Mastering Revenue Reporting in Salesforce
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Questions and Answers

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?

  • 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?

  • 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?

    <p>Design a standard Campaign report and add the Value Won Opportunities in Campaign field.</p> Signup and view all the answers

    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?

    <p>Enable Sales Console and show users how to open a tab for each opportunity in the pipeline.</p> Signup and view all the answers

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