Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost. What is the most efficient way for a consultant to meet this requirement?
A. Create a new record type on the Opportunity object.
B. Create a new custom field on the Opportunity object.
C. Create a Competitor channel in Slack to share insights and stories.
D. Create a new custom object to track competitors.
When emails are synched into Salesforce by Einstein Activity Capture, how are the emails matched to Salesforce Lead and Contact record data?
A. Matching is based on standard Email and custom fields with a type of Email.
B. Matching is based on the standard Email field.
C. Matching is based on Last Name and the standard Email fields.
D. Matching is based on First Name, Last Name and the standard Email fields.
Cloud Kicks has configured Account Teams and is ready to go live in Production. How should the consultant migrate the Account Team configuration to Production?
A. Deploy them with Change Sets.
B. Create them manually.
C. Insert them with Workbench.
D. Distribute them with packages.
Universal Containers wants to implement Collaborative Forecasts in Salesforce. There are multiple levels above the sales reps, including team managers, regional managers, and country VPs. This structure has been built in the role hierarchy. Some of the regional manager roles Include multiple users.
How should the consultant configure the wav opportunities roll up through the management structure?
A. Use Assign Manager to select the appropriate role member.
B. Update the role hierarchy so each manager role has one user.
C. Add the appropriate managers to the Opportunity Team.
D. Create a forecast hierarchy separate from the role hierarchy.
Cloud Kicks maintains products and price books on an external platform due to the high frequency of pricing changes to products. Sales managers want to monitor pipeline by sales rep and report on team revenue to goal in Salesforce. What should the consultant do to meet the requirement?
A. Implement Opportunity Teams and Opportunity Splits.
B. Use Opportunities and enable Forecasts.
C. Create an Opportunity List View.
D. Create reports on closed Opportunities.
Cloud Kicks has enabled Multi-Currency in its organization. All of the rates are set. What is the impact if the exchange rates are adjusted?
A. Newly created Opportunities will use the new exchange rate and existing Opportunities will remain the same.
B. All Opportunities with exchange rates will use the new rate.
C. Opportunities created this month will use the new exchange rate and existing Opportunities will remain the same.
D. Closed/won Opportunities will retain the original exchange rate.
Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to team about and empathize with the customer? (Choose three.)
A. Shadowing
B. Embodying
C. Leading Workshops
D. Interviewing
E. Demonstrating
Cloud Kicks has created an integration from its consumer website's Contact form to Salesforce. The integration creates a Contact in Salesforce for each form submission without storing it in the external system. The Contact is created on an
Account named "Website" which represents Contacts that were generated from the website.
The integration has been in use for a while, and users are reporting slow performance when dealing with Contacts in Salesforce.
What should a consultant recommend to improve performance?
A. Use Contacts as external objects.
B. Use multiple Accounts to store the related records.
C. Use Salesforce Connect.
D. Use Opportunities instead of Contacts.
Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. Which stage of the project lifecycle does this fall under?
A. Plan
B. Monitor and Control
C. Initiate
D. Execute
Cloud Kicks (CK) recently started using Sales Cloud and hosts its business website outside of Salesforce. On its website, CK has a lead generation web page. The VP of sales wants the leads captured in CK's self-hosted website to be reflected in Salesforce.
What should the consultant recommend?
A. Implement a third-party application from the AppExchange to create new leads in Salesforce.
B. Implement a custom REST API to integrate the CK website and Salesforce.
C. Implement Web-to-Lead to create leads in Salesforce from the CK website.
D. Implement an hourly batch integration from the CK website to Salesforce.
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