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Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them.
Which functionality should the consultant recommend?
Cloud Kicks (CK) is developing its organizational change management (OCM) and rollout strategy. The consultant has emphasized the value of leveraging the experiences of partners and customers within the Salesforce ecosystem.
Which resource should the consultant recommend to help CK reach its goal?
At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assignedsales ops specialist and sales engineer have appropriate access to Accounts and Contacts. The organization-wide defaults (OWD) for Contact are set to 'Controlled by Parent'.
Which solution should the consultant recommend to share Contacts?
Cloud Kicks wants to send an email notification to the VP of sales whenever any opportunity with an amount of $100,000 or more reaches a probability of 75% or more.
Which solution should the consultant recommend?
Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted
amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time.
What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?
