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A.
B.
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C
To determine if sales reps from all regions are using Salesforce, the consultant can consider the following options:
A. Ask each regional sales manager to run the standard User Adoption report.
- This option involves reaching out to each regional sales manager and requesting them to run the User Adoption report in Salesforce. The User Adoption report provides insights into user activities and usage of Salesforce features. By reviewing this report for each region, the consultant can assess the adoption of Salesforce by sales reps.
B. Create an Opportunity report per region, filtering by User.
- In this option, the consultant can create separate Opportunity reports for each region and filter them based on the associated User field. By reviewing these reports, the consultant can identify sales reps who have created opportunities in Salesforce, indicating their usage of the platform.
C. Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.
- This option involves installing Salesforce Adoption Dashboards, which are pre-built dashboards available on the Salesforce AppExchange. These dashboards provide visual representations of user adoption and engagement with Salesforce. By utilizing the region chart on these dashboards, the consultant can identify the regions where sales reps have actively engaged with Salesforce.
D. Assign all users to a region, build a report using user login history, and filter on region.
- In this option, the consultant assigns each user to a specific region within Salesforce. Then, they can build a report using user login history data and filter it based on the assigned regions. By analyzing this report, the consultant can determine which regions have active user logins and infer the Salesforce usage by sales reps.
In summary, the consultant can choose one of the options based on the available resources and preferences. Options A, B, and D rely on reports and data within Salesforce to assess user adoption, while option C involves utilizing a third-party app (Salesforce Adoption Dashboards) to visualize adoption metrics.