UC would like to capture qualification information for new leads (e.g.. whether or not the person is a decision maker). This information should also appear in the contact record once the lead has been converted. Which approach should a consultant recommend?
A. Create a custom field on the lead object and contact object; advise users to select it for transfer during conversion
B. Create a custom field on the lead object and contact object: utilize a trigger to transfer the value after conversion .
C. Create a custom field on the lead object and contact object: configure mapping of these two fields for conversion
D. Create a custom field on the lead object and contact object: these field will be mapped automatically during conversion
The support manager at Universal Containers wants to improve visibility to cases across the organization and has decided that Product Managers should be more involved in the case management process. The Support Manager has created predefined case teams for each product and trained Support Agents to add to appropriate case team to each case Which solution will allow Product Managers to quickly see and review the cases that are created for their products?
A. Create a case report that displays all created or updated cases
B. Created a case list view that is filtered by the My Case teams
C. Create an email alert notification for Case Teams
D. Create a case queue for all created or updated cases
Universal Containers needs the ability to associate installed products at an account to specific cases. Those installed products contain information on the account's contracted Service Level Agreement (SLA) as well as the installed product serial number. Which approach should Universal Containers consider implementing to best satisfy these requirements?
A. Create a lookup to a custom object for the installed product
B. Use the standard Opportunity relationship
C. Use the standard Asset relationship
D. Create a lookup object to the contract record
UC wants to prevent sales user to modify certain opportunity fields when the sales stage has reached Negotiation/Review. However sales directors must able to edit these fields in case last minute updates are required. Which solution should a consultant recommended?
A. Create a Workflow rule to enable field access for the sales directors based on sales stage.
B. Create a validation rule to enforce field access based on the sales stage and profile.
C. Change the field label security for the sales rep to restrict field's access based on the sales stage.
D. Modify the profile for sales directors to enable the "Modify AH" object permission for the opportunities.
A Consultant for Cloud Kicks Sales Cloud has proposed implementing an Account Hierarchy. What impact could the redesign have on the org?
A. The ownership of an Account determines the visibility of the Account Hierarchy.
B. The value of all Opportunities in an Account Hierarchy are visible on the parent Account
C. The Account Hierarchy can be visualized from all levels in the structure.
D. A user who owns an Account at the bottom of the hierarchy has access to all parent Accounts.
UC is undergoing a sales reorganization and wants to enable territory management. What should UC review before enabling territory management? Choose 2 answers
A. Opportunities and forecasting
B. Account and opportunity sharing
C. Quotes and orders
D. Multi-currency and contracts
Universal containers use forecasts and closes business monthly, and it needs to store the details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?
A. Schedule a custom forecast report to run daily and store the results in a custom report folder.
B. Create an analytic snapshot run weekly and store the results in a custom object
C. Create an analytic snapshot to run daily and store the results in a custom object.
D. Schedule a custom forecast report to run weekly and store the results in a custom report folder
Cloud Kicks is now live and training is complete, but the system administrator keeps calling with questions about the process. Which strategy should the Consultant use?
A. Conduct a Knowledge Transfer with the admin.
B. Test the process to make sure it still works.
C. Have the admin review the solution design.
D. Direct the admin to ask Salesforce.
Cloud Kicks operates in multiple countries and wants to track historical exchange rates. The Consultant at Cloud Kicks has implemediated exchange rates by using advanced currency management. How is the converted currency amount on Opportunities calculated?
A. Based on the Opportunity stage regardless of the Close Date
B. Based on the historical exchange rate regardless of the Close Date
C. Based on the Close Date regardless of the Opportunity stage
D. Based on the exchange rate regardless of the Close Date
UC wants to migrate accounts from the legacy system into Salesforce. Client want the unique Account Ids for the account records in the legacy system to be imported into the salesforce to allow the quality control comparison to be conducted after the migration is completed and facilitate future integration. What solution the consultants recommend to meet this requirement?
A. Create a custom unique number field in salesforce and migrate the legacy account Id in this field.
B. Ensure the names of Account Records are migrated correctly so the client can conduct proper quality control testing.
C. Create a custom object called external Id and migrate the legacy system account Id data this custom objects.
D. Create a custom External Id field in salesforce and migrate the legacy system Account Id into this.
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