Universal Containers has two different groups who use accounts. The sales group needs to populate 15 fields and view the fields on the account record. The support group does NOT need to view the 15 fields on the account record but must be able to run reports on them. Which solution will satisfy this requirement?
A. Create separate page layouts for the sales and support groups.
B. Create separate record types for the sales and support groups.
C. Hide the fields through field-level security from the support group.
D. Create a custom object for the 15 fields with a master-detail relationship
What is the capability of Data.com Clean? (3 answers)
A. Select account, contact, and lead records from a list, and clean them all at once
B. Manually compare individual Salesforce records side by side with matched Data.com records, and update Salesforce records field by field
C. Data.com can be used on both Normal and Person Accounts
D. Accounts must be cleaned before cleaning Contacts, and Leads can either be cleaned before or after
E. Configure and run automated Clean jobs to flag field value differences on Salesforce records, fill blank fields, overwrite field values
What Sales Cloud feature would allow UP to track which campaigns are related to a specific program initiative?
A. Campaign members
B. Campaign hierarchy
C. Contact roles
D. Campaign influence
Sales Management at Universal Containers is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which solution will help sales management identify and address the issue? Choose 2 answers
A. Use a workflow rule to email sales management when the opportunity is created in the closed won stage.
B. Create a report that displays opportunities that have a closed date less than or equal to the created date.
C. Run the opportunity pipeline standard report to view the upcoming opportunities by stages
D. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process
UC operates in two currencies: EUR and USD. Its corporate currency is USD. When a sales team member tries to add products to an opportunity for a customer in the Eurozone, they are unable to find EUR prices. What is the likely cause of this problem? Choose 2 answers:
A. Opportunity currency is set to USD.
B. Price book entries are missing EUR prices.
C. Sales users default currency is set to USD.
D. Advanced currency management is deactivated.
Cloud Kicks has a custom object, Projects, that has a Lookup relationship to the Opportunity object. How can the Consultant build a report that a report that contains data from both the Project and Opportunity objects?
A. Matrix Reports
B. Cross-object Filters
C. Custom Report Types
D. Dashboards
UC needs to have opportunity discounts approved by the senior management team. The appropriate approver is dynamically determined based on the requestor's region and the opportunity's account type. Which solution should be recommended to support these requirements?
A. Allow the requestor to select the appropriate approver prior to submitting the record for approval.
B. Automatically populate the delegated approver based on the requestors region and opportunity account type.
C. Create a workflow approval task as the first step in the approval process to assign the approver.
D. Use Apex to populate a user lookup field for the approval process based on an approval matrix.
The VP of Sales at Cloud Kicks wants to automate the process of reassigning Accounts when the Account owner gets transferred to a different team or region. The VP wants reassignment to be based on the Account status and confirmation that the new Account owner is informed of their new Account inheritance. Which two strategies can the consultant use to design the solution?
A. Use Process Builder for capturing Account details, define Account assignment rules to reassign the Account to new owner based on status, and send an email regarding Account inheritance.
B. Use Process Builder for capturing Account details, design workflow rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
C. Use Flow Builder for capturing Account details, design an element to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
D. Use Process Builder for capturing Account details, design an nodes to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
E. Use Flow Builder for capturing Account details, define Account assignment rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
Universal Containers would like to implement Omni-Channel within Service Cloud for their representatives. What is the first step an Administrator is required to perform in order to configure Omni Channel?
A. Assign Users to the Omni-Channel Feature License
B. Assign Users to Omni-Channel permissions
C. Enable Omni-Channel by clicking Settings in Setup
D. Contact Salesforce to have Omni-Channel enabled
Universal Containers determines that opportunities are taking longer to close than in the past. Which action should sales management take to determine the reason behind the additional time to close? Select two answers.
A. Examine user login rates and the activity on open opportunity records.
B. Review the budget allocated to marketing campaigns.
C. Evaluate whether lead conversion rates have decreased over time.
D. Build a dashboard to display opportunity stage duration.
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