Cloud Kicks has many customers that regularly renew their Shoe of the Month club membership. The sales representatives use an account type called Shoe of the Month club for these customers. Sales management wants to use Salesforce to automate repeat opportunities.
What should a consultant recommend to meet this requirement?
A. Configure a Flow for renewal customers that inserts a copy of an opportunity for the sales representative when it reaches the closed/won stage.
B. Configure a Process Builder process for renewal customers that sends a reminder task to the sales representative to create a new opportunity when it reaches the closed/won stage.
C. Configure a workflow rule for renewal customers that inserts a copy of an opportunity for the sales representative when it reaches the closed/won stage.
D. Develop a Lightning Component to set an opportunity revenue schedule that automatically sets up a new opportunity for renewal customers when it reaches the closed/won stage.
After a successful implementation of Sales Cloud at Universal Containers, sales management wants to add a new Negotiation stage immediately prior to the Closed stage. After adding the stage, a user reports that some Opportunities are missing from quarterly forecasts.
How should the consultant resolve this issue?
A. Create a new forecast and include the new sales stage.
B. Use forecast adjustments to correct the forecast.
C. Edit the Forecast Category field to reflect the proper category for the new stage.
D. Create a report to track Opportunities in the Negotiation stage.
The Northern Trail Outfitters sales team has reported that many of the Leads they receive are missing an email address or phone number.
Which two approaches should a consultant recommend to address this problem? (Choose two.)
A. Require Phone and Email fields on the Lead page layout.
B. Configure Assignment Rules to only assign Leads with Phone or Email.
C. Require Phone and Email fields on the Lead object.
D. Create a Validation Rule that requires either a Phone or Email.
Cloud Kicks uses the Lead Source field to track the event from which a Lead originated. The marketing director requested a report that shows every event a Lead has attended. This information is impossible to provide with the current configuration.
Which standard Salesforce functionality should a consultant recommend?
A. Implement Campaigns to track events and define a campaign management process.
B. Update the Lead Source field to the most recent event a Lead has attended using Process Builder.
C. Configure a Custom Events object and relate it to the Lead object.
D. Create a custom field to track the second event a Lead attends.
Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained. What should be recommended for a successful migration?
A. Enable Email to salesforce before sending email templates to salesforce
B. Manually recreate the email and mail merge templates in salesforce
C. Enable Email-to-case and use Import Wizard.
D. Create an email template change set or use the Lightning Platform.
Cloud Kicks want to utilize Opportunities to report and track subscriptions to its "Shoe of the Month" club. Subscribers can pay in full (all at one time), weekly, monthly, or quarterly. Which solution should the Consultant recommend to meet Cloud Kicks needs?
A. Enable schedules on the Product Object
B. Configure the use of contracts with a lookup to the Opportunity object
C. Configure the use of assets with a lookup to the opportunity object
D. Enable schedules on the Opportunity object
Northern Trail Outfitters (NTO) has automated the process of creating new account records in salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. NTO is now seeing performance issues when it makes any changes to account sharing rules. What can NTO do to address the issue without changing its integration?
A. Ensure that the generic user has not been assigned a role.
B. Contact salesforce support to add an index to the account object.
C. Set the organization wide defaults for accounts to public read/write.
D. Ensure that the generic user has the Modify All Data permission.
Northern Trail Outfitters allows its sales representative to negotiate up to a 1 discount for their opportunities. Discounts greater than 1 must be sent to their Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval. Which approach would satisfy these requirements?
A. Create two approval processes one for RSM and one for RVP.
B. Configure an approval process for the RSM and workflow for the RVP.
C. Configure a workflow approval task and email to RSM and RVP.
D. Create two step approval processes for the RSM and RVP as approvers.
Cloud kick has an external ERP system which stores product order information. Cloud kicks wants to view those orders as a related list on the account record in real time.
What solution should the consultant recommend?
A. Create custom object product under information in salesforce, run a night scheduler to get details from ERP and add the add the custom object as a related list on the account
B. Implement salesforce to salesforce connect to get real time product order information and add it as a related list on the account.
C. Implement salesforce connect and external object to get real time product order information and add it as a related list on the account.
D. Create a lightning component, and using REST integration, get the real time product order information from ERP.
Leads created from the "Contact Us" form on the Northern Trail Outfitters' website are not being followed- up on in a timely manner. Management wants to be notified when a lead has NOT been followed-up within 24 hours if being submitted. Which action should be recommended?
A. Send an email using lead escalation rule
B. Notify using publisher action
C. Notify using Chatter on leads
D. Send an email using time-based workflow
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