nerdexam
Salesforce

CRT-101 · Question #190

Sales reps at Cloud Kicks want to be notified when they have a high likelihood of winning an opportunity over $1,000,000. Which feature meets this requirement?

The correct answer is B. Big Deal Alerts. Big Deal Alerts is the Salesforce feature specifically designed to notify sales reps and managers when an opportunity exceeds a configured probability and amount threshold.

Sales and Service Cloud Applications

Question

Sales reps at Cloud Kicks want to be notified when they have a high likelihood of winning an opportunity over $1,000,000. Which feature meets this requirement?

Options

  • AKey Deals
  • BBig Deal Alerts
  • CActivity Timeline.
  • DPerformance chart.

How the community answered

(39 responses)
  • A
    8% (3)
  • B
    87% (34)
  • C
    3% (1)
  • D
    3% (1)

Why each option

Big Deal Alerts is the Salesforce feature specifically designed to notify sales reps and managers when an opportunity exceeds a configured probability and amount threshold.

AKey Deals

Key Deals is a view within the CRM Analytics or Sales Cloud Einstein dashboard that highlights important pipeline deals but does not send proactive notifications to reps.

BBig Deal AlertsCorrect

Big Deal Alerts are configured in Setup by specifying an opportunity amount threshold and probability percentage, and Salesforce sends email notifications to designated recipients when a matching opportunity is created or updated. This feature directly addresses the requirement to notify sales reps when a high-likelihood opportunity exceeds $1,000,000 without requiring any automation or custom code.

CActivity Timeline.

Activity Timeline displays a chronological history of past and upcoming activities on a record and provides no notification or alerting capability.

DPerformance chart.

Performance Chart displays a rep's progress toward their sales quota and does not generate alerts based on individual opportunity attributes.

Concept tested: Big Deal Alerts configuration for opportunity notifications

Source: https://help.salesforce.com/s/articleView?id=sf.opportunities_big_deal_alerts.htm

Topics

#Big Deal Alerts#Opportunity Management#Sales Cloud Features#Notifications

Community Discussion

No community discussion yet for this question.

Full CRT-101 Practice