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CRT-101 · Question #224

An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000. What should the administrator configure to…

The correct answer is A. Set up Big Deal Alerts for the amount. Big Deal Alerts is a native Salesforce feature found under Setup > Opportunity Settings. An administrator sets an amount threshold, and Salesforce automatically sends an email notification to specified recipients (such as the director of sales) whenever an opportunity reaches…

Sales and Service Cloud Applications

Question

An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000. What should the administrator configure to meet this requirement?

Options

  • ASet up Big Deal Alerts for the amount.
  • BEnable Opportunity Update Reminders
  • COpportunity warning in Kanban View.
  • DKey Deals component on the homepage

How the community answered

(29 responses)
  • A
    86% (25)
  • B
    7% (2)
  • C
    3% (1)
  • D
    3% (1)

Explanation

Big Deal Alerts is a native Salesforce feature found under Setup > Opportunity Settings. An administrator sets an amount threshold, and Salesforce automatically sends an email notification to specified recipients (such as the director of sales) whenever an opportunity reaches or exceeds that amount. It is the simplest, most direct solution for this use case. Opportunity Update Reminders (B) prompt sales reps to keep their own pipelines current-they do not alert managers. Kanban warnings (C) are visual indicators in the UI, not proactive alerts. The Key Deals component (D) is a homepage widget that displays high-value opportunities but does not trigger notifications.

Topics

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

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