Automating Repeat Opportunities for Shoe of the Month Club Customers

A

To automate repeat opportunities for Shoe of the Month club members in Cloud Kicks, the consultant should recommend the following approach:

Option A: Configure a Flow for renewal customers that inserts a copy of an opportunity for the sales representative when it reaches the closed/won stage.

Explanation:

1. Flows in Salesforce are used to automate business processes by guiding users through a series of screens and collecting data.
2. By configuring a Flow for renewal customers, the consultant can automate the process of creating a new opportunity for sales representatives when the previous opportunity reaches the closed/won stage.
3. The Flow can be designed to copy the necessary information from the closed/won opportunity and create a new opportunity record for the sales representative to work on.
4. This approach ensures that the sales representative doesn't have to manually create a new opportunity every time a customer renews their Shoe of the Month club membership.

Option B: Configure a Process Builder process for renewal customers that sends a reminder task to the sales representative to create a new opportunity when it reaches the closed/won stage.

Explanation:

1. Process Builder in Salesforce is a powerful tool that allows you to automate business processes by defining a series of criteria and actions.
2. By configuring a Process Builder process for renewal customers, the consultant can automate the process of reminding the sales representative to create a new opportunity when the previous opportunity reaches the closed/won stage.
3. The Process Builder can be set up to trigger when the opportunity is closed/won and send a reminder task to the sales representative assigned to the account.
4. This approach ensures that the sales representative is notified about the need to create a new opportunity for the Shoe of the Month club member, but it still requires manual intervention to create the new opportunity.

Option C: Configure a workflow rule for renewal customers that inserts a copy of an opportunity for the sales representative when it reaches the closed/won stage.

Explanation:

1. Workflow rules in Salesforce are used to automate standard internal procedures and processes.
2. By configuring a workflow rule for renewal customers, the consultant can automate the process of creating a new opportunity for sales representatives when the previous opportunity reaches the closed/won stage.
3. The workflow rule can be set up to trigger when the opportunity is closed/won and perform an action to create a new opportunity record for the sales representative.
4. This approach is similar to Option A (Flow), but workflows have limited capabilities compared to Flows, so it may not offer as much flexibility and customization.

Option D: Develop a Lightning Component to set an opportunity revenue schedule that automatically sets up a new opportunity for renewal customers when it reaches the closed/won stage.

Explanation:

1. Lightning Components in Salesforce are building blocks for developing custom functionality in the Salesforce Lightning Experience.
2. By developing a Lightning Component, the consultant can create a custom user interface element that allows for the automatic setup of a new opportunity for renewal customers.
3. The Lightning Component can be designed to set an opportunity revenue schedule, which triggers the creation of a new opportunity when the previous one reaches the closed/won stage.
4. This approach requires custom development and may involve more complexity compared to the other options.

In conclusion, the recommended option to meet the requirement of automating repeat opportunities for Shoe of the Month club members would be Option A: Configure a Flow for renewal customers that inserts a copy of an opportunity for the sales representative when it reaches the closed/won stage. This approach provides automation without requiring custom development and allows for flexibility in copying relevant information to the new opportunity.