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Question 31 - Certified Sales Cloud Consultant discussion

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Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.

Which two recommendations should the consultant make?

Choose 2 answers

A.
One set of opportunity stages
Answers
A.
One set of opportunity stages
B.
One record type
Answers
B.
One record type
C.
Three record types
Answers
C.
Three record types
D.
Three sets of opportunity stages
Answers
D.
Three sets of opportunity stages
Suggested answer: C, D

Explanation:

Record types allow you to assign different page layouts, picklist values, and business processes to different users based on their profiles. You can create three record types for the three product lines, and assign them to the appropriate sales teams. You can also create three sets of opportunity stages that reflect the unique sales methodologies for each product line, and associate them with the corresponding record types. This can help you customize the Sales Cloud functionality for each product line and track their progress separately. Verified

Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 17)

https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5

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asked 23/09/2024
David Brun
36 questions
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