Northern Trail Outfitters (NTO) wants to expand its use of Salesforce and start tracking orders on accounts. NTO has hired a consultant to complete the project.
Which two considerations should the consultant take into account when implementing sales orders? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D.AB
When implementing sales orders in Salesforce for Northern Trail Outfitters (NTO), the consultant should take the following two considerations into account:
A. Organization-Wide defaults must be set to Controlled by Parent: This consideration refers to the sharing settings in Salesforce. By setting the Organization-Wide defaults to "Controlled by Parent," the consultant ensures that the visibility and access to sales orders are determined by the parent record's sharing settings. In this case, it means that the visibility and access to sales orders will be controlled by the associated account record. This is important because it allows NTO to manage and control who can view and edit sales orders based on the account's sharing settings.
B. Contract Number is a required field on the order page layout: This consideration indicates that when creating or modifying an order in Salesforce, the Contract Number field must be filled in and cannot be left blank. The Contract Number field is likely used to associate an order with a specific contract, which helps in tracking and managing the sales process. By making this field required, NTO ensures that users cannot create orders without specifying the relevant contract number, enforcing data integrity and preventing incomplete or inaccurate order records.
Let's briefly explain why the other options are not the correct considerations:
C. Order line items can be added or removed after an order is activated: This option is not a significant consideration when implementing sales orders. It merely states that order line items can be modified after the order is activated. While it's true that Salesforce allows adding or removing line items, this feature is not a specific consideration that the consultant needs to address during implementation.
D. Products have to be manually added to a cloned order: This option suggests that products need to be manually added to a cloned order. However, this does not provide any specific insight or consideration for the implementation process. Whether products are added manually or through automation would depend on NTO's specific business requirements and the desired workflow for managing orders. The option does not provide any guidance or constraints that need to be considered during implementation.
In summary, the consultant should consider setting Organization-Wide defaults to Controlled by Parent for sales order visibility and access, as well as making the Contract Number a required field on the order page layout to enforce data integrity.