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Question 241 - Certified Sales Cloud Consultant discussion

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Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they've been assigned.

Sales reps will run specific product upsell processes.

Which action should the consultant take to support a successful sales team transition?

A.
Meet with territory sales leadership to design territory assignment rules.
Answers
A.
Meet with territory sales leadership to design territory assignment rules.
B.
Meet with sales reps to review products they are assigned and implement Opportunity Teams.
Answers
B.
Meet with sales reps to review products they are assigned and implement Opportunity Teams.
C.
Meet with executive sales leadership to understand the requirements for record sharing.
Answers
C.
Meet with executive sales leadership to understand the requirements for record sharing.
Suggested answer: A

Explanation:

To support a successful sales team transition when restructuring sales teams to align with product lines, the consultant should meet with territory sales leadership to design territory assignment rules. Territory management ensures that sales reps are assigned to the correct accounts and territories based on the new structure. Designing territory assignment rules will help in automatically assigning the right accounts to the appropriate sales reps, streamlining the transition and ensuring that each sales rep focuses on the accounts they have been assigned. Salesforce's Territory Management functionality provides a robust framework for managing and assigning territories efficiently.

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asked 23/09/2024
Koos Witkamp
33 questions
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