The VP of Operations wants to synchronize customer data from the data warehouse with Salesforce. What should the Consultant recommend to ensure data integrity?
A. Set up an encrypted field on the Account object with Read Only on the field security settings for all profiles except the ^ administrator profile
B. Set up a Flow on the Account object to check for unique values.
C. Set up a Process Builder process on the Account object to check for unique values.
D. Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the administrator profile.
Universal Containers recently rolled out a Salesforce knowledge implementation; however, users are finding unreliable and unrelated Knowledge Articles displayed in the Knowledge One widget in the Salesforce Console. Which two actions should a Consultant recommend to address the lack of quality checking? Choose 2 answers
A. Restrict the Manage Articles user permission
B. Enable and configure wildcards for article searches
C. Set up an intuitive Data Category hierarchy
D. Require that an article be added when closing a case
Universal Containers' support management team has noticed an increase in wait times over the last several months when customers call in for support. Which two recommendations should a Consultant suggest to help decrease customer wait times? Choose 2 answers
A. Create case escalation rules to route high-priority cases directly to supervisors for resolution
B. Create reports to analyze call data in order to understand peak times and ensure adequate staffing
C. Set up analytical snapshots to capture key case information and create historical trending reports
D. Set up a Salesforce Customer Community that will allow customers to create cases online
Cloud Kicks wants to default Opportunity name to naming convention. Which solution the Consultant recommend?
A. Create a Workflow Rule on the Opportunity Object and evaluate the rule when the record is created and every time the record is edited.
B. Create a Validation Rule to require users to follow the defined naming convention.
C. Create a Validation Rule on the Opportunity Object and evaluate the rule when the record is created.
D. Create a Workflow Rule on the Opportunity Object with Time Dependent Actions, and evaluate the rule when the record is created and every time the record is edited.
Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Which approach should the task force consider to improve and maintain the quality of lead data? Choose 2 answers
A. Use tools like the Lead Import wizard to identify and remove duplicates.
B. Use Data.com to clean the existing lead data and new data going forward.
C. Create a workflow notification when leads are created with poor Quality data.
D. Import the lead data using the Find Duplicates wizard on the lead object.
To properly plan for company growth, Cloud kicks needs to track monthly revenue projections from the sales of its annual Subscription service.
How should the Consultant configure Salesforce to support this reporting need?
A. Opportunity Dashboard showing Opportunities Closed each month
B. Opportunity Dashboard showing Products sold each month
C. Opportunity Products with monthly Product Schedules
D. Opportunity Products with formula fields for each month's value
A business requirement specifies that opportunities with a discount between 10% and 25% must be approved by the Regional Sales Manager (RSM). Which approach addresses the business requirement?
A. Create an approval step and workflow rule to create a task for the RSM.
B. Create an approval step with the RSM as the approver.
C. Change the owner of the opportunity to the RSM upon save.
D. Create a workflow task and email notification to the RSM.
Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team. What solution should the consultant recommend?
A. Site.com
B. Customer Community
C. Salesforcel Sites
D. Force.com Sites
Universal Containers purchased Knowledge and would like to implement it as soon as possible. What approach should a consultant recommend?
A. Create a Knowledge Visualforce component on the case detail page
B. Create a Knowledge Visualforce component within the Salesforce Console for Service
C. Activate Knowledge One on the case detail page
D. Activate Knowledge One within the Salesforce Console for Service
Up to this point, two sales reps have had separate Accounts and Opportunities. Sales rep A wants to Include sales rep B in a few Opportunities on one Account.
Which two things will happen if Account Teams are enabled and used for this Account? Choose 2 answers
A. Rep A can let rep B edit all Opportunities on the Account.
B. Rep A can let rep B view one of the Opportunities on the Account.
C. Rep A can let rep B view the Account but keep private Activities.
D. Rep A can let rep B view the Account but keep private Contacts.
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