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Create a Developer org where different user groups can only see opportunities within their business unit. Sales Reps with Sales Managers in the Roles. Add Products into different pricebooks. Create different Sales Paths and Record types and Page layouts. Create a way to track Competitors Create a way to track Key Contacts (contact roles) Create Chatter notifications to encourage gamification and competition. Update Account fields once Opportunities close to show active Accounts. Create Rollup Summary Fields with Closed won amount in the Opportunities. Create a Formula field or process builder to Show customer Rating based on Closed Won Amounts. Create some Actionable Dashboards to Drive Sales Activity. You can download a bunch of premade ones from the App Exchange to meet this requirement.
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Salesforce Consultant

Interviewed at Ad Victoriam Solutions

3.8★
Jan 30, 2020

Create a Developer org where different user groups can only see opportunities within their business unit. Sales Reps with Sales Managers in the Roles. Add Products into different pricebooks. Create different Sales Paths and Record types and Page layouts. Create a way to track Competitors Create a way to track Key Contacts (contact roles) Create Chatter notifications to encourage gamification and competition. Update Account fields once Opportunities close to show active Accounts. Create Rollup Summary Fields with Closed won amount in the Opportunities. Create a Formula field or process builder to Show customer Rating based on Closed Won Amounts. Create some Actionable Dashboards to Drive Sales Activity. You can download a bunch of premade ones from the App Exchange to meet this requirement.

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