A sales manager for one of Cloud Kicks' sales territories is unable to see a forecast for the current quarter. What will resolve this problem?
A. Suggest the opportunity owner share the opportunity with the sales manager.
B. Select the correct forecast from the user record.
C. Add the sales manager to the forecasting public group.
D. Set the forecast manager for this territory.
UC has a private sharing model. Sales representatives are required to collaborate with the same group of people from other departments for every deal; however, the individuals in the group will vary for each representative. What solution should a consultant recommend to ensure correct record visibility and collaboration?
A. Set up a default opportunity team for each sales rep that is automatically added to every opportunity.
B. Configure a criteria-based sharing rule to add sales team member records automatically.
C. Add all team members to a private Chatter group for each opportunity.
D. Configure a public group for each sales rep that is manually shared for each opportunity.
During end-to-end testing, the test users log issues stating that the solution is not working according to what they expected. The stakeholders have signed off on the solution.
What should a Consultant do to remedy this?
A. Address these issues during the sign-off stage.
B. Contact key stakeholders to determine if a change to the requirements is necessary.
C. Revise the solution to meet the needs of the test users and develop training materials for the full team.
D. Set up meeting with test users and do a requirements workshop.
Cloud Kicks has two sales divisions:
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a franchise sale division and
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a public sales division.
The sales representatives for each division have their own user profiles and person Accounts.
The franchise sales division sales representatives cannot create person Accounts, and they should only be able to set up franchise Accounts.
What should the Consultant recommended to meet this requirement?
A. Utilize Divisions to hide person Account from the franchise sales division's sales representative user profile
B. Remove person Account record types from the franchise sales division's sales representative user profile.
C. Ensure that the "Disable Person Accounts" permission on the franchise sales division's sales representative user profile is checked.
D. Hide the Person Account checkbox from the franchise sales division's sales representative user profile through Field-level Security.
UC would like to record performance about the conference and people who attended them. A contact would potentially attend multiple conference. Company would like to display this information on the contact layout using the standard configuration. How the system should be designed to meet the company's requirement.
A. Create a custom object for conference and a custom object to record attendee information
B. Use campaign for conference and add Campaign member to record attendee information
C. Create a custom object for conference and a custom lookup field to conference on Contact
D. Use campaign for conference and a custom object to record attendee information
Universal Containers has implemented account hierarchies with a private sharing model. A sales representative would like to give another user access to one of the accounts she owns and the three child accounts. How can the sales representative provide this access?
A. Add the user to each child account team; visibility will then roll up to the parent account.
B. Add the user manually to the parent account team and each of the child account teams.
C. Add the user to a public group for that account and share all child accounts to this group.
D. Add the user to the account team on the parent account; the child accounts will inherit access.
Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection. Which mobile solution is appropriate for the Universal Containers' sales team?
A. Custom hybrid App
B. Salesforce Mobile App
C. Salesforce Touch App
D. Salesforce A App
The members of an opportunity team at universal containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with most current quote.
How can the sales engineer identify the opportunities latest quote?
A. Reference the synced quote field on the opportunity record
B. Reference the synced quote history on the opportunity
C. Reference the last modified date on the quotes
D. Follow the opportunity's quotes in chatter
During the planning stage of a project, what customer information should be requested to ensure requirements are successfully gathered? Choose 3 answers
A. List of required objects and fields
B. Organizational chart with titles
C. Company financial information
D. List of stakeholders with roles and titles
E. Key reports from the current system
The VP of Service at Universal Containers is looking for ways to reduce contact centers costs. Which two metrics should the Consultant recommend? Choose 2 answers
A. Average Handle Time
B. Service-Level Agreements
C. First Call Resolution
D. Time to Answer
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