Universal Containers has implemented Salesforce for all of its sales reps.

Salesforce Sales-Cloud-Consultant Question Answer

Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every

closed opportunity. Managers like to measure the win ratio for all of the sales reps.

How should a consultant meet the requirement?

Ensure that all managers have access to the standard Win report.

Build a custom report on Opportunity with custom summary formulas to show win ratio.

Create 3 custom formula field on Opportunity to capture the win ratio for opportunities.

Sales-Cloud-Consultant PDF/Engine

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