The finance department of UC is noticing a decline in profitability, which they attribute to an excessive number of Discounts on opportunities. What can the finance department do to monitor and control opportunity discounting? Choose 2 answers
A. Create a custom roll-up field to calculate the average product discount for each customer.
B. Ensure that sales management approves discount requests for each opportunity.
C. Run a report on opportunities showing list price and discounted price.
D. Limit the number of discounted products that can be added to an opportunity.
Universal Containers has many customers that repeat the same purchase on a regular basis. These customers are classified as a repeat account type. Sales management wishes to use Salesforce to automate repeat opportunities. What should a consultant recommend to meet this requirement?
A. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed /won stage.
B. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed /won stage.
C. Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat accounts when it reaches closed/won stage.
D. Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage.
Universal containers has an extensive distributor and reseller community. To help manage this partner network, the company is implementing a partner portal. What must be considered when setting up partner users? Choose 2 answers
A. Partner users are associated with the same set of profiles as internal users.
B. Partner users cannot receive emails generated through workflow action...3
C. The sharing model should be re-evaluated when the partner community.
D. Partner user can own account and opportunity records in salesforce.
UC and Global Shipping (GS) are affiliates of ABC Corporation. Both affiliates use separate instances of Salesforce and work independently but sell to some of the same customers. They would like to collaborate on the common customers but keep the data for other customers separate. What approach should a consultant recommend for implementing Salesforce to meet these requirements?
A. Set up a single Salesforce instance and maintain exclusive customer data using divisions
B. Use separate Salesforce instances and link shared records using Salesforce to Salesforce
C. Use separate Salesforce instances and link shared records using a customer community
D. Set up a single instance for ABC Corporation and set up partner communities for UC and GS
Cloud Kicks needs to forecast on monthly business that closes and details of open opportunities on a weekly basis. The VP of Sales asks the business analyst to review how the sales funnel is changing month over months. Which two actions should the Consultant take to meet this requirement? Choose 2 answers
A. Configure a reporting snapshot to run daily.
B. Create a custom object to store the results in
C. Schedule a custom forecast report to run weekly
D. Create a custom report folder to store the results in.
E. Configure a report snapshot to run weekly.
Universal Containers is following a traditional waterfall project delivery methodology. The analysis phase is complete with the sign-off of the requirements. What action should a consultant take to minimize changes in scope during the design and build phases? Choose 2 answers
A. Map solution design documents to system test scripts
B. Obtain customer sign-off on the solution design
C. Update requirements based on feedback from key stakeholders
D. Map business requirements to the solution design
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a sales user whose profile grants to create, read, edit and delete access to accounts, contacts and opportunities. Based on this information, the owner of the ABC Corporation account record has the rights to take which actions?
A. Transfer ownership of related contacts and opportunities owned by other users
B. Share the account with other users through manual sharing and account teams
C. View, edit and delete related contacts and opportunities owned by other users
D. View, edit, and delete activities owned by other users directly related to the account
Cloud Kicks has started its operations in Europe in addition to the U.S. The company has enabled advanced currency management to support both EUR and USD.
Cloud Kicks also has existing roll-up summary fields.
A. Where are currency related roll-up summary fields supported?
B. From the Opportunity line object to the Opportunity object
C. From the Object rolling up to the Opportunity object
D. From any custom object to the Opportunity object
E. From the Opportunity object rolling up the Account object
Universal containers has recently started using forecasting in collaboration with sales stages to better understand pipeline. All sales reps have submitted their forecasting numbers for approval. The VP pf sales is reviewing the forecast and sees that the open opportunity pipeline report contains a total of $25,000. The VP of sales then notices that there is $15,000 that is not included in the pipeline forecast summary. What should a consultant suggest as a possible reason for exclusion?
A. The 515,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary
B. The $15,000 is business that is in the Best case category, which is excluded from the pipeline forecast summary
C. The $15,000 is business that is too new and has been assigned to the Omitted forecast category.
D. The S15,000 is business that is in the commit category, which is excluded from the pipeline forecast summary
You have completed the configuration of Salesforce CRM for your client. You have a data set that is clean and ready to be migrated into Salesforce CRM. What should you do prior to loading this data set?
A. Set up delegated administrators
B. Deactivate users
C. Install a connector for Microsoft Office
D. Suspend workflow rules
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