As part of Enterprise Territory management implementation, Cloud Kicks wants the user to manually search for territory in an active territory model and assign to Opportunities.
Which approach should the Consultant suggest to meet this requirement?
A. Use the default Enterprise Territory Management to provide access to assign any active territory to the Opportunity.
B. Enable sharing access to the account to assign any active territory to Opportunities.
C. Create Apex class code to assign territories to open Opportunities.
D. Update the Profile with the "Manage Territory" permission.
The shipping department at Universal Containers is responsible for sending product samples as part of the sales process, when an opportunity moves to the"sampling" stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email?
A. Create it on the opportunity using an HTML email template.
B. Create it on the opportunity product using a Visualforce email template.
C. Create it on the opportunity product using an HTML email template.
D. Create it on the opportunity using a Visualforce email template.
Cloud Kicks needs the ability to determine the effectiveness of a recent marketing campaign on new leads. Which solution should the Consultant recommend?
A. Enable campaign influence and report on the influence percent and revenue share.
B. Create a custom object and a record for the campaign, then relate the newly created record to the lead
C. Create a custom text field to capture the marketing campaign
D. Specify the date range of the leads added to the campaign.
The Cloud Kicks pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are already closed/won. The VP of Sales wants visibility on how often the sales representatives are creating opportunities like this. Which two solutions should the Consultant recommend? Choose 2 answers
A. Utilize a process builder to send an email to sales management when the Opportunity is created in the closed/won stage.
B. Run the Opportunity pipeline standard report to view the upcoming Opportunities by stage.
C. Configure a report that displays Opportunities that have a closed date less than, or equal to, the created date.
D. Implement a process builder that automatically updates the Opportunity to the first stage in the sates process.
E. Enable High Velocity Sales so that the VP of Sales can get a global view of quick closed Opportunities.
A sales representative at Universal Containers who recently lost a sales deal to a competitor has set the opportunity stage to closed/lost. What impact will this have on the opportunity in the forecast?
A. It will be associated with the closed forecast category and it contributes to the forecast.
B. It will be associated with the omitted forecast category and sales management must override to exclude it from the forecast.
C. It will be associated with the lost forecast category and only sales managers will be able to view it in the forecast.
D. It will be associated with the omitted forecast category and does NOT contribute to the forecast.
The sales at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information. Which two actions should the Consultant take to meet this requirement? Choose 2 answers
A. Create a rollup field on the Account to calculate the number of retail locations.
B. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
C. Update the Account with number of retail locations after it has been converted.
D. Create custom fields on the Account and Lead objects to store the number of retail locations.
E. Map the custom field from the Lead object to the standard field on the Account object during lead conversion.
Cloud Kicks maintains two lines of business: individual sales and franchise sales, the sales cycle for franchise sales is more complex and involves more stages than the individual sales cycle. Which three action should the Consultant recommend to create a solution? Choose 3 answers
A. Configure different sales process for each line business.
B. Assign different page layout to each record type.
C. Assign different sales processes to each page layout.
D. Configure different record types.
E. Configure different sales process to each page layout.
Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its "Shoe of the Month" club. Subscribers can pay in full (all at one time), weekly, monthly, or quarterly. Which solution should the Consultant recommend to meet Cloud Kicks' need?
A. Enable schedules on the Product object.
B. Configure the use of contracts with a lookup to the Opportunity object.
C. Configure the use of assets with a lookup to the Opportunity object.
D. Enable schedules on the Opportunity object.
Sales stages are shared between sales methodologies at Cloud Kicks; however, there are three product lines with unique sales methodologies- A few sales stages overlap between the three. Which three components should be configured to support this? Choose 3 answers
A. Three sales processes
B. One hybrid sales process
C. One set of opportunity stages
D. Three record types
E. Three sets of opportunity stages
F. Three page layouts
Which two solutions should Universal Containers consider to increase Contact Center Agent productivity?
Choose 2 answers
A. Improve the agent interface
B. Enable templates for written responses
C. Employ surveys to confirm customer satisfaction
D. Increase the number of agents
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