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23 Cards in this Set
- Front
- Back
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A sales rep at UC is working on an opportunity and has created several quotes. A sales team member is unsure of which quote is active for the sales rep. How can the sales team member identify the appropriate quote? (Choose two)
a. Review the last modified date on the quotes b. Review the last modified date on the opportunity c. Look for the Syncing checkbox on the quote related list d. Look for the Synced Quote field on the opportunity record |
c. Look for the Syncing checkbox on the quote related list d. Look for the Synced Quote field on the opportunity record |
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The marketing department at UC has been running several campaigns to target existing contacts within a sales region. The marketing department needs to know the effect of the campaigns on opportunities. Which solution would be recommended to the marketing department? (Choose 2)
a. Add a formula field on opportunities that references the associated campaigns. b. Add opportunity records as campaign members to identify campaign influence. c. Add the Campaign Influence related list and run the Campaigns with Influenced Opportunities report. d. Add the Contact Roles related list to include associated campaigns in the campaign influence. |
c. Add the Campaign Influence related list and run the Campaigns with Influenced Opportunities report. d. Add the Contact Roles related list to include associated campaigns in the campaign influence. |
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The sales department at UC defines its sales pipeline as all open opportunities and its forecast as opportunities with a 75 percent or greater probability of becoming closed/won. The sales department needs to monitor this information by region and revenue amount closing each month. Which solution should a consultant recommend?
a. Create a matrix report of opportunity amount by region and close month, and filter by probability. b. Instruct sales operations and the regional leads to build monthly analytic snapshots. c. Create a workflow rule to notify sales operations when an opportunity exceeds 75 percent probability. d. Enable the regional pipeline and forecasting dashboard, and schedule a monthly refresh. |
d. Enable the regional pipeline and forecasting dashboard, and schedule a monthly refresh. |
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UC has implemented forecasting in Salesforce. Sales reps can roll up to many branches in the sales hierarchy based on the product being sold. Which solution would allow a sales rep to submit multiple forecasts for each position they occupy in the the hierarchy?
a. Set up multiple price books with separate forecasts for each product. b. Allow sales reps to select a different role in the hierarchy depending on the product. c. Configure territory management to enable sales reps to assign opportunities to territories. d. Set up multiple opportunity record types and reps match type to a product. |
d. Set up multiple opportunity record types and reps match type to a product." |
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The sales management team at UC travels frequently and is of often unable to log into the application to review their pending approvals. Which option should a consultant recommend to facillitate the approval process? (Choose 2)
a. Enable approvals by email for each approval process. b. Enable Mobile to allow approvals via mobile devices. c. Create a report of all pending approvals and add to the home page. d. Schedule and email a dashboard of all pending approvals. |
a. Enable approvals by email for each approval process. b. Enable Mobile to allow approvals via mobile devices.
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UC needs to understand and influence sales situations when key competitors are involved. Which feature on the right will meet the business requirements on the left?
A. Similar opportunities B. Dashboard with table components C. Opportunity Chatter feed tracking D. Workflow email alerts
1. Help a user identify other opportunities that involved the same competitor. 2. Notify the competitive intelligence team when a competitor is identified on an opportunity. 3. Highlight when the competitor field on an opportunity is updated. 4. View deals lost to competitors, competitors with the most wins, and competitor deals in the pipeline. |
1. (A) 2. (D) 3. (C) 4. (B) |
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UC has a complex suite of products and pricing structure, which can be challenging for newer sales reps. The VP of Sales would like to facilitate collaboration between new and more experienced sales reps in order to improve the on-boarding process and to enable new sales reps to become productive faster. Which features should a consultant recommend to facilitate collaboration? (Choose 3)
a. Enable Content share documents using libraries b. Enable Content and share documents using content deliveries c. Enable Similar Opportunities d. Enable Chatter feed tracking on opportunities e. Schedule a dashboard to display sales rep performance. |
a. Enable Content share documents using libraries c. Enable Similar Opportunities d. Enable Chatter feed tracking on opportunities |
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Sales users at UC use MS Outlook to communicate with contacts. The system administrator has installed Connect for Outlook to synchronize the sales users' data. Sales users are reporting the issues listed below: - Duplicate contact records are being created in Salesforce - Tasks and events between Outlook and Salesforce do NOT match Which synchronization configuration will address this issue?
a. One way synchronization from Salesforce to Outlook for contacts, and two way synchronization for activities. b. Two way synchronization between Salesforce and Outlook for all records. c. One way synchronization from Outlook to Salesforce for contacts and two way synchronization for activities. d. One way synchronization from Salesforce to Outlook for all records |
a. One way synchronization from Salesforce to Outlook for contacts, and two way synchronization for activities.
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UC recently enabled Chatter and has found it extremely helpful in the sales process. Given the success, UC would like to bring the competitive intelligence team into Saleforce to leverage Chatter to collaborate on opportunities when key competitors are identified. Which step should be considered when setting up the competitive intelligence team? (Choose 2)
a. Add the competitive intelligence team to Chatter groups organized by competitor. b. Create a single user for the competitive intelligence team to share. c. Set up each member of the competitive intelligence team with standard user licenses. d. Set up each member of the competitive intelligence team with Chatter Free licences. |
a. Add the competitive intelligence team to Chatter groups organized by competitor. d. Set up each member of the competitive intelligence team with Chatter Free licences. |
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A sales rep at UC is creating a content delivery for a high-profile prospect that contains sensitive information in the form of a pricing quote with terms and discount. What should the sales rep do before sending the content delivery URL to the prospect? (Choose 3)
a. Preview the URL to ensure that the formatting in the original file displays properly in the online version. b. Send a preview email of the content delivery to ensure the link works correctly. c. Create a workspace for the content delivery and add the prospect as a library member. d. Set an expiration date for the content delivery. e. Require a password on the content delivery before it can be viewed. |
a. Preview the URL to ensure that the formatting in the original file displays properly in the online version. d. Set an expiration date for the content delivery. e. Require a password on the content delivery before it can be viewed. |
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UC needs to create two communities for customers so that they can share and discuss ideas related to UC products. The requirements for each community are listed below: - Community A will be a public community with ideas and comments that are visible to anyone. - Community B will be a private community restricted to UC's most strategic customers. Which option will allow UC to meet these requirements?
a. Configure unique categories for each community and ensure the proper access settings. b. Set the sharing model for Community A to public and the sharing model for Community B to private. c. Create two customer portals, map each community to its respective portal, and expose Community A using Sites. d. Set up two Sites and map Community A to a publicly accessible URL and Community B to a hidden URL. |
c. Create two customer portals, map each community to its respective portal, and expose Community A using Sites. |
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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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The VP of Sales at UC is reviewing sales team member productivity and effectiveness and needs to know the relationship between the sales reps' level of engagement on deals and the deal close rate. Which metric will allow the VP of Sales to better understand the relationship? (Choose 2)
a. Average number of activities associated with closed/won versus closed/lost opportunities. b. Total number of opportunity-related activities by each sales representative. c. Total number of lead, account, and opportunity records created by each sales rep. d. Average opportunity stage duration by each sales rep. |
a. Average number of activities associated with closed/won versus closed/lost opportunities. d. Average opportunity stage duration by each sales rep. |
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UC has observed a seasonal slow down in sales. To address the issue, the company is running a contest for the sales team as described below. - Increase the number of leads qualified weekly. - Increase the number of activities per sales deal. - Increase the opportunity close ratio. The VP of Sales needs to track the sales team's progress against these goals on a daily basis. Which solution will provide the required information?
a. Create a dashboard to track the metrics, set the VP of Sales as the running user, and schedule a daily refresh to be emailed. b. Create three reports to track the metrics and schedule a daily refresh to be emailed. c. Create a dashboard to track the metrics, set the VP of Sales as the running user, and set this as the default dashboard for all sales reps. d. Create a custom report type to join leads, activities, and opportunities in a single report, and schedule a daily refresh to be emailed" |
c. Create a dashboard to track the metrics, set the VP of Sales as the running user, and set this as the default dashboard for all sales reps |
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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. |
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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. |
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UC sells a large suite of products and its product pricing changes frequently. The company manages the product and pricing information in an Enterprise Resource Planning (ERP) system, and would like to manage sales opportunities in Salesforce and leverage the product and pricing data from the ERP system. Which factors should a consultant evaluate before suggesting a solution?
a. Frequency of product and pricing data updates and ability of the ERP system to process outbound messages. b. Ability of the ERP system to expose product and pricing data as a Web page that can be used in a Web tab. c. Volume and frequency of product and pricing data updates and ability of the ERP system to host a Web service. d. Volume and frequency of product and pricing data updates and ability of the ERP system to call a web service. |
c. Volume and frequency of product and pricing data updates and ability of the ERP system to host a Web service. |
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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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Think about the sales performance and productivity metrics that are important to UP. Match the sales metric with the Sales Cloud solution that will measure the metric.
1. Monthly forecast summary and percentage of quota attained. 2. Number of deal-related activities 3. Number closed won sales deals
a. Activities with opportunities custom report b. Forecast tab c. Opportunity pipeline standard report |
1. b 2. a 3. c |
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Think about he metrics that UP will use to measure the success of the Sales Cloud implementation. How would you design a solution to measure success for UP?
1. Create an analytic snapshot for standard reports 2. Customize the Measure Success standard report 3. Create a dashboard based on standard reports 4. Download and customize a user adoption dashboard from the AppExchange. |
4. Download and customize a user adoption dashboard from the AppExchange. |
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Think about UP's biggest pain points around leads. What would you recommend to improve the quality of leads passed from marketing to sales? (Select all that apply)
1. Create a workflow rule to send email alerts to the sales manager. 2. Create custom fields to capture critical lead information. 3. Implement validation rules for leads. 4. Create web-to-lead auto-response rules. |
2. Create custom fields to capture critical lead information. 3. Implement validation rules for leads. |
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Think about the data access requirements for leads. UP wants all sales and marketing users to be able to see all leads, but only the Marketing Specialist should be able to create and modify lead data. What organization-wide defaults would you use for the Lead object to meet this requirement.
1. Private 2. Public Read-Only 3. Public Read-Write 4. Public Read/Write Transfer |
2. Public Read-Only |
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Think about the lead process at UP. How would you design a solution to support their process. (Select all that apply)
1. Use lead status to capture if the lead is contacted, open, qualified, of unqualified. 2. Use a workflow rule to automatically assign follow-up tasks for open leads. 3. Create an approval process for each stage in the lead process. 4. Create different lead processes for each line of business. |
1. Use lead status to capture if the lead is contacted, open, qualified, of unqualified. 2. Use a workflow rule to automatically assign follow-up tasks for open leads. |
