Salesforce Certified Sales Cloud Consultant — Question 68
Sales representatives at Northern Trail Outfitters are creating opportunities after they are closed/won. Sales management is concerned that pipeline and forecasting reports are inaccurate because of this.
Which two solutions should resolve this issue? (Choose two.)
Answer options
- A. Create a report that displays opportunities that have a closed date less than or equal to the created date.
- B. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.
- C. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
- D. Run the opportunity pipeline standard report to view the upcoming opportunities by stage.
Correct answer: A, C
Explanation
Option A is correct because it allows for tracking opportunities that were created before they were closed, helping to maintain accurate reporting. Option C is also correct, as notifying management when an opportunity reaches closed/won can help them assess the accuracy of their reporting. Options B and D do not address the root issue of timing and accuracy in reporting.