The sales team at Cloud Kicks needs to track the number of retail locations for each of its
leads. Once the lead is converted, the sales team wants to see the number of retail
locations related to their
customers. The service team also wants to view this information.
What should the consultant do to meet this requirement?
A. Create a custom object related to the Account and Lead objects to store the retail locations.
B. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
C. Add roll-up summary fields to calculate the number of retail locations related to the Account and Lead objects.
Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's
discount field. CK sales reps are located in different regions and use different currencies. A
consultant creates a
custom formula field on the Opportunity.
Which currency will the custom formula use for its value if the opportunity and account
records have different currencies?
A. Opportunity currency
B. User currency
C. Corporate currency
Cloud Kicks is in the process of implementing Sales Cloud for its sales teams. Senior
management has concerns about adoption.
What should a consultant recommend to encourage adoption?
A. Establish goals and key metrics.
B. Re-define the sales process.
C. Run training in a sandbox environment.
Sometimes, Universal Containers sales reps need to create contacts without accounts
based on business processes.
What should the consultant take into consideration?
A. Contacts are private and shared through sharing rules.
B. Contacts are private and shared through the role hierarchy.
C. Contacts are private and only the owner and admin can view them.
Cloud Kicks has recently set up Sales Cloud and wants to measure the health of an
account by comparing the amount of emails
that are exchanged in a month.
What should the consultant recommend?
A. Salesforce Inbox
B. Activity Report
C. Einstein Activity Capture
Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a
request to display to total amount of all the open opportunities related to the Account page
layout.
How should the should consultant implement a solution to meet the requirement?
A. Use a record-triggered flow to set the value on the account.
B. Create a roll-up summary field on the Account object.
C. Use a custom formula field on the Opportunity object.
Cloud Kicks (CK) has implemented different sales stages across its varied product lines.
CK wants to deploy Collaborative Forecasts to all sales users.
What should a consultant consider when rolling out forecast?
A. Single Category or Cumulative Forecast Rollup should be defined.
B. Multiple Forecast Types must be created and activated.
C. Opportunity Splits must be enabled at the same time.
Some of the large accounts at Northern Trail Outfitters have many contacts. Sales reps
want to see how these contacts relate to each other and understand the reporting structure.
Which feature should the consultant recommend to meet this requirement?
A. Contact Hierarchy
B. Contacts to Multiple Accounts
C. Contact Roles
Universal Containers (UC) sales reps want to be assigned quality leads.
Which action should the consultant recommend to improve UC's process to produce higher
quality leads?
A. Identify business metrics and factors, then use picklists and formula fields to ensure data consistency.
B. Create 4 custom field on the Lead object to generate a lead score to determine lead quality.
C. Analyze historical data on closed leads and conversions to improve the quality of leads.
The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are
creating opportunities after they are already closed won. Sales management wants visibility
into how often
the sales reps are creating these types of opportunities.
Which solution should the consultant recommend?
A. Run the Opportunity Pipeline standard report to view the upcoming opportunities by stage.
B. Configure a report that displays opportunities that have an earlier closed date then created date.
C. Implement automation to update the opportunity to the first stage in the sales process.
A consultant for Universal Containers is preparing to migrate the company's legacy CRM to Sales Cloud. The admin for the previous system is enthusiastic about Sales Cloud and
driving the
objectives of the implementation, but end users have expressed dissatisfaction about
moving to a new platform.
How should the consultant determine and validate their approach with end users?
A. Enlist the help of a champion to ensure that Sales Cloud is meeting end user needs.
B. Interview top-level executives to understand the Sales Cloud key performance indicators (KPIs) for end users.
C. Conduct a technical review of Sales Cloud with developers to evaluate solutions for end users.
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org. What should the consultant do to convert a Lead into a Person Account?
A. Enable Contact Roles.
B. Leave the Company field blank.
C. Create an Apex trigger on the Lead object.
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