Universal Containers uses Products in Salesforce and has a private security model. The product Management employees do NOT have access to all opportunities but want to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product.
A. Create a trigger to set the product manager as owner for opportunities on the new product.
B. Create a trigger to add the product management team to the sales team of relevant opportunities.
C. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
D. Create a new product and add it to the price book with the product manager as an owner.
Universal Containers has enabled Social Accounts and contacts. When a sales representative accesses a contact within salesforce, the representative is unable to see detailed information from the contacts Facebook profile (e.g. contacts wall postings). What is preventing the sales representative from accessing detailed information on the contacts Facebook page?
A. The link to the Facebook profile is not configured with the administrator password to access detailed information
B. Universal Containers must purchase the Facebook license to access public information for its users
C. The fields configured by Universal Containers administrator on the contact page layout are missing
D. The information shown is based on the sales representative's connection level with the contact on Facebook.
Universal Containers sells two product lines that each use a distinct selling methodology. 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 respective product lines to collect relevant information.
B. Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.
C. Create one page layout, two sales processes, and validation rules to capture relevant opportunity information.
D. Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.
A Regional Sales Manager's (RSM) direct reports are frequently added as sales team members for other sales representatives' opportunities. Which report view filter should be applied to a pipeline report to
display all of the opportunities for which the RSM's direct reports are involved?
A. My team-selling opportunities
B. My team's opportunities
C. My team-selling and my opportunities
D. My team's team-selling and their opportunities
What is the capability of Data.com Clean? Choose 3 answers
A. Accounts must be cleaned before cleaning contacts, but leads may be cleaned either before or after cleaning accounts
B. Data.com can be configured to run automated clean jobs to flag field differences and automatically fill u blank fields
C. Individual records can be manually compared side-by-side with matched Data.com records and updated u field-by-field.
D. Accounts, contact, and lead records can be selected from a list and cleaned all at once.
The finance department of UC 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.
Universal Containers has many customers that repeat the same purchase on a regular 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 closed /won stage.
B. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed /won stage.
C. Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat 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.
Cloud Kicks has a multi-phase selling process where every sales stage corresponds with a phase in the process. The first phase is preliminary qualification, where Opportunities should not contribute to Cloud Kicks' forecast.
Which two actions should be taken to ensure that Opportunities do not contribute to Cloud Kicks' forecast during the first stage? Choose 2 answers
A. Assign 0% probability to the first sales stage.
B. Configure the first stage with the omitted forecast category.
C. Override the forecast to be SO for first stage Opportunities.
D. Require sales staff to enter 0% for the Opportunity probability.
E. Require sales staff to enter $0 for the Opportunity amount.
Cloud Kicks needs to forecast on monthly business that closes and details of open opportunities on a weekly basis. The VP of Sales asks the business analyst to review how the sales funnel is changing month over months. Which two actions should the Consultant take to meet this requirement? Choose 2 answers
A. Configure a reporting snapshot to run daily.
B. Create a custom object to store the results in
C. Schedule a custom forecast report to run weekly
D. Create a custom report folder to store the results in.
E. Configure a report snapshot to run weekly.
Universal containers has an extensive distributor and reseller community. To help manage this partner network, the company is implementing a partner portal. What must be considered when setting up partner users? Choose 2 answers
A. Partner users are associated with the same set of profiles as internal users.
B. Partner users cannot receive emails generated through workflow action...3
C. The sharing model should be re-evaluated when the partner community.
D. Partner user can own account and opportunity records in salesforce.
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