CRT-251 Exam Dumps - Salesforce Certified Sales Cloud Consultant (WI25)

Showing a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings is an action that would help support the sales teams and foster friendly competition between them. A leaderboard is a visual display that shows the ranking of individuals or groups based on a certain metric or performance indicator. A regional sales dashboard is a tool that shows data from one or more reports related to a specific region or market in a visual way, such as charts, gauges, tables, etc. A prospect meeting is an activity that represents an interaction with a potential customer who has shown interest in a product or service. By showing a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings, the new employee can motivate and incentivize the sales teams to increase their prospecting efforts and activities, which can lead to more sales.

Adding the user to a separate role at the lowest level of the role hierarchy ensures that the manual reviewer does not inadvertently gain access to other users' accounts through role hierarchy-based sharing rules. This setup confines the user's access to only those records explicitly assigned to them, maintaining data security and ensuring proper access control.

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Role Hierarchy Best Practices

Managing User Permissions

To help marketing improve the lead qualification process, the consultant should develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified. By setting up a scoring and grading system based on the key attributes and activity history provided by the sales director, the marketing team can automate the qualification process. This approach ensures that leads are evaluated consistently and accurately, allowing the sales team to focus on the most promising prospects.

Using a collaboration tool to gather feedback from users is a highly effective method to improve user adoption. Engaging users in the process allows them to share their experiences, challenges, and suggestions for improvement. According to Salesforce best practices, gathering feedback is crucial as it helps in making informed changes and improvements that are aligned with user needs and expectations. This approach not only enhances the system's usability but also increases user engagement and ownership, thereby driving higher adoption rates.

These are two steps that the consultant should take to meet the requirement of tracking closed won opportunities generated by a campaign over the last 30 days using standard functionality. Customizable Campaign Influence is a feature that allows users to measure and report on how campaigns influence opportunities throughout the sales cycle. Users can define different influence models, such as first touch, last touch, or custom rules, and assign percentages or amounts of credit to each campaign that influenced an opportunity. Auto-association settings are options that determine how campaigns are automatically associated with opportunities based on criteria such as contact roles, time frames, or record types. By adding criteria to limit the matches to the past 30 days, CK can ensure that only recent campaigns are associated with opportunities. By enabling Customizable Campaign Influence, CK can use reports and dashboards to analyze how many closed won opportunities a campaign has generated based on different influence models. Verified References: [Customizable Campaign Influence]; [Auto-Association Settings for Customizable Campaign Influence]