Sales representatives at Universal Containers log activates on accounts, contacts, and opportunities. The sales manager wants to create a report to see all activities on all of the accounts that the manager owns, including activities on contacts and opportunities. Which report should be recommended to the sales manager?
A. Activities report on accounts and opportunities the manager owns
B. Activities report on accounts the manager owns
C. Activities report on accounts and contacts the manager owns
D. Activities report on accounts, contacts, and opportunities the manager owns
Universal Computing is planning to implement salesforce sales cloud to support its professional services division. The universal computing sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages. What should a consultant recommend to meet this requirement?
A. Enable salesforce console for sales to see customer purchasing activity
B. Create a custom object related to the account, contact and contact objects.
C. Enable the orders object in salesforce to track customer purchases
D. Create a global publisher action to view all customer purchasing activity
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them. Which two actions can forecast managers perform? Choose 2 answers
A. They can share their forecast with any external user.
B. They can share their forecast with any Salesforce user.
C. They can see all of their territory forecast in a single-page summary view.
D. They can share their summary view with any Salesforce user.
A Consultant arrives for a requirements workshop, but key resources are absent. What is the likely reason the key resources are absent?
A. The proper roles, resources, and risks were not identified.
B. The resources were not on the Project Kick-off
C. The purpose and scope were not defined
D. The project plan did not receive sign-off
As part of a new Salesforce Knowledge implementation, Universal Containers would like to migrate articles from their current database. Which factor should a Consultant consider as part of the migration strategy?
A. Prepare a single .csv file that can be used to migrate all article types at once and include a properties file in a .zip for import
B. Verify that each article type has field-level security on all fields set to read-only prior to import, in order to prevent any loss of data
C. Ensure that each existing article type has a corresponding Salesforce Knowledge article type that matches it structure and content
D. Convert any articles containing HTML into plain text before importing because HTML is NOT support in any article field types
What statement is true about the Salesforce Knowledge article lifecycle?
A. Knowledge uses public groups as a way to assign users to specific tasks related to articles
B. approval processes CANNOT allow publishing of the articles that have specific statuses
C. Article permission sets allow agents to participate in the article publishing process
D. Articles CANNOT be published until they are reviewed and validated by a qualified author
Universal Containers (UC) needs to invoke a process on an external system (NOT in Salesforce) whenever cases are created or updated by Contact center agents. UC does NOT want to use any customized code to accomplish this. Which solution should a Consultant recommend?
A. Workflow-driven outbound messaging
B. Scheduled batch Apex processing job
C. Visualforce page APEX SOAP async callout
D. RESTful services with GET, POST, or PUT
A Consultant is implementing a new Sales Cloud instance for Cloud Kicks that has a public sharing model for Accounts. Different sal.. Accounts that create a multi-level Account Hierarchy. Cloud Kicks needs to see the total number of closed won Opportunities and the.. in the hierarchy when viewing a parent Account.
Which recommendation will meet this viewing requirement?
A. Create a workflow rule to update the custom field on the parent Account, displaying the total value of won Op.. Accounts.
B. Configure a link on the Account that will open a list view showing the total value of open Opportunities for all..
C. Configure Apex to update a custom field on the parent Account with the total value of won Opportunities from..
D. Create a Roll-up Summary field on the parent Account, displaying the total value of won Opportunities from t..
Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month is comparison to the same time last year. The VP Sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results. Which two actions should the Consultant take to create a solution? Choose 2 answers
A. Schedule an analytic snapshot of the Opportunity object to run monthly.
B. Create a custom Opportunity report using custom formula fields for the stage closed/won.
C. Create a dashboard component; schedule the dashboard to refresh monthly.
D. Create a report based on the Opportunity snapshot.
E. Schedule an analytic snapshot of the Opportunity history object run monthly.
Universal Containers current solution for managing its forecast is cumbersome. The sales managers do not have visibility into their team's forecasts and are not able to update the forecasts. As a result the managers are continually asking their sales representatives to provide updated forecast data via email or phone. What solution should a consultant recommend to help Universal Containers improve the management of their forecasts? Choose 2 answers
A. Create forecast chatter groups where sales representatives can post and share their forecasts
B. Configure customizable forecasts to give managers forecast override capabilities.
C. Create a forecast hierarchy and assign managers to the forecast manager role.
D. Configure weekly customized forecast reports and dashboards to be emailed to sales management
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