Universal Containers wants to understand return on investment for the latest advertising buy. They currently use a private security model for all objects. What should an app builder recommend?
A.
Utilize Account Hierarchies and Roll-Up Summary fields
B.
Configure Campaign Hierarchies and Campaign statistics
This scenario talks about a Salesforce feature called Pipeline reports.
Pipeline refers to a tabular representation of the sales/deals between your company and your accounts.
Opportunity is the tentative business. It is a deal and a business to your organization. In Salesforce Opportunities are your pipeline.
So, if you want to derive the ROI (Return on Investment) then you will definitely have to look for the Opportunity records/details.
The below options are incorrect :
How will we understand ROI through campaign or account hierarchy or by changing the public security model? So, the rest of the answers are not appropriate.
In simple language Account hierarchy means "Nestle" is parent account. "Nestle India" or "Nestle USA" is its child account.
The same is the case with the Campaign hierarchy. "Internet" is a parent Campaign. "Facebook campaign", "YouTube campaign" are child campaign.
Humm I see your point... but I found this on Salesforce documentation...
https://help.salesforce.com/s/articleView?id=sf.reports_campaign.htm&type=5
-On the Campaign Detail custom report and the Campaign ROI Analysis report, you can include campaign-hierarchy statistics that provide aggregate values for a parent campaign and all the campaigns below it in the campaign hierarchy.
- The Campaign ROI Analysis Report calculates the return on investment (ROI) and average costs for your campaigns. The ROI is calculated as the net gain (Total Value Won Opps - Actual Cost) divided by the Actual Cost. The ROI result is expressed as a percentage.
So even without 100% sure I'm leaning towards option B
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