What initial steps should the Admin take to measure Account Managers on a CSAT target?

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To measure Account Managers on a Customer Satisfaction (CSAT) target effectively, it is essential to accurately set the parameters that define the measurement within the Salesforce system. Adding a picklist value labeled "CSAT" on the Measure field of the Account Manager Target object directly establishes a specific criterion by which the performance of Account Managers can be evaluated. This targeted approach allows for clear categorization and tracking of CSAT metrics specifically tied to Account Managers' responsibilities.

By integrating CSAT directly into the Account Manager context, the system can establish a clear focus on this vital metric, enabling the organization to gather and analyze relevant data on how Account Managers are performing relative to customer satisfaction expectations. This is crucial for driving improvements where needed and ensuring that the organization's goals around customer experience are met.

In contrast, options involving adding CSAT values to fields that do not directly relate to the Account Manager's performance would not provide the necessary clarity or focus on the specific metric needed for effective measurement of CSAT in this context. Thus, having the Measure field on the Account Manager Target object is the most effective initial step in aligning performance metrics with the roles of Account Managers.

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