Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?
A. Build three reports for the lead, activity, and opportunity information; have them automatically refreshed U daily.
B. Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be L-' emailed daily to the VP of Sales.
C. Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
D. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to u VP of sales.
The Consultant at Cloud Kicks has noticed that sales data is quickly outdated and is having issue with keeping Account data updated. What should the Consultant recommend to maintain up-to-date Account information?
A. Call the Contacts and Leads to get their updated information.
B. Use third-party data to update and add records to Salesforce.
C. Use the Salesforce-provided data to updated and add records to Salesforce.
D. Enable the Automatic Account Update feature in Setup.
Universal Containers wants to implement best practices for its customer support teams and has decided to follow a Knowledge Centered Support (KCS) methodology. Which two benefits can be expected from KCS adoption? Choose 2 answers
A. A knowledge article life cycle that is implemented correctly the first time and does not need to change
B. A knowledge article life cycle that evolves based on usage and demand
C. Reduced issue resolution time
D. Reduced first contact resolution
Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of Sales needs one place to find reports for all the regions and still wants to retain visibility of the reports in each folder. What should the Consultant recommend to meet this requirement?
A. Create all new regional folders and move the reports to the respective region folder with viewer access.
B. Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped ^ folders for each region.
C. Create subfolders, keeping the top region folder sharing settings and limiting the sharing settings for the subfolders for each ^ region.
D. Create all new regional folders and move the reports to the respective region folder with subscribe access.
Sales management needs to measure sales performance by comparing the amount of business closed by each sales representative against assigned quotas. Which metric will provide the required data? Select two answers.
A. Number of opportunities in the forecast by sales representative
B. Percentage of closed opportunities by sales representative
C. Percentage of quota attained by sales representative
D. Quarterly forecast summary by sales representative
What is the capability of Chatter feed post editing? Choose 2 answers
A. Users can edit the text of their own Chatter posts
B. Record owners can edit other users' posts on records they own
C. Group owners can edit system-generated posts in Chatter groups
D. Record owners can see previous versions of an edited post
Cloud Kicks uses a custom object named GumShoe. GumShoe is the child in a master-detail relationship with the Opportunity object. Staff members use this object to create requests for supporting research. They want to easily generate new GumShoe records from their phones by using the Salesforce Mobile App. What should a Consultant recommended to meet the requirements?
A. Create a Lightning Component for mobile.
B. Create a custom hyperlink to a related list.
C. Create a Quick Action.
D. Create a custom Process Builder process.
What solution would you recommend to track the quantity and quality of leads that are passed from marketing to sales within UP? Choose two answers
A. Create a custom report to calculate percentage of dead leads
B. Create a custom report to calculate lead conversion ratio
C. Create a custom report to calculate leads created per calendar year
D. Use a standard report to calculate the number of leads by lead source
Universal Containers Credit department uses the 3rd party application for credit ratings. Credit department manager need to launch an external web based credit application from a customer's account record in salesforce. The application uses the credit id on the account object. What should a consultant recommended to meet these requirement?
A. Create the workflow rule to launch the product fulfilment application and pass the credit Id.
B. Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id
C. Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.
D. Create a custom Credit Id field as an external Id on the account object to lunch the credit application and pass the credit Id.
Cloud Kicks is undergoing a GDPR-focused implementation to ensure access to personal information data is limited to only users who need access to a company's account. Cloud Kicks has a private Account model.
How should the Consultant provide specific Account access to the Renewals and Sales Operation teams?
A. Create Renewals and Sales Operation Account team member roles and have Sales allocate Account team members to the appropriate users.
B. Create a role-based sharing rule to share all Account with the Sales Operations and Renewals roles.
C. Add Renewals and Sales Operations team members to a sales user's default Opportunity team.
D. Create a criteria-based sharing rule to share Accounts with the Sales Operations and Renewals public groups.
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