Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages.
What should a consultant recommend to meet this requirement?
Click on the arrows to vote for the correct answer
A. B. C. D.C
To meet the requirement of allowing the Universal Containers sales team to easily see customer purchasing activity on account, contact, and contract detail pages, a consultant should recommend the following solution:
The most suitable option among the given choices is C. Enable the Orders object in Salesforce to track customer purchases.
Here's a detailed explanation of why this option is the correct choice:
A. Enabling Salesforce Console for Sales (Option A) would provide a unified interface for sales representatives, but it does not directly address the requirement of displaying customer purchasing activity on account, contact, and contract detail pages. The Salesforce Console primarily focuses on enhancing productivity and streamlining the sales process by providing a multi-tab workspace.
B. Creating a custom object related to the account, contact, and contract objects (Option B) would require additional customization and configuration. While it is possible to create a custom object to track purchasing activity, it would involve creating the necessary relationships, fields, and page layouts. This option could be viable if the specific requirements call for a custom solution, but it is not the most efficient or native approach to fulfill the given requirement.
C. Enabling the Orders object in Salesforce to track customer purchases (Option C) is the recommended solution. The Orders object is a standard Salesforce object designed specifically for managing customer purchases. It allows tracking of order details such as products, quantities, pricing, and related accounts and contacts. By enabling the Orders object, the Universal Containers sales team can easily view and access customer purchasing activity directly on the respective account, contact, and contract detail pages. This solution leverages the native functionality of Salesforce Sales Cloud and provides a streamlined way to monitor and manage customer purchases.
D. Creating a global publisher action to view all customer purchasing activity (Option D) is not the most appropriate choice for this requirement. Global publisher actions are typically used to create or update records quickly from various locations within Salesforce. While it is possible to create a global publisher action to display customer purchasing activity, it would not provide the same level of detail and functionality as enabling the Orders object. This option would require additional customization and may not integrate seamlessly with the existing account, contact, and contract detail pages.
In summary, the recommended solution is to enable the Orders object in Salesforce (Option C). This approach leverages the native functionality of Salesforce Sales Cloud and provides a straightforward way for the Universal Containers sales team to view customer purchasing activity on account, contact, and contract detail pages.