Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts. Which feature should a consultant recommend building this report?
A. Custom report type
B. Joined report
C. Custom filter
D. Cross filter
Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company's invoicing system within a separate Salesforce org. What should a consultant implement to meet this requirement?
A. Salesforce Connect and External Objects
B. My Domain and Single Sign-On
C. Ce Nightly scheduled Batch Data jobs
D. Workflow Rules and Outbound Messaging
Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-overmonth results.
Which two actions should the consultant take to meet the requirement?
Choose 2 answers
A. Create a report based on the Opportunity reporting snapshot.
B. Create a dashboard component and schedule the dashboard to refresh monthly.
C. Schedule a reporting snapshot of the Opportunity History object to run monthly.
D. Schedule a reporting snapshot of the Opportunity object to run monthly.
Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back- end application which needs to be migrated to Salesforce.
Which approach should the consultant use for the source data migration?
A. Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.
B. Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.
C. Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.
D. Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities. Which capability should the consultant recommend?
A. Opportunity Teams
B. Role hierarchy
C. Account Teams
D. Sharing rules
The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team. How should the consultant meet this requirement?
A. Create Salesforce users for the marketing team so they can enter leads directly Into Salesforre.
B. Recommend an integration with the marketing platform that creates leads in Salesforce,
C. Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.
D. Create a report of Salesforce leads and compare it with marketing data on a regular basis.
Cloud Kicks' (CK) VP of technology wants to start using Salesforce for all the sales team's automation. CK migrated 70 million records from a legacy database to the datawarehouse that will be synced with Salesforce. CK wants to search and cross- reference records with the original source database. What should a consultant recommend meeting this requirement?
A. Use the standard External ID field and map this to the source record ID value.
B. Use a custom External ID field and map this to the source record ID value.
C. Use the standard External ID field and map this to the Salesforce record ID value.
D. Use a custom field named External ID and map this to the Salesforce record ID value.
Cloud Kicks (CK) hired a consultant to analyse its Selesforce forecasting configuration end advise CK on how to improve it. The consultant found opportunities in the Value Proposition stage showed up m Collaborative Forecasting inconsistently, which led to inaccurate reporting.
What should the consultant recommend to ensure that opportunities show up consistently?
A. Make the Forecast Category a required held.
B. Change the Forecast Report to include Forecast Category.
C. Map opportunity stages to the Forecast Category.
D. Add a validation rule to the Forecast Category.
Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
A. Create an Auto launched flow to determine if required fields are missing.
B. Mark the fields as required on the Page layout.
C. Customize Path and create validation rules dependent on stages.
D. Configure Path by checking the Key Field Required checkbox.
Sometimes, sales reps need to create contacts without accounts based on business processes. What should the consultant take into consideration about these contacts?
A. Contacts without accounts need to be shared through sharing rules
B. Contacts without accounts are shared through the Role Hierarchy.
C. Contacts without accounts are private and only the owner and admin can view them.
D. Contacts without accounts need to be manually shared.
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