Salesforce Sales-Cloud-Consultant Actual Questions

To sell to both consumers and businesses with different Stages, the consultant should use Sales Processes and Record Types. A Sales Process is a set of stages that an opportunity goes through as it moves from creation to closure. A Record Type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating different Record Types for consumer and business sales, the consultant can assign different Sales Processes and page layouts to each Record Type. This way, the consumer sales team and business sales team can use different Stages for their opportunities.

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.

This solution will meet the requirement by allowing sales reps to contact and measure the return on investment (ROI) of the purchased list. Creating a Campaign will allow sales reps to track and manage marketing efforts for a specific audience or goal. Importing the list as Leads will allow sales reps to capture information about potential customers and qualify them based on their interest and readiness. Adding them to the Campaign will allow sales reps to associate Leads with a specific marketing activity and track their responses and conversions4