Explain the Use Cases and Best Practices for Using Content vs. Salesforce Files in the Sales Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 7)

Questions 31–32

1. 31application · medium

   A sales team is collaborating on a large enterprise deal. They need to share a standard ROI calculator with the customer, but they also need to store internal pricing notes that should not be shared with the customer. What is the recommended approach?

   • AStore the ROI calculator in a Content library and the pricing notes as Files on the Opportunity.
   • BEmail the ROI calculator to the customer and store the pricing notes in a personal folder.
   • CStore both in a Content library and share the library with the customer.
   • DStore both the ROI calculator and pricing notes as Files on the Opportunity.
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2. 32application · medium

   A sales rep is preparing for a negotiation and needs to store a competitor analysis document that is confidential and only relevant to this specific deal. The document should not be visible to other reps working on different deals. What is the best practice?

   • ACreate a new Content library restricted to the deal team.
   • BAdd the document to a public Content library.
   • CUpload the document as a Salesforce File to the Opportunity record.
   • DEmail the document to the deal team and store it in a shared folder.
   Reveal Solution Discussion Select an answer first