Authentic Salesforce Certification Exam Sales-Cloud-Consultant Questions Answers

A report that highlights opportunities with a closed date earlier than the created date would directly address the issue of opportunities being created after they are already closed. This report helps sales management gain visibility into how frequently this occurs and enables them to identify patterns or specific reps who may need additional training or oversight.

While the Opportunity Pipeline report provides an overview of upcoming opportunities by stage, it does not specifically address discrepancies between created dates and closed dates. Automation to update the opportunity stage could help manage data integrity but does not provide the necessary visibility into how often opportunities are created late.

Salesforce Documentation References:

Create Custom Reports on Opportunities

Understanding Opportunity Fields

Salesforce Data Pipelines can aggregate, transform, and load data from various internal and external sources into Salesforce. To display lifetime spend data on the Account detail page, Data Pipelines can be used to gather and visualize this data directly within the Salesforce interface. This option is particularly effective for integrating diverse data sources and presenting comprehensive insights on each Account.

In Salesforce, orders must be in "Draft" status to allow any changes to account or contract details. Once an order is activated, editing options for associated account or contract information become restricted. If the order is still in draft status, sales reps have the flexibility to update these details as needed.

An active contract or different currency on an order does not inherently restrict the ability to edit account or contract details as long as the order is in draft status. Once the order is activated, however, modifications to account and contract information are limited.

Salesforce Documentation References:

Manage Orders and Order Statuses

Order Management Guidelines