Universal Containers needs to track quarterly sales goals for users. What are three ways a consultant can display sales goals and allow users to track their progress toward their goals? Choose 3 answers
A. Enable show quota % attainment.
B. Create a Custom Report Type Including Forecasting quotas with forecasting Items.
C. Enable forecast adjustments.
D. Disable opportunity quantity forecasts.
E. Enable and show quotas.
The Sales manager at Cloud Kicks has asked an analyst to create a report when opportunities reach a certain stage with an amount equal to $100,000 dollars. The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with view access to the Sales Manager roles. The Sales Manager wants to subscribe to the report. Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?
A. Chatter Subscribe to reports permission
B. Subscribe to Reports: Set Running User permission
C. Subscribe to Reports: Run Reports permission
D. Subscribe to report permission
A consultant needs to migrate data in Sales Cloud and is considering using Data Loader. What are two capabilities of this migration tool? Choose 2 answers.
A. Extract organization and configuration data.
B. Prevent importing duplicate records.
C. Run one-time or scheduled data loads.
D. Export field history data.
Cloud kicks sells online subscription for its leading shoe of the month club. Customers can make a single
payment or setup a weekly and monthly or quarterly. Cloud kicks wants to use opportunities to track and
import on the subscription deals.
What should a consultant recommended to meet this requirement?
A. Use contacts with lookup to the opportunity object
B. Enable schedules on the product object
C. Use assets with lookup with opportunity object
D. Enable schedules on the opportunity object
Northern Trail Outfitters' partners need the new quoting functionality that was recently implemented for sales representatives. What should be recommended?
A. Create a custom quote object to capture partner quotes on opportunities separate from non- partner quotes.
B. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
C. Update the partner sales process to include stages for managing and submitting partner quotes.
D. Enable quotes and content in the Partner Communities to allow partners to store their PDF quotes.
What should a consultant recommended to show a dashboard with forecast by product family with quotas?
A. Build a joined report with closed opportunities, forecasting items and quotas
B. Customize quotas with product report, and add necessary fields
C. Build a custom report type with forecasting quotas and forecasting items
D. Create an analytic snapshot to capture the opportunity forecast
The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly. What should be recommended?
A. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
B. Create a reporting snapshot to run daily and store the results in a custom object.
C. Create a reporting snapshot to run weekly and store the results in a custom object.
D. Schedule a custom forecast report to run daily and store the results in a custom report folder.
A customer successfully places an order with UC for five widgets. The order is activated in Salesforce and the products are shipped to the customer, One week later the customer return one widget. What is the effective method of recording the event in salesforce?
A. Create a custom field on the order product object
B. Change the quantity value on the order product to 4
C. Create a reduction order under the activated order
D. Create a new sales product with quantity set to -1
Northern Trail Outfitters (NTO) has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representative accounts and opportunities. What should a consultant recommend to meet this requirement?
A. Enable account teams and have each sales representative configure their default teams
B. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers
C. Create criteria-based sharing rules to share the accounts and opportunities with sales engineers
D. Create a trigger to add the sales engineers to their sales representative account and opportunity teams
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
How can the Consultant ensure that Leads are converted into either a business Account or a person Account where appropriate?
A. Ensure the Person Account checkbox on the Lead is checked prior to conversion.
B. Ensure the Company field is left blank to ensure it is converted into person Account.
C. Ensure the Company field is populated with "Person" to ensure it's converted into a person Account.
D. Ensure that there are separate record types for business Account Leads and person Account Leads.
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