Salesforce Mobile App Features for Efficient Sales Team Management

Recommended Features for the Sales Team

Question

The VP of sales at Cloud Kicks warts the sales team to use the Salesforce mobile app to complete then tasks. The sales team reeds to create and edit leads, contacts, and opportunities with ease.

Which two features should the consultant recommend for the sales team to use? (Choose two.)

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

AC

To recommend the appropriate features for the sales team at Cloud Kicks to use in the Salesforce mobile app, we need to consider their requirements of creating and editing leads, contacts, and opportunities with ease. Let's examine the options provided:

A. Mobile Smart Actions: Mobile Smart Actions are not a native feature of Salesforce. Therefore, it is unlikely to be the correct answer for this question.

B. Lightning Mobile Correspondent: Lightning Mobile Correspondent is also not a native feature of Salesforce. Therefore, it is unlikely to be the correct answer for this question.

C. Quick Actions: Quick Actions are a powerful and native feature of Salesforce that allows users to perform common tasks with a single click or tap. They enable users to create and edit records, such as leads, contacts, and opportunities, directly from the Salesforce mobile app. Quick Actions can be customized and added to relevant object layouts, making it convenient for the sales team to access and update records on the go. Therefore, Quick Actions should be one of the recommended features for the sales team to use.

D. Einstein Activity Capture: Einstein Activity Capture is a feature in Salesforce that automatically captures email and calendar events from external sources and associates them with relevant records in Salesforce, such as leads, contacts, and opportunities. While Einstein Activity Capture enhances productivity by providing a comprehensive view of customer interactions, it does not specifically address the requirement of creating and editing leads, contacts, and opportunities within the Salesforce mobile app. Therefore, Einstein Activity Capture is not the most suitable feature to recommend in this scenario.

Based on the options provided and the requirement to create and edit leads, contacts, and opportunities with ease in the Salesforce mobile app, the recommended features should be:

  1. Quick Actions: This feature enables the sales team to quickly create and edit records, such as leads, contacts, and opportunities, directly from the Salesforce mobile app.

  2. (None of the options provided) The second feature is not specified among the options given. It could be another native Salesforce feature or a custom solution specifically designed for Cloud Kicks' requirements.

Note: It is essential to review the official Salesforce documentation and the latest exam guide for accurate and up-to-date information on the Salesforce Certified Sales Cloud Consultant exam.