Increase Adoption and Promote Opportunity Follow-up

BC

To increase and promote adoption, the Consultant should recommend the following two actions:

B. Turn on the Chatter feed settings that enable users to automatically follow records that they create.

Enabling the Chatter feed settings to automatically follow records that users create will ensure that sales representatives are automatically following the Opportunities they create. When a sales representative creates an Opportunity, they will be added as a follower of that record. This ensures that they receive updates and notifications related to the Opportunity, such as comments, posts, and changes, keeping them engaged and informed about the progress of the Opportunity.

D. Turn on the Chatter feed settings that enable stage notifications to opportunity owners.

Enabling the Chatter feed settings for stage notifications ensures that Opportunity owners receive notifications whenever the stage of an Opportunity changes. This helps sales representatives stay informed about the progress of their Opportunities and take necessary actions at each stage. By receiving timely notifications, sales representatives can effectively manage and follow up on their Opportunities, increasing their engagement and promoting adoption of the sales process.

A. Using Process Builder with an Action Type of Follow Chatter when a record is created or edited is not a recommended action in this scenario. While Process Builder can automate various actions based on record creation or edit, such as sending emails or creating tasks, it does not provide a direct feature to follow records using Chatter. Therefore, this option is not suitable for the requirement of automatically following Opportunities.

C. Creating a report with newly created Opportunities and having sales management subscribe to the report may help sales management stay informed about the new Opportunities created. However, this action does not directly address the requirement of increasing and promoting adoption among sales representatives. It focuses more on providing visibility to sales management rather than actively engaging the sales representatives themselves.

In summary, the recommended actions are to turn on the Chatter feed settings that enable users to automatically follow records they create and to turn on the Chatter feed settings that enable stage notifications to Opportunity owners. These actions ensure that sales representatives are automatically following the Opportunities they create and receive notifications when the stage of an Opportunity changes, promoting their engagement and adoption of the sales process.