PLAT-ADMN-201 Question #156: Real Exam Question with Answer & Explanation

Question

Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked a Platform Administrator to help sales reps prioritize and close more deals. What should the administrator configure to help with these issues?

Options

• AEinstein Search Personalization
• BEinstein Lead Scoring
• CEinstein Opportunity Scoring
• DEinstein Activity Capture

Explanation

To help sales reps prioritize their pipeline and identify which deals are most likely to close, Einstein Opportunity Scoring is the most effective tool. Part of Salesforce's AI suite, Opportunity Scoring uses machine learning to analyze past won and lost opportunities to assign a score from 1 to 99 to every open deal. The score is accompanied by "Key Factors"--both positive and negative--that explain why the score was given (e.g., "The deal has progressed quickly through stages" or "The close date has been pushed three times"). This allows reps to focus their time on high-scoring deals or take corrective action on deals with low scores. Einstein Lead Scoring (Option B) helps with the intake of new prospects but not with existing deals. Einstein Activity Capture (Option D) automates the logging of emails and events but does not provide prioritization logic. Einstein Search (Option A) improves search results but does not assist in deal management strategy.

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