As Cloudy Computing is rapidly expanding, they are hiring many new sales team members. The existing team is having a hard time training up the new recruits on the Opportunity process. As the Salesforce Administrator, how could you support? (Choose 2)
Below is the answer and explanation for the question in the Salesforce Admin Practice Exam: As Cloudy Computing is rapidly expanding, they are hiring many new sales team members. The existing team is having a hard time training up the new recruits on the Opportunity process. As the Salesforce Administrator, how could you support? (Choose 2)
As Cloudy Computing is rapidly expanding, they are hiring many new sales team members. The existing team is having a hard time training up the new recruits on the Opportunity process. As the Salesforce Administrator, how could you support? (Choose 2)
- Create a Path for the Opportunity sales process ✅
- Add a Kanban component to the Opportunity page
- Add key fields and guidance for each stage in the sales process ✅
- Add a rich text component to the Lighting page, detailing the full sales process
Correct Answers
Create a Path for the Opportunity sales process ✅
Add key fields and guidance for each stage in the sales process ✅
Explanation
There is no Kanban component for the Opportunity page layout: Kanban is used with list views.
Although an Administrator could add a rich text component with details of the sales process, this wouldn’t be a very practical or elegant solution.
The Administrator should create a Path for the Opportunity sales process and add key fields and guidance for each stage. Path enables you to quickly and easily guide reps through a process, highlighting any important information.
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