Cloud Kicks has a private sharing model on Accounts. Account Executives need to ensure that Business Development Users can qualify marketing Opportunities on their accounts. There can be different Business Development Users for a given opportunity. Sales Management needs to be able to report on which Business Development Users are assigned to opportunities. What should the Consultant recommend to the Account Executives?
A. Share Opportunities with Business Development Users by granting read access to Opportunities in their portfolio.
B. Add Business Development Users as Account Team members with a role that grants Modify All access.
C. Share Accounts with Business Development Users.
D. Add Business Development Users as Opportunity Team members with a role that grants read/write access.
UC shares specific accounts with its partners and is considering the use of Salesforce to Salesforce to increase visibility and collaboration for deals managed through its partner channel. The company's key partners also currently use Salesforce. What should be considered for this implementation? Choose 2 answers
A. Partners can see all opportunities created by Universal Containers on shared accounts.
B. Universal Containers can report on shared opportunities managed by partners.
C. Partners will be able to see all Chatter feeds on shared opportunities.
D. Partners can create and share opportunities associated to shared accounts.
Cloud Kicks has purchased a list of prospects and wants sales representatives to begin to contact and measure the Return Of Investment (ROI) of the people in the purchased list. Which solution should the Consultant recommend?
A. Import the list as new leads using the import wizard.
B. Create a campaign for this list, import the list as leads, and add them to the campaign.
C. Create a new custom object for purchased leads.
D. Import the list as new leads and update the lead source to "Purchased Lead".
Which advantage does Salesforce provide with the OpenCTI framework?
A. Agents can use telephone on a wide range of browsers and operating systems while only developing once
B. Developers can integrate with any telephone platform available with little to no need for a customization
C. Agents can run their Softphone at the operating system level, embedded in the task bar or system tray
D. Developers can embed API calls and process on web pages to automate call handing processes
What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers
A. Create scheduled dashboard to be sent weekly to all stakeholders.
B. Ensure the project key performance indicators are profitable
C. Establish a stakeholder committee and meeting schedule.
D. Acquire the client stakeholders' key performance indicators.
Cloud Kicks' sales productivity is on the decline, while its competitors are doing great. The Consultant has suggested Einstein Opportunity Insights.
Which three insights can this provide?
A. Key Moments
B. Follow-up Reminders
C. Deal Prediction
D. Opportunity Representative Score
E. Sentiment Analysis
Universal Containers would like to have account asset detail information and case details shown to Customer Support Agents when they open cases in the Salesforce Console. How should a Consultant fulfill this requirement?
A. Create a Visualforce page and add it as a console footer component
B. Add Account and Asset information to the case detail page layout
C. Select the Account and Asset related lists from the sidebar components
D. Configure a sidebar component to display Account and Asset information
Universal Containers uses Salesforce for Outlook to synchronize contacts between Microsoft Outlook and Salesforce. The executive team wants to ensure that user's personal contacts in Microsoft Outlook are not synced with Salesforce. Which solution should a consultant recommend to meet this business requirement? Choose 2 answers
A. Train users to assign personal contacts in Microsoft Outlook to the Don't Sync with Salesforce category.
B. Train users to manually remove personal contacts from Salesforce after syncing with Microsoft Outlook.
C. Train users to mark personal contacts as private in Microsoft Outlook and choose not to sync private contacts in Salesforce.
D. Train users to sync personal contacts in Salesforce using one-way synchronization from Salesforce to Microsoft Outlook.
UC has set accounts, contacts, and opportunities to private. Sales reps manage the accounts for which they are the account owner. The company also employs sales specialists to assist sales repson deals. What should a consultant recommend to allow the sales specialists to see account information and any opportunity information associated with an account?
A. Assign the sales specialists to the same profile as the account owners.
B. Share opportunities manually with the sales specialists and assign them read access.
C. Assign the sales specialists to the same role in the role hierarchy as the account owners
D. Add the sales specialists to the account team and assign them read access to opportunities.
It is unclear how the money spent on marketing campaigns is helping Universal Containers grow its sales business. What is the best way for Universal Containers to capture a return on investment?
A. Count the number of leads generated from each campaign.
B. Determine the number of activities created by sales related to a campaign.
C. Track the value of closed won opportunities generated by each campaign.
D. Determine the number of opportunities generated by each campaign.
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