Exam Certified Sales Cloud Consultant topic 1 question 272 discussion

Actual exam question from Salesforce's Certified Sales Cloud Consultant

Question #: 272
Topic #: 1

[All Certified Sales Cloud Consultant Questions]

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?

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

Show Suggested Answer

Suggested Answer: B 🗳️

by 882359f at Nov. 6, 2024, 1:03 p.m.

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882359f

7 months, 1 week ago

B Joined Reports: Salesforce's joined report functionality allows you to combine data from different related objects, enabling the analysis of complex relationships between records. How to set up the report: Primary Object: Select "Opportunity" as the primary object to view open opportunities in the current quarter. Fields to Include: Opportunity Fields: Sales Rep, Close Date (filter for current quarter), Stage (filter for open stages). Account Fields: Account Name (to identify current customers based on opportunity data) Case Fields: Case Number, Created Date (filter for last quarter), related Opportunity ID (to link open cases to open opportunities)

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