Question

The Sales Manager at Prestige Worldwide uses a custom object called "Client Goals" to store unique information about clients during the sales process. Once an opportunity becomes "closed-won", the sales manager needs to generate a document with information from both the custom object and the opportunity. How can these requirements be met? (Choose 1)

(a) Install an app from the Salesforce AppExchange
(b) Salesforce offers the ability to generate documents out-of-box
(c) Run a report, export the data to a CSV file, and manually populate the document
(d) Use Apex Data Loader to export records from the custom object and the opportunity

Answer 1

For a Sales Manager needing to generate a document from a custom object and opportunity in Salesforce after an opportunity becomes "closed-won", the best solution is to install an app from the Salesforce AppExchange that specializes in document generation.

Step-by-step explanation:

To meet the requirements set by the Sales Manager at Prestige Worldwide who uses a custom object called "Client Goals" to store information about clients, one efficient solution is to use the document generation capabilities available within the Salesforce platform. Salesforce AppExchange offers numerous apps that specialize in document generation and can pull data from both standard and custom objects to produce the required document automatically after an opportunity reaches the "closed-won" stage. These apps provide templates and merge fields to ensure that the resulting document includes all the necessary information from the "Client Goals" custom object and the opportunity itself.

While Salesforce does provide some out-of-the-box features for generating documents, they may not support complex scenarios involving custom objects without additional customization or third-party solutions. Manually exporting data to a CSV and populating a document is time-consuming and prone to error. Using the Apex Data Loader is mainly for bulk data operations and is not designed for on-the-fly document creation.