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
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
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
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 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
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.
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 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.
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
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.
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