A customer wants to know which products have low reception with the customers. However, the publisher is having a hard time analyzing the data because apportunities reflect only the sold products, excluding products which were once part of an opportunity but were later dropped.
What should a consultant ensure is included in the design so that sellers can store and access different version of the proposed media plan and its line items?
- product schedule functionality
- product mapping to an active price list
- quotes, and `Sync to opportunity' custom button
- a media plan version field in opportunity line item (OLI)
Answer(s): C
Explanation:
To address the challenge of analyzing products with low reception, where opportunities only reflect sold products and not those dropped from proposals, incorporating quotes and a 'Sync to opportunity' custom button in the design is essential. This setup allows sellers to create multiple quotes representing different versions of the proposed media plan and its line items. Each quote can be synced to the opportunity as it evolves, ensuring that all proposed products, including those later dropped, are tracked and analyzed. This approach provides a comprehensive view of customer reception to all products initially considered, not just the final selections.
Reference:
Salesforce Quotes documentation: https://help.salesforce.com/articleView?id=quotes_overview.htm Salesforce Opportunities and Quotes Guide:
https://trailhead.salesforce.com/content/learn/modules/opportunity-and-quote-management
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