The VP of sales at Universal Containers wants to be able to see a visual representation of sales by month for each account in salesforcel mobile app.
What should a consultant recommend to meet this requirement?
A. Embed a chart on the account page, no other customization needed
B. Embed a chart on the account page and use a custom link to filter by account
C. Create a of visualforce page with an embedded chart component for each account.
D. Create a dashboard component and use chatter feed on the account on salesfrocel
How would you design a solution to measure the success of the Sales Cloud at UP?
A. Create an analytic snapshot for standard reports
B. Customize the Measure Success standard report
C. Create dashboards based on standard reports
D. Download and customize a user adoption dashboard from the AppExchange
Which two use cases will protect the integrity of order data with activation limitations? Choose 2 answers
A. Multiple reduction orders can be created for a single order.
B. Orders can be activated only if they include a product.
C. New Products can be added to Active Orders.
D. Products can be removed from Active Reduction Orders.
Cloud Kicks has just completed a Sales Cloud implementation and the marketing team is creating campaigns. Cloud Kicks wants to gain feedback on the implementation. What should the Consultant recommend?
A. Upgrade to the latest Salesforce release.
B. Sign off on the Statement of work.
C. Complete a post-mortem.
D. Undergo training
Universal Containers plans to migrate its existing knowledge base into Salesforce Knowledge. Which three statements must be considered? Choose 3 answers
A. A separate .csv import file is uploaded for each data category
B. Each article must be associated to an article type
C. A separate .csv import file is uploaded for each article type
D. Attachments and .html files must be referenced in a corresponding .zip file
E. Once .csv import file is uploaded for all article types
Universal containers sales team would like to track product shipments for each of its customers. The shipment tracking information is currently available in a back end system, which the company plans to integrate with Salesforce. Which objects are relevant for this integration?
A. Opportunity, Opportunity product, Custom object-Shipment Status.
B. Lead, Opportunity, Product, Custom object-Shipment Status.
C. Opportunity, Opportunity product, Contract, Custom object Shipment Status.
D. Lead, Account, Opportunity Product, Custom object -Shipment Status.
A company has call centers in Europe, North America and Japan. Cases not closed within four hours should be escalated. Call Center Managers have noticed that some Open Cases are not being escalated on time. Which two configurations should a Consultant check to try to solve the problem? Choose 2 answer
A. Case Assignment Rules
B. Call Center Holidays
C. Milestones and Entitlements
D. Case Business Hours
Universal Containers wants to track the campaigns that influence won opportunities. Using standard functionality, what should a consultant recommend to meet this requirement? Choose 2 answers
A. Have the administrator specify a time frame that limits the time a campaign can influence the opportunity after the campaign first associated date and before the opportunity created date.
B. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
C. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
Universal Containers wants to record information about the conferences it holds and people who attended them. An attendee could potentially attend multiple conferences. The Company would like to display this information on the contact layout using the standard configuration. How the system should be designed to meet the company's requirement.
A. Utilize campaigns for conference and a custom object to record attendee information
B. Utilize campaigns for conferences and add Campaign member to record attendee information
C. Create a custom object for conferences and a custom object to record attendee information
D. Create a custom object for conference and a custom lookup field to conference on Contact
Universal containers uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforcel mobile app and want to easily create new insight records from their phones. What should a consultant recommend to meet this requirement?
A. Create a related list button
B. Create a publisher action
C. Create a visualforce page
D. Create a custom object tab
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