The VP of Sales is using Collaborative Forecasting to track sales rep quote attainment. The VP wants to be notified when sales reps move the Opportunity Stage backward In the sales process. Multiple Books Which feature should the System Administrator use?

Question

Business

Sugar

10 April, 02:00

The VP of Sales is using Collaborative Forecasting to track sales rep quote attainment. The VP wants to be notified when sales reps move the Opportunity Stage backward In the sales process. Multiple Books Which feature should the System Administrator use?

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Answers (1)

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Zander Wilcox · Answer 1

Workflow rule

Explanation:

Workflow rules in Salesforce is a strategic program used to automate standard internal procedures and processes in a business when series of conditions are established, in order to save time and ensure better scaling up.

Workflow rules can be executed by using the if/then statement in programming.

Hence, the System Administrator should use the workflow rule so as to notify the VP when sales reps move the Opportunity Stage backward In the sales process.