Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also want to receive email alerts when opportunities reach key metrics (e.g., stage progression) or a high probability. However, they want to control the frequency of their email alerts.
Which solution should a consultant recommend?
Click on the arrows to vote for the correct answer
A. B. C. D.A
The solution that a consultant should recommend in this scenario is option C: Create a report filtering for the desired criteria, and allow managers to subscribe to the report.
Here's a detailed explanation of why option C is the correct solution:
Greater visibility into opportunities: Creating a report allows management to have a consolidated view of the opportunities in progress. They can define specific criteria and filters to include only the relevant opportunities they want to monitor. This way, they can easily see the status, progress, and other key information about the opportunities.
Email alerts for key metrics: By creating a report with the desired criteria, management can set up email subscriptions for the report. This means that when new opportunities meet the specified metrics or reach certain stages, the system will automatically send email notifications to the subscribed managers. This ensures that they receive timely alerts about important changes in the opportunities.
Control over email alert frequency: With report subscriptions, managers can customize the frequency of the email alerts according to their preferences. They can choose to receive daily, weekly, or monthly notifications based on their need for updates. This level of control allows managers to stay informed without being overwhelmed by excessive email alerts.
Option A, configuring Outlook Integration email settings, is not the recommended solution because it is specific to integrating Salesforce with Outlook. While it may provide some control over email settings, it does not address the requirement of visibility into opportunities or the ability to set up email alerts based on key metrics.
Option B, defining a workflow rule and email task triggered by stage updates, is not the best solution in this case because it focuses only on stage changes. It does not provide a comprehensive view of the opportunities or allow customization of email alerts based on various metrics or probability. It is also limited to triggering alerts based on stage updates only.
Option D, subscribing to Chatter Feed Tracking, is not the optimal solution for this scenario. Chatter Feed Tracking is more focused on collaboration and real-time updates within the Salesforce platform. It does not provide the same level of visibility into opportunities as a report, nor does it offer the flexibility to set up email alerts with customized frequency based on specific criteria.
In summary, option C (Create a report filtering for the desired criteria, and allow managers to subscribe to the report) is the recommended solution because it offers greater visibility into opportunities, allows for email alerts based on key metrics, and provides control over the frequency of email notifications.