UC manages its sales pipeline using Salesforce. However, when an opportunity moves to the closed lost stage, the company would like to enforce that the expected revenue value be $0 in reports. Which solution should a consultant recommended to meet this requirement?
A. Create a validation rule to verify that the forecast probability for closed/lost opportunities is 0%.
B. Define a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost.
C. Define a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost.
D. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages.
The Universal Containers Contact Center has Customer Support Agents who speak Spanish and wants all cases where Spanish is the preferred language to be handled by these agents in real time. Universal Containers allows customers to contact agents through phone and chat. Which Solution should be implemented to support this?
A. Visual Workflow
B. Omni-Channel
C. Case Auto-Response Rules
D. Case Assignment Rules
Universal containers has enabled Advanced Currency Management. How the converted amount data is reported on a report that spans time periods when the exchange rates was different.
A. Converted amount are based on the historical exchange rate associated with the close date
B. Converted amount are based on exchange rates that use the most current entry
C. Converted amount are based on the exchange rates entered in the opportunity
D. Converted amount are based on exchange rates that use the oldest entry
A sales Rep in the UC won a sales deal and set the opportunity stage as Closed/Won. What impact will this change have on the opportunity in the forecast?
A. It will be associated with the Closed/Won forecast category and automatically contribute to the forecast.
B. It will be associated with the Closed/Won forecast category and will need to be added by the sales rep.
C. It will be associated with the Closed/Won forecast category and will need to be committed by the sales rep.
D. It will be associated with the Closed/Won forecast category and contribute to the forecast once approved with the manager.
Universal Containers wants to manage their sales territories in Salesforce. What questions should be asked to determine if territory management is an appropriate solution? Choose 3 answers:
Are commissions calculated by the number of territory to which a representative belongs?
A. Are there specific rules for account and opportunity access?
B. Is your sales organization set up as a matrix or a tree'? .
C. Does account sharing depend more on account traits than on ownership?
D. Are your lead assignments based on sales territories?
The sales director does not want users viewing each other's Opportunities, but wants users to check to see that the Account does not already exist prior to creating a new Account. Which Organization-Wide Default should the Consultant recommend?
A. Set Account to Public Read/Write, and Opportunity to Private.
B. Set Account to Public Read Only, and Opportunity to Public Read Only.
C. Set Account t and Opportunity to Private.
D. Set Account to Public Read/Write, and Opportunity to Controlled by Parent.
A premier customer for Universal Software needs access to confidential product roadmap information.
To securely send this information using content delivery, what step should a sales representative take? Choose 2 answers
A. Require the recipient to log into Salesforce to access the content.
B. Require the customer to enter a security token to download the content.
C. Require the customer to enter a password to view the content.
D. Remove access to the content after a specified date.
Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team.
How can the documents be shared efficiently and securely?
A. The documents should be uploaded to Salesforce files from the opportunity record
B. The documents should be uploaded to Salesforce files and shared with the field sales organization
C. The documents should be emailed to the sales team on the opportunity record
D. The documents should be uploaded to a library that is shared with the field sales organization
Universal Containers is expanding sales internationally and has created new price books to handle the various currencies for the five new countries. When a sales representative selects one of the new price books to add a product to an opportunity, there are no products available. What should be evaluated when troubleshooting this issue?
A. Confirm that the old pricebook is disabled for the sales representative.
B. Confirm that the products are shared with the sales representative's role.
C. Confirm that product line items on opportunities are enabled.
D. Confirm that the products and currencies are associated with the pricebook.
Cloud Kicks users Chatter to collaborate corporate-wide. Sales representatives are getting too many items showing on their feed, so it's hard to sort through to find items that are high priority or need the sales representative's immediate attention. Which solution should the Consultant recommend?
A. Create Chatter topics.
B. Increase the Chatter follower limit.
C. Increase Chatter Feeds bookmark limit.
D. Create Chatter Streams.
E. Create a Chatter Feed page layout.
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