The members of an opportunity team at universal containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with most current quote.
How can the sales engineer identify the opportunities latest quote?
A. Reference the synced quote field on the opportunity record
B. Reference the synced quote history on the opportunity
C. Reference the last modified date on the quotes
D. Follow the opportunity's quotes in chatter
During the planning stage of a project, what customer information should be requested to ensure requirements are successfully gathered? Choose 3 answers
A. List of required objects and fields
B. Organizational chart with titles
C. Company financial information
D. List of stakeholders with roles and titles
E. Key reports from the current system
Universal Containers has implemented account hierarchies with a private sharing model. A sales representative would like to give another user access to one of the accounts she owns and the three child accounts. How can the sales representative provide this access?
A. Add the user to each child account team; visibility will then roll up to the parent account.
B. Add the user manually to the parent account team and each of the child account teams.
C. Add the user to a public group for that account and share all child accounts to this group.
D. Add the user to the account team on the parent account; the child accounts will inherit access.
Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection. Which mobile solution is appropriate for the Universal Containers' sales team?
A. Custom hybrid App
B. Salesforce Mobile App
C. Salesforce Touch App
D. Salesforce A App
UC would like to record performance about the conference and people who attended them. A contact would potentially attend multiple conference. Company would like to display this information on the contact layout using the standard configuration. How the system should be designed to meet the company's requirement.
A. Create a custom object for conference and a custom object to record attendee information
B. Use campaign for conference and add Campaign member to record attendee information
C. Create a custom object for conference and a custom lookup field to conference on Contact
D. Use campaign for conference and a custom object to record attendee information
Cloud Kicks recently started using Sales Cloud and hosts its business website outside of Salesforce. On its website, Cloud Kicks has a lead generation web page. The VP of Sales wants the Leads captured in its self-hosted website to be reflected in Salesforce. What should Consultant recommend?
A. Implement Salesforce Connect to create Leads in Salesforce from the Cloud Kics website.
B. Implement the SOAP web service API to send Leads from the Cloud Kicks website to Salesforce.
C. Implement Web-to-Lead to create Leads in Salesforce from the Cloud Kicks website.
D. Implement the REST web service API to send Leads from the Cloud Kicks website to Salesforce.
A system administrator has been asked to create a report for the executive leadership team to share the status of the call center. Which chart type should be used to graphically display how long a case has been open?
A. Line chart
B. Bar chart
C. Gauge Chart
D. Donut chart
E. Funnel chart
Universal Containers needs to customize Salesforce to improve its Support Agents experience so they can work more efficiently. Which feature requires Service Console?
A. Utility Bar
B. Access to Knowledge Articles
C. Open multiple case records as tabs and sub tabs
D. Unique page layouts for each Case Record type
What is a consideration when implementing Advanced Currency Management? Choose 3 answers
A. The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
B. Advanced currency management dated exchange rates are automatically updated on a monthly basis
C. Currency roll-up summary fields from opportunity products to an ortunity use the dated exchange rate
D. Advanced currency management can be enabled or disabled in the organization under the company profile if needed.
The VP of Service at Universal Containers is looking for ways to reduce contact centers costs. Which two metrics should the Consultant recommend? Choose 2 answers
A. Average Handle Time
B. Service-Level Agreements
C. First Call Resolution
D. Time to Answer
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