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Question 246 - Certified Sales Cloud Consultant discussion

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Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost.

What is the most efficient way for a consultant to meet this requirement?

A.
Create a Competitors channel in Slack to share insights and stories.
Answers
A.
Create a Competitors channel in Slack to share insights and stories.
B.
Create a new custom object and automation to track competitors.
Answers
B.
Create a new custom object and automation to track competitors.
C.
Create a new custom field on the Opportunity object.
Answers
C.
Create a new custom field on the Opportunity object.
Suggested answer: C

Explanation:

To efficiently track the reasons why opportunities are being lost, the consultant should create a new custom field on the Opportunity object. This custom field can be used to capture standardized reasons for lost opportunities, allowing for consistent data entry and easy reporting. This approach is straightforward to implement and leverages the existing data structure, ensuring that the information is readily available for analysis and strategic decision-making. Salesforce best practices recommend using custom fields for tracking specific business metrics to enhance data visibility and accuracy.

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asked 23/09/2024
Sasha Grib
44 questions
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