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Which method should an administrator use to calculate revenue generated for each marketing campaign?
Which method should an administrator use to calculate revenue generated for each marketing campaign?
- Perform periodic data jobs to update campaign records.
- Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won.
- Design a standard Campaign report and add the Value Won Opportunities in Campaign field. (correct)
- Create a roll-up summary field on Opportunity to Campaign.
How can an administrator provide sales users with a quick way to view and edit Opportunities expected to close in the next 90 days?
How can an administrator provide sales users with a quick way to view and edit Opportunities expected to close in the next 90 days?
- Create a roll-up summary field on Opportunity to Campaign.
- Enable Sales Console and show users how to open a tab for each opportunity in the pipeline. (correct)
- Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won.
- Create a custom report and schedule it for sales users to receive daily reminders.
What is the recommended method for updating campaign records?
What is the recommended method for updating campaign records?
- Create a roll-up summary field on Opportunity to Campaign.
- Perform periodic data jobs to update campaign records. (correct)
- Design a standard Campaign report and add the Value Won Opportunities in Campaign field.
- Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won.
How should an administrator calculate the revenue generated for each marketing campaign?
How should an administrator calculate the revenue generated for each marketing campaign?
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What should an administrator do to provide sales users with a way to view and edit Opportunities in their pipeline expected to close in the next 90 days?
What should an administrator do to provide sales users with a way to view and edit Opportunities in their pipeline expected to close in the next 90 days?
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