Cloud Kicks has many customers that regularly renew their "shoe of the month" club membership. The sales representatives use an Account type called "shoe of the month" club for these customers. Sales management wants to use Salesforce to automate repeat opportunities.
What should a Consultant, recommend to meet this requirement?
A. Develop an Apex trigger for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the dosed/won stage.
B. Configure a Process Builder process for renewal customers that sends a reminder task to the sales representative to create a new Opportunity when it reaches the closed/won stage.
C. Configure a workflow rule for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.
D. Develop a lightning Component to set an Opportunity revenue schedule that automatically sets up a new Opportunity for renewal customers when it reaches the dosed/won stage.
UC implemented new quoting functionality for sales representatives 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.
Universal Containers is nearing the end of a quarter and the committed forecast is well below target. In order to identify additional sales opportunities. Universal Containers needs to track the competitor products used by its customers so it can sell into those customer accounts. Where should the competitor product information be tracked?
A. Asset
B. Product
C. Opportunity
D. Opportunity product
The sales manager at Universal Containers wants to be informed when a lead created from the "Contact Us" form on the corporate website has not been followed up within 24 hour of being submitted. What salesforce feature should the consultant use to meet the requirement?
A. Notify using publisher action
B. Notify using chatter on Lead
C. Send an email using lead escalation rule
D. Send an email using time based workflow
UC is deploying the Sales Cloud to 500 sales users. The implementation team is planning an end user support plan for the first week of the implementation. Which item should be included in the plan? (Choose 2 answers)
A. 24-7 support from the IT team
B. Communication to customers about potential issues
C. Process for users to report issues
D. Meeting schedule to review open issues and escalations
Universal Containers uses contracts in Salesforce to record fixed pricing structures from closed 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 presales 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.
Universal Containers is changing their case management system to Salesforce. All Active accounts, contacts, open cases, and closed cases for the past five years must be migrated to Salesforce for go-live. Which approach should the Consultant use for data migration?
A. Prepare, Plan, Validate, VP, Test
B. Plan, Prepare, Test, Execute, Validate
C. Prepare, Plan, Test, Execute, Validate
D. Plan, Prepare, Validate, Execute, Test
Currently at Cloud Kicks, the Lead Source field is used to track what event a lead originated from. The Marketing Director requested a report that shows every event a lead has attended.
Which standard Salesforce functionality can a Consultant recommend?
A. Implement Campaigns to track events and define a Campaign Management process.
B. Create a custom field to track the second event a Lead attends
C. Update the Lead Source field to the most recent event a lead has attended using process builder
D. Configure a custom Events object and relate it to the Load object
Cloud Kicks wants to boost importance of its sales stages and its role in the company's sales
methodology.
Cloud Kicks also wants to enhance precision of its sales forecast.
Which 2 steps should be taken to ensure the Sales process is mapped to meet the requirements?
Choose 2 answers
A. Assign appropriate sales stage.
B. Assign forecast percentages.
C. Map forecast probability to Opportunity probability.
D. Map sales probability values to forecast categories.
E. Assign forecast percentages.
F. Map Opportunity stages forecast categories.
The management at universal container noticed that the lead conversion ratio has remained the same for the hospitality industry despite increase in lead creation. What steps can help determine the issue
A. Campaign dashboard by industry
B. Industry performance dashboard
C. Report on lead lifetime by industry
D. Report on lead by source.
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