Certified Sales Cloud Consultant: Recommended Solutions for Complex Freight Deals

Recommended Solutions for Complex Freight Deals

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Question

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.

Which solution should a consultant recommend to meet these business requirements?

Answers

A. Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

B. Create different record types and sales processes for each line of business, and assign different stages to each page layout.

C. Create different record types and sales processes for each line of business, and assign different page layouts to each record type.

D. Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.

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Explanations

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A. B. C. D.

To meet the business requirements of Universal Containers supporting two lines of business (shipping and freight) with different sales cycles, the consultant should recommend option C: Create different record types and sales processes for each line of business and assign different page layouts to each record type.

Here's a detailed explanation for this recommendation:

Record Types: Record types allow you to define different sets of picklist values, page layouts, and business processes for different types of records. In this scenario, creating different record types will enable you to customize the sales process for each line of business according to their specific requirements.
Sales Processes: Sales processes define the stages and steps involved in a sales cycle. Since the freight sales cycle is more complex and involves more stages compared to the shipping sales cycle, it is important to create separate sales processes for each line of business. This ensures that the sales representatives can follow the appropriate process for each type of deal, capturing the necessary information and progressing through the correct stages.
Page Layouts: Page layouts control the arrangement of fields, related lists, and other components on a record detail page. By assigning different page layouts to each record type, you can tailor the user interface and display relevant information based on the line of business. This allows the sales representatives to focus on the specific fields and details that are relevant to each type of deal, improving their efficiency and user experience.

Option C combines the use of record types, sales processes, and page layouts to provide a comprehensive solution that meets the requirements of Universal Containers. It allows for customization of picklist values, business processes, sales stages, and user interface components based on the line of business, ensuring that the sales representatives have the necessary tools and information to effectively manage deals in both the shipping and freight lines of business.

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