errors that could arise from manually recreating related records, ensuring that the new quote remains accurate and consistent with the original.

In contrast, options that suggest updating the current quote or resetting it to its original state don’t capture the essence of the cloning functionality, which is centered around duplication rather than modification or reset. The option regarding exporting quote data to a spreadsheet also deviates from the purpose of the clone feature, aligning more closely with data export functionalities rather than quote duplication within the Salesforce CPQ system.