Salesforce Sales-Cloud-Consultant Exam With Confidence Using Practice Dumps

To transfer Account Team Member records to production, Data Loader is the recommended tool. Unlike change sets or packages, Data Loader is suited for migrating specific data records, such as Account Team Members, while maintaining detailed relationships and permissions. It offers flexibility and control over data migration, ensuring that team structures are accurately reflected in the live environment​

Before enabling Opportunity Splits, it is necessary to enable Opportunity Teams and confirm that the opportunity owner is a team member. Here’s why:

Requirement for Opportunity Splits: Opportunity Splits rely on Opportunity Teams to allocate credit across team members. Therefore, enabling Opportunity Teams is a prerequisite, ensuring that splits can be assigned to team members who contribute to the opportunity.

Ownership and Team Membership: The opportunity owner must be part of the Opportunity Team to ensure that they can be assigned a split and manage team member contributions accurately.

Salesforce Best Practices: Salesforce documentation on Opportunity Splits specifies that Opportunity Teams must be set up and members confirmed for split management to be operational.

In summary, the consultant should enable Opportunity Teams and confirm the owner is a team member (Option B) before enabling Opportunity Splits.

For day-to-day operations, sales managers can benefit from tracking the number of outbound calls made, as this reflects sales activity levels and engagement with leads or customers. This metric is actionable and provides insight into the volume of sales efforts, which is useful for daily KPI tracking.

Outbound Calls as a Sales Activity Metric: Outbound calls are a direct measure of sales reps’ efforts to reach out to leads and customers. This can help managers understand daily productivity and assess whether activity levels are aligned with sales goals.

Direct Impact on Sales Performance: A high number of outbound calls can correlate with increased opportunities and potential sales, making it a valuable metric for daily operations.

Option B (number of updated opportunities) reflects opportunity management but may not directly correlate with daily activity, and Option C (MQLs) focuses more on marketing rather than sales activities. For guidance on creating sales dashboards, refer to Salesforce’s Sales Analytics documentation.