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A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals. What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?
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Question 45 - Certified Sales Cloud Consultant discussion

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Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality?

Choose 2 answers

A.
Add child Campaigns of the primary Campaign source automatically.
Answers
A.
Add child Campaigns of the primary Campaign source automatically.
B.
Add criteria to the auto-association settings to limit the matches to the past 30 days.
Answers
B.
Add criteria to the auto-association settings to limit the matches to the past 30 days.
C.
Define rules for Campaigns to add Opportunities and then lock after 30 days.
Answers
C.
Define rules for Campaigns to add Opportunities and then lock after 30 days.
D.
Ask the admin to enable Customizable Campaign Influence.
Answers
D.
Ask the admin to enable Customizable Campaign Influence.
Suggested answer: B, D

Explanation:

These are two steps that the consultant should take to meet the requirement of tracking closed won opportunities generated by a campaign over the last 30 days using standard functionality. Customizable Campaign Influence is a feature that allows users to measure and report on how campaigns influence opportunities throughout the sales cycle. Users can define different influence models, such as first touch, last touch, or custom rules, and assign percentages or amounts of credit to each campaign that influenced an opportunity. Auto-association settings are options that determine how campaigns are automatically associated with opportunities based on criteria such as contact roles, time frames, or record types. By adding criteria to limit the matches to the past 30 days, CK can ensure that only recent campaigns are associated with opportunities. By enabling Customizable Campaign Influence, CK can use reports and dashboards to analyze how many closed won opportunities a campaign has generated based on different influence models. Verified

Reference: [Customizable Campaign Influence]; [Auto-Association Settings for Customizable Campaign Influence]

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asked 23/09/2024
Bruno Piovan
27 questions
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