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 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
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.
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.
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.
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.
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.
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.
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