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Question 151 - Certified Sales Cloud Consultant discussion

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Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.

Which two actions should the consultant take to meet the requirement?

Choose 2 answers

A.
Create a report based on the Opportunity reporting snapshot.
Answers
A.
Create a report based on the Opportunity reporting snapshot.
B.
Create a dashboard component and schedule the dashboard to refresh monthly.
Answers
B.
Create a dashboard component and schedule the dashboard to refresh monthly.
C.
Schedule a reporting snapshot of the Opportunity History object to run monthly.
Answers
C.
Schedule a reporting snapshot of the Opportunity History object to run monthly.
D.
Schedule a reporting snapshot of the Opportunity object to run monthly.
Answers
D.
Schedule a reporting snapshot of the Opportunity object to run monthly.
Suggested answer: B, C

Explanation:

Creating a dashboard component and scheduling the dashboard to refresh monthly can help the VP of sales determine the number of closed deals on a monthly basis and compare the month-over-month results. A dashboard is a visual display of key metrics and trends for records in Salesforce. A dashboard component is a chart, table, metric, or gauge that shows data from a source report. Users can create a dashboard component that shows the number of closed deals for each month based on a report that filters opportunities by stage and close date. Users can also schedule the dashboard to refresh monthly, so that it always shows the latest data. Scheduling a reporting snapshot of the Opportunity History object to run monthly can also help the VP of sales determine the number of closed deals on a monthly basis and compare the month-over-month results. A reporting snapshot is a report that captures data at a specific point in time and stores it in a custom object. Users can create a reporting snapshot that captures data from the Opportunity History object, which tracks changes in amounts or stages for opportunities, and stores it in a custom object with fields such as Month, Year, Stage, and Count. Users can then schedule the reporting snapshot to run monthly, so that it always captures the latest data.

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asked 23/09/2024
Adilson Jacinto
36 questions
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