Cloud Kicks wants to use web to-lead so potential customers can submit requests for Its products. Some existing customers also use this form to request new products, but their requests are being blocked. What should the consultant recommend to resolve this issue?
A. Set up an API integration because web-to-lead and Duplication Rules are incompatible.
B. Create a new matching rule that ignores contacts, and set the Duplicate Rule to allow and report (with alert).
C. Modify the current Duplicate Rule to run only when the current user Is the default web to-lead creator, and set that rule to allow and report (with alert)
D. Create another Duplicate Rule to run only when the current user is the default web to-lead creator, and set that rule to allow and report (without alert).
Cloud Kicks' sales representatives need help to remove obstacles when working on high-value sales deals. The sales management team wants to monitor and empower collaboration with cross- functional teams. Which two solutions should a consultant recommend to meet these requirements? Choose 2 answers
A. Enable Chatter feed tracking on Opportunities.
B. Enable mobile alerts for Einstein Engagement.
C. Enable the Chatter feed on similar Opportunities.
D. Enable Big Deal Alerts
E. Allow global team selling on Accounts.
Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. CK relationship wants to identify users who have yet to use the new application. Which method should the consultant recommend to determine these users?
A. Run a report on Users Never Logged In.
B. Log a case with Salesforce Support
C. Use the Lightning Usage app.
D. Run a Mobile Login report.
Cloud Kicks needs to associate some Contacts with more than one Account. Which solution should a consultant recommend to meet this requirement?
A. Use lead conversion to automatically copy the Contact information from Account A to Account B.
B. Use the Contact roles related list on Accounts.
C. Add Contact to the partners related list on the other Accounts.
D. Use the Contact to multiple accounts feature.
The operations manager wants to synchronize the customer list from the back office systems with Salesforce. What should the consultant recommend to ensure data integrity?
A. Create a webservice connection between the Salesforce instance and the back office system.
B. Create a unique ID field on the Opportunity object.
C. Create an Apex trigger to exchange data between the Salesforce instance and the back office system.
D. Create an External ID field on the Account object
Cloud Kicks' (CK) high value opportunities are becoming delayed in the approval process because sales manager's approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner. Which two strategies should the consultant recommend to improve the approval process? Choose 2 answers
A. Create a dashboard of pending approvals and add it to the Chatter feed.
B. Enable approvals by email for the approval process for high-value opportunities.
C. Enable one-d.ck approval from report results that returns high value opportunity
D. Allow managers to approve or reject request via the Approval Requests tab.
E. Create a Process Builder to automatically approve high-value opportunities.
A consultant is meeting with a nonprofit client for the first time to discuss implementing the Salesforce Nonprofit Success Pack. The client outlines their current processes, including the standard and custom objects they use in Salesforce. What two topics should the consultant consider during the analyze phase of the implementation? Choose 2 answers
A. Identify stakeholders and create a project team.
B. Discuss implementation timelines and potential barriers.
C. Establish specific topics for end user admin training.
D. Suggest a new process for gathering lead and campaign data.
Universal Containers (US) wants to deploy Sales Cloud to all of its users around the globe, but UC is connected that the projected is to complex to be successfull. What should a consultant do to minimize this concern?
A. Build a complete project calendar with due dates.
B. Set project milestones to track progress.
C. Set a firm Go Live date,
D. Divide the project into separate teams.
On larger opportunity, multiple sale, representative at Universal Container, collaborate on a single Opportunity to complete the sale. Revenue for the Opportunity ?divided among sales representatives. Additionally, technical sale, managers receive a percentage of the sales credit. How should the consultant meet this business requirement?
A. Create a formula field on the Opportunity to track revenue attributed to technical sales managers.
B. Enable Opportunity Teams and ask opportunity owners to add a sales team.
C. Use adjustments In Collaborative Forecasting to track the appropriate revenue for each Opportunity.
D. Enable Opportunity splits, enable revenue splits for sales representatives, and overly splits for technical. sales managers.
Cloud Kicks manages its sales pipeline using Salesforce. When an opportunity moves to the closed/lost stage, the company wants to enforce that the expected revenue value be $0 in reports and dashboards. Which solution should a consultant recommend to meet this requirement?
A. Define an approval process to set the expected revenue field to $0 when the opportunity stage Is closed/lost.
B. Define a Process Builder process to set the forecast category to omitted when the Opportunity stage Is closed/lost.
C. Ensure there Is a dependency between stage and forecast category picklists to enforce the closed value for closed/lost stages.
D. Create a validation rule to verify the forecast probability for closed/lost opportunities is 0% and omit the forecast category for closed/lost.
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