Best Practices for Salesforce Certified Sales Cloud Consultant Exam

B

To meet the requirement of allowing the Cloud Kicks marketing team to view and report on opportunities created as a result of a campaign, the following two choices should be recommended:

B. Add the Campaign Influence related list to the Opportunity page layouts: By adding the Campaign Influence related list to the Opportunity page layouts, the marketing team will be able to see the influence of campaigns on each opportunity. The related list will display the campaigns associated with the opportunity and provide information on the campaign's influence, such as the campaign's role (Primary or Influenced), the contact roles associated with the campaign, and the revenue generated.

D. Use Data Loader to export Opportunity and Campaign Influence and merge the results: Data Loader is a Salesforce tool that allows for data import and export operations. By using Data Loader, the consultant can export data from both the Opportunity and Campaign Influence objects. The exported data can then be merged or combined to provide a comprehensive view of the opportunities created as a result of campaigns. This merged data can be further analyzed or used for reporting purposes.

Explanation for the other options:

A. Enable Customizable Campaign Influence in Setup: Customizable Campaign Influence allows for customization of the campaign influence model, which determines how campaigns are credited for influencing opportunities. However, this option does not directly address the requirement of viewing and reporting on opportunities created as a result of campaigns. Therefore, it is not a suitable choice for this requirement.

C. Create a joined report between Opportunity and Campaign to show influence: A joined report combines data from multiple report types based on common fields. While creating a joined report between the Opportunity and Campaign objects may provide some insights into the influence of campaigns on opportunities, it may not fully meet the requirement. Joined reports are primarily used for analyzing data and creating summarized reports, but they may not provide the desired visibility or flexibility required for the marketing team to view and report on opportunities created as a result of campaigns. Therefore, it is not the most suitable choice for this requirement.