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AW Computing organizes Its sales regions as East, Central, and West. Each region has sales reps, a sales director, and sales operations members. The organization-wide default for all objects is set to Private. Members of the operations team for the East region need access to all the accounts and opportunities in the region.
How should the administrator configure this requirement?
An administrator at Universal Containers has been asked to configure product schedules.
What should the administrator consider before enabling this feature?
Product schedules are features that allow administrators to track revenue or quantity over time for products in opportunities or orders. Product schedules can be either revenue schedules or quantity schedules, depending on whether the product is sold by amount or by quantity. Product schedules can be either standard or customizable, depending on whether they use predefined settings or custom settings.
Line item schedules are records that represent each installment of revenue or quantity for a product over time. Line item schedules are created automatically when a product with a product schedule is added to an opportunity line item or an order product.
One limitation of product schedules is that line item schedules are unavailable in Process Builder and Workflow. This means that administrators cannot use these tools to automate actions based on line item schedules, such as sending email alerts, creating tasks, updating fields, or invoking flows. Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_product_schedules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.orders_line_item_schedules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.product_schedule_considerations.htm&type=5
Support staff at Cloud Kicks work on multiple accounts and opportunities at the same time, Currently, they are switching between browser tabs, which is tedious and confusing. Support managers put in a request for a better agent experience.
What should an administrator recommend?
Implement Service Console is what the administrator should recommend to support staff at Cloud Kicks for a better agent experience. Service Console is a Salesforce app that provides a unified interface for agents to manage multiple customer interactions and records at once. Service Console can help agents work more efficiently and productively by providing features such as tabs, subtabs, list views, related lists, highlights panel, interaction log, macros, keyboard shortcuts, and more
AW Computing wants to embed a report chart on the Account record page that shows the value of closed sales for that account. The chart should be limited to users in the Sales Manager role on the Account record pages.
how should this be accomplished?
DreamHouse Realty has a rental team and a real estate team. The two teams have different safes processes and capture different client information on their opportunities.
How should an administrator extend the Opportunity object to meet the teams' different needs?
Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams is how the administrator should extend the Opportunity object to meet the teams' different needs. Record types are a way to offer different business processes, picklist values, and page layouts to different users based on their profiles or permission sets. Page layouts are a way to control the layout and organization of fields, buttons, related lists, and other components on a record page. Sales processes are a way to define the stages that an opportunity goes through from creation to close. By using separate record types, page layouts, and sales processes for each team, the administrator can customize the opportunity object according to their different requirements and preferences.