UC processes its orders through a separate system from Salesforce but would like to integrate the order history data into Salesforce. This would give sales representatives a view of all past orders by account. Which solution should a consultant recommend?
A. Create an order history object with a relationship to accounts.
B. Create a closed opportunity record type for each order history record.
C. Configure the opportunity history object to hold order history data.
D. Configure the quote object to hold the order history data.
Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity forecast by Product family with team quotas. Which solution should a Consultant recommend?
Select the ones you like.
A. Configure quotas with a product report and add necessary fields.
B. Create a joined report with closed Opportunities, forecasting items, and quotas.
C. Create a custom report type with forecasting quotas and items.
D. Configure an analytic snapshot to capture the Opportunity forecast and quotas.
Universal Container wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sales. What use case will satisfy this requirement? Choose 2 answers
A. Need to add notes quickly or log activities for each record
B. need to see records and related items as tabs under one screen
C. need to chat with customer in real time with chatter
D. Need to prioritize search results for contacts and opportunities
Sales representatives at Universal Containers want to share product specification documents with customers who do not have Salesforce access. These customers should only be allowed to preview the document in the browser without download permissions. What solution should a consultant recommend to meet this requirement?
A. Upload the file to Chatter files and disable the download delivery option
B. The file to documents and enable the externally available option.
C. Upload the file to Chatter files and enable the password-protection option.
D. Upload the file to Content and disable the download delivery option.
UC would like to capture qualification information for new leads (e.g. whether or not a person is a decision maker). The information should also appear in the contact record once the lead has been converted. Which approach should a consultant recommended?
A. Create a custom field on lead and contact object, utilize a trigger to transfer the value after conversion.
B. Create a custom field on lead and contact object; these fields will be mapped automatically during conversion.
C. Create a custom field on lead and contact object, configure mapping for these two fields for conversion.
D. Create a custom field on lead and contact object, advice user to select it for transfer during conversion.
Cloud Kicks wants to improve its Return On investment (ROI) by creating intelligent processes built on trusted, targeted data. What are two justifications for using third-party data enrichment tools? Choose 2 answers
A. To create customer segment with personas and scoring
B. To enrich customer data signaling intent to purchase
C. To survey prospects on post-purchase of competitors' products
D. To monitor customers' and prospects' NPS score with their customers
Universal Finance has two sales divisions. Sales Division As customers are individuals: Ind Sales Division B's customers are businesses. Of Each division's sales representatives have their own user profiles, and person accounts are enabled. Sales Division B's sales representatives should not be able to create person accounts; they should only be able to create business accounts. What solution should a consultant recommended to meet these requirements?
A. Remove person account record types from the Division B sales representative user profile.
B. Use Divisions to hide person accounts from the Division B sales representative user profile.
C. Use field-level security to hide the "Is Person Account" Checkbox from the Division B sales representative user profile.
D. Check the "disable person accounts" permission on the Division B sales representative user profile.
In order to increase and promote adoption, sales management at Cloud Kicks wants sales representatives to follow Opportunities they create.
Which two actions should the Consultant recommend to create a solution?
Choose 2 answers
A. Turn on the Chatter feed settings that enables stage notifications to opportunity owners.
B. Create a report with newly created Opportunities and have sales management subscribe to the report.
C. Use Process Builder with an Action Type of Follow Chatter when a record is created or edited.
D. Turn on the Chatter feed settings that enable users to automatically follow records that they create.
Universal Containers decided to start using salesforce for all its sales automation its current sales database has about 50 million records. These records were all migrated into the database from other legacy systems. After migration to salesforce UC wants to be able to search and cross reference records with the original source system. What should a consultant recommend to meet the requirement?
A. Use the standard external Id field and map this to the current record Id Value
B. Use the standard external Id field and map this to the original record Id value
C. Use a custom external Id field and map this to the original record id value
D. Use a custom field named external Id and map this to the current record Id Value
How are members assigned to a community? (choose 2)
A. Through their contact record
B. Through their profiles
C. Through permission sets
D. Through their roles
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