ADM-201 · Question #200
Northern TVail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of sales requested that this information be accessible on the opportunity and available…
The correct answer is A. Add the Opportunity Contact Role related list to the Opportunity page layout. E. Customize Opportunity Contact Role. To track ROI for key contact stakeholders on opportunities, an administrator should add the Opportunity Contact Role related list to the Opportunity page layout and customize the Opportunity Contact Role object to capture specific ROI data.
Question
Northern TVail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of sales requested that this information be accessible on the opportunity and available for reporting. Which two options should the administrator configure to meet these requirements? Choose 2 answers
Options
- AAdd the Opportunity Contact Role related list to the Opportunity page layout.
- BCustomize Campaign Role.
- CAdd the Campaign Member related list to the Opportunity page layout.
- DCustomize Campaign Member Role.
- ECustomize Opportunity Contact Role.
How the community answered
(25 responses)- A76% (19)
- B4% (1)
- C16% (4)
- D4% (1)
Why each option
To track ROI for key contact stakeholders on opportunities, an administrator should add the Opportunity Contact Role related list to the Opportunity page layout and customize the Opportunity Contact Role object to capture specific ROI data.
Adding the Opportunity Contact Role related list to the Opportunity page layout makes it visible to users, allowing them to associate contacts with specific roles on an opportunity and view their involvement.
Campaign Role is related to Campaigns, not Opportunities, and is used to define a contact's role within a marketing campaign.
Adding the Campaign Member related list to the Opportunity page layout is incorrect because Campaign Members are related to Campaigns, not directly to Opportunities for tracking opportunity stakeholders.
Campaign Member Role defines a contact's role in a marketing campaign, which is not directly used for tracking stakeholders on an opportunity for ROI purposes.
Customizing Opportunity Contact Role involves adding custom fields to the Opportunity Contact Role object to capture specific ROI-related information for each stakeholder, making that data available for reporting and display on the related list.
Concept tested: Opportunity Contact Roles customization and usage
Source: https://help.salesforce.com/s/articleView?id=sf.opportunity_contact_roles.htm&type=5
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