The Sales Director at Cloud Kicks mandated that implementing logic and automation to quality top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years.
Which two actions can the Consultant first take to ensure a best practices implementation?
Choose 2 answers
A. Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.
B. Begin with recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.
C. Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the result and adjust the Grade accordingly.
D. Work with subject matter experts to define the key attributes of te ideal customer for Cloud Kicks' products.
E. Configure a qualification screen-based flow to assist Sales Reps in quickly determining which Leads are high priority.
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. Use contracts with a lookup to opportunity object.
C. Use assets with a lookup to opportunity object.
D. Enable schedules on opportunity object.
UC collaborates with consulting partners on some of its opportunities. If a partner account is added to the partners related list on a customer opportunity, what is the impact?
A. The partner account is added to the partners related list on the customer account
B. Contacts from the partner account are added to the contact roles related list on the opportunity
C. Contacts from the partner account are added to the opportunity team
D. The partner account owner is able to view all contacts for that customer account
Universal Containers wants to implement a Knowledge management process with the following requirements:
It must contain four different kinds of content: customer FAQs, product specifications, contact center procedures, and product manuals.
It must provide the ability to filter Knowledge search results by a single product, multiple products, or all 56 products.
Any product-related content created by contact center agents must be approved by the contact center manager and the Knowledge manager before being published.
Product content should only be visible internally to contact center agents who handle that product.
How should a consultant recommend that Knowledge be configured? Choose 3 answers
A. Define approval processes for each product.
B. Configure workflow rules for each data category.
C. Define approval processes for each article type.
D. Configure data category values for each product.
E. Configure article types for each kind of content.
Cloud Kicks recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by opportunities generated by the sales representatives. What can the Consultant recommend to measure sales user adoption?
A. Create a trend report to determine if there is an increase in deals closed.
B. Refer back to the project plan to see if the goals were met.
C. Enable sales teams and run an opportunity report with teams to see how many Opportunities have team members on them.
D. Provide a report of user logins to show the increase in user adoption.
Universal Containers' customer service technicians need to access the following information while at a customer site complete the service call: - Customer order history - Level of contracted support - List of replaceable parts. Which system can Salesforce integrate with to retrieve this information and makes it available to technicians in the field?
A. An enterprise resource planning system
B. A workforce management system
C. A third-party mobile application platform
D. A knowledge management system
Business users have requested that the Salesforce Administrator allow agents to view a list of cases in the console while agents work through their cases. This will allow agents to identify urgent cases that need to be worked on. How should this be accomplished?
A. Build a custom Visual force page with the list view and assign it to the console sidebar
B. Recommend opening the case list view in a separate browser tab and use the window alongside the case view
C. Enable the list to be pinned in the console. This allows users to view the list alongside the case view in the console
D. Configure the Case list under custom console components so users can view the list view along with the case view
Historically, UC 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 UC 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
Universal containers recently completed the implementation of a new sales cloud solution. The stakeholder committee believes that the user adoption is best measured by the number of daily logins. What other measures of sales uses adoption should be considered? Choose 2 answers
A. Number of neglected opportunities over time by role
B. Number of reports exported to excel for analysis
C. Overall effectiveness of mass email campaigns
D. Completeness of records entered into the new system
UC sells to a customer segment that has dozens of daily order and 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 balances.
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