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78 Cards in this Set
- Front
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What is consideration when implementing Advanced Currency Management? Choose 3 answers A. Currency roll-up summary fields from opportunities to an account use the static conversion rate. B. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed. C. The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity. D. Currency roll-up summary fields from opportunities products to an opportunity use the dated exchange rate. E. Advanced Currency Management dated exchange rates are automatically update on a monthly basis. |
B. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed. C. The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity. D. Currency roll-up summary fields from opportunities products to an opportunity use the dated exchange rate. ^ Review this question. I think the answer is B, C, D. But Flashcards say A, instead of B. A. Currency roll-up summary fields from opportunities to an account use the static conversion rate. |
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Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team.How can the documents be shared efficiently and securely? A. The documents should be emailed to the sales team on the opportunity record. B. The documents should be uploaded to a library that is shared with the field sales organization. C. The documents should be uploaded to Chatter files from the opportunity record. D. The documents should be uploaded to Chatter files and shared with the field sales organization. |
D. The documents should be uploaded to chatter files and shared with the field sales organization. |
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The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.What analytics tool can help determine the issue? A. Campaign dashboard by industry. B. Report on lead lifetime by industry. C. Report on leads by source. D. Industry performance dashboard. |
B. Report on lead lifetime by industry |
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Universal Containers has set accounts, contacts, and opportunities to private. Sales representatives manage the accounts for which they are the account owner. The company also employs sales specialists to assist sales representatives on deals.What should a consultant recommend to allow the sales specialists to see account information and any opportunity information associated with an account? A. Add the sales specialists to the account team and assign them read access to opportunities. B. Share opportunities manually with the sales specialists and assign them read access. C. Assign the sales specialists to the same profile as the account owners. D. Assign the sales specialists to the same role in the role hierarchy as the account owners. |
A. Add the sales specialists to the account team and assign them read access to opportunities. |
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Universal Containers processes its orders through a separate system from Salesforce but would like to integrate the order history data into Salesforce. This would give sales representatives a view of all past orders by account.Which solution should a consultant recommend?
A. Create an order history object with a relationship to accounts. B. Create a closed opportunity record type for each order history record. C. Configure the opportunity history object to hold order history data. D. Configure the quote object to hold the order history data. |
A. Create an order history object with a relationship to accounts.
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Universal Containers uses contracts in Salesforce to record fixed pricing structures from closed/won opportunities. The contracts expire throughout the year. To ensure the company is not missing potential renewal revenue, sales management wants to implement the following process.30 days before a contract is due to expire, a lead is automatically created with contract as the source.All leads go to a pre-sales team who quality and convert them to opportunities.When leads are converted to opportunities and closed/won, an alert is sent to the accounts team.What features of Salesforce should a consultant use to meet this requirement?
A. Lead assignment, Apex, and opportunity assignment B. Reports, data loader, queues, and opportunities C. Workflow, reports, queues, and lead assignment D. Apex, workflow, lead assignment, and queues |
D. Apex, workflow, lead assignment, and queues. |
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Universal Containers is undergoing a sales reorganization and wants to enable territory management.What should Universal Containers review before enabling territory management? Choose 2 answers A. Opportunities and forecasting B. Account and opportunity sharing C. Quotes and orders D. Multi-currency and contracts |
A) opptys and forecasting;
B) account and oppty sharing |
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Universal Containers uses an approval process on opportunities to streamline approvals. Sales management needs to analyze the number of opportunities at each step in the approval process.Which solution will support this request?
A. Use a field update to capture the approval step on the opportunities for reporting. B. Create an opportunity with approvals report and filter by approval step. C. Create an approval process report and group by opportunity and approval step. D. Add a roll-up summary field for approvals related to opportunities for reporting. |
C. Create an approval process report and group by opportunity and approval step.
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Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity. What solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members? A. Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members. B. Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming. C. Configure default opportunity teams for all lead sales representatives with team selling enabled. D. Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities. |
C. Configure deal oppty teams for all lead sales reps with team selling enabled
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Universal Containers management to see forecast numbers by all sales representatives and by multiple product groups.What should a consultant recommend to meet these requirements?
Choose 2 answers A. Build a custom forecast report showing product groups. B. Implement Collaborative Forecasting with quota attainment. C. Build a custom list by product family group. D. Implement Collaboration Forecasting with product family. |
A. Build a custom forecast report showing product groups.
D. Implement Collaboration Forecasting with product family. ^Review. Deck 1 says answer C instead of D |
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Universal Containers wants to migrate accounts from a legacy system into Salesforce. The client wants the unique account IDs for the account records in the legacy system to be imported into Salesforce to allow a quality control comparison to be conducted after the migration is complete and facilitate future integration.What solution should the consultant recommend to meet this requirement?
A. Create s custom object called external ID and migrate the legacy system account ID data into this custom object. B. Create a custom unique number field in Salesforce and migrate the legacy system account ID into this field. C. Create a custom external ID field in Salesforce and migrate the legacy system account ID into this field. D. Ensure that the names of the account records are migrated correctly so the client can conduct proper quality control testing. |
C. Create a custom External Id in salesforce and migrate the legacy system Account Id into this.
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Universal Containers forecasts and closes business monthly, and it needs to store the details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month.What should a consultant recommend to meet this requirement? A. Schedule a custom forecast report to run daily and store the results in a custom report folder. B. Create an analytic snapshot to run weekly and store the results in a custom object. C. Create an analytic snapshot to run daily and store the results in a custom object. D. Schedule a custom forecast report to run weekly and store the results in a custom report folder. |
B. Create an analytic snapshot to run weekly and store the results in a custom object.
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UC would like to record performance about the conference and people who attended them. Acontact would potentially attend multiple conference .Company would like to display this information on the contact layout using the standard configuration.How the system should be designed to meet the company's requirement.
A. Use campaign for conference and add Campaign member to record attendee information B. Create a custom object for conference and a custom lookup field to conference on Contact C. Use campaign for conference and a custom object to record attendee information D. Create a custom object for conference and a custom object to record attendee information |
A. Use campaign for conference and add Campaign member to record attendee information |
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Universal Containers has its sales representatives enter a new lead whenever they are prospecting a new customer. When qualifying the new lead, a new opportunity must be created to track the deal.What should a consultant recommend to enforce data quality and accuracy?
Choose 3 answers A. Create an Apex trigger to perform data quality checks. B. Enable validation rules on the lead. C. Enable validation rules on the opportunity. D. Map lead fields to corresponding opportunity fields. E. Enable the lead conversion permission. |
B. Enable validation rules on the lead.
D. Map lead fields to corresponding opportunity fields. E. Enable the lead conversion permission. |
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Universal Containers wants to use its Community to allow customers to provide suggested changes to products and comment on other people's suggestions.What Salesforce feature supports this? A. Solutions B. Chatter C. Answers D. Ideas |
D. Ideas
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UC has configured salesforce to store all individual consumer contact under a single account called "Consumer". The consumer business has grown to more then 500,000 Contacts .Mass update are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported.What should consultant recommend to improve system performance
Choose 2 answers A. Add an index to the account field on the contact object B. Enable person account and migrate the data C. Ensure that no single account has more than 10000 contacts D. removes the account assignment for all objects |
B. Enable person account and migrate the data
C. Ensure that no single account has more than 10,000 contacts ^ Review |
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Universal containers has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage.What solution should a consultant recommend to meet this requirement?
Choose 2 answers A. Configure a validation rule that types the Has Line Item and Stage fields for the correct condition. B. Ensure that all sales representatives have access to at least one pricebook when creating product lines. C. Define a workflow rule that automatically defaults to a pricebook and product line item when selecting the negotiation stage. D. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage. |
A. Configure a validation rule that types the Has Line Item and Stage fields for the correct condition.
B. Ensure that all sales representatives have access to at least one pricebook when creating product lines. |
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Universal Computers has three sales divisions: hardware, software, and consulting. The hardware and software divisions follow a ten-step sales process. The consulting division follows an eight-step sales process and does not use the prospecting or perception analysis stages during the sales cycle.What should a consultant recommend to support these requirements?
Choose 3 answers A. Define stage picklist values. B. Create sales processes. C. Create separate page layouts. D. Create separate stage fields. E. Create record types. |
A. Define stage picklist values. C. Create separate page layout. E. Create the record types. ^Review. I don't see a need for separate page layouts (C) but I see a need for different sales processes (B) |
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Universal Containers' North American and European sales teams have different business requirements related to creating new opportunities in Salesforce. As a result, each team must complete a set of geographically-specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the other's region-specific fields.What solution should a consultant recommend to satisfy this scenario? A. Utilize Visualforce to build an opportunity page that dynamically checks the user's region to determine which fields to display. B. Build a custom object with private sharing to capture the additional fields as a separate record. C. Create separate page layouts and record for each of the regional sales teams. D. Implement field-level security to allow access to fields for the respective regional sales teams. |
D. Implement field-level security to allow access to fields for the respective regional sales teams.
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Universal Containers has automated the process of creating new account records in Salesforce. All account records created through this process are owned by a generic user. There are two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules.What can Universal Containers do to address the issue without changing its integration?
A. Set the organization-wide defaults for accounts to public read/write. B. Contact Salesforce support to add an index to the account object.C. Ensure that the generic user has the Modify All Data permission. D. Ensure that the generic user has not been assigned to a role. |
A. Set the organization-wide defaults for accounts to public read/write. ^ Review. I think the answer is D. |
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Universal Containers has a lead qualification team that qualifies and converts leads into opportunities. During lead conversion, the new opportunity must be assigned to the account owner.Which solution should a consultant recommend to meet this requirement? A. Create a trigger on the opportunity. B. Create a workflow on the opportunity. C. Create an assignment rule on the account. D. Create an assignment rule on the opportunity. |
A. Create a trigger on the opportunity.
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Universal Containers wants to improve the information profile of its current contacts in Salesforce by using social networking applications (e.g., LinkedIn and Twitter) to add to the information currently gathered for accounts, contacts, and leads.What should a consultant recommend to meet this requirement? A. Define the social network fields and enable them on account, contacts, and leads. B. Create custom fields that hold URL links to social profiles for social profiles for accounts, contacts, and leads. C. Enable the Salesforce to Social Network API connection to sync records. D. Enable Social Accounts and Contacts to link records to social profiles. |
D. Enable Social Accounts and Contacts to link records to social profiles. |
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Universal Containers wants to prevent sales users from modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required.Which solution should a consultant recommend? A. Modify the profile for sales directors to enable the "Modify All" object permission for opportunities. B. Change the field-level security for sales representatives to restrict field access based on the sales stage. C. Create a validation rule to enforce field access based on the sales stage and profile. D. Create a workflow rule to enable field access for sales directors based on the sales stage. |
C. Create a validation rule to enforce field access based on the sales stage and profile. |
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Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product's sales process.What solution should a consultant recommend to meet these requirements?
Choose 2 answers A. Define the default opportunity teams for each opportunity record type. B. Configure opportunity record types for each sales process. C. Define sales process to map to each opportunity record type. D. Create sales stages that align with opportunity record type. |
B. Configure opportunity record types for each sales process. C. Define sales process to map to each opportunity record type. |
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Universal Containers has a private sharing model. Sales representatives own accounts and would like to collaborate with relevant people from other departments (e.g., marketing and product management). The role hierarchy has separate branches for each department to facilitate reporting. What should a consultant recommend to ensure collaborating team members can report on and access relevant data in Salesforce? Choose 2 answers A. Use manual sharing on account to share specific records. B. Use Chatter to share records with relevant people. C. Use account team to share records to relevant people D. Use opportunity team to share records with relevant people. |
A. Use manual sharing on account to share specific records. C. Use account team to share records to relevant people |
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The sales management at Universal Containers is reviewing the quality of leads generated from marketing campaigns.What information is available to assist with this type of analysis? Choose 2 answers: A. Average number of activities required to convert leads to opportunities B. Percentage of leads that could not be contacted due to bad data C. Percentage of leads converted to opportunities D. Average amount of time required to convert leads to opportunities |
A. Average number of activities required to convert leads to opportunities B. Percentage of leads that could not be contacted due to bad data |
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Universal Containers has just enabled advanced currency management. The Vice President (VP) of Asia Pacific Sales wants to view currency in opportunity revenue reports in both the corporate currency of USD and the relevant country's currency. The VP of Asia Pacific Sales uses USD as the default currency.What solution should a consultant recommend to meet this requirement? A. Create an opportunity revenue report and include the amount and converted amount values. B. Create a dashboard and a dashboard filter to only display Asia Pacific currencies. C. Create an opportunity revenue report for each country and use a joined report to display values. D. Create a dashboard and set the display currency to show all currencies for Asia Pacific. |
A. Create an opportunity revenue report and include the amount and converted amount values. |
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Universal Containers has noticed a sizeable decrease in the number of sales representatives who are meeting their quotas.What should be evaluated to determine the cause of this decline? Choose 2 answers: A. Percent of converted leads per sales representative. B. Comparison report of forecasts versus converted leads. C. Activity history report on open and closed opportunities. D. Trending report on won versus lost opportunities |
C. Activity history report on open and closed opportunities. D. Trending report on won versus lost opportunities. |
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Universal Containers wishes to implement a sales methodology that focuses on identifying customer's challenges and addressing them with its offerings.Which sales methodology is described above? A. Direct selling. B. Relationship selling. C. Target account selling. D. Solution selling. |
D. Solution selling. |
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A premier customer for Universal Software needs access to confidential product roadmap information.To securely send this information using content delivery, what step should a sales representative take? Choose 2 answers A. Require the customer to enter a password to view the content. B. Require the customer to enter a security token to download the content. C. Remove access to the content after a specified date. D. Require the recipient to log into Salesforce to access the content. |
A. Require the customer to enter a password to view the content. D. Require the recipient to log into Salesforce to access the content. |
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The members of an opportunity team at Universal Containers are working together to close on opportunity. The sales engineer on the team is having trouble keeping up with the most current quote.How can the sales engineer identify the opportunity's latest quote?
A. Reference the synced quote field on the opportunity record. B. Reference the last modified date on the quotes. C. Reference synced quote history on the opportunity. D. Follow the opportunity's quotes in Chatter. |
A. Reference the synced quote field on the opportunity record.
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The sales department at Universal Containers uses approval processes to streamline the approval of high-value opportunities. These approvals are becoming delayed in the approval process because managers forget to approve the requests from their home page.What can a consultant recommend to improve the approval process?
Choose 2 answers A. Enable approvals by email for the approval process for high-value opportunities. B. Create a dashboard of pending approvals and add it to the Chatter feed. C. Schedule and email a report of all pending approvals to managers. D. Allow managers to approve or reject approval requests from the Chatter feed. |
A. Enable approvals by email for the approval process for high-value opportunities.
D. Allow managers to approve or reject approval requests from the Chatter feed. |
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Universal Containers generates a sales proposal for each opportunity and needs to share it with the customer. All members of the sales team are able to update and comment on the proposal. It is important that the customer does not see earlier versions of the proposal or the team's comments.Which solution should a consultant recommend to meet this requirement?
A. Save the proposal as a Chatter file on the opportunity record and add the customer as a follower. B. Save the proposal as an attachment to the opportunity record and share with the customer using the link. C. Upload the proposal in a private Chatter group accessible to the sales team and invite the customer to join. D. Upload the proposal as a Chatter file on the opportunity record and share with the customer using the link. |
D. Upload proposal as Chatter file on the opportunity record and share with customer using a link. |
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What is a capability of Data Loader?Choose 2 answers A. Ability to extract organization and configuration data B. Ability to export field history data C. Ability to prevent importing duplicate records D. Ability to run one-time or scheduled data loads |
B. Ability to export field history data D. Ability to run one-time or scheduled data loads |
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The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. What analytics tool can sales management team leverage to help determine the cause?
Choose 2 answers A. Dashboard of opportunity stage duration. B. Report on campaign return on investment (ROI) C. Dashboard of month-over-month trend of lead conversions. D. Report on the discount approval time for quotes. |
A. dashboard of oppty stage duration; D. report on the discount approval time for quotes |
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Universal Containers's management wants to increase the productivity of its sales representatives.How can Work.com be used to meet this requirement? Choose 2 answers A. Feedback can be requested for the entire sales team. B. Coaching goals can be linked to reports. C. Coaching statistics can be linked to reports. D. Feedback can be given publicly or privately |
C. Coaching statistics can be linked to reports. D. Feedback can be given publicly or privately. |
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Universal Containers is in the design phase of a complex Sales Cloud implementation. There are teams working on data migration, integration, application, and technical design.What step should a consultant take to ensure that the design accounts for all aspects of the requirements? A. Conduct integration performance reviews. B. Conduct executive committee review. C. Conduct end-to-end solution reviews. D. Conduct data migration reviews. |
C. Conduct end-to-end solution reviews. |
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Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.What solution should the consultant recommend? A. Force.com Sites B. Site.com C. Salesforce1 Sites D. Customer Community |
B. Site.com
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Universal Containers has enabled Advanced Currency Management.How is the converted amount data reported on a report that spans time periods when the exchange rate was different? A. Converted amounts are based on exchange rates that use the most current entry. B. Converted amounts are based on exchange rates that use the oldest entry. C. Converted amounts are based on the historical exchange rate associated with the close date. D. Converted amounts are based on the exchange rates entered in the opportunity. |
C. Converted amount are based on the historical exchange rate associated with the close date |
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Universal publications are a publishing house that sells online subscriptions for its leading magazine. Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. Universal Publications wants to use opportunities to track and report on these subscription deals.What should a consultant recommend to meet this requirement? A. Use contracts with a lookup to opportunity object. B. Enable schedules on opportunity object. C. Enable schedules on product object. D. Use assets with a lookup to opportunity object. |
C. Enable schedules on product object.
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Universal Containers collaborates with consulting partners on some of its opportunities.If a partner account is added to the partners related list on a customer opportunity, what is the impact?
A. The partner account is added to the partners related list on the customer account. B. Contacts from the partner account are added to the contact roles related list on the opportunity. C. Contacts from the partner account are added to the opportunity team. D. The partner account owner is able to view all contacts for that customer account. |
A. The partner account is added to the partners related list on the customer account.
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Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.Based on this information, the owner of the ABC Corporation account record has the rights to take which actions? Choose 2 answers A. Share the account with other users through manual sharing and account teams. B. View, edit, and delete activities owned by other users directly related to the account. C. View, edit, and delete related contacts and opportunities owned by other users. D. Transfer ownership of related contacts and opportunities owned by other users. |
A. Share the account with other users through manual sharing and account teams.
B. View, edit, and delete activities owned by other users directly related to the account. |
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Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals.What solution should a consultant recommend to accomplish this?
A. Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter. B. Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily. C. Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales. D. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales. |
D. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales. |
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Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers.What solution should a consultant recommend to help product managers engage in sales deals?
Choose 2 answers A. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals. B. Create a Chatter group to share product information with the sales team, product managers, and customers. C. @mention product managers in Chatter posts on relevant sales deals. D. Use an assignment rule to notify product managers when opportunities are update. |
B. Create a Chatter group to share product information with the sales team, product managers, and customers. D. Use an assignment rule to notify product managers when opportunities are update. |
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Sales management at Universal Containers would like to track the following information:Number of open opportunities in the current quarter by sales representative Number of closed opportunities in the last quarter by sales representative What should a consultant recommend to meet these requirements? A. Create an analytic snapshot. B. Create a summary report with cross filters. C. Create a joined report. D. Create a dynamic dashboard. |
C. Create a joined report |
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Universal Containers decided to start using Salesforce for all of its sales automation. Its current sales database system has about 50 million records. These records were all migration into this database from other legacy systems. After migration to Salesforce, Universal Containers wants to be able to search and cross-reference records with the original source system.What should a consultant recommend to meet this requirement? A. Use the standard external ID field and map this to the current record ID value. B. Use a custom external ID field and map this to the original record ID value. C. Use the standard external ID field and map this to the original record ID value. D. Use a custom field named external ID and map this to the current record ID value. |
B. Use a custom external Id field and map this to the original record id value |
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The VP of sales at UC wants to be able to see a visual representation of sales by month foreach account in salesforce1 mobile app.What should a consultant recommend to meet this requirement? A. Embed a chart on the account page and use a custom link to filter by account B. Create a of vf page with an embedded chart component for each account. C. Embed a chart on the account page, no other customization needed D. Create a dashboard component and use chatter feed on the account on salesforce1 |
C. Embed a chart on the account page, no other customization needed
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A customer needs Chatter, a custom mobile layout, and custom branding for its mobile users.Which solution should a consultant recommend? A. Salesforce1 B. Mobile Classic C. Chatter for Mobile D. Custom mobile solution |
A. Salesforce1 |
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Universal Container wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sale............ what use case will satisfy this requirement? Choose 2 answers A. Need to provide search result for contact and opportunity B. log activity for each record C. need to chat with customer in real time with chatter D. need to see records and related items as tabs under one common screen |
B. Log activity for each record D. Need to see records and related items as tabs under one common screen ^ Review. The information in this question doesn't seem complete. |
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UC has org-wide default set to private .Sales representative owns an account and would liketo collaborate with internal (...external) people from other department (marketing and other management.)What should a consultant recommend to ensure collaborating team member can report and access relevant data in salesforce? A. Use account team to share records to relevant people B. Use Opportunity team to share records to relevant people C. Use custom sharing on account to share specific record. D. Use chatter to share records with relevant people |
A. Use account team to share records to relevant people |
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Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy.What solution should a consultant recommend to meet this requirement? A. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts. B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts. C. Use Apex to update a custom field on the parent account with the total value of open opportunities from the child accounts. D. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy. |
D. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy. |
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The sales teams at Universal Containers need to track partner relationships for each customer account. There can be many partners related to each customer account. Additionally, the following partner-to-customer relationship information needs to be tracked: Role of each partner • Support product category of each partner • Next step of each partner What should a consultant recommend to meet this requirement?
A. Use partner role functionality. B. Create partner custom fields on account. C. Create a custom object for Partner relationships. D. Add partners to each customer account team. |
C. Create a custom object for Partner relationships. |
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What is capability of Data.com Clean? Choose 3 answers A. Data.com Clean can be used with Salesforce.com person accounts and business accounts. B. Individual records can be manually compared side-by-side with matched Data.com records and updated field-by-field. C. Accounts must be cleaned before cleaning contacts, but leads may be cleaned either before or after cleaning accounts. D. Accounts, contacts, and lead records can be selected from a list and cleaned all at once. E. Data.com can be configured to run automated Clean jobs to flag field differences and automatically fill blank fields. |
B. Individual records can be manually compared side-by-side with matched Data.com records and updated field-by-field. D. Accounts, contacts, and lead records can be selected from a list and cleaned all at once. E. Data.com can be configured to run automated Clean jobs to flag field differences and automatically fill blank fields. |
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Universal Containers wants to track the campaigns that influence won opportunities.Using standard functionality, what should a consultant recommend to meet this requirement? Choose 2 answers A. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date. B. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date. C. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity. D. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date. |
B. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date. D. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date. |
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How can Chatter Free licenses be enabled to allow collaboration between the sales team and the customer during the sales process?
Choose 2 answers A. Create Chatter Free users outside of a specified domain. B. Create new user and assign a Chatter Free license. C. Enable invitations and allow users to invite within a specified domain. D. Assign Chatter Free licenses to existing Salesforce users. |
B. Create new user and assign a Chatter Free license; C. Enable invitations and allow users to invite within a specified domain |
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What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met?
Choose 2 answers A. Establish a stakeholder committee and meeting schedule. B. Acquire the client stakeholders' key performance indicators. C. Create scheduled dashboard to be sent weekly to all stakeholders. D. Ensure the project key performance indicators are profitable. |
A. Establish a stakeholder committee and meeting schedule. B. Acquire the client stakeholders' key performance indicators. |
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Sales representatives at Universal Containers log activities on accounts, contacts,and opportunities. The sales manager wants to create a report to see all activities on all of the accounts that the manager owns, including activities on contacts and opportunities. Which report should be recommended to the sales manager? A. Activities report on accounts and opportunities the manager owns B. Activities report on accounts the manager owns C. Activities report on accounts and contacts the manager owns D. Activities report on accounts, contacts, and opportunities the manager owns |
D. Activities report on accounts, contacts, and opportunities the manager owns
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Universal Containers sells to a customer segment that has dozens of daily orders and payment transactions. These customers have low credit limits which are closely monitored. At the time orders are accepted, management wants to check the customers available credit in Salesforce using information sourced from a third-party cloud application.What approach should a consultant recommend for this credit system Integration? A. Create a web service using Apex to retrieve credit balances as needed. B. Create a scheduled batch using Apex to retrieve credit balances each night. C. Create a data mapping in Data Loader for periodic manual credit uploads. D. Create a daily job using the custom object import wizard to retrieve credit balances |
A. Create a web service using Apex to retrieve credit balances as needed |
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Universal Containers manages opportunity forecast using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, Universal Containers wants the roll-up of just opportunities that are in pipeline, best case, and commit.What number in the forecast would provide Universal Containers with the appropriate information?
A. Pipeline + Closed/Won B. Pipeline + Commit C. Pipeline + Best Case D. Pipeline |
C. Pipeline + Best Case |
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Universal Containers would like to associate some contacts with more than one account (e.g., a contact is an employee of one account and on the boards of several other accounts).What solution should a consultant recommend to meet this requirement? A. Associate the contact to other accounts using a custom lookup field. B. Add the contact to the partners related list on the second account. C. Clone the contact record and it to the second account. D. Add the contact to the contacts role related list on the second account. |
D. Add the contact to the contacts role related list to the other account.
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Universal Containers' current solution for managing its forecasts is cumbersome. The sales managers do not have visibility into their teams' forecasts and are not able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide update forecast data via email or phone.What solution should a consultant recommend to help Universal Container improve the management of their forecasts? Choose 2 answers A.Configure weekly customized forecast report and dashboards to be emailed to sales management. B. Create forecast Chatter groups where sales representatives can post and share their forecasts. C. Configure customizable forecasts to give managers forecast override capabilities. D. Create a forecast hierarchy and assign manager to the forecast manager role. |
C. Configure customizable forecasts to give managers forecast override capabilities. D. Create a forecast hierarchy and assign manager to the forecast manager role. |
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Universal Containers is following a traditional waterfall project delivery methodology. The analysis phase is complete with the sign-off of the requirements.What action consultant a take to minimize changes in scope during the design and build phases? Choose 2 answers A. Map business requirements to the solution design. B. Map solution design documents to system test scripts. C. Obtain customer sign-off on the solution design. D. Update requirements based on feedback from key stakeholders. |
A. Map business requirements to the solution design. C. Obtain customer sign-off on the solution design. |
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The finance department of Universal Containers is noticing a decline in profitability, which they attribute to an excessive number of discounts on opportunities.What can the finance department do to monitor and control opportunity discounting? Choose 2 answers A. Run a report on opportunities showing list price and discounted price. B. Create a custom roll-up field to calculate the average product discount for each customer. C. Limit the number of discounted products that can be added to an opportunity. D. Ensure that sales management approves discount requests for each opportunity. |
A. Run a report on opportunities showing list price and discounted price. D. Ensure that sales management approves discount requests for each opportunity. |
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Sales representatives at Universal Software need to collaborate with customers onsales deals to gather requirements, analyse solutions, and deliver proposals. Universal Software wants to ensure that customers are fully engaged throughout each stage in the sales process.What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers A. Invite customers into private chatter groups B. Allow customers to follow opportunities in Chatter C. Share Chatter files with customers. D. Add customers to Salesforce as Chatter Free users |
A. Invite customers into private chatter groups. D. Add customers to Salesforce as Chatter Free users |
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Universal Containers has many customers that repeat the same purchase on a regular basis. These customers are classified as a repeat account type. Sales management wishes to use Salesforce to automate repeat opportunities.What should a consultant recommend to meet this requirement? A. Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage. B. Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat accounts when it reaches closed/won stage. C. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage. D. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage. |
C. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage. |
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The Universal Containers sales team would like to track product shipments for each of its customers. The shipment tracking information is currently available in a back-end system, which the company plans to integrate with Salesforce.Which objects are relevant for this integration? A. Lead, account, opportunity product, custom object-shipment status B. Lead, opportunity, product, custom object-shipment status C. Opportunity, opportunity product, contact, custom object-shipment status D. Opportunity, opportunity product, custom object-shipment status |
D. opportunity, opportunity product, custom object-shipment status |
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Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution.What factor should be considered with the Sales Cloud deployment to help ensure adoption? Choose 3 answers A. Type of training delivered B. Training in local language C. Maintenance release schedule D. Sales rep quota targets E. Management communications |
A. Type of training delivered
B. Training in local language E. Management communications |
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Universal Containers manages its sales pipeline using Salesforce. However, when an opportunity moves to the closed/lost stage, the company would like to enforce that the expected revenue value be $0 in reports.Which solution should a consultant recommended to meet this requirement? A. Define a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost. B. Create a validation rule to verify that forecast probability for closed/lost opportunities is 0%. C. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages. D. Define a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost. |
C. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages. |
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Marketing department at Universal container is migrating from legacy campaign and emailmanagement system 2 salesforce want to ensure that its communication material is migrated as well.What should consultant recommend to migrate the marketing departments email templates?
A. Enable Email to case B. Force.com IDE and Change set C. Manually D. Enable Email to salesforce |
B. Force.com IDE and Change set |
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Universal Insurance is a large insurance company with a customer base that includes both individual consumers and businesses. The company has implemented person accounts in Salesforce. It has a custom object for policies that needs to relate to both person accounts and business accounts.What is the minimum configuration on the policy custom object needed to meet this requirement? A. Create a master-detail contact relationship. B. Create a custom contact lookup field. C. Create a contact lookup field and an account lookup field. D. Create a master-detail account relationship. |
D. Create a master-detail account relationship.
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Universal Containers wants to restrict to access to accounts and contacts. All users should be able to see all accounts, but only edit the accounts they own. Users should be able to edit only the contacts for the accounts they own.To meet requirements, what should be the organization-wide default access for accounts and contacts? A. Set accounts to private and contacts to controlled by parent. B. Set accounts to public read-only and contacts to private. C. Set accounts to private and contacts to private. D. Set accounts to public read-only and contacts to controlled by parent. |
D. Set accounts to public read-only and contacts to controlled by parent. |
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Universal containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is sell the products.What should a consultant recommend to support selling the two product lines? A. Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information. B. Create one page layout, two sales processes, and validation rules to capture relevant opportunity information. C. Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layouts to the record type. D. Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line. |
D. Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line. |
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Universal Containers is migrating data from a legacy system into Salesforce. The company needs to migrate lead, contact, and opportunity data from its legacy system and must be able to report on historical lead conversion for both legacy and newly created data.What is the recommended order for data migration?
A. User, Opportunity, Account, Contact, Lead B. User, Lead, Opportunity, Account, Contact C. User, Contact, Account, Lead, Opportunity D. User, Account, Contact, Opportunity, Lead |
D. User, Account, Contact, Opportunity, Lead. |
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Universal Containers marketing department runs many concurrent campaigns. It has specifiedthat the influence timeframe for a campaign is 60 days.When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities?
A. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list. B. All campaigns created within the last 60 days will be added to the campaign influence related list. C. All contacts associated with campaigns will be added to the campaign influence related list. D. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list. |
A. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list. |
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Universal Containers does not have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, there has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate.What should a consultant recommend to improve partner satisfaction with the leads being shared? A. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category. B. Create multiple validation rules to ensure that all fields on the lead record are populated with data. C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners. D. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners. |
C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners. |
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Universal Containers has s large sales department that manages its individual deals through opportunities. The sales teams report to their Regional Sales Manager (RSM) and the RSMs report to the Vice President (VP) of Sales. To manage the region effectively, the RSMs and VP need to have full access to the opportunities managed by their direct reports through standard report filters.What is the recommended solution to accommodate this scenario? A. Create opportunity triggers to apply manual shares to the appropriate RSMs and VP. B. Set up automatic membership for the opportunity team members for each opportunity to the RSMs and VP. C. Define roles for the sales team members, RSMs, and VP with the appropriate reporting relationships. D. Create a public group that includes all of the sales team members and assign a sharing rule for opportunities. |
C. Define roles for the sales team members, RSMs, and VP with the appropriate reporting relationships.
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Universal Containers needs to have opportunity discounts approved by the seniormanagement team. The appropriate approver is dynamically determined based on the requestor's region and the opportunity s account type.Which solution should be recommended to support these requirements? A. Allow the requestor to select the appropriate approver prior to submitting the record for approval. B.Automatically populate the delegated approver based on the requestors region and opportunity account type. C. Create a workflow approval task as the first step in the approval process to assign the approver. D. Use Apex to populate a user lookup field for the approval process based on an approval matrix. |
D. Use Apex to populate a user lookup field for the approval process based on an approval matrix. |
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Universal Containers sells two products that each have a unique sales methodology. A few of the sales stages overlap between the selling methodologies, but are unique to just one of the methodologies.What element must be configured to support both selling methodologies? Choose 3 answers A. Company financial information B. Key reports from the current system C. List of stakeholders with roles and titles D. Organizational chart with titles E. List of required objects and fields |
B. Key reports from the current system C. List of stakeholders with roles and titles E. List of required objects and fields |
