Salesforce Certified Sales Cloud Consultant — Question 158

The VP of sales at Cloud Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.

Which two steps should a consultant take to create a solution? (Choose two.)

Answer options

• A. Create a roll-up summary formula.
• B. Enable Feed Tracking.
• C. Update a custom field using automation.
• D. Create a report and dashboard.

Correct answer: A, D

Explanation

Creating a roll-up summary formula allows for the calculation of the percentage of closed-won opportunities from a specific stage, which is essential for the VP's inquiry. Additionally, generating a report and dashboard provides a visual representation of the data, making it easier to analyze. The other options, while useful in other contexts, do not directly address the need for calculating and displaying this specific metric.