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28 Cards in this Set
- Front
- Back
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UC is enabling the partner portal to allow partners to update their opportunities in Salesforce. Partners should only have access to specific opportunity list views and opportunity reports. How can this level of access be enforced for partner portal users? (Choose 2)
a. Remove permissions for existing list views and report folders that should NOT be shared with partner users. b. Create the appropriate list views and report folders and share with all partner users only. c. Create list views and report folders in the partner portal setup so they are available to all partner users. d. Create a new tab in the partner portal to display the appropriate list views and report folders. |
a. Remove permissions for existing list views and report folders that should NOT be shared with partner users.
c. Create list views and report folders in the partner portal setup so they are available to all partner users. |
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UC has enabled multi-currency in Salesforce. How can the VP of Global Sales summarize the pipeline from multiple currencies in the corporate currency?
a. Enable advanced currency management to set the default report currency to the corporate currency. b. Create a set of reports for each currency and export to Excel to aggregate the data. c. Set the display currency for the report to the corporate currency. d. Modify the report filters to only display opportunity records in the corporate currency.a. Enable advanced currency management to set the default report currency to the corporate currency. |
a. Enable advanced currency management to set the default report currency to the corporate currency.
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UC receives an average of 100,000 leads from an external source on a monthly basis and needs to import these into Salesforce. Which approach can a consultant suggest for importing leads? (Choose 2) a. Use the data loader in bulk-API mode. b. Use an Extract Transform Load (ETL) tool. c. Use import wizard for leads. d. Use a batch Apex job. |
a. Use the data loader in bulk-API mode.d. Use a batch Apex job. With the Lead Import Wizard, you can import a list of up to 50,000 new leads and associate them with a campaign. Use this wizard for campaigns that generate new leads. |
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UC is implementing Salesforce and plans to migrate several marketing campaigns from a legacy system. Which approach would a consultant recommend to ensure that the campaign and campaign member data is accurately maintained? a. Create external ID fields for campaigns, leads, and contacts. b. Create external ID fields for campaigns, campaign members, and accounts c. Create external ID fields for campaigns, accounts, and contacts. d. Create external ID fields for campaigns, leads, and accounts. |
b. Create external ID fields for campaigns, campaign members, and accounts |
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A Sales Cloud implementation at Universal Containers requires a global design that involvesmufti-currency, multi-language, region specific sales processes and workflows. Which factor is important for optimizing user adoption? Choose 2 answers A. Employing realistic training data in the corporate standard currency B. Customizing the training curriculum for each specific region C. Developing only a standardized, global training curriculum for all users D. Communicating the training plan well in advance of training start date |
A. Employing realistic training data in the corporate standard currency D. Communicating the training plan well in advance of training start date Alt Answer: B and D |
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A premier customer for Universal Software needs access to confidential product roadmapinformation. 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 security token to download the content. B. Require the recipient to log into Salesforce to access the content. C. Require the customer to enter a password to view the content. D. Remove access to the content after a specified date. |
B. Require the recipient to log into Salesforce to access the content. C. Require the customer to enter a password to view the content Alt Answer: C and D |
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UC representative wants to see forecast amount by all sales representative and by multipleproduct group. What would a consultant recommend to meet these requirement? 2 Ans A. Build a custom forecast report showing product groupB. implement collaborative forecast with product familyC. Implement collaborative forecast with quota alignment (....)D. Create a forecast list view by product family groups |
B. implement collaborative forecast with product familyC. Implement collaborative forecast with quota alignment (....) |
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UC to plans implement to implement lead management functionality for channel salesrepetitive who needs to ... pre-qualify lead to their partner. Partners need the ability to access and update the lead assigned to them. What solution should a consultant recommend for the scenario? A. Create a task for the partner where a new lead is created and assign it to partner in the Partner Community. B. Add the lead tab to the Partner Community and configure partner profile to access leads C. Create.... Site where partner can self-register and access lead. D. Configure a custom lead record type and page layout for the partner community. |
B. Add the lead tab to the Partner Community and configure partner profile to access leads |
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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 products sales process. What solution should a consultant recommend to meet these requirements? Choose 2 answers A. Create sales stages that align with opportunity record types. B. Define sales processes to map to each opportunity record type. C. Define the default opportunity teams for each opportunity record type. D. Configure opportunity record types for each sales process. |
A. Create sales stages that align with opportunity record types. B. Define sales processes to map to each opportunity record type. Alt: B and D. Reason: Stage picklist is not available for customization within Record Type |
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The management at universal container noticed that the lead conversion ratio has remainedthe same for the hospitality industry despite increase in lead creation. What steps can help determine the issue A. Report on lead by source. B. report on lead lifetime by industry C. Campaign dashboard by industry D. Industry performance dash board |
B. report on lead lifetime by industry |
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The sales manager at Universal Containers is concerned that the leads from the marketingdepartment are outdated and poor quality. What action should be taken to address this issue? Choose 2 answers A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately. B. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps. C. Create a workflow rule to update the lead rating field based on the lead status field and use assignment rules to route leads to appropriate sales reps. D. Create lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides. |
A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately. B. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps. |
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Universal Containers implemented new quoting functionality for sales representatives andneeds to enable the same functionality for its partners. How can this be accomplished? A. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts. B. Enable quotes and content in the partner portal to allow partners to store their PDF quotes. C. Update the partner sales process to include stages for managing and submitting partner quotes. D. Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes. |
A. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts. |
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The marketing Manager at UC wants to leverage the power of sales cloud to support the salesfollowing requirement:- monitor website traffic- Email 1200 leads per day- capture customer satisfaction survey result on a web form - Understand (report) the case of marketing exercise vs sales activity. What should a consultant recommend to meet this requirement? A. Use community campaign, web-to-lead, opportunity and report and dashboard B. Use AppExchange marketing app, campaign, web-to-lead, opportunity and report C. Use mass email, campaign, campaign influence, web-to-lead, opportunity and report D. use site.com campaign web-to lead opportunity, report, and dashboard |
B. Use AppExchange marketing app, campaign, web-to-lead, opportunity and report |
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Universal Containers sells two product lines that each use a distinct sellingmethodology. Additionally, each product line captures different information that is used to 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 therespective product lines to collect relevant information. B.Create two page layouts, one opportunity record type, and one workflow ruleto assign the correct page layout to the record type. C.Create one page layout, two sales processes, and validation rules to capturerelevant opportunity information. D.Create two sales processes and two page layouts; assign them to twodifferent 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 purchased a new marketing database list and wants to use itto run an email campaign for the launch of a new product. The sales team will be responsible for evaluating the respondents and identifying the decision maker before going through the sales process with a prospect. What steps should a consultant recommend in this scenario? A.Create a campaign, associate the leads to the campaign, and qualify therespondents. B.Create both account and contact records, then associate the contacts to thecampaign. C.Create a campaign, qualify the respondents, and create accounts andcontacts. D.Create leads, convert them to opportunities, and qualify the respondents onthe opportunities. |
C.Create a campaign, qualify the respondents, and create accounts andcontacts. Alt: A.Create a campaign, associate the leads to the campaign, and qualify therespondents. |
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Universal Containers has noticed a sizeable decrease in the number of salesrepresentatives 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 uses contracts in Salesforce to record fixed pricing structuresfrom dosed/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 renewal as the source. All leads go to a pre-sales team who qualify and convert them to opportunities. When leads are converted to opportunities and closed/won, an alert is sent to the account team. What features of Salesforce should a consultant use to meet this requirement? A.Lead assignment, Apex, and opportunity assignment. B.Workflow, reports, queues, and lead assignment. C.Apex, workflow, lead assignment, and queues. D. |
B.Workflow, reports, queues, and lead assignment. |
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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 |
B.Account and opportunity sharing D. Multi-currency and contracts Alt: A and B |
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33. Historically, Universal Containers has sold to shipping department contacts within its customer and prospect accounts. It recently launched a new product line that will appeal to operations department contacts. What data enrichment can Data.com provide Universal Containers to expand its sales network? Choose 2 answers A. Append qualification scores to operations leads B. Add operations leads and opportunities C. Add operations contacts to accounts D. Add new operations prospect accounts |
A. Append qualification scores to operations leads B. Add operations leads and opportunities Alt: C and D |
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The VP of Sales for UC wants a pipelline treding report that will be used for amonthly Sales forecast meeting. What solution should a consultant recommend to meet this requirment? A. Create a analytical snapshot to run monthly for opportunites by forecast Category. B. Option 3C. Option 4 D. Option 2 |
A. Create a analytical snapshot to run monthly for opportunites by forecast Category. |
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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 Alt: C. Percentage of leads converted to opportunities D. Average amount of time required to convert leads to opportunities |
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Universal Containers uses an approval process on Opportunity to streamlineapprovals. Sales management needs to analyze the numbers of opportunities at each step in the approval Process.What Solution will support this request? A.Create an approval process report and group by opportunity and approval step. B.Create an opportunity with approvals report and filter by approval step. C.Use a field update to capture the approval step on the opportunities forreporting. D.Add a roll-up summary field for approvals related to opportunities for reporting. |
A.Create an approval process report and group by opportunity and approval step. |
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Universal Containers requires credit checks for all opportunities greater than$50000. The credit management team members are all Salesforce users. What should a consultant recommend to notify the credit manager that an opportunity needs a credit check? A. Use workflow to send an email to the credit manager profile. B. Use a validation rule to send an email to the credit manager role. C. Use an Apex trigger to create a task for the credit manager user. D. Use workflow to assign a task to the credit manager user. |
D. Use workflow to assign a task to the credit manager user. |
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Universal Containers plans to deploy the new Service Cloud console to its support team.Which steps should be considered in deployment? (There are three correct answers.)
A. Customize highlight panels for all objects. B. Set up interaction logs and assign them to user profiles. C. Assign users the Service Cloud User feature license. D. Set up users and assign them to a queue. E. Customize case list views. |
A, B, C |
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What are the factors that influence sales metrics, drive KPI's and form key business challenges? A. Weak pipeline B. Low productivity (sales rep) C. Poor predictability (forecast) D. Ineffective selling |
A |
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What are the factors that influence marketing metrics and drive key marketing business challenges? A. Insufficient lead generation B. Poor alignment with sales C. Measuring marketing ROI |
A |
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UC representative wants to see forecast amount by all sales representative and by multiple product group. What would a consultant recommend to meet these requirement? 2 Ans A. Build a custom forecast report showing product group B. implement collaborative forecast with product family C. Implement collaborative forecast with quota alignment (....) D. Create a forecast list view by product family groups |
B and C B for Amounts by Product Family C for Amounts by Sales Rep Alt Ans A and B only for Amounts by Product Family |
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Universal Containers has a lead qualification team that qualifies and converts leads intoopportunities. 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 why? B is wrong as you cannot update to a dynamic user using Workflow C is wrong as the action needs to be triggered from Opportunity object D is wrong as Oppty assignment rules are used in territory management to determine territory assignment |
