Universal Containers requires that each of its products is sold with 12 months of product maintenance. This is enter... a separate opportunity product line item on the opportunity. Once an opportunity is closed/ won and the order has been shipped to the customer, the service manager manually records the maintenance line item in the assets object and sends an alert 90 days prior to the expiration date. What should a consultant recommend to streamline this process?
A. Request the sync order to asset feature from salesforce to create an asset record once an opportunity is closed/won.
B. Install an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.
C. Create a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.
D. Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.
Universal Containers has configured a private sharing model for accounts and opportunities. 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. Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.
B. Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on u ideas.
C. Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.
D. Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
A customer needs chatter a custom mobile layout, and custom branding for its mobile users. Which solution should a consultant recommend?
A. Custom mobile
B. chatter for mobile
C. Salesforcel
D. Mobile classis
Universal Containers to plans implement to implement lead management functionality for channel sales representative who needs to push pre-qualified leads 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 leads tab to the Partner Community and configure partner profile to access leads
C. Configure a separate lead record type and page layout for the partner community.
D. Create a customized site where partners can self-register and access their leads.
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.
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. Enable schedules on product object.
B. Enable schedules on opportunity object
C. Use assets with a lookup to opportunity object
D. Use contracts with a lookup to opportunity object
Nothern Trail Outfitters wants to link contacts with more than one account. What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
A. Associate the contact to other accounts using a custom lookup field
B. Clone the contact record and add it to the second account
C. Enable contacts to multiple accounts feature
D. Add the contact to the partners related list on the second account
Universal Containers wants to restrict access to accounts and contacts. All users should able to access all the accounts, but only edit the accounts they own. Users should be able to edit only the contacts for the accounts they own. To meet these requirements, what should be the OWD access for accounts and contacts?
A. Set Account to private and Contacts to control by parent.
B. Set Account to public read-only and Contacts to control by parent.
C. Set Account to public read-only and contacts to private.
D. Set Account to private and contact to private.
Sales representatives at universal containers want to share product specification with customers who do not have salesforce 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 content and disable the download delivery option.
B. Upload the file to documents and enable the externally available option.
C. Upload the file to chatter files and disable the download delivery option.
D. Upload the file to chatter files and enable the password protection option.
Cloud Kicks frequently has multiple sales representatives that collaborate on an Opportunity and needs Salesforce to allocate credit to each sales representative in order to track against a sales quota. Which Salesforce feature satisfies this requirement?
A. Opportunity Teams
B. Account Teams
C. Public Groups
D. Opportunity Splits
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