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Question 126 - Certified Health Cloud Accredited Professional discussion

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When setting up Intelligent Sales, which three types of records should an administrator create for a Field Sales Agent before Visit records can be created? (Choose three.)

A.
Contacts
Answers
A.
Contacts
B.
Opportunities
Answers
B.
Opportunities
C.
Locations
Answers
C.
Locations
D.
Accounts
Answers
D.
Accounts
E.
Assets
Answers
E.
Assets
Suggested answer: A, C, E

Explanation:

To create Visit records for a Field Sales Agent using Intelligent Sales, the administrator must create Contacts, Locations, and Assets records for the agent. Contacts are the people that the agent visits or interacts with during their sales cycle. Locations are the places where the agent conducts their visits or activities. Assets are the products or devices that the agent sells or services during their visits. Opportunities and Accounts are not required for creating Visit records using Intelligent Sales.

asked 23/09/2024
Neftali Baez-Feliciano
31 questions
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