Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
What should a consultant implement to meet the requirement?
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A. B. C. D.B
To meet the requirement of allowing sales reps to review pricing on historical contracts when working on new opportunities at Cloud Kicks, the consultant should implement option C: Add the Contracts related list to each of the Opportunity page layouts used in the sales record types.
Here's a detailed explanation for why option C is the correct choice:
A. Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable. This option suggests creating a custom lookup field on the Opportunity object that would allow sales reps to link contracts to opportunities. However, this approach does not provide a way to view all contracts for the account on the Opportunity record. It only allows for linking individual contracts to specific opportunities. Therefore, this option does not meet the requirement.
B. Use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page. This option suggests using the Related List - Single component to display the contracts related to the account on the Opportunity Lightning page. This component can be configured to show related records from the Contracts object based on the account associated with the opportunity. By selecting this option, sales reps will be able to see all contracts related to the account directly on the opportunity record. This fulfills the requirement and provides a convenient way for sales reps to access historical contract information. However, this option is not as comprehensive as option C, which allows for the Contracts related list to be added to multiple Opportunity page layouts used by sales reps.
C. Add the Contracts related list to each of the Opportunity page layouts used in the sales record types. This option is the correct choice. By adding the Contracts related list to each of the Opportunity page layouts used in the sales record types, sales reps will have visibility of all contracts related to the account on the Opportunity record. The Contracts related list will display a list of contract records associated with the account, allowing sales reps to easily review pricing information and other details from past contracts while working on new opportunities. This option provides a comprehensive solution that meets the requirement effectively.
D. Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales. This option suggests creating an object-specific action that allows sales reps to create contract records directly from the Opportunity page layouts. While this action may streamline the process of creating new contract records, it does not address the requirement of viewing pricing on historical contracts when working on new opportunities. Therefore, this option does not meet the requirement.
In summary, option C is the best choice as it allows sales reps to view all contracts for the account on the Opportunity record by adding the Contracts related list to each of the Opportunity page layouts used in the sales record types.