To provide the sales team with insights into product and competitor names mentioned during calls, Universal Containers should:
* Enable Einstein Conversation Insights:Activates the feature that analyzes call recordings for valuable insights.
* Enable Sales Recording:Allows calls to be recorded within Salesforce without needing an external recording provider.
* Assign Permission Sets:Grants the necessary permissions to sales team members to access and utilize conversation insights.
* Customize Insights:Configure the system to track mentions of up to50 productsand50 competitors, providing tailored insights relevant to the organization's needs.
OptionCaccurately reflects these steps. OptionAmentions defining recording managers but omits enabling sales recording within Salesforce. OptionBsuggests connecting a recording provider and limits customization to 25 products, which does not fully meet UC's requirements.
References:
* Salesforce AI Specialist Documentation - Setting Up Einstein Conversation Insights:Provides instructions on enabling conversation insights and sales recording.
* Salesforce Help - Customizing Conversation Insights:Details how to customize insights with up to
50 products and competitors.
* Salesforce AI Specialist Exam Guide:Outlines best practices for implementing AI features like Einstein Conversation Insights in a sales context.