Enable Opportunity Splits | Salesforce Certified Administrator Exam CRT101

Opportunity Splits

Question

Universal Container's Sales VP requested the Salesforce Admin to enable opportunity splits.

What happens when the opportunity splits are enabled?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: A

Once the opportunity split is enabled, the credit can be split for the opportunity among the opportunity team.

Option B & C are incorrect because only the opportunity owner and users above the owner in the role hierarchy can add or adjust the opportunity splits.

Option D is incorrect because validation rule is used to verify that the data entered by the users meet the standards you have specified before they save it.

Reference:

Opportunity splits are a feature in Salesforce that allows sales teams to split the credit or commission for a closed-won opportunity among multiple users. When the opportunity splits are enabled, the following things happen:

A. Credit can be split for an opportunity among the opportunity team: This means that the credit for a closed-won opportunity can be divided among the opportunity team members who contributed to the win. The opportunity owner can decide how much credit each team member should receive, and this information is recorded in the opportunity split records.

B. Users below opportunity owner have the privilege to split the credit among the opportunity team: This means that users who are not the opportunity owner but are part of the opportunity team can also split the credit. This feature allows for more collaboration and incentive for team members to work together towards the common goal of closing an opportunity.

C. Users with the same opportunity owner profile have the privilege to split the credit among the opportunity team: This means that users with the same opportunity owner profile can also split the credit. This feature allows for more flexibility in assigning credit for opportunities and can help prevent conflicts between team members.

D. A validation rule is created to arrange the credit split: This statement is not accurate. Enabling opportunity splits does not automatically create a validation rule. However, the admin can create validation rules to ensure that the opportunity split percentages add up to 100% and to prevent users from creating invalid opportunity split records.

In summary, when opportunity splits are enabled, the sales team can split the credit for closed-won opportunities among multiple team members. This feature encourages collaboration and incentivizes team members to work together to close deals. Users who are not the opportunity owner but are part of the opportunity team can also split the credit. There is no automatic validation rule created when opportunity splits are enabled, but an admin can create validation rules to ensure the validity of the opportunity split records.