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Question 5 - Certified Manufacturing Cloud Accredited Professional discussion

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In Tableau CRM for Manufacturing, which three user types can be selected to receive credit for an order in the Tableau CRM configuration wizard then calculating actuals against account manager targets?

A.
Other User
Answers
A.
Other User
B.
Opportunity Owner
Answers
B.
Opportunity Owner
C.
Custom Lookup Field for a user on Account.
Answers
C.
Custom Lookup Field for a user on Account.
D.
Order Owner
Answers
D.
Order Owner
E.
Account Owner
Answers
E.
Account Owner
Suggested answer: B, C, D

Explanation:

In Tableau CRM for Manufacturing, the user types that can be selected to receive credit for an order in the Tableau CRM configuration wizard when calculating actuals against account manager targets are:

Opportunity Owner: The user who owns the opportunity that is associated with the order.This option is useful when you want to track the performance of the sales reps who closed the deals that resulted in the orders2.

Custom Lookup Field for a user on Account: The user who is referenced by a custom lookup field on the account that is associated with the order.This option is useful when you want to track the performance of a specific role or function that is related to the account, such as a regional manager or a service agent2.

Order Owner: The user who owns the order.This option is useful when you want to track the performance of the users who are responsible for fulfilling the orders2.Reference:Configure Tableau CRM for Manufacturing

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asked 23/09/2024
Orenthial Johnson
31 questions
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