Discuss Salesforce Salesforce Certified Agentforce Sales Consultant (Sales-Con-201) Exam Topic 9 Question 24

Which method should be used to automate repeat opportunities when regular customers are classified as a repeat account type?

ADevelop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage

BDevelop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat accounts when it reaches closed/won stage

CConfigure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage

DConfigure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage

Suggested Answer: A

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14 comments · newest first

Margo 12 months ago

Surprised there’s no mention of using process builder!

Zoila 12 months ago

I’m not convinced, workflow rules seem too basic for this.

Virgie 12 months ago

Wait, isn’t option B better for managing revenue schedules?

Freida 1 year ago

Totally agree, an Apex trigger is more efficient!

Xenia 1 year ago

I think option A is the best choice for automation.

Luis 1 year ago

I feel like D could be useful too, but it just sends a reminder instead of automating the process. I wonder if that’s enough for repeat accounts.

Wenona 1 year ago

I'm a bit confused about B and D. I know one involves setting up a revenue schedule, but I can't recall if that's the right method for repeat accounts.

Edelmira 1 year ago

I remember practicing a similar question where we discussed workflow rules versus triggers. I feel like C might be the right choice since it directly inserts a copy of the opportunity.

Titus 1 year ago

I think option A sounds familiar, but I'm not entirely sure if an Apex trigger is the best approach for automating opportunities.

Regenia 1 year ago

I feel confident that normalizing the data to the Splunk Common Information Model is the right approach here. That should ensure the data is in the right format for the Data Model and Elasticsearch.

Daniel 1 year ago

This seems like a straightforward question about managing group memberships. I think the key is to find a way to regularly review and update the group owners on the changes.

Shannan 1 year ago

Okay, let's see here. Disabling the policy entirely doesn't seem like the right approach, since we want to keep it active. I'm leaning towards either changing the Training Threshold or adjusting the Alert Disposition.

Gene 1 year ago

I think I've got a good handle on set operators, so I'll start by carefully reading through the question and options to make sure I understand what's being asked.

Von 1 year ago

I definitely remember discussing phishing and buffer overflows in class, but I am pretty certain that's not related to IFramePolicy.

Salesforce Certified Agentforce Sales Consultant (Sales-Con-201) Exam - Topic 9 Question 24 Discussion