Salesforce Certified Sales Cloud Consultant — Question 196

Sales management at Cloud Kicks wants to track the following information:

• Open opportunities in the current Quarter by sales rep
• Accounts that are current customers
• Open cases in the last quarter for open opportunities

What should a consultant recommend to meet these requirements?

Answer options

• A. Create a reporting snapshot.
• B. Create a Joined report.
• C. Create a dynamic dashboard.
• D. Create a summary report with cross filters.

Correct answer: B

Explanation

The correct answer is B, as a Joined report allows for the combination of data from multiple sources, making it suitable for tracking open opportunities, current customers, and related cases. The other options do not provide the necessary flexibility to combine these distinct data sets effectively.