Universal Containers has hired a consulting firm to implement its new Service Cloud platform and requires quick iterations and a speedy project completion. UC has requested frequent project updates for check-ins and refinement. Which methodology should the Consultant recommend given the requirements?
A. Kanban
B. Waterfall
C. Agile
D. Force.com IDE
Universal Containers has a lead qualification team that qualifies and converts leads into opportunities. During lead conversion, the new opportunity must be assigned to the account owner. Which solution should a consultant recommend to meet this requirement?
A. Create an assignment rule on the opportunity.
B. Create a trigger on the opportunity.
C. Create an assignment rule on the account.
D. Create a workflow on the opportunity.
Universal Insurance is a large insurance company with a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce. It has a custom object for policies that needs to relate to both Person Accounts and Business Accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?
A. Create a contact lookup field and an account lookup field
B. Create a master-detail account relationship
C. Create a master-detail contact relationship
D. Create a custom contact lookup field
Universal Containers would like to implement a solution to hold service reps accountable to customer Service level agreements. Which two steps are necessary to satisfy this requirement? Choose 2 answers
A. Set up Milestones
B. Enable Work Orders
C. Configure Service Contracts
D. Create an Entitlement Process
Universal Containers has enabled Social Accounts and contacts. When a sales representative accesses a contact within Salesforce, the representative is unable to see detailed information from the contacts Facebook profile (e.g. contacts wall postings).
What is preventing the sales representative from accessing detailed information on the contacts Facebook page?
A. The link to the Facebook profile is not configured with the administrator password to access detailed information
B. The information shown is based on the sales representative's connection level with the contact on Facebook
C. The fields configured by Universal Containers administrator on the contact page layout are missing
D. Universal Containers must purchase the Facebook license to access public information for its users
Cloud Kicks has recently migrated from Salesforce for Outlook to Lightning Sync. While migrating, Salesforce for Outlook hasn't been disabled for Lightning Sync users. There are some conflicting settings in both Outlook configuration and Lightning Sync configuration. What happens as a result if there are any conflicts?
A. Salesforce gives preference to Lightning Sync settings.
B. Salesforce stops the sync and reports the errors.
C. Salesforce gives preference to Salesforce for Outlook settings.
D. Salesforce gives preference to Salesforce permission settings.
A consultant is implementing a new Sales Cloud instance for Cloud Kicks that has a public sharing model for accounts. Different sales representatives own local accounts that create a multi-level Account hierarchy. Cloud Kicks needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when viewing a parent account. Which recommendation will meet this viewing requirement?
A. Create a Roll-up Summary field on the parent account displaying the total value of won opportunity from the child accounts
B. Configure Apex to update a custom field on the parent account with the total value of won opportunities from the child ^ accounts
C. Configure a link on the account that will open a list view showing the total value of open opportunities for all accounts in the ^ hierarchy
D. Create a workflow rule to update the custom field on the parent account displaying the total value of won opportunities from ^ the child account
Cloud Kicks wants to be able to forecast revenue on a quarterly basis.
Which date field should the Consultant recommend to ensure accurate forecasting?
A. The converted date on the Lead
B. The created date on the Opportunity
C. The last modified date on the Opportunity
D. The close date on the Opportunity
UC requires that account plans be created for all accounts. The account plans have been set up as a custom object with a lookup relationship. The sharing model is private for account plans. UC would like to assign the same access to the account plan record as to the associated account. What solution should a consultant recommend for these scenarios?
A. Modify the account plans object to be in a master-detail relationship with accounts.
B. Create a trigger on account plans that adds a manual share automatically to the account owner.
C. Create sales team users with read access to the account plans object.
D. Apply manual sharing to the account owner after each account plans record is created.
Universal Containers will be launching a telesales contact center. What are two design considerations? Choose 2 answers A. Integration with Lead Generation applications
B. Integration with Field Service teams and applications
C. Strategies to maximize call deflection
D. Performance for high volume of interactions
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