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 to 50 products and 50 competitors, providing tailored insights relevant to the organization's needs.
Option C accurately reflects these steps. Option A mentions defining recording managers but omits enabling sales recording within Salesforce. Option B suggests 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.
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