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Question 8 - Certified Advanced Administrator (CRT-211) discussion

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DreamHouse Realty has a rental team and a real estate team. The two teams have different safes processes and capture different client information on their opportunities.

How should an administrator extend the Opportunity object to meet the teams' different needs?

A.
Leverage Opportunities for the Real Estate Team and create a new custom object for the Rental Team Opportunities.
Answers
A.
Leverage Opportunities for the Real Estate Team and create a new custom object for the Rental Team Opportunities.
B.
Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams.
Answers
B.
Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams.
C.
Create Opportunity Teams for the Rental and Real Estate Teams and make appropriate fields visible to only the necessary team.
Answers
C.
Create Opportunity Teams for the Rental and Real Estate Teams and make appropriate fields visible to only the necessary team.
D.
Add a section for Rental and a section for Real Estate on the Opportunity Master Record Type to keep the information separate.
Answers
D.
Add a section for Rental and a section for Real Estate on the Opportunity Master Record Type to keep the information separate.
Suggested answer: B

Explanation:

Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams is how the administrator should extend the Opportunity object to meet the teams' different needs. Record types are a way to offer different business processes, picklist values, and page layouts to different users based on their profiles or permission sets. Page layouts are a way to control the layout and organization of fields, buttons, related lists, and other components on a record page. Sales processes are a way to define the stages that an opportunity goes through from creation to close. By using separate record types, page layouts, and sales processes for each team, the administrator can customize the opportunity object according to their different requirements and preferences.

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asked 23/09/2024
Roger Warner
33 questions
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