The Sales Manager at Universal Containers wants to be informed when a lead created from the ""Contact Us"" form on the corporate website has not been followed up within 24 hours of being submitted. What Salesforce feature should the consultant use to meet the requirement?
A. Notify using chatter on Lead
B. Send an email using time based workflow
C. Send an email using lead escalation rule
D. Notify using publisher action
Universal Containers has two different groups who use accounts. The sales group needs to populate 15 fields and view the fields on the account record. The support group does NOT need to view the 15 fields on the account record but must be able to run reports on them. Which solution will satisfy this requirement?
A. Create separate page layouts for the sales and support groups.
B. Create separate record types for the sales and support groups.
C. Hide the fields through field-level security from the support group.
D. Create a custom object for the 15 fields with a master-detail relationship
The Cloud Kicks website Contact Us form creates Leads that need to be followed-up on in a timely manner by the sales representatives- The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the lead status is still new. The sales representatives would also like a list to follow up. Which two actions should the Consultant perform to create a solution? Choose 2 answers
A. Create a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new".
B. Create a Lead escalation rule for "Lead created date NOT equal to TODAY" and "Status equals new"
C. Create a process builder process to send an email.
D. Create a dynamic report for sales representatives to subscribe to.
E. Create a publisher action on Lead.
Universal Containers would like to implement Omni-Channel within Service Cloud for their representatives. What is the first step an Administrator is required to perform in order to configure Omni Channel?
A. Assign Users to the Omni-Channel Feature License
B. Assign Users to Omni-Channel permissions
C. Enable Omni-Channel by clicking Settings in Setup
D. Contact Salesforce to have Omni-Channel enabled
Universal Containers determines that opportunities are taking longer to close than in the past. Which action should sales management take to determine the reason behind the additional time to close? Select two answers.
A. Examine user login rates and the activity on open opportunity records.
B. Review the budget allocated to marketing campaigns.
C. Evaluate whether lead conversion rates have decreased over time.
D. Build a dashboard to display opportunity stage duration.
The VP Of Sales at Cloud Kicks wants to give the sales team the power of the Salesforce Mobile app so that sales reps can do their tasks on the go. The sales team needs to create and edit Leads, Contacts, and Opportunities with ease. Which two features should the Consultant recommend for the sales team to use? Choose 2 answers
A. Lightning Mobile Component
B. Mobile Smart Actions
C. Quick Actions
D. Einstein Activity Capture
Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process. How should the relationships between the various elements of the sales process be defined to meet these requirements?
A. Map appropriate sales stage to opportunity stage; assign accurate forecast probability
B. Map opportunity stages to forecast categories; assign accurate probability to each stage.
C. Map forecast probability to opportunity probability; assign appropriate sales stage
D. Map sales probability values to forecast categories; assign sales stages accurate percentages
Universal Containers wants to prevent sales users from modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However sales directors must able to edit these fields in case last minute updates are required. Which solution should a consultant recommended?
A. Create a validation rule to enforce field access based on the sales stage and profile.
B. Create a Workflow rule to enable field access for the sales directors based on sales stage.
C. Modify the profile for sales directors to enable the "Modify AH" object permission for the opportunities.
D. Change the field level security for the sales rep to restrict field's access based on the sales stage.
Universal Containers wants to integrate the sales cloud solution with accounting system. What standard objects are likely to be used in the integration?
A. Account, contact and lead
B. Account, contact and contract
C. Account, lead and opportunity
D. Account, case and lead
UC is deploying Salesforce for lead and opportunity Management. Several area of the application need to be customized using Apex and Visualforce in order to meet business requirements. Which steps can be taken to execute an effective test plan that will ensure high quality components? (2 answers)
A. Create test conditions that cross-reference use cases from project documents
B. Delegate unit testing to application end users because they understand the requirements best
C. Rely on automated test script tools to ensure maximum test coverage
D. Write detailed test scripts that define specific conditions, actions, and expected results
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