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NEW QUESTION # 173
Are accounts, leads, opportunities and contacts all subject to the sharing enabled through territory management?
Answer:
Explanation:
No. Territory management only affects accounts and the standard objects that have a master-detail relationship to accounts. For example, opportunities are included in territory management but leads are not.
NEW QUESTION # 174
Match this tip with its design consideration. "Use alerts sparingly"
Answer: E
NEW QUESTION # 175
UC is undergoing a sales reorganization and wants to enable territory management. What should UC review
before enabling territory management? Choose 2 answers
Answer: B,D
NEW QUESTION # 176
Which prerequisite should the consultant consider before enabling Opportunity Splits?
Answer: C
Explanation:
Before enabling Opportunity Splits, it is essential to ensure that Opportunity Teams are enabled and that the opportunity owner is a team member. Opportunity Splits rely on the Opportunity Teams feature to function correctly, as splits are allocated among team members. Ensuring that the opportunity owner is part of the team guarantees that the splits are appropriately assigned and managed. This prerequisite is critical to setting up and using Opportunity Splits effectively.
NEW QUESTION # 177
Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?
Answer: B
Explanation:
In Salesforce Territory Management, the Planning State allows users to view and modify territory structures and assignment rules before implementing changes. By running the updated assignment rules in this state, Sales Operations can preview how accounts will be allocated within new territory structures. This Planning State feature is specifically designed to enable users to assess the impact of changes on account assignments, ensuring accuracy before activating the changes.
Utilizing the Planning State is a best practice because it provides a detailed preview of account distributions, helping Sales Operations make informed decisions and validate territory assignments. Once satisfied, the model can then be published to reflect these changes in the active territory model without directly affecting the live data until ready. This approach provides a controlled environment to validate changes and ensures smooth transitions for complex territory adjustments
NEW QUESTION # 178
......
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