Which two solutions should a consultant recommend if a sales process requires opportunities to have associated product line items before moving the opportunity to the negotiation stage? (Choose two.)
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A. B. C. D.AB
To ensure that opportunities have associated product line items before moving to the negotiation stage, the consultant should recommend the following two solutions:
B. Ensure that all sales representatives have access to at least one PriceBook when creating product lines.
This solution ensures that sales representatives have access to PriceBooks, which are catalogs of products with their corresponding prices. By providing access to PriceBooks, sales representatives can select the appropriate products and add them as line items to the opportunity. This step ensures that product line items are associated with the opportunity before moving to the negotiation stage.
D. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.
Configuring the opportunity record types allows for customization of the opportunity fields and their behavior based on specific criteria. By enforcing product line item entry before selecting the negotiation stage, the consultant can ensure that sales representatives must add product line items before progressing in the sales process. This step enforces the requirement for associated product line items before moving to the negotiation stage.
Now let's go through the other options to understand why they are not the recommended solutions:
A. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.
While a validation rule can be used to enforce certain conditions, it may not be the most appropriate solution in this case. A validation rule alone cannot guide sales representatives to add product line items before moving to the negotiation stage. It can validate that the Has Line Item and Stage fields have the correct condition, but it cannot actively enforce the entry of product line items before progressing.
C. Define a workflow rule that automatically defaults to a PriceBook and product line item when selecting the negotiation stage.
Defining a workflow rule to automatically default to a PriceBook and product line item when selecting the negotiation stage might streamline the process, but it does not ensure that the sales representatives are actively adding the required product line items. It relies on automation to default values, but it doesn't enforce the entry of product line items or guide the sales representatives to add them.
In summary, the consultant should recommend ensuring sales representatives have access to PriceBooks and configuring opportunity record types to enforce product line item entry before selecting the negotiation stage. These solutions actively guide and enforce the inclusion of product line items, ensuring the sales process requirement is met.