Cloud Kicks wants to send a notification to sees reps when their opportunities remain open past the close date.
Which two solutions should the consultant recommend to meet the requirement?
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A. B. C. D.BC
To meet the requirement of sending a notification to sales reps when their opportunities remain open past the close date, the consultant should recommend the following two solutions:
B. Enable Einstein Opportunity Insights: Enabling Einstein Opportunity Insights would provide valuable AI-driven insights and recommendations to the sales reps. Einstein, Salesforce's artificial intelligence feature, analyzes historical data, current activities, and other relevant factors to identify patterns and predict the likelihood of opportunity closure. With Einstein Opportunity Insights enabled, the system can proactively notify sales reps when an opportunity is at risk of remaining open past the close date. This helps the sales reps stay informed and take appropriate actions to address any potential issues.
C. Use Flow with a scheduled action and an email alert: Salesforce Flow is a powerful automation tool that allows users to create custom business processes and automate repetitive tasks. In this case, the consultant should recommend creating a Flow that triggers a scheduled action and sends an email alert to the sales reps when an opportunity reaches or exceeds its close date without being closed. The Flow can be designed to evaluate the opportunity's close date against the current date and take the appropriate action if the opportunity remains open. The scheduled action can be set to run at regular intervals (e.g., daily) to check for opportunities that meet the criteria and trigger the email alert to the respective sales reps. The email alert can include relevant details about the opportunity, such as the opportunity name, owner, and close date, along with a reminder to take action.
Explanation: Option A, "Add sales reps to the Opportunity Team," does not directly address the requirement of sending a notification when opportunities remain open past the close date. Adding sales reps to the Opportunity Team provides them with visibility and collaboration capabilities for the opportunity, but it does not automatically send notifications about open opportunities.
Option D, "Instruct sales reps to follow their opportunities," also does not fulfill the requirement. Instructing sales reps to follow their opportunities can keep them informed about any updates or changes, but it does not provide a proactive notification mechanism specifically for opportunities remaining open past the close date.
Therefore, options B and C are the recommended solutions as they directly address the requirement by leveraging Salesforce's Einstein Opportunity Insights and Salesforce Flow automation capabilities, respectively.