How would you design a solution to give UP a 360 degree view of an account?
A. Create custom formula fields to display the related information
B. Set the field-level security to visible for the appropriate related lists
C. Ensure that the appropriate related lists are on the account page layout
D. Create an apex trigger to display related information
Cloud Kicks uses an external ERP application to process its orders. This ERP application needs to receive data about Opportunities when the Opportunity closes.
Which two solutions should the Consultant recommend?
Choose 2 answers
A. Single Sign-on
B. Connected App
C. RESTCallout
D. Outbound Message with Workflow Rules
Cloud Kicks has three unique product lines, each with a unique sales cycle. Prospect qualification is consistent across the product lines; sales representatives then follow the specific product line's sales cicle. Which two actions should a Consultant recommend to achieve these requirements? Choose 2 answers
A. Define the default opportunity teams for each opportunity record type.
B. Define sales stages that align with opportunity record types.
C. Create sales process to map to each opportunity record type
D. Create opportunity record types for each sales process.
E. Create public groups for each opportunity sale process.
The Marketing Director at Cloud Kicks has requested that a form be added to the company website to capture new lead contact information and the Primary Product they are interested in. Once submitted, a lead should receive an email tailored to the Primary Product they selected. The lead record should also be assigned to the correct owner for that Primary Product. Which three steps are required to create an efficient solution? Choose 3 answers
A. Configure lead assignment rules to route leads to the correct owner.
B. Create a Visualforce page that includes both standard and custom fields.
C. Leverage a Lightning Component that collects the information and routes it.
D. Create email templates for each Primary Product with corresponding email response rules.
E. Generate a web-to-lead form that includes both standard and custom fields.
F. Create a lead owner field on the product record to use for assignment.
Universal Containers has recently set up an email-to-case channel for customer to submit cases. However, they are having trouble tracking and relating email responses to the related Salesforce case. What should a Consultant recommend to address this issue?
A. Convert to an On-Demand Email-to-Case setup
B. Use Omni-Channel to automatically route inbound email
C. Assign a user to manually manage incoming email
D. Insert a reference Thread ID in the email subject template
UC manages its sales pipeline using Salesforce. However, when an opportunity moves to the closed lost stage, the company would like to enforce that the expected revenue value be $0 in reports. Which solution should a consultant recommended to meet this requirement?
A. Create a validation rule to verify that the forecast probability for closed/lost opportunities is 0%.
B. Define a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost.
C. Define a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost.
D. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages.
Universal Containers has a private sharing model for accounts and opportunities. As part of its sales strategy, each sales representative collaborates with the same set of individuals for each opportunity.
What should a consultant recommend to grant sales representatives the appropriate access to an opportunity?
A. Create a public group for each team and have the sales representatives configure his or her default opportunity team
B. Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.
C. Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.
D. Enable opportunity team selling and have each sales representative configure his or her default teams
Universal Containers wants to manage their sales territories in Salesforce. What questions should be asked to determine if territory management is an appropriate solution? Choose 3 answers:
Are commissions calculated by the number of territory to which a representative belongs?
A. Are there specific rules for account and opportunity access?
B. Is your sales organization set up as a matrix or a tree'? .
C. Does account sharing depend more on account traits than on ownership?
D. Are your lead assignments based on sales territories?
Universal containers has enabled Advanced Currency Management. How the converted amount data is reported on a report that spans time periods when the exchange rates was different.
A. Converted amount are based on the historical exchange rate associated with the close date
B. Converted amount are based on exchange rates that use the most current entry
C. Converted amount are based on the exchange rates entered in the opportunity
D. Converted amount are based on exchange rates that use the oldest entry
The sales director does not want users viewing each other's Opportunities, but wants users to check to see that the Account does not already exist prior to creating a new Account. Which Organization-Wide Default should the Consultant recommend?
A. Set Account to Public Read/Write, and Opportunity to Private.
B. Set Account to Public Read Only, and Opportunity to Public Read Only.
C. Set Account t and Opportunity to Private.
D. Set Account to Public Read/Write, and Opportunity to Controlled by Parent.
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