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Question 138 - Certified Data Architect discussion

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A customer needs a sales model that allows the following:

Opportunities need to be assigned to sales people based on the zip code.

Each sales person can be assigned to multiple zip codes.

Each zip code is assigned to a sales area definition. Sales is aggregated by sales area for reporting.

What should a data architect recommend?

A.
Assign opportunities using list views using zip code.
Answers
A.
Assign opportunities using list views using zip code.
B.
Add custom fields in opportunities for zip code and use assignment rules.
Answers
B.
Add custom fields in opportunities for zip code and use assignment rules.
C.
Allow sales users to manually assign opportunity ownership based on zip code.
Answers
C.
Allow sales users to manually assign opportunity ownership based on zip code.
D.
Configure territory management feature to support opportunity assignment.
Answers
D.
Configure territory management feature to support opportunity assignment.
Suggested answer: D

Explanation:

The best solution to assign opportunities based on zip code and sales area is to configure territory management feature to support opportunity assignment. Territory management is a feature that allows you to organize your sales team into territories based on criteria such as geography, industry, product line, or customer segment. You can assign accounts and opportunities to territories using assignment rules or manual sharing.You can also define forecast managers and roll up forecasts by territory45. Assign opportunities using list views using zip code is not a good solution because it is inefficient and does not support reporting by sales area. Add custom fields in opportunities for zip code and use assignment rules is not a good solution because it requires creating additional fields and does not support reporting by sales area. Allow sales users to manually assign opportunity ownership based on zip code is not a good solution because it is prone to errors and does not support reporting by sales area.

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asked 23/09/2024
Son Pham Hong
44 questions
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