SC ver 2 Flashcards
61 A premier customer for Universal Software needs access to confidential product roadmap information. To securely send this information using content delivery, what step should a sales representative take? Choose 2 answers
A. Require the customer to enter a password to view the content.
B. Require the customer to enter a security token to download the content.
C. Remove access to the content after a specified date.
D. Require the recipient to log into Salesforce to access the content.
A C
62 Universal Containers wants to prevent sales users from modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required. Which solution should a consultant recommend?
A. Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.
B. Change the field-level security for sales representatives to restrict field access based on the sales stage.
C. Create a validation rule to enforce field access based on the sales stage and profile.
D. Create a workflow rule to enable field access for sales directors based on the sales stage.
C
- Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representatives accounts and opportunities. What should a consultant recommend to meet this requirement?
A. Enable account and opportunity teams selling and have each sales representative configure their
teams.
B. Create a trigger to add the sales engineers to their sales representatives’ account and opportunity teams.
C. Create criteria-based sharing rules to share the accounts and opportunities with sales engineers.
D. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
A
- The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation. What analytics tool can help determine the issue?
A. Campaign dashboard by industry.
B. Report on lead lifetime by industry.
C. Report on leads by source.
D. Industry performance dashboard.
B
- A sales representative at Universal Containers won a sales deal and set the opportunity stage in Salesforce to closed/won. What impact will this change have on the opportunity in the forecast?
A. It will be associated with the closed/won forecast category and will need to be committed by the sales rep.
B. It will be associated with the closed/won forecast category and automatically contribute to the forecast.
C. It will be associated with the closed/won forecast category and will need to be added to the forecast by the sales rep.
D. It will be associated with the closed/won forecast category and contribute to the forecast once approved by the manager.
B
- Universal Containers has enabled Advanced Currency Management. How is the converted amount data reported on a report that spans time periods when the exchange rate was different?
A. Converted amounts are based on exchange rates that use the most current entry.
B. Converted amounts are based on exchange rates that use the oldest entry.
C. Converted amounts are based on the historical exchange rate associated with the close date.
D. Converted amounts are based on the exchange rates entered in the opportunity.
c
- Universal Containers has many customers that repeat the same purchase on a regular basis. These customers are classified as a repeat account type. Sales management wishes to use Salesforce to automate repeat opportunities. What should a consultant recommend to meet this requirement?
A. Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage.
B. Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat accounts when it reaches closed/won stage.
C. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage.
D. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage.
C
- Universal Containers has a private sharing model. Sales representatives own accounts and would like to collaborate with relevant people from other departments (e.g., marketing and product management). The role hierarchy has separate branches for each department to facilitate reporting. What should a consultant recommend to ensure collaborating team members can report on and access relevant data in Salesforce? Choose 2 answers
A. Use manual sharing on account to share specific records.
B. Use Chatter to share records with relevant people.
C. Use account team to share records to relevant people
D. Use opportunity team to share records with relevant people.
A and C
- Universal Containers has set the organization-wide default for accounts to private. Bill owns the Acme account and the General Industries account. Acme is the parent account for General Industries. Bill needs to collaborate with Mary on his accounts, so he manually shares read access to Acme. What access will Mary have to these accounts?
A. Read-only on Acme and no access on General Industries
B. Read-only on General Industries and read-write on Acme
C. Read-only on General Industries and read-only on Acme
D. Read-only on Acme and access on General Industries
A
- The finance department of Universal Containers is noticing a decline in profitability, which they attribute to an excessive number of discounts on opportunities. What can the finance department do to monitor and control opportunity discounting? Choose 2 answers
A. Run a report on opportunities showing list price and discounted price.
B. Create a custom roll-up field to calculate the average product discount for each customer.
C. Limit the number of discounted products that can be added to an opportunity.
D. Ensure that sales management approves discount requests for each opportunity.
a d
- Sales representatives at Universal Containers log activates on accounts, contacts and opportunities. The sales manager wants to create a report to see all activates on all of the accounts that the manager owns, including activities on contacts and opportunities. Which report should be recommended to the sales manager?
A. Activates report on accounts and opportunities the manager owns
B. Activities report on accounts the manager owns
C. Activities report on accounts and contacts the manager owns
D. Activities report on accounts, contacts, and opportunities the manager owns
B
- Joe is the record owner of a lead. A lead sharing rule has been defined so that leads owned by Joe are sharing public group called “Joe’s team.” When the lead is converted to an account, contact, and opportunity, who will access to these record a private sharing model is in place on these object and these are no sharing rules defined for those object?
A. Joe, all members of the public group, Joe’s team, and anyone above any group member in the will be able to access the three records.
B. Joe, all members of the public group, and Joe’s team will be able to access the three records.
C. Joe and anyone above him in the role hierarchy will be to access the three records.
D. Joe will be the only person who is able to access the account, contact, and opportunity records.
c
- Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company would like to track and report on these deals separately from other deals. What should a consultant recommend to meet this requirement?
A. Add “upsell” as a stage and create a summary report by opportunity stage.
B. Create a custom field on opportunity to flag and report on these deals.
C. Create an opportunity record type and sales process for reporting on these deals.
D. Create a separate page layout and report to flag and report on these deals.
C
- Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products. What could be done to prevent a sales representative from adding these products to opportunities if they are not certified to sell them? Choose 2 answers
A. Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.
B. Use a separate price book for the products requiring certification and only share the price book to users who are certified.
C. Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified.
D. Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.
B/C
75. Universal Computers has three sales divisions: hardware, software, and consulting. The hardware and software divisions follow a ten-step sales process. The consulting division follows an eight-step sales process and does not use the prospecting or perception analysis stages during the sales cycle. What should a consultant recommend to support these requirements? Choose 3 answers A. Define stage picklist values. B. Create sales processes. C. Create separate page layouts. D. Create separate stage fields. E. Create record types.
abe
- Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stage and the role they play in sales process. How should the relationships between the elements of the sales process be defined to meet these requirements?
A. Map forecast probability to opportunity probability; assign appropriate sales stage.
B. Map sales probability values to forecast categories; assign sales stages accurate percentages.
C. Map appropriate sales stage to opportunity stage; assign accurate forecast probability.
D. Map opportunity stage to forecast categories; assign accurate probability to each stage.
D
- Universal Containers would like to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?
A. Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
B. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom field on the Contact object to pull the value from the Account object.
C. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.
D. Create a custom field on the Lead, Account and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.
B
- Sales management at Universal Containers would like to track the following information:Number of open opportunities in the current quarter by sales representativeNumber of closed opportunities in the last quarter by sales representative What should a consultant recommend to meet these requirements?
A. Create an analytic snapshot.
B. Create a summary report with cross filters.
C. Create a joined report.
D. Create a dynamic dashboard.
C
- Universal Containers decided to start using Salesforce for all of its sales automation. Its current sales database system has about 50 million records. These records were all migration into this database from other legacy systems. After migration to Salesforce, Universal Containers wants to be able to search and cross-reference records with the original source system. What should a consultant recommend to meet this requirement?
A. Use the standard external ID field and map this to the current record ID value.
B. Use a custom external ID field and map this to the original record ID value.
C. Use the standard external ID field and map this to the original record ID value.
D. Use a custom field named external ID and map this to the current record ID value.
B
- The Vice President of Sales for Universal Containers wants a pipeline trending report that will be used for a monthly sales forecast meeting. What solution should a consultant recommend to meet this requirement?
A. Create an analytic snapshot to run monthly for opportunities by forecast category.
B. Create reports to run monthly and save the results in a personal report folder.
C. Create a month-over-month trending report and save the results in a public sales folder.
D. Create a custom object to store monthly opportunity data populated by a scheduled job.
A
81. A customer needs Chatter, a custom mobile layout, and custom branding for its mobile users. Which solution should a consultant recommend? A. Salesforce1 B. Mobile Classic C. Chatter for Mobile D. Custom mobile solution
a
- The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. What analytics tool can sales management team leverage to help determine the cause? Choose 2 answers
A. Dashboard of opportunity stage duration.
B. Report on campaign return on investment (ROI)
C. Dashboard of month-over-month trend of lead conversions.
D. Report on the discount approval time for quotes.
A D
- Universal Containers recently acquired Global Packaging, a company that has complementary Products. Universal Containers wants to run a major campaign showcasing its new product bundling. The company will use multiple marketing channels to create awareness in the marketplace. Each marketing channel will need to be measured for its effectiveness both individually and collectively. How should the consultant design the solution for Universal Containers?
A. Create campaigns for each channel with members and link child campaigns to a parent campaign.
B. Create a single campaign, add members, and set the status to active.
C. Create campaigns for each channel, link them to a parent, and add members to the parent.
D. Create a single campaign and add member statuses for each marketing channel.
a
- Sales representatives at Universal Software need to collaborate with customers on sales deals to gather requirements, analyse solutions, and deliver proposals. Universal Software wants to ensure that customers are fully engaged throughout each stage in the sales process. What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers
A. Invite customers into private chatter groups
B. Allow customers to follow opportunities in Chatter
C. Share Chatter files with customers.
D. Add customers to Salesforce as Chatter Free users
A D
- The VP of sales at UC wants to be able to see a visual representation of sales by month for each account in salesforce1 mobile app. What should a consultant recommend to meet this requirement?
A. Embed a chart on the account page and use a custom link to filter by account
B. Create a of vf page with an embedded chart component for each account.
C. Embed a chart on the account page, no other customization needed
D. Create a dashboard component and use chatter feed on the account on salesfroc1
C
- Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Which approach should the task force consider to improve and maintain the quality of lead data? Choose 2 answers
A. Use Data.com to clean the existing lead data and new data going forward.
B. Import the lead data using the Find Duplicates wizard on the lead object.
C. Use tools like the Lead Import wizard to identify and remove duplicates.
D. Create a workflow notification when leads are created with poor quality data.
A C
- Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence timeframe for a campaign is 60 days. When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities?
A. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.
B. All campaigns created within the last 60 days will be added to the campaign influence related list.
C. All contacts associated with campaigns will be added to the campaign influence related list.
D. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
A
- UC is moving their legacy CRM system to salesforce sales cloud
A. review the current system with IT management to understand their requirement
B. review the current system with all level of user to understand their requirement
C. review the current system with executive management to understand their requirement
D. review the current system with and configure sales cloud to work in the same way
C
- Universal Containers manages its sales pipeline using Salesforce. However, when an opportunity moves to the closed/lost stage, the company would like to enforce that the expected revenue value be $0 in reports. Which solution should a consultant recommended to meet this requirement?
A. Define a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost.
B. Create a validation rule to verify that forecast probability for closed/lost opportunities is 0%.
C. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages.
D. Define a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost.
C
90. Universal Containers is undergoing a sales reorganization and wants to enable territory management. What should Universal Containers review before enabling territory management? Choose 2 answers A. Opportunities and forecasting B. Account and opportunity sharing C. Quotes and orders D. Multi-currency and contracts
A B
91. Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team. What solution should the consultant recommend? A. Force.com Sites B. Site.com C. Salesforce1 Sites D. Customer Community
B
- Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. How can the documents be shared efficiently and securely?
A. The documents should be emailed to the sales team on the opportunity record.
B. The documents should be uploaded to a library that is shared with the field sales organization.
C. The documents should be uploaded to Chatter files from the opportunity record.
D. The documents should be uploaded to Chatter files and shared with the field sales organization.
B
- Universal Container requires that account plans be created for all accounts. The account plans have been set up as a custom object with a lookup relationship. The sharing model is private for account plans. Universal Containers would like to assign the same access to the account plan record as to the associated account. What solution should a consultant recommend for these scenarios?
A. Modify the account plans object to be in a master-detail relationship with accounts.
B. Create a trigger on account plans that adds a manual share automatically to the account owner.
C. Create sales team users with read access to the account plans object.
D. Apply manual sharing to the account owner after each account plans record is created.
A
- Universal Containers is deploying a formal sales methodology while implementing Salesforce. What should a consultant recommend to ensure the alignment of the sales methodology and Salesforce? Choose 3 answers
A. Embed custom components within Salesforce to support the sales methodology.
B. Consider available sales methodology AppExchange applications.
C. Override Salesforce user interface with the sales methodology user interface.
D. Configure Salesforce standard and custom objects to support the sales methodology.
E. Develop a data integration between Salesforce and the sales methodology database.
ABD
- 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 scheduled batch using Apex to retrieve credit balances each night.
C. Create a data mapping in Data Loader for periodic manual credit uploads.
D. Create a daily job using the custom object import wizard to retrieve credit balances.
A
- Universal publications are a publishing house that sells online subscriptions for its leading magazine. Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. Universal Publications wants to use opportunities to track and report on these subscription deals. What should a consultant recommend to meet this requirement?
A. Use contracts with a lookup to opportunity object.
B. Enable schedules on opportunity object.
C. Enable schedules on product object.
D. Use assets with a lookup to opportunity object.
C
- Universal Containers uses Products in Salesforce and has a private security model. The product management employees do not have access to all opportunities but would like to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product?
A. Create a trigger to add the product management team to the sales team of relevant opportunities.
B. Create a new product and add it to the price book with the product manager as an owner.
C. Create a trigger to set the product manager as owner for opportunities on the new product.
D. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
D
- The sales representatives at Universal Containers have been experiencing the following challenges with sales data within their Salesforce application. It has been difficult to effectively reach contacts. There are many duplicate contacts. They are unable to segment account data. What should a consultant recommend to remedy all of these challenges?
A. Utilize data loader to export data and flag duplicate records.
B. Export contacts and accounts from Data.com and upload using data loader.
C. Export contacts and accounts from Data.com and upload using Excel Connector.
D. Utilize Data.com to flag duplicates and update existing data.
D
- 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 manually to the parent account team and each of the child account teams.
B. Add the user to the account team on the parent account; the child accounts will inherit access.
C. Add the user to each child account team; visibility will then roll up to the parent account.
D. Add the user to a public group for that account and share all child accounts to this group.
A
- 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 two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.
B. Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
C. Create two sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
D. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
D
- Universal Containers implemented new quoting functionality for sales representatives and needs enable to the same functionality for its partners. How can this be accomplished?
A. Enable quotes and content in the partner communities to allow partners to store their PDF quotes.
B. Update the partner sales process to include stages for managing and submitting partner quotes.
C. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
D. Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
C
- Universal Containers successfully converted from a legacy CRM system to the SalesCloud solution. The stakeholder committee will meet in a week to review the revenue performance of the sales team. Which report should the committee use to assess sales team revenue performance?
A. Report on number of open quotes for opportunities.
B. Opportunity pipeline report by sales rep.
C. Campaign return on investment report
D. Report on number of sales meetings completed by sales rep
B
- The sales representatives at Universal Containers use various email applications and often receive important customer emails while they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.What solution should a consultant recommend to meet this requirement?
A. Download and install the Salesforce for Outlook connector on their smartphones and computers.
B. Download and install a Salesforce universal connector for their smartphones and computers.
C. Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
D. Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.
C
- 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 hour of being submitted. What salesforce feature should the consultant use to meet the requirement?
A. Send an email using lead escalation rule
B. Notify using publisher action
C. Send an email using time based workflow
D. Notify using chatter on Lead
c
- 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 master-detail contact relationship.
B. Create a custom contact lookup field.
C. Create a contact lookup field and an account lookup field.
D. Create a master-detail account relationship.
D
- 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. Average number of activities required to convert leads to opportunities
B. Percentage of leads that could not be contacted due to bad data
C. Percentage of leads converted to opportunities
D. Average amount of time required to convert leads to opportunities
A and B
- UC has configured salesforce to store all individual consumer contact under a single account called “Consumer”. The consumer business has grown to more then 500,000 Contacts .Mass update are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported.What should consultant recommend to improve system performance 2ANS
A. Add an index to the account field on the contact object
B. Enable person account and migrate the data
C. Ensure that no single account has more than 10000 contacts
D. removes the account assignment for all objects
A/C
- Universal Containers is in the design phase of a complex Sales Cloud implementation. There are teams working on data migration, integration, application, and technical design. What step should a consultant take to ensure that the design accounts for all aspects of the requirements?
A. Conduct integration performance reviews.
B. Conduct executive committee review.
C. Conduct end-to-end solution reviews.
D. Conduct data migration reviews.
C
- 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 the Chatter and its related notification settings to provide relevant updates to interested sales managers.
C. Define a workflow rule and email task is triggered when key fields are updated to new values.
D. Configure the individual Salesforce for Outlook email setting to control notification frequency.
B
- Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product’s sales process. What solution should a consultant recommend to meet these requirements? Choose 2 answers
A. Define the default opportunity teams for each opportunity record type.
B. Configure opportunity record types for each sales process.
C. Define sales process to map to each opportunity record type.
D. Create sales stages that align with opportunity record type.
B C
- A customer successfully places an order with UC for five widgets. The order is activated in Salesforce and the products are shipped to the customer, One week later the customer returns one widget. What is the effective method of recording the event in salesforce?
A. Change the quantity value on the order product to 4
B. Create a new sales product with quantity set to -1
C. Create a return order under returned orders
D. Create a custom field on the order product object
C
- Universal Containers has automated the process of creating new account records in Salesforce. All account records created through this process are owned by a generic user. There are two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules.What can Universal Containers do to address the issue without changing its integration?
A. Set the organization-wide defaults for accounts to public read/write.
B. Contact Salesforce support to add an index to the account object.
C. Ensure that the generic user has the Modify All Data permission.
D. Ensure that the generic user has not been assigned to a role.
a
- Universal Containers 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.
A
- Universal Containers has its sales representatives enter a new lead whenever they are prospecting a new qualifying the new lead, a new opportunity must be created to track the deal.What should a consultant recommend to enforce data quality and accuracy?Choose 3 answers
A. Create an Apex trigger to perform data quality checks.
B. Enable validation rules on the lead.
C. Enable validation rules on the opportunity.
D. Map lead fields to corresponding opportunity fields.
E. Enable the lead conversion permission.
B,D,E
- Universal Containers purchased a new marketing database list and wants to use it to run an email campaign for the launch of a new product. The sales team will be responsible for evaluating the respondents and identifying the decision maker before going through the sales process with a prospect. What steps should a consultant recommend in this scenario?
A. Create a campaign, associate the leads to the campaign, and qualify the respondents.
B. Create both account and contact records, then associate the contacts to the campaign.
C. Create a campaign, qualify the respondents, and create accounts and contacts.
D. Create leads, convert them to opportunities, and qualify the respondents on the opportunities.
C