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Question 109 - Certified Sales Cloud Consultant discussion

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Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.

Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

A.
Use Tableau to geocode account addresses and display on a territory map.
Answers
A.
Use Tableau to geocode account addresses and display on a territory map.
B.
Install the Territory Management Reporting Pack from the AppExchange.
Answers
B.
Install the Territory Management Reporting Pack from the AppExchange.
C.
Run the updated assignment rules in Planning State and view the accounts on the territory detail page.
Answers
C.
Run the updated assignment rules in Planning State and view the accounts on the territory detail page.
D.
Use Data Loader to export the accounts and make updates in Google Sheets.
Answers
D.
Use Data Loader to export the accounts and make updates in Google Sheets.
Suggested answer: C

Explanation:

Running the updated assignment rules in Planning State and viewing the accounts on the territory detail page is the best way to show sales operations what the data will look like after changing the territories. Assignment rules are rules that determine how accounts are assigned to territories based on criteria such as account fields, address fields, etc. Planning State is a mode of Territory Management that allows users to preview how changes to territories or assignment rules will affect account assignments before activating them. The territory detail page is a page that shows information about a specific territory, such as name, description, users, accounts, etc.

By running the updated assignment rules in Planning State, sales operations can see how accounts will be reassigned to new territories based on the ZIP codes. By viewing the accounts on the territory detail page, sales operations can verify the accuracy of the account assignments and make any adjustments if needed.

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asked 23/09/2024
Harry Vervelde
40 questions
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