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10 Cards in this Set
- Front
- Back
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1. Universal Containers purchased a new marketing database list and wants to use it to 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, qualify the respondents, and create accounts and contacts. |
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2. Universal Containers wants to integrate a Sales Cloud solution with its accounting system. Which standard objects are likely to be used in the integration?
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D. Accounts, contacts, and contracts
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3. Universal Containers has a complex sales process that requires two different sets of sales stages for opportunities with an opportunity amount above or below USD $100,000. What should a consultant recommend to meet this requirement?
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A. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
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4. Universal Containers wants to manage their sales territories in Salesforce. What questions should be asked to determine if territory management is an appropriate solution? Choose 3 answers
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Are there specific rules for account and opportunity access2. Does account sharing depend more on account traits than on ownership3. Are commissions calculated by the number of territories to which a representative belongs
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5. 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?
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C. Implement field-level security to allow access to fields for the respective regional sales teams.
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6. Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Which approach should the task force consider to improve and maintain the quality of lead data? Choose 2
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Use tools like the Lead Import wizard to identify and remove duplicates. Use Data.com to clean the existing lead data and new data going forward.
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7. Universal finance has two sales divisions. Sales Division A's customers are individuals and Sales Division B's customers are businesses. Each division's sales representatives have their own user profiles, and person accounts are enabled. Sales Division B's sales representatives should not be able to create person accounts; they should only be able to create business accounts. What solution should a consultant recommended to meet these requirements?
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A. Remove person account record types from the Division B sales representative user profile.
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8. Sales representatives at Universal Software need to collaborate with customers on sales deals to gather requirements, analyze 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 |
Invite customers into private chatter groups Share Chatter files with customers
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9. 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
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Run a report on opportunities showing list price and discounted price.
Ensure that sales management approves discount requests for each opportunity |
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10. 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?
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B. Activities report on accounts the manager owns
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