Enable Opportunity Splits - Prerequisites and Considerations

Opportunity Splits Prerequisites

Q: Northern Trail Outfitters (NTO) wants to share revenue from opportunities with multiple reps. A consultant recommends using opportunity splits.Which two prerequisites should be considered before splits are enabled? (Choose two.)

Add customized split types before enabling splits.Resolve any inactive currencies prior to enabling splits.

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Question

Northern Trail Outfitters (NTO) wants to share revenue from opportunities with multiple reps. A consultant recommends using opportunity splits.

Which two prerequisites should be considered before splits are enabled? (Choose two.)

Answers

A. Add customized split types before enabling splits.

B. Transfer opportunities owned by inactive users to active users.

C. Enable opportunity teams and add the opportunity owner as a team member.

D. Resolve any inactive currencies prior to enabling splits.

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Explanations

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A. B. C. D.

To enable revenue sharing through opportunity splits in Salesforce, Northern Trail Outfitters (NTO) needs to consider the following two prerequisites:

A. Add customized split types before enabling splits: Before enabling opportunity splits, NTO should create customized split types that define how the revenue will be distributed among the sales representatives. Split types allow organizations to define the rules and percentages for revenue allocation. For example, NTO might have split types like "Primary Sales Rep," "Secondary Sales Rep," or "Supporting Sales Rep." These split types will be used to allocate the revenue among the sales representatives based on their roles and contributions to the opportunity.
C. Enable opportunity teams and add the opportunity owner as a team member: Opportunity teams are a group of users who collaborate on an opportunity in Salesforce. Enabling opportunity teams allows multiple sales representatives to work together on an opportunity and share the revenue through splits. Adding the opportunity owner as a team member ensures that the owner's contribution is included in the revenue distribution.

Explanation:

A. Add customized split types before enabling splits: Customized split types are necessary because they define the specific roles and percentages for revenue allocation. By creating split types, NTO can determine how the revenue will be shared among the sales representatives. Each split type can have its own percentage allocation, allowing for flexible revenue distribution based on the contribution of each sales representative involved in the opportunity.

C. Enable opportunity teams and add the opportunity owner as a team member: Enabling opportunity teams is crucial for collaboration and revenue sharing. By adding the opportunity owner as a team member, their contribution to the opportunity will be accounted for in the revenue splits. The opportunity owner often plays a significant role in driving the sales process, and including them in the opportunity team ensures their fair share of the revenue.

Option B, "Transfer opportunities owned by inactive users to active users," is not a prerequisite for enabling opportunity splits. While it is generally recommended to transfer ownership of opportunities from inactive users to active users for data consistency, it is not directly related to enabling revenue sharing through splits.

Option D, "Resolve any inactive currencies prior to enabling splits," is also not a prerequisite for enabling opportunity splits. Inactive currencies do not affect the functionality of opportunity splits. This option refers to resolving issues with currency settings, but it is not directly related to revenue allocation among sales representatives.

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