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57 Cards in this Set
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- Back
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The sales department at Universal Containers uses approval processes to streamlinethe 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.Schedule and email a report of all pending approvals to managers. C.Allow managers to approve or reject approval requests from the Chatter feed. D.Create a dashboard of pending approvals and add it to the Chatter feed. |
A. Enable approvals by email for the approval process for high-value opportunities.(Missed)
C. Allow managers to approve or reject approval requests from the Chatter feed. |
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Sales representatives at Universal Containers log activates on accounts, contacts,and opportunities. The sales manager wants to create a report to see all activates 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.Activates 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 |
A. Activates report on accounts and opportunities the manager owns(Missed) |
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Universal Containers has three sales divisions: hardware software and consulting.Hardware and software division follow ten steps sales process. The consulting division follow eight step division processes and does not use the prospecting or perception analysis stage during the sales cycle. Which solution should a consultant recommend to meet this requirement?Choose 3 Ans.
A.Create the record types. B.Create separate stage fields. C.Create separate page layout. D.Create sales process. E. |
A. Create the record types.
D. Create sales process.
E. Define stage picklist values.(Missed) |
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Universal Containers has a private sharing model. Sales representatives ownaccounts 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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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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The sales representatives at Universal Containers have been experiencing thefollowing Challenges with sales data within their Salesforce application. It has been difficult to effectively reach contacts. There are many duplicate contacts. They are unable to segment account data. What should a consultant recommend to remedy all of these challenges? A.Utilize Data.com to flag duplicates and update existing data. B.Export contacts and accounts from Data.com and upload using data loader. C.Utilize data loader to export data and flag duplicate records. D.Export contacts and accounts from Data.com and upload using Excel Connector. |
A. Utilize Data.com to flag duplicates and update existing data. |
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Universal Containers has just enabled advanced currency management. The VicePresident (VP) of Asia Pacific Sales wants to view currency in opportunity revenue reports in both the corporate currency of USE) and the relevant country's currency. The VP of Asia Pacific Sales uses USE) as the default currency. What solution should a consultant recommend to meet this requirement? A.Create a dashboard and set the display currency to show all currencies for B.Create an opportunity revenue report for each country and use a Joined C.Create a dashboard and a dashboard filter to only display Asia Pacific D.Create an opportunity revenue report and include the amount and converted |
D. Create an opportunity revenue report and include the amount and converted amount values. |
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Universal Containers is migrating data from a legacy system into Salesforce. Thecompany 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, Account, Contact, Opportunity, Lead. C.User, Contact, Account, Lead, Opportunity D. |
B.User, Account, Contact, Opportunity, Lead. |
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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 the B.Create two page layouts, one opportunity record type, and one workflow rule C.Create one page layout, two sales processes, and validation rules to capture D.Create two sales processes and two page layouts; assign them to two |
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 the B.Create both account and contact records, then associate the contacts to the C.Create a campaign, qualify the respondents, and create accounts and D.Create leads, convert them to opportunities, and qualify the respondents on |
C.Create a campaign, qualify the respondents, and create accounts and |
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Universal Containers has a private sharing model and wants the ability to sharedocuments 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 uploaded to chatter files and shared with the field sales organization. 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 emailed to the sales team on the opportunity record. |
A. The documents should be uploaded to chatter files and shared with the field sales organization. |
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Universal Containers has just enabled advanced currency management. The VicePresident (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 set the display currency to show all currencies for Asia Pacific. C. Create a dashboard and a dashboard filter to only display Asia Pacific currencies. D. Create an opportunity revenue report for each country and use a Joined report to display values. |
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 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 has a complex sales process that requires two different sets ofsales stages for opportunities with an opportunity amount above or below USD $100,000. What should a consultant recommend to meet this requirement? A. Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage. B. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount. C. Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage. D. Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process. |
B. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount. |
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Need Access of Report in the partner Portal to help manage their opportunities. A. Option 2 B. Option 3 C. Create the appropriate list view and report folder, and share with all partner users. D. Option 4 |
C. Create the appropriate list view and report folder, and share with all partner users. |
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UC would like to capture qualification information for new leads (e.g. whether or nota person is a decision maker). The information should also appear in the contact record once the lead has been converted.Which approach should a consultant recommended? A.Create a custom field on lead and contact object, utilize a trigger to transfer the B.Create a custom field on lead and contact object; these fields will be mapped C.Create a custom field on lead and contact object, configure mapping for these D.Create a custom field on lead and contact object, advice user to select it for |
C.Create a custom field on lead and contact object, configure mapping for these |
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Sales representatives at Universal Containers want to share product specificationdocuments with customers who do not have Salesforcec access. These customers should only be allowed to preview the document in the browser without download permissions. What solution should a consultant recommend to meet this requirement? A.Upload the file to Chatter files and disable the download delivery option B.The file to documents and enable the externally available option. C.Upload the file to Chatter files and enable the password-protection option. D.Upload the file to Content and disable the download delivery option. |
D.Upload the file to Content and disable the download delivery option. |
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Universal Containers has many customers that repeat the same purchase on aregular 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. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage. B. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage. C. Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat a accounts when it reaches closed/won stage. D. 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. |
D. 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. |
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UC wants to migrate accounts from the legacy system into Salesforce. Client want theunique Account Ids for the account records in the legacy system to be imported into the salesforce to allow the quality control comparison to be conducted after the migration is completed and facilitate future integration.What solution the consultants recommend to meet this requirement? A. Create a custom unique number field in salesforce and migrate the legacy account Id in this field. B. Ensure the names of Account Records are migrated correctly so the client can conduct proper quality control testing. C. Create a custom object called external Id and migrate the legacy system account Id data this custom objects. D. Create a custom External Id in salesforce and migrate the legacy system Account Id into this. |
D. Create a custom External Id in salesforce and migrate the legacy system Account Id into this. |
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30. Universal Containers uses Salesforce for Outlook to synchronize contacts between Microsoft Outlook and Salesforce. The executive team wants to ensure that user’s personal contacts in Microsoft Outlook are not synced with Salesforce. Which solution should a consultant recommend to meet this business requirement?Choose 2 answers A. Train users to assign personal contacts in Microsoft Outlook to the Don't Sync with Salesforce category. B. Train users to manually remove personal contacts from Salesforce after syncing with Microsoft Outlook. C. Train users to mark personal contacts as private in Microsoft Outlook and choose not to sync private contacts in Salesforce. D. Train users to sync personal contacts in Salesforce using one-way synchronization from Salesforce to Microsoft Outlook.
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A. Train users to assign personal contacts in Microsoft Outlook to the Don't Sync with Salesforce category.
C. Train users to mark personal contacts as private in Microsoft Outlook and choose not to sync private contacts in Salesforce. |
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Universal Containers (LIC) and Global Shipping (GS) are affiliates of ABC Corporation.Both affiliates use separate Instances of Salesforce and work Independently but sell to some of the same customers. They would like to collaborate on the common customers but keep the data for other customers separate. What approach should a consultant recommend for implementing Salesforce to meet these requirements? A.Set up a single instance for ABC Corporation and set up partner portals for UC B.Set up a single Salesforce Instance and maintain exclusive customer data using C.Use separate Salesforce instances and link shared records using a customer D.Use separate Salesforce Instances and link shared records using Salesforce to |
D.Use separate Salesforce Instances and link shared records using Salesforce to |
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Universal Container requires that account plans be created for all accounts. Theaccount plans have been set up as a custom object with a lookup relationship. The sharing model is private for account plans. Universal Containers would like to assign the same access to the account plan record as to the associated account. What solution should a consultant recommend for these scenarios? A. Modify the account plans object to be in a master-detail relationship with accounts. B. Create a trigger on account plans that adds a manual share automatically to the account owner. C. Create sales team users with read access to the account plans object. D. Apply manual sharing to the account owner after each account plans record is created. |
A. Modify the account plans object to be in a master-detail relationship with accounts. |
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Universal Containers sells to a customer segment that has dozens of daily orderand 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 |
A.Create a web service using Apex to retrieve credit balances as needed. |
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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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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. Create a custom roll-up field to calculate the average product discount for each customer. B. Ensure that sales management approves discount requests for each opportunity. C. Run a report on opportunities showing list price and discounted price. D. Limit the number of discounted products that can be added to an opportunity. |
B. Ensure that sales management approves discount requests for each opportunity.
C. Run a report on opportunities showing list price and discounted price. |
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Universal Containers is undergoing a sales reorganization and wants to enableterritory 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 |
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Universal Containers wishes to track relationships between its customers.For example, some customers are suppliers for other customers. What should a consultant recommend to track multiple customer relationships in Salesforce? A. Add the related company to the first company's account team, with supplier as the role. B. Add the related company to the first company's custom supplier lookup field as a value. C. Add the related company to the first company's partner related list, with supplier as a value. D. Add the related company to the first company's contact roles related list, with supplier as a value. |
C. Add the related company to the first company's partner related list, with supplier as a value. |
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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.Add operations leads and opportunities B.Append qualification scores to operations leads C.Add new operations prospect accounts D. |
A.Add operations leads and opportunities B.Append qualification scores to operations leads |
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Universal Containers uses a seven-step selling methodology. Each sales stagecorresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should not contribute to the forecast. What should a consultant recommend for this scenario? Choose 2 answers A.Configure the first stage with the omitted forecast category. B.Assign 0% probability to the first sales stage. C.Override the forecast to be $O for first stage opportunities. D.Instruct sales users to enter SO for the opportunity amount. |
A.Configure the first stage with the omitted forecast category. B.Assign 0% probability to the first sales stage. |
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Universal Containers processes its orders through a separate system fromSalesforce 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 is purchasing smartphones and tablets for MS global sales teammembers. Sales management wants mobile access to key functionality, including collaboration, customer management, and opportunity management. What component of Salesforce Sales Cloud mobility should a consultant recommend to meet these requirements?Choose 2 answers A. Salesforce Touch B. Visualforce for mobile. C. Native mobile applications. D. AppExchange mobile plugin. |
A. Salesforce Touch
C. Native mobile applications. |
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The sales teams at Universal Containers need to track partner relationships foreach 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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Universal Containers operates in two currencies: EUR and USD. Its corporatecurrency is USD. When a sales team member tries to add products to an opportunity for a customer in the Eurozone, they are unable to find EUR prices.What is the likely cause of this problem? Choose 2 answers: A.Opportunity currency is set to USD. B.Price book entries are missing EUR prices. C.Sales users default currency is set to USD. D.Advanced currency management is deactivated. |
A.Opportunity currency is set to USD.
C.Sales users default currency is set to USD. |
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The VP of Sales for UC wants a pipelline treding report that will be used for amonthly Sales forecast meeting. How can the sales engineer identify the opportunity's latest quote?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 3 C. Option 4 D. Option 2 |
A. Create a analytical snapshot to run monthly for opportunites by forecast Category. |
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A sales representative at Universal Containers frequently has multiple quotes relatedto an opportunity. Which solution should a consultant recommend to manage the quotes? A.Click the Start Sync button on an opportunity to link it to a quote for an B.Update the quote line Item when a change is made to the opportunity product C.Click the Start Sync button on a quote to link it to the opportunity for automatic D.Create workflow rules on opportunity product and quote line items to keep |
C.Click the Start Sync button on a quote to link it to the opportunity for automatic |
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Universal Containers wants to use its customer portal to allow customers to providesuggested changes to products and comment on other people's suggestions.What Salesforce feature supports this? A.Answers B.Chatter C.Solutions D.Ideas |
D.Ideas |
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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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The sales management at Universal Containers is reviewing the quality of leadsgenerated 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(Missed) |
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The members of an opportunity team at Universal Containers are working togetherto close an 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 synced quote history on the opportunity. C. Follow the Opportunity’s quotes in Chatter. D. Reference the last modified date on the quotes. |
A. Reference the synced quote field on the opportunity record. |
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A sales Rep in the universal won a sales deal and set the opportunity stage asClose/Won. What impact will this change have on the opportunity in the forecast? A.It will be associated with the Closed/Won forecast category and automatically B.It will be associated with the Closed/Won forecast category and will need to be C.It will be associated with the Closed/Won forecast category and will need to be D.It will be associated with the Closed/Won forecast category and contribute to the |
A.It will be associated with the Closed/Won forecast category and automatically |
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Universal Containers shares specific accounts with its partners and is consideringthe use of Salesforce to Salesforce to increase visibility and collaboration for deals managed through its partner channel. The company's key partners also currently use Salesforce. What should be considered for this implementation?Choose 2 answers A. Partners can see all opportunities created by Universal Containers on shared accounts. B. Universal Containers can report on shared opportunities managed by partners. C. Partners will be able to see all Chatter feeds on shared opportunities. D. Partners can create and share opportunities associated to shared accounts. |
B. Universal Containers can report on shared opportunities managed by partners.
D. Partners can create and share opportunities associated to shared accounts. |
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The sales manager at Universal Containers is concerned that the leads from themarketing department 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 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. C. Create a calculated field that scores leads based on lead attributes 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.
C. 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 salesrepresentatives and needs to enable the same functionality for its partners. How can this be accomplished? A. Enable quotes and content in the partner portal to allow partners to store their PDF quotes. B. Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes. C. Update the partner sales process to include stages for managing and submitting partner quotes. D. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts. |
D. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts. |
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UC has set accounts, contacts and opportunities to private. Sales Rep manage theaccount for which they are the account owner. The company also employs sales specialist to assist sales rep on deals.What should a consultant recommended to allow sales specialist to see account information and any opportunity information associated with the account? A. Assign the sales specialist to the same profile as Account owner. B. Assign the sales specialist to the same role in the role hierarchy as account owners. C. Add the sales specialist to the account team and assign them read access to the opportunity. D. Share opportunity manually with the sales specialist and assign them read access. |
C. Add the sales specialist to the account team and assign them read access to the opportunity. |
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25. Universal Containers has a private sharing model. Sales representatives are required to collaborate with the same grout/ Of People from other departments for every deal; however, the individuals in the group will vary for each representative. What solution should a consultant recommend to ensure correct record visibility and collaboration? A. Set up a default opportunity team for each sales rep that is automatically added to every opportunity. B. Configure a criteria-based sharing rule to add sales team member records automatically. C. Add all team members to a private Chatter group for each opportunity. D. Configure a public group for each sales rep that is manually shared for each opportunity.
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A. Set up a default opportunity team for each sales rep that is automatically added to every opportunity. |
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Universal Containers manages its sales pipeline using Salesforce. However, when anopportunity moves to the closed list stage, the company would like to enforce that the expected revenue value be SO in reports. Which solution should a consultant recommended to meet this requirement? A. Create a validation rule to verify that the forecast probability for dosed/lost opportunities is 0%. B. Define a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost. C. Define a workflow rule to set the expected revenue field to $O when the opportunity stage is closed/lost. D. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages. |
D. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages. |
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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 for 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 has set the organization-wide default for accounts to private.Bill owns the Aare account and the General Inductees account. Acme is the parent account for General Industries. Bill needs to collaborate with Mary on his account, so he manually shares read access to Acme.What access will Mary have to these accounts? A. Read-only on General Industries and read-only on Acme. B. Read-only on Acme and no access on General Industries. C. Read-write on Acme and no access on General Industries. D. Read-only on General Industries and read-write on Acme. |
B. Read-only on Acme and no access on General Industries. |
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Universal Containers has configured a private sharing model for accounts andopportunities. As part of its sales strategy, each sales representative collaborates with the same set of Individuals for each opportunity. What should a consultant recommend to grant sales Rep the appropriate access to an opportunity? A. Enable opportunity team selling and have each sales representative configure his or her default opportunity team. B. Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas. C. Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity D. team. D. Create a public group for each team and have the sales representatives manually share the opportunity with their respective group. |
A. Enable opportunity team selling and have each sales representative configure his or her default opportunity team. |
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26. Sales management at Universal Containers is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which solution will help sales management identify and address the issue?Choose 2 answers A. Run the opportunity pipeline standard report to view the upcoming opportunities by stage. B. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage. C. Create a report that displays opportunities that have a closed date less than or equal to the created date. D. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process. |
B. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
C. Create a report that displays opportunities that have a closed date less than or equal to the created date. |
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Universal Containers successfully converted from a legacy CRM system to the SalesCloud solution. The stakeholder committee will meet in a week to review the revenue performance of the sales team. Which report should the committee use to assess sales team revenue performance? A. Report on number of open quotes for opportunities. B. Opportunity pipeline report by sales rep. C. Campaign return on investment report D. Report on number of sales meetings completed by sales rep |
B. Opportunity pipeline report by sales rep. |
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Universal Containers recently acquired Global Packaging, a company that hascomplementary Products. Universal Containers wants to run a major campaign showcasing its new product bundling. The company will use multiple marketing channels to create awareness in the marketplace. Each marketing channel will need to be measured for its effectiveness both individually and collectively. How should the consultant design the solution for Universal Containers? A. Create campaigns for each channel with members and link child campaigns to a parent campaign. B. Create a single campaign, add members, and set the status to active. C. Create campaigns for each channel, link them to a parent, and add members to the parent. D. Create a single campaign and add member statuses for each marketing channel. |
A. Create campaigns for each channel with members and link child campaigns to a parent campaign. |
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The finance department UC is noticing a decline in profitability, which they attributeto an excessive number of discounts on opportunities'!" What can the finance department do to monitor and control opportunity discounting?Choose 2 answers A. Create a custom roll-up field to calculate the average product discount for each customer. B. Limit the number of discounted products that can be added to an opportunity. C. Run a report on opportunities showing list price and discounted price. D. Ensure that sales management approves discount requests for each opportunity.(Missed) |
C. Run a report on opportunities showing list price and discounted price.
D. Ensure that sales management approves discount requests for each opportunity.(Missed) |
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UC plans to implement lead mgmt. functionality for channel sales representativewho need to push prequalified leads to their partner. Partners need the ability to access and update the lead assigned to them, what solution should a consultant recommend for this scenario. A. Option 2 B. Option 3 C. Option 4 D. Add the lead tab to the partner portal and configure partner profile to access lead. |
D. Add the lead tab to the partner portal and configure partner profile to access lead. |
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Universal Containers has a large sales department that manages its individual dealsthrough opportunities. The sales teams report to of their Regional Sales Manager (RSM) and the SMs 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 a public group that includes all of the sales team members and assign a sharing rule for opportunities. 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 opportunity triggers to apply manual shares to the appropriate RSMs and VP. |
C. Define roles for the sales team members, RSMs, and VP with the appropriate reporting relationships. |
