Certified Sales Cloud Consultant: Creating a Solution for Complex Sales Cycles

Recommended Actions for Franchise Sales Solution

Question

Cloud Kicks maintains two lines of business: individual sales and franchise sales. The sales cycle for franchise sales is more complex and involves more stages than the individual sales cycle.

Which three actions should the Consultant recommend to create a solution? (Choose three.)

Answers

Explanations

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A. B. C. D. E.

ABC

To create a solution for Cloud Kicks, maintaining two lines of business (individual sales and franchise sales), the Certified Sales Cloud Consultant should recommend the following three actions:

  1. Configure different record types (Option C): Configuring different record types allows you to define different sets of picklist values, page layouts, and business processes for each line of business. In this case, Cloud Kicks has two lines of business, and configuring different record types will help differentiate between individual sales and franchise sales records.

  2. Configure different sales processes for each line of business (Option B): Sales processes represent the stages and steps that a sales representative follows to close a deal. Since the sales cycle for franchise sales is more complex and involves more stages than individual sales, configuring different sales processes for each line of business will allow for better alignment with the unique requirements of each sales cycle.

  3. Assign different page layouts to each record type (Option A): Page layouts control the organization and display of information on a record. By assigning different page layouts to each record type, you can tailor the user interface and fields shown to the sales representatives based on the line of business they are working on. This ensures that the relevant information and fields required for each line of business are easily accessible.

To summarize, the Consultant should recommend configuring different record types (C), configuring different sales processes for each line of business (B), and assigning different page layouts to each record type (A) in order to create a solution that effectively caters to Cloud Kicks' individual sales and franchise sales, taking into account the differing complexities and stages involved in each sales cycle.