Universal Container Support | Salesforce Admin Solution for Guiding Sales Team with Prospect Data Collection

Salesforce Admin Solution for Guiding Sales Team with Prospect Data Collection

Question

Universal Container Support director wants the sales team to have a set of screens coming in salesforce when prospects calls to be able to guide agents on what data needs to be collected based on the prospects industry? What can the salesforce admin built to meet this request?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: C

Flow Builder gives salesforce admins the ability to build guided wizard with screens.

It has many out of the box screen components.

In addition to this, you can build custom components and add them to it.

Option A, B & D are incorrect because they lack the ability to have guided wizard with screens.

They don't have visual representation like the flow.

To meet the director's request, the Salesforce admin can use Flow Builder to create a set of screens that guide the sales team on what data needs to be collected based on the prospect's industry. Flow Builder is a tool that allows users to automate a series of steps within Salesforce, including the creation of custom screens or forms for data entry.

Here are the steps the Salesforce admin can take to build the flow:

  1. First, the admin should determine the required data fields that need to be collected based on the prospect's industry.

  2. Next, the admin can use Flow Builder to create a new flow. The flow should be designed to collect the required data fields in a logical sequence.

  3. Within the flow, the admin can add a series of screens that display each required data field. The screens can be customized to include instructions or guidance for the sales team based on the prospect's industry.

  4. Once the screens have been created, the admin can use flow logic to control the order in which the screens are displayed.

  5. Finally, the admin should activate the flow and test it thoroughly to ensure that it meets the director's requirements.

In conclusion, the Salesforce admin can use Flow Builder to create a set of screens that guide the sales team on what data needs to be collected based on the prospect's industry. The flow can be customized to include instructions or guidance, and can be designed to collect the required data fields in a logical sequence.