Cloud Kicks wants to see how many closed won opportunities a campaign has generated over the last 30 days. They have implemented a campaign influence model that uses the primary campaign source.
Which two steps are needed to meet this requirement using standard functionality? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D. E.AC
To meet the requirement of tracking closed won opportunities generated by a campaign over the last 30 days using standard functionality in Salesforce, you would need to follow two steps from the provided options.
Let's go through each option and identify the correct steps:
A. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date. This option suggests adding campaigns to opportunities when the campaign is associated with a contact assigned a contact role on the opportunity before the close date. While this step may be helpful for tracking campaign influence on opportunities, it does not specifically address the requirement of tracking closed won opportunities generated within the last 30 days.
B. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days. This option suggests defining rules for campaigns to automatically add opportunities and then lock them after 30 days. By implementing this step, you can automatically associate opportunities with campaigns and ensure they are locked after the specified timeframe. However, it does not address the requirement of tracking closed won opportunities generated within the last 30 days.
C. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date. This option suggests specifying a timeframe that limits the influence of a campaign on an opportunity. By setting a timeframe between the campaign first associated date and the opportunity created date, you can control the period during which a campaign can impact an opportunity. However, it does not specifically address the requirement of tracking closed won opportunities generated within the last 30 days.
D. Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date. This option suggests automatically adding child campaigns of the primary campaign source if those child campaigns have an end date that falls before the opportunity close date. By implementing this step, you can associate relevant child campaigns with the primary campaign source, but it does not specifically address the requirement of tracking closed won opportunities generated within the last 30 days.
E. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity. This option suggests having representatives populate a field on the opportunity record with the expected revenue from the campaigns that influenced the opportunity. By doing so, you can track the influence of campaigns on opportunities by recording the expected revenue. However, it does not specifically address the requirement of tracking closed won opportunities generated within the last 30 days.
Based on the analysis above, the two steps that can help meet the requirement are:
B. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days. By defining rules that automatically add opportunities and then lock them after 30 days, you can track opportunities generated by campaigns and restrict their modification after the specified timeframe.
C. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date. By specifying a timeframe between the campaign first associated date and the opportunity created date, you can control the period during which a campaign can influence an opportunity, thereby allowing you to track opportunities generated within the desired time range.
These two steps together provide a solution to track closed won opportunities generated by a campaign over the last 30 days using the standard functionality in Salesforce.