The Cloud Kicks Sales Support team manually enters leads into Salesforce throughout the week. It was discovered that many of the leads already exist as Contacts in the system based on matching email address. This has resulted in high volume of unconverted leads.
Which solution should be used to identify and block future duplicates from being created?
A. Create a process builder and flow that emails the user of a potential duplicate Contact when a Lead is created.
B. Build a report that groups leads by email address to identify and merge duplicates
C. Use Dataloader to import the leads each week instead of entering leads individually.
D. Activate the Standard Lead Duplicate Rule that matches on both Lead and Contact.
UC uses an approval process on Opportunity to streamline approvals. Sales management needs to analyse the numbers of opportunities at each step in the approval Process. What Solution will support this request?
A. Create an approval process report and group by opportunity and approval step.
B. Create an opportunity with approvals report and filter by approval step.
C. Use a field update to capture the approval step on the opportunities for reporting.
D. Add a roll-up summary field for approvals related to opportunities for reporting.
Universal Containers representative wants to see forecast amount by all sales representatives and by multiple product group. What would a consultant recommend to meet these requirement?
A. Implement collaborative forecast with product family
B. Build a forecast list view by product family groups
C. Implement collaborative forecast with quota attainment
D. Build a custom forecast report showing product groups
Universal Containers has a large customer base of over 15,000 Accounts and 60,000 contacts. The marketing manager wants to use the customer data for an upcoming new product launch but its concerned contact may have moved to other organization (Contact's email tec has changed) what should a consultant recommend to ensure customer data is accurate?
A. create a vf rule to mass email contacts and capture any email bounce
B. Use a data cleaning tool and the stay-in-touch feature of salesforce to email contact
C. create a workflow rule for the account and contact owner to confirm contact data
D. Use data enhancement tool to verify that account and contact data is up-to-date
Cloud Kicks is currently going through a fast-paced growth of its sales department. The Sales Director notices that new sales executives are investing time connecting with existing contacts who are not influential in furthering the business relationship. Which two potential solutions can the Consultant recommend? Choose 2 answers
A. Add a Lookup field to Contacts to indicate Influential Contacts.
B. Add an Influencing Contact multi-select picklist field on the Account.
C. Implement the Account Contact Role feature.
D. Track time invested in a custom field for each contact.
A Salesforce partner regularly works with Salesforce Account Executives to close deals with clients that are looking for a partner to implement Sales Cloud. As new partner sales reps are on-boarded, they spend quite a bit of time trying to determine which Account Executive maps to which Accounts and Opportunities. What should the Consultant recommend when rolling this out?
A. Add a Lookup field on the Opportunity to indicate Partner Executives
B. Add the Title field to all Contact Layout
C. Implement Account Contact Roles
D. Implement Account Partner Roles
Universal Containers Contact Center wants to increase its profit margins by promoting call deflection within Service Cloud Which two solutions should a Consultant recommend?
Choose 2 answers
A. Customer Community
B. Service Cloud Console
C. Automatic Call Distribution
D. Knowledge Base
UC wants to use its customer portal to allow customers to provide suggested changes to products and comment on other people's suggestions. What Salesforce feature supports this?
A. Answers
B. Chatter
C. Solutions
D. Ideas
Universal Containers is implementing an entitlement process in its contact center to gain better visibility into how well the company is delivering on customer service level agreements (SLAs). Which two approaches can be used to accomplish this goal? Choose 2 answers
A. A. To Display whether a case response complies with a customer's service level agreement.
B. To monitor the case escalation rule queue to confirm service levels are met.
C. To represent metrics such as first-response and resolution time on cases.
D. To identify the customer contact associated with a particular stage of a service contract.
Universal Containers uses PDF documents to help the sales team learn about new Products. Which feature should a Consultant recommend to store these documents?
A. File Connect for SharePoint
B. Attachments
C. File Sync
D. Salesforce Files
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