Lead Management
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 by email address. This has resulted in a 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.
D. Activate the Standard Lead Duplicate Rule that matches on both Lead and Contact.
Cloud Kicks has recently migrated from Salesforce for Outlook to Lightning Sync. While migrating, Salesforce for Outlook hasn't been disabled for Lightning Sync users. There are some conflicting settings in both Outlook configuration and Lightning Sync configuration. What happens as a result if there are any conflicts?
A. Salesforce gives preference to Lightning Sync settings
B. Salesforce stops the sync and reports the errors
C. Salesforce gives preference to Salesforce for Outlook settings
D. Salesforce gives preference to Salesforce permission setting
A. Salesforce gives preference to Lightning Sync settings
Universal Containers has enabled Social Accounts and Contacts. When a sales representative accesses a contact within Salesforce, the representative is unable to see detailed information from the contact's Facebook profile (e.g., contacts wall postings). What is preventing the sales representative from accessing detailed information on the contacts Facebook page?
A. The fields configured by Universal Containers administrator on the contact page layout are missing.
B. Universal Contain4 must purchase the Facebook license to access public profile information for its users.
C. The link to the Facebook profile is not configured with the administrator password to access detailed information.
D. The Information shown is based on the sales representative's connection level with the contact on Facebook.
D. The Information shown is based on the sales representative's connection level with the contact on Facebook.
Universal Containers processes its orders through a separate system from Salesforce but would like to integrate the order history data into Salesforce. This would give sales representatives a view of all past orders by account. Which solution should a consultant recommend?
A. Create an order history object with a relationship to accounts.
B. Configure the quote object to hold the order history data.
C. Create a closed opportunity record type for each order history record.
D. Configure the opportunity history object to hold order history data.
A. Create an order history object with a relationship to accounts.
Universal Containers sells to a customer segment that has dozens of daily order and payment transactions. These customers have low credit limits which are closely monitored. At the time orders are accepted, management wants to check the customers available credit in Salesforce using information sourced from a third-party cloud application. What approach should a consultant recommend for this credit system Integration?
A. Create a web service using Apex to retrieve credit balances as needed.
B. Create a data mapping in Data Loader for periodic manual credit uploads.
C. Create a scheduled batch using Apex to retrieve credit balances each night.
D. Create a daily job using the custom object import wizard to retrieve credit balances.
A. Create a web service using Apex to retrieve credit balances as needed.
The sales management team at Universal Containers wants to monitor the progress of high-value sales deals and enable collaboration with cross-functional teams to help remove any obstacles. Which feature should a consultant recommend to meet these requirements?
Choose 2 answers
A. Enable Big Deal Alerts.
B. Enable Chatter feed on similar opportunities.
C. Allow Chatter feed tracking on opportunities.
D. Use opportunity update reminders.
A. Enable Big Deal Alerts.
C. Allow Chatter feed tracking on opportunities.
Cloud Kicks is implementing Enterprise Territory Management for its retail sales unit. The sales director wants a detailed roll-up forecast for Territories to be provided. Which two recommendations should the Consultant make?
Choose 2 answers
A. Include the Forecast Manager field on the Territory page layout.
B. Create Apex class code to roll up forecast details for a Territory.
C. Include the Formula field in the Territory page layout.
D. Assign a Forecast Manager to a Territory.
A. Include the Forecast Manager field on the Territory page layout.
D. Assign a Forecast Manager to a Territory.
Which best describes the Salesforce Automation feature "Contact Roles"?
A. Ensures that we are tracking our progress towards the desired states.
B. Enforces the business process.
C. Identifies key stakeholders from the buy side.
D. Makes sure we recognize those involved in the sales process.
E. Allows to better automate the sales methodology.
F. Determines the sales stages of an organization.
C. Identifies key stakeholders from the buy side.
Cloud Kicks has just completed a Sales Cloud implementation and the marketing team is creating campaigns. Cloud Kicks wants to gain feedback on the implementation. What should the Consultant recommend?
A. Undergo training
B. Upgrade to the latest Salesforce release
C. Sign off on the Statement of work
D. Complete a post-mortem
D. Complete a post-mortem
Universal Containers wishes to implement a sales methodology that focuses on identifying customer's Challenges and addressing them with its offerings. Which sales methodology is described above?
A. Solution selling
B. Relationship selling
C. Target account selling
D. Direct selling
A. Solution selling
The sales management at Universal Containers is reviewing the quality of leads generated from marketing campaigns. What information is available to assist with this type of analysis?
Choose 2 answers.
A. Percentage of leads converted to opportunities
B. Average amount of time required to convert leads to opportunities
C. Average number of activities required to convert leads to opportunities
D. Percentage of leads that could not be contacted due to bad data
C. Average number of activities required to convert leads to opportunities
D. Percentage of leads that could not be contacted due to bad data
What are two considerations for enabling multiple currencies at Cloud Kicks?
Choose 2 answers
A. Changing the exchange rate automatically updates the converted amount on all records, except the closed Opportunities.
B. Reports on these objects support multiple currencies: Accounts, Opportunity, Lead, Case, and Opportunity Product Schedules.
C. After enablement, the primary currency displays in the parenthesis and the secondary amount displays as usual.
D. Once enabled, multiple currencies cannot be disabled.
B. Reports on these objects support multiple currencies: Accounts, Opportunity, Lead, Case, and Opportunity Product Schedules.
D. Once enabled, multiple currencies cannot be disabled.
Universal Insurance is a large insurance company with a customer base that includes both individual consumers and businesses. The company has implemented person accounts in Salesforce. It has a custom object for policies that needs to relate to both person accounts and business accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?
A. Create a custom contact lookup field.
B. Create a contact lookup field and an account lookup field.
C. Create a master-detail account relationship.
D. Create a master-detail contact relationship.
C. Create a master-detail account relationship.
During the Cloud Deploy phase, end users are complaining that they have a new system to log into, and it's holding up training. What is the likely cause of these complaints?
A. Cloud Kicks did not gain buy-in during the Analyze phase and did not build buzz during the Build and Validate phase.
B. Cloud Kicks did not gain buy-in during the Design phase; the solution was not designed.
C. A communication plan was not designed during the Plan phase and buzz was not generated during the Deploy phase.
D. A training plan was not made during the Validate phase and buzz was not during the Design and Validate phase.
C. A communication plan was not designed during the Plan phase and buzz was not generated during the Deploy phase.
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, case and lead
b. Account, contact and lead
c. Account, contact and contract
d. Account, lead and opportunity
c. Account, contact and contract
Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?
A. Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.
B. Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
C. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.
D. Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.
C. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.
Cloud Kicks has enabled quotas in collaborative forecasts. In which three ways can the quotas be managed for all users in the forecast hierarchy?
Choose 3 answers.
A. Add/update quotas using the Data Import Tool
B. Add/update quotas using DataLoader
C. Setup -> Forecast Settings -> Configure
D. Setup -> Quotas -> Forecast Quotas
E. Upload quotas using API
B. Add/update quotas using DataLoader
C. Setup -> Forecast Settings -> Configure
E. Upload quotas using API
Universal Containers shares specific accounts with its partners and is considering the use of Salesforce to Salesforce to increase visibility and collaboration for deals managed through its partner channel. The company's key partners also currently use Salesforce.
What should be considered for this implementation?
Choose 2 answers.
A. Partners can create and share opportunities associated to shared accounts.
B. Partners will be able to see all Chatter feeds on shared opportunities.
C. Universal Containers can report on shared opportunities managed by partners.
D. Partners can see all opportunities created by Universal Containers on shared accounts.
A. Partners can create and share opportunities associated to shared accounts.
C. Universal Containers can report on shared opportunities managed by partners.
Universal Containers has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage. What solution should a consultant recommend to meet this requirement?
Choose 2 answers.
A. Define a workflow rule that automatically defaults to a price book and product line item when selecting the negotiation stage.
B. Ensure that all sales representatives have access to at least one price book when creating product lines.
C. Configure the opportunity record types to enforce product line Rem entry before selecting the negotiation stage.
D. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.
B. Ensure that all sales representatives have access to at least one price book when creating product lines.
D. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.
Universal Containers has an extensive distributor and reseller community. To help manage this partner network, the company is implementing a partner portal.
What must be considered when setting up partner users?
Choose 2 answers.
A. Partner users cannot receive emails generated through workflow actions.
B. Partner users can own account and opportunity records in Salesforce.
C. Partner users are associated with the same set of profiles as internal users.
D. The sharing model should be re-evaluated when the partner portal is enabled.
B. Partner users can own account and opportunity records in Salesforce.
D. The sharing model should be re-evaluated when the partner portal is enabled.
Northern Trail Outfitters' sales manager noticed the lead conversion ratio styled the same for the healthcare industry even though the lead creation increased. Which reporting tool should resolve the issue?
A. Report on leads by source.
B. Campaign dashboard by industry
C. Industry performance dashboard
D. Report on lead lifetime by industry
D. Report on lead lifetime by industry
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. Einstein activity capture
B. Mobile Smart Actions
C. Quick Actions
D. Lightning Mobile Component
B. Mobile Smart Actions
C. Quick Actions
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 to a public group for that account and share all child accounts to this group.
C. Add the user to the account team on the parent account; the child accounts will inherit access.
D. Add the user manually to the parent account team and each of the child account teams.
D. Add the user manually to the parent account team and each of the child account teams.
Cloud Kicks uses a custom object named GumShoe. GumShoe is the child in a master-detail
relationship with the Opportunity object. Staff members use this object to create requests for
supporting research. They want to easily generate new GumShoe records from their phones by using the Salesforce Mobile App. What should a Consultant recommend to meet the requirements?
A. Create a Quick Action.
B. Create a Lightning Component for mobile.
C. Create a custom hyperlink to a related list.
D. Create a custom Process Builder process.
A. Create a Quick Action.
Cloud Kicks wants sales representatives to be able to share key documents directly with customers who are not Community users. Which Salesforce feature satisfies this requirement?
A. CRM Content
B. Chatter Links
C. Documents
D. Attachments
A. CRM Content