Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calendar applications. UC wants to report on these activities in Salesforce.
Which two actions should the consultant recommend? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D.AB
To make it easier for sales reps to log their customer interactions and report on these activities in Salesforce, the consultant should recommend the following two actions:
A. Implement Inbox to sync Outlook or Gmail calendar events: By implementing Inbox, sales reps can synchronize their Outlook or Gmail calendar events with Salesforce. This integration allows the sales reps to view and manage their calendar events directly within Salesforce. They can easily log customer interactions such as meetings and appointments, ensuring that all activities are accurately recorded in Salesforce. This feature streamlines the process for sales reps, eliminating the need to manually enter calendar events into Salesforce.
B. Sync events between Outlook or Gmail calendars and Salesforce: Syncing events between Outlook or Gmail calendars and Salesforce ensures that all customer interactions are consistently tracked and recorded in Salesforce. When sales reps create or update calendar events in Outlook or Gmail, the changes are automatically synchronized with Salesforce. This bidirectional sync enables seamless coordination between the email and calendar applications and Salesforce, providing an up-to-date and comprehensive view of customer interactions.
The other options, C and D, are not the recommended actions for this scenario:
C. Log emails to records in Salesforce from Outlook or Gmail: While logging emails to records in Salesforce is a useful feature, it is not directly related to syncing calendar events. This option focuses on logging emails, not calendar events, which is not the primary requirement mentioned in the question.
D. Report on contact data as it exists in Outlook or Gmail: This option suggests reporting on contact data as it exists in Outlook or Gmail. However, the question specifically mentions logging customer interactions and reporting on these activities in Salesforce. The goal is to consolidate and report on customer activities within Salesforce, rather than relying on data in external email applications.
Therefore, options A and B are the most appropriate recommendations for making it easier for sales reps to log customer interactions from their email and calendar applications and report on these activities in Salesforce.