Admin 201_8 Flashcards
Universal Containers has a complex sales process that requires two different sets of sales stages for Opportunities with an Opportunity amount above or below USD $100,000. What should a consultant recommend to meet this requirement?
A. Create one sales process and a validation rule that evaluates Opportunity amount to determine the appropriate sales stage.
B. Create two sales processes, two Opportunity record types, and a workflow rule triggered by the Opportunity amount.
C. Create two sales processes and a workflow rule triggered by Opportunity amount to assign a sales process.
D. Create two sales processes, two Opportunity record types, and a workflow rule triggered by sales stage.
B
X
UC has enabled advanced currency Management. How will the converted amount data be reported on a report for a specific time period when the exchange rate was different?
A. Converted amount are based on the exchange rates entered in the Opportunity
B. Converted amount are based on exchange rates that use the most current entry
C. Converted amount are based on the historical exchange rate associated with the close date
D. Converted amount are based on exchange rates that use the oldest entry
C
X
Universal Containers North American and European sales teams have different business requirements related to creating new Opportunities in Salesforce. As a result, each team must complete a set of geographically-specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the other’s region-specific fields. What solution should a consultant recommend to satisfy this scenario?
A. Utilize Visual force to build an Opportunity page that dynamically checks the Users region to determine which fields to display.
B. Create separate page layouts and record types for each of the regional sales teams.
C. Build a custom object with private sharing to capture the additional fields as a separate record.
D. Implement field-level security to allow access to fields for the respective regional sales teams.
D
? If this is a “choose two” question, B could definitely be a correct answer
X You could create separate page layouts and record types, but they won’t hide the data from the inappropriate teams in reports. The requirement in the question states that they shouldn’t be able to report on each other’s region-specific fields. The only way to prevent that is with FLS. (Recall that FLS hides data from Users in List Views, Search results, and Reports.)
The VP of sales at UC wants to be able to see a visual representation of sales by month for each Account in the salesforce1 mobile app. What should a consultant recommend to meet this requirement?
A. Create a dashboard component and use chatter feed on the account on salesforce1
B. Embed a chart on the account page, no other customization needed
C. Embed a chart on the Account page and use a custom link to filter by Account
D. Create a VF page with an embedded chart component for each account.
C
? Could this be the right answer?
X No other customization is needed with this solution
A Sales Cloud implementation at Universal Containers requires a global design that involves multi-currency, multi-language, region specific sales processes and workflows. Which factor is important for optimizing User adoption? (Choose two)
A. Employing realistic training data in the corporate standard currency
B. Developing only a standardized, global training curriculum for all Users
C. Customizing the training curriculum for each specific region
D. Communicating the training plan well in advance of training start date
A,D
X If you set up your data in the corporate standard currency, the regions can use whatever local currencies they want. To optimize training, they need to know about it first (D)…then you can set up some training using the corporate standard currency (A) and they can play with the data in whatever local currencies they want. The point of the question seems to be that you shouldn’t need to create a lot of customized, region-specific training, which requires re-work.
X
Universal Containers implemented new quoting functionality for sales representatives and needs to enable the same functionality for its partners. How can this be accomplished?
A. Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
B. Grant partner access to quotes and add the quotes related list to the partner Opportunity page layouts.
C. Update the partner sales process to include stages for managing and submitting partner quotes.
D. Enable quotes and content in the partner portal to allow partners to store their PDF quotes.
B https://quizlet.com/88598220/crt251-set-1-flash-cards/
X
Universal Containers would like to associate some contacts with more than one Account (e.g.,a contact is an employee of one Account and on the boards of several other Accounts). What solution should a consultant recommend to meet this requirement?
A. Add the contacts to the partner related list on the second Account.
B. Clone the contact record and add to the 2nd account.
C. Associate the contact to other account using lookup field.
D. Add the contact to the contacts role related list to the other Account.
D
Research to make sure this is not the right answer X
UC allows its Sales Rep to negotiate up to 5% discount for their Opportunities. Discounts more than 5% must be sent to their Regional Sale Manager (RSM) for approval. Discounts greater than 15% must be sent to the Regional Vice President (RVP) for approval. What should a consultant recommended to meet these requirements?
A. Configure a workflow approval task and email to RSM and RVP.
B. Configure an approval process for the RSM and workflow for the RVP.
C. Create a two-step approval process with the RSM and RVP as approvers.
D. Create two approval processes one for RSM and one for RVP.
C
X Yes, and the steps would probably go in reverse order: 15% first, then 5%…
Universal Containers has configured a private sharing model for Accounts and Opportunities. As part of its sales strategy, each sales representative collaborates with the same set of Individuals for each Opportunity. What should a consultant recommend to grant sales Reps the appropriate access to an Opportunity?
A. Enable Opportunity team selling and have each sales representative configure his or her default Opportunity team.
B. Create a public group for each team and have the sales representatives manually share the Opportunity with their respective group.
C. Enable Chatter and configure a customer Chatter group for the Opportunity to allow collaboration on ideas.
D. Create a trigger for each sales representative that would automatically share the Opportunity with his or her default Opportunity team.
A
X
Universal Containers has a Lead qualification team that qualifies and converts Leads into Opportunities. During Lead conversion, the new Opportunity must be assigned to the Account owner. Which solution should a consultant recommend to meet this requirement?
A. Create a trigger on the Opportunity.
B. Create a workflow on the Opportunity.
C. Create an assignment rule on the account.
D. Create an assignment rule on the Opportunity.
A
X
This would only work if a field on Opportunity itself determines the assignment; also, the workflow would only run after lead conversion (not during)
You can write assignment rules on Accounts when Territory management is enabled, but that is not relevant for this requirement
You cannot create an assignment rule on the Opportunity, because Opportunity does not support assignment rules
UC wants to improve the information profile of its current Contacts in salesforce by using social networking application (e.g. LinkedIn or Twitter) to add to the information currently gathered for Accounts, contacts and Leads. Which solution should a consultant recommend to meet this requirement?
A. Define the social network fields and enable them for account, contacts and leads.
B. Create custom fields that hold URL links to the social profile of account, contacts and leads.
C. Enable social Accounts and Contacts to link records to social profiles.
D. Enable the salesforce to Social network API connection to sync records
C
X
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
A
X Yes: you can schedule a dashboard refresh; you can email it daily so VP can “receive” it per the requirement
No, you don’t need a “custom report type” and don’t need Chatter. A custom report type would allow you to relate up to 4 objects in a hierarchical tree. We don’t care here about records being related between Activities, Opportunitys, Accounts, Leads.
No, you don’t need a join report– no interaction required between object data
No, because reports don’t get refreshed automatically. They refresh when run.
Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the Opportunities in progress with their respective teams and would like to receive email notifications when key Opportunity fields are changed (e.g., amount or sales stage). However, individuals would like to control the frequency of their email notifications. Which solution should a consultant recommend for this scenario?
A. Configure the Opportunity teams for opportunities so that only interested sales Users are receiving notifications.
B. Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.
C. Define a workflow rule and email task that is triggered when key fields are updated to new values.
D. Configure the individual Salesforce for Outlook email settings to control notification frequency.
B
X Correct; do not define WF rules with Emails as this is not efficient and will clutter mailbox; with Chatter the managers can set their own email notification preferences
UC representatives want to see Forecast amount by all sales representative and by multiple product group. What would a consultant recommend to meet these requirement? (Choose two)
A. Create a forecast list view by product family groups
B. Build a custom Forecast report showing product group
C. Implement collaborative forecast with quota alignment
D. Implement collaborative Forecast with product family
B,D
A. No, we don’t need a “list view”
X B. OK, You can build a custom report, but not a custom report type.
C. No, quotas have nothing to do with it
X D. Do this first, then… B
The sales manager at UC wants to be informed when a Lead created from the “Contact Us” form on the company 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 publisher action
B. Send an email using lead escalation rule
C. Send an email using time based workflow
D. Notify using chatter on Lead
C
Publishing content has nothing to do with this question
No such thing; escalations are for Cases
X
This is one situation where Chatter won’t help; the sales mgr can’t “follow” the Lead; how would he even know it exists?
