NTO wants the ability to share documents related to an opportunity, such as contracts and proposals with the field sales team. NTO currently has a private sharing model. How should the documents be shared efficiently and securely?
A. Upload to Salesforce Files and shared with the field sales organization
B. Emailed to the sales team on the opportunity record
C. Uploaded to a library that is shared with the field sales organization
D. Uploaded to salesforce files from the opportunity record
Universal containers sells two products that each have a unique sales methodology. A few of the sales stages overlap between the selling methodologies, but are unique to just one of the methodologies. What element must be configured to support both selling methodologies? Choose 3 answers
A. Two sales processes
B. Two page layouts
C. Two record types
D. Two sets of opportunity stages
UC requires credit checks for all opportunities greater than$50000. The credit management team members are all Salesforce users. What should a consultant recommend to notify the credit manager that an opportunity needs a credit check?
A. Use workflow to send an email to the credit manager profile.
B. Use a validation rule to send an email to the credit manager role.
C. Use an Apex trigger to create a task for the credit manager user.
D. Use workflow to assign a task to the credit manager user.
Universal Containers North American and European sales teams have different business requirements related to creating new of opportunities in Salesforce. As a result, each team must complete a set of geographically- specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the others region-specific fields. What solution should a consultant recommend to satisfy this scenario?
A. Implement field-level security to allow access to fields for the respective regional sales teams
B. Create separate page layouts and record types for each of the regional sales teams.
C. Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.
D. Build a custom object with private sharing to capture the additional fields as a separate record.
UC uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should not contribute to the forecast. What should a consultant recommend for this scenario? Choose 2 answers
A. Configure the first stage with the omitted forecast category.
B. Assign 0% probability to the first sales stage.
C. Override the forecast to be $0 for first stage opportunities.
D. Instruct sales users to enter $0 for the opportunity amount.
Cloud Kicks' VP of Technology wants to start using Salesforce for all of the sales teams automation. 70 million records were all migrated from a legacy database to the data warehouse that will be synced with Salesforce. Cloud Kicks wants to be able to search and cross-reference records with the original source database. What should a Consultant recommend to meet this requirement?
A. Use the standard External ID field and map this to the original record ID value.
B. Use a custom field named External ID and map this to the current record ID value.
C. Use the standard External ID field and map this to the current record ID value.
D. Use a custom External ID field and map this to the original record ID value
UC wants to give access to Salesforce to its sales reps on the road, even when they are in areas not covered by internet reception. What solution should a consultant propose?
A. Salesforce Touch
B. Salesforce Classic
C. Salesforcel app
D. Custom hybrid app
Customer Support Agents are frustrated with how they interact with their current case management solution and have asked for a more streamlined way to manage and view cases. Which solution will improve productivity and allow the Agents to quickly create and view notes, log calls, update cases, and communicate with customer?
A. Create a Salesforce Classic Quick Actions
B. Add a Visualforce page to the Case layout
C. Configure the Case highlights panel
D. Configure Case Feed page layouts9
Universal Container generates the sales proposal for each opportunity and needs to share it with the customer. All members of the sales team are able to update and comment on the proposal. It is important that customer does not see the earlier version of the proposal or the team comments. Which solution should a consultant recommend to meet this requirement?
A. Upload proposal as Chatter file on the opportunity record and share with customer using a link.
B. Save the proposal as an attachment on the opportunity record and share with customer using with the U link.
C. Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.
D. Save the proposal as chatter file on opportunity record and add the customer as follower.
Sales representatives at Universal Software need to collaborate with customers on sales deals to gather requirements, analyse solutions, and deliver proposals. Universal Software wants to ensure that customers are fully engaged throughout each stage in the sales process. What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers
A. Invite customers into private chatter groups
B. Allow customers to follow opportunities in Chatter
C. Share Chatter files with customers.
D. Add customers to Salesforce as Chatter Free users
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