ADM-201 · Question #14
Which two action should an administrator perform to provide a sales team with an easy solution for gathering customer requirements and sharing presentations with the customers? Choose 2 answers
The correct answer is C. Use Salesforce Files to post presentation in Chatter. D. Add customers to private Chatter groups. To facilitate gathering requirements and sharing presentations with customers, an administrator should enable Salesforce Files for sharing in Chatter and add customers to private Chatter groups for direct collaboration.
Question
Which two action should an administrator perform to provide a sales team with an easy solution for gathering customer requirements and sharing presentations with the customers? Choose 2 answers
Options
- AAdd customers to libraries
- BEnsure opportunity teams are created for customers.
- CUse Salesforce Files to post presentation in Chatter.
- DAdd customers to private Chatter groups.
How the community answered
(42 responses)- A7% (3)
- B14% (6)
- C79% (33)
Why each option
To facilitate gathering requirements and sharing presentations with customers, an administrator should enable Salesforce Files for sharing in Chatter and add customers to private Chatter groups for direct collaboration.
While libraries store files, 'adding customers to libraries' is not a native Salesforce feature for direct customer collaboration; libraries are primarily for internal content management and controlled distribution.
Opportunity teams are designed for internal collaboration among sales reps and other internal stakeholders on a specific opportunity, not primarily for direct external customer interaction or requirement gathering.
Using Salesforce Files allows sales teams to easily upload, version, and share presentations, and posting them in Chatter provides a collaborative space for discussion with customers.
Adding customers to private Chatter groups enables secure and direct communication with external users, making it easy to gather requirements and share specific information privately.
Concept tested: Customer collaboration and file sharing
Source: https://help.salesforce.com/s/articleView?id=sf.collab_sharing_files.htm&type=5
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