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Salesforce Plat-Admn-201 Exam - Topic 2 Question 13 Discussion

A manager wants the sales team to update their opportunities on a regular basis. Which feature should a Platform Administrator implement to help with this?
B) Opportunity Update Reminders
A) Similar Opportunities
C) Big Deal Alerts
D) Scheduled Reports

Salesforce Plat-Admn-201 Exam - Topic 2 Question 13 Discussion

Actual exam question for Salesforce's Plat-Admn-201 exam
Question #: 13
Topic #: 2
[All Plat-Admn-201 Questions]

A manager wants the sales team to update their opportunities on a regular basis. Which feature should a Platform Administrator implement to help with this?

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Suggested Answer: B

Opportunity Update Reminders is a specific, automated feature in Salesforce designed exactly for this purpose. When enabled, it allows managers to automatically send an email to their direct reports with a list of their open opportunities. The email serves as a prompt for the reps to review their deals and ensure close dates, amounts, and stages are current. This is more effective than a general Scheduled Report (Option D) because it is a purpose-built notification system that can be configured by the manager. Big Deal Alerts (Option C) are for high-value deal notifications, not general pipeline hygiene. Similar Opportunities (Option A) helps with sales strategy but does not encourage record updates.


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