Q: 1
Universal Containers continues to see substantial growth year-over-year. Outside sales reps think
their territories are too dense to cover adequately. Leadership has decided to modify the existing
sales territories and hire additional staff to make the account allocations more manageable. Some
states will change from one territory to two or more smaller territories. In these instances, accounts
will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before
the changes are reflected in Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?
Options
Discussion
Makes sense to pick B, since running the rules in Planning lets sales ops preview changes before going live.
B , I've seen similar scenarios on practice questions and the official guide, Planning State lets you preview changes before finalizing.
Guessing B. Planning State is made for this scenario, since you can test assignment changes before committing them. A is tempting but only shows static info, doesn't let you preview proposed changes. Open to discussion if someone got a different result.
Makes sense to me, B. Running assignment rules in Planning State actually gives sales ops a preview before anything goes live.
B tbh, Planning State is exactly for previewing changes before activating them. Reports (A) only show what's already assigned, can’t model proposed adjustments. Pretty sure that’s what they’re testing here.
A or B here. I used to think A because reports can compare territory changes, but B is probably what Salesforce expects since Planning State lets you preview assignments before anything goes live. The wording's tricky though because "review" could mean static or future state. Anyone see a trap with A?
A
Its B, practice tests and Salesforce official docs cover Planning State scenarios like this.
A tbh. I figured reports and dashboards comparing before and after would let ops see both old and new territory allocations side by side. Not totally sure though, since maybe they'd want to see it live in Planning State?
I don’t think it’s A. B is the only one that actually uses the Planning State feature, which lets you simulate and review how the new territory assignments will look before anything changes in Sales Cloud. A just gives static reports, so sales ops wouldn’t see future assignments for review. Pretty confident B is right, but happy to hear other opinions if someone had different experience.
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