UC wishes to track relationships between its customers. For example, some customers are suppliers for other customers. What should a consultant recommend to track multiple customer relationships in Salesforce?
A. Add the related company to the first company's account team, with supplier as the role.
B. Add the related company to the first company's custom supplier lookup field as a value.
C. Add the related company to the first company's partner related list, with supplier as a value.
D. Add the related company to the first company's contact roles related list, with supplier as a value.
The Consultant at Cloud Kicks has successfully implemented the Einstein lead Scoring feature and now wants to measure the effectiveness and track lead conversation rates. Which three standard dashboards are available? Choose 3 answers
A. Lead Scores by Created Date
B. Conversion Rate by Lead Source
C. Lead score Distribution
D. Conversion Rate by Lead Score
E. Average Lead Score by Lead Source
A sales representative at UC frequently has multiple quotes related to an opportunity. Which solution should a consultant recommend to manage the quotes?
A. Click the Start Sync button on an opportunity to link it to a quote for an automatic synchronisation.
B. Update the quote line Item when a change is made to the opportunity product line items.
C. Click the Start Sync button on a quote to link it to the opportunity for automatic synchronisation.
D. Create workflow rules on opportunity product and quote line items to keep them synchronised.
A company needs to enable a community to better engage with its customers. The key aspects of the community will include Cases, Knowledge, and Community Discussions. The company wants to quickly enable the community via a template. Which template should the company use?
A. Napili (Customer Service)
B. Koa
C. Salesforce Tabs +Visualforce
D. Kokua
Universal Containers requires that each of its products is sold with 12 months of product maintenance. This is enter... a separate opportunity product line item on the opportunity. Once an opportunity is closed/won and the order has been shipped to the customer, the service manager manually records the maintenance line item in the assets object and sends an alert 90 days prior to the expiration date. What should a consultant recommend to streamline this process?
A. Request the sync order to asset feature from salesforce to create an asset record once an opportunity is closed/won.
B. Install an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.
C. Create a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.
D. Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.
Universal Containers has configured a private sharing model for accounts and opportunities. As part of its sales strategy, each sales representative collaborates with the same set of Individuals for each opportunity. What should a consultant recommend to grant sales Rep the appropriate access to an opportunity?
A. Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.
B. Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on u ideas.
C. Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.
D. Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
Universal Containers to plans implement to implement lead management functionality for channel sales representative who needs to push pre-qualified leads to their partner. Partners need the ability to access and update the lead assigned to them. What solution should a consultant recommend for the scenario?
A. Create a task for the partner where a new lead is created and assign it to partner in the Partner Community.
B. Add the leads tab to the Partner Community and configure partner profile to access leads
C. Configure a separate lead record type and page layout for the partner community.
D. Create a customized site where partners can self-register and access their leads.
A customer needs chatter a custom mobile layout, and custom branding for its mobile users. Which solution should a consultant recommend?
A. Custom mobile
B. chatter for mobile
C. Salesforcel
D. Mobile classis
Nothern Trail Outfitters wants to link contacts with more than one account. What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
A. Associate the contact to other accounts using a custom lookup field
B. Clone the contact record and add it to the second account
C. Enable contacts to multiple accounts feature
D. Add the contact to the partners related list on the second account
Universal Containers has a private sharing model. Sales representatives own accounts and would like to collaborate with relevant people from other departments (e.g., marketing and product management). The role hierarchy has separate branches for each department to facilitate reporting. What should a consultant recommend to ensure collaborating team members can report on and access relevant data in Salesforce? Choose 2 answers
A. Use manual sharing on account to share specific records.
B. Use Chatter to share records with relevant people.
C. Use account team to share records to relevant people
D. Use opportunity team to share records with relevant people.
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