Which two processes should be recommended to track campaigns that influence won opportunities? (Choose two.)
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A. B. C. D.AD
To track campaigns that influence won opportunities in Salesforce, the following two processes should be recommended:
A. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign's first associated date and before the opportunity's created date.
Explanation: This process involves setting a specific timeframe during which a campaign can impact an opportunity. It allows you to define a window of time in which the influence of a campaign on an opportunity is considered. By setting this timeframe, you can track the campaigns that were active and associated with an opportunity within the specified period. It helps provide a clear understanding of the campaigns that played a role in influencing the opportunity's success.
B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity's close date.
Explanation: This process involves automatically adding child campaigns to the primary campaign source. When a primary campaign source is associated with an opportunity, any child campaigns that have an end date before the opportunity's close date will be added automatically. This ensures that all relevant campaigns associated with the primary campaign source are tracked and linked to the opportunity. By including these child campaigns, you can capture a comprehensive view of the campaign influence on the opportunity, even if multiple campaigns were executed under the primary campaign source.
To summarize, by implementing these two processes, you can effectively track and analyze the campaigns that have influenced the success of won opportunities. The first process defines a specific timeframe to consider campaign influence, while the second process automatically includes child campaigns of the primary campaign source if they end before the opportunity's close date. Together, these processes provide a detailed and accurate understanding of the campaigns' impact on won opportunities.