SCC CLT Flashcards

Question 1

Q

UC needs to show a dashboard with forecast by product family with quotas. What solution should consultant recommend?

A. Customize Quotas with product report and add necessary fields.
B. Build a joined report with closed opportunities, forecasting items, and quotas.
C. Build a custom report with closed forecasting quotas with forecasting items.
D. Create an analytical snapshot to capture the opportunity forecast

Answer

A

VERIFIED

D. Create an analytical snapshot to capture the opportunity forecast

Question 2

Q

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.

Answer

A

VERIFIED

A. Create a trigger on the opportunity.

the up-to-date answer would be to use Process Builder, which can handle this scenario without code.

Question 3

Q

Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a sales user whose profile grants to create, read, edit and delete access to accounts, contacts and opportunities.Based on this information, the owner of the ABC Corporation account record has the rights to take which actions?
Choose 2 answers

A. Transfer ownership of related contacts and opportunities owned by other users
B. Share the account with other users through manual sharing and account teams
C. View, edit, and delete related contacts and opportunities owned by other users
D. View, edit, and delete activities owned by other users directly related to the account

Answer

A

VERIFIED

B. Share the account with other users through manual sharing and account teams
D. View, edit, and delete activities owned by other users directly related to the account

Question 4

Q

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. Customer Community
B. Force.com Sites
C. Salesforce1 Sites
D. Site.com

Answer

A

VERIFIED

D. Site.com

Salesforce1 Site is not a real thing
“managed by the non-technical marketing team” because of this sentence I can’t use force.com
Communities are easier than regular sites - although they used to be more complicated a few years ago - they’re still not at the same place Site.com is. I’d say you would still need to be a system admin to build a proper community.

Question 5

Q

Universal Containers does not have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, there has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?

A. Use the lead Score on the find duplicates button and assign the leads with a score in the high category.
B. Create multiple validation rules to ensure that all fields on the lead record are populated with data.
C. Create a custom lead score field to assess lead quality and assign the leads that exceed the score to partners
D. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners

Answer

A

VERIFIED

C. Create a custom lead score field to assess lead quality and assign the leads that exceed the score to partners

we can’t make validation on LinkedIn Lead Gen Ads, that’s why we can’t choose the option of validation rules

leads are very often generated by outside individuals, people filling a web form - and honestly, you just can’t trust or expect them to fill in n a form where everything is required

Question 6

Q

Universal Containers wants to track the campaigns that influence won opportunities. Using standard functionality, what should a consultant recommend to meet this requirement?
Choose 2 answers

A. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
C. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
D. Have the administrator specify a time frame that limits the time a campaign can influence the opportunity after the campaign first associated date and before the opportunity created date.

Answer

A

VERIFIED

A. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
D. Have the administrator specify a time frame that limits the time a campaign can influence the opportunity after the campaign first associated date and before the opportunity created date.

Now for the next one, you can try out a feature called Campaign Influence (https://help.salesforce.com/articleView?id=campaigns_influence_setup.htm&type=5&sfdcIFrameOrigin=null), which will explain the answer far better than I can :)

Option C essentially clashes with D - because setting up campaign influence automatically links the campaign to the opportunity. The part that’s missing is, in the event that one opportunity is influenced by more than one campaign, to “divide” the credit between them - did one campaign earn 90% of the credit, or did both attract the lead equally? That’s answer A.

Question 7

Q

Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy. What solution should a consultant recommend to meet this requirement?

A. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
C. Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.
D. Create a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy.

Answer

A

VERIFIED

C. Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.

Accounts don’t have a master-detail relationship with other accounts, so you can’t use a roll up summary between parent and child accounts. The way to achieve this would be by creating an Apex trigger that runs whenever an account record changes - it would query the database, perform the calculation, and update the parent account

With that being said, in real life here in the community we often advise people to use one of the free third-party utilities available - like DLRS or Rollup Helper. They do exactly this without having to write any code.

Question 8

Q

Universal containers uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforce1 mobile app and want to easily create new insight records from their phones. What should a consultant recommend to meet this requirement?

A. Create a custom object tab
B. Create a publisher action
C. Create a related list button
D. Create a visualforce page

Answer

A

VERIFIED

B. Create a publisher action

Now we’re at Question #8 (almost there). And this one is very simple - you’re right, they COULD create a tab and they can make it show up in the app. This answer is definitely a correct answer, but is it the best correct answer? To answer this, all we need to know is where on the app we can find publisher actions?
in the action bar, that’s an easier way than the normal way of creating records.

Question 9

Q

Universal containers requires credit checks for all opportunities greater than $50,000. The credit management team members are all salesforce users. What should a consultant recommend to notify the credit manager that an opportunity needs a credit check?

A. Use workflow to send an email to the credit manager profile.
B. Use an Apex trigger to create a task for the credit manager user.
C. Use a validation rule to send an email to the credit manager role.
D. Use workflow to assign a task to the credit manager user.

Answer

A

VERIFIED

D. Use workflow to assign a task to the credit manager user.

Question 10

Q

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 action
B. Partner users are associated with the same set of profiles as internal users.
C. Partner user can own account and opportunity records in Salesforce.
D. The sharing model should be re-evaluated when the partner community.

Answer

A

VERIFIED

C. Partner user can own account and opportunity records in Salesforce.
D. The sharing model should be re-evaluated when the partner community.

Question 11

Q

A customer at Universal Container needs access to a report in the Partner Community to help manage their Opportunities. How should UC’s Salesforce be designed to display the correct level of access to report.

A. Create a Chatter Group that allows Partner to post item appropriate List View and Report.
B. Create an Opportunity List View and Report Folder, and share with all Partner Users.
C. Create an Opportunity List View and Report Folder in the Partner Communities for all Partners.
D. Create a new tab in the Partner Communities to display the appropriate List View and Report Folder.

Answer

A

VERIFIED

B. Create an Opportunity List View and Report Folder, and share with all Partner Users.

Question 12

Q

Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. What solution should a consultant recommend to help product managers engage in sales deals?
Choose 2 answers.

A. Add the Opportunity Team, Product Managers and customers to libraries containing files relevant to sales deals.
B. Create a Chatter Group to share Product information with Sales Teams, Product Managers and Customers.
C. Use an assignment rule to notify product managers when Opportunities are updated.
D. @mention Product Managers in Chatter Posts on relevant sales deals

Answer

A

VERIFIED

A. Add the Opportunity Team, Product Managers and customers to libraries containing files relevant to sales deals.
B. Create a Chatter Group to share Product information with Sales Teams, Product Managers and Customers.

@mentioning someone should be part of the sales conversation. However, just doing that doesn’t give the product manager any visibility into the deal, or visibility to see other threads for the opportunity. By having them in the same chatter groups, they can have group discussions throughout the process even without being @mentioned.

Question 13

Q

Sales representatives at Universal Containers log activities on accounts, contacts, and opportunities. The sales manager wants to create a report to see all activities 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. Activities Report on Accounts the manager owns.
B. Activities Report on Accounts, Contacts and Opportunities the manager owns.
C. Activities Report on Accounts and Contacts the manager owns.
D. Activities Report on Accounts and Opportunities the manager owns.

Answer

A

VERIFIED

B. Activities Report on Accounts, Contacts and Opportunities the manager owns.

Since it is explicitly stated that the representative wants to make a report on accounts, contacts, and opportunities; not allowing him the access to all the Data he needs will result in an incomplete report with irrelevant Information. Hence he would require all the Manager’s accounts, their contacts and opportunities to create an efficient and a detailed report.

Question 14

Q

UC is enabling the Partner Portal to allow Partners to update their Opportunities in Salesforce. Partners should only have access to specific Opportunity List Views and Opportunity Reports. How can this level of access be enforced for Partner Portal Users?
(Choose 2 answers).

A. Remove Permissions for existing List Views and Report Folders that should NOT be shared with Partner Users.
B. Create the appropriate List Views and Report Folders and share with all Partner Users only.
C. Create List Views and Report Folders in the Partner Portal Setup so they are available to all Partner Users.
D. Create a new Tab in the Partner Portal to display the appropriate List Views and Report Folders.

Answer

A

VERIFIED

A. Remove Permissions for existing List Views and Report Folders that should NOT be shared with Partner Users.

C. Create List Views and Report Folders in the Partner Portal Setup so they are available to all Partner Users.

Question 15

Q

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. Associate the contact to other accounts using a custom lookup field
B. Add the contact to the partners related list on the second account.
C. Clone the contact record and it to the second account.
D. Enable contacts to multiple accounts feature

Answer

A

VERIFIED

B. Add the contact to the partners related list on the second account.

Question 16

Q

Universal Containers has three sales divisions: hardware, software and consulting. Hardware and software division follow ten steps sales process. The consulting division follows an eight step division processes and does not use the prospecting or perception analysis stage during the sales cycle.
Which solution should a consultant recommend to meet this requirement?
Choose 3 answers.

A) Create separate stage fields.
B) Create separate page layout.
C) Create the record types.
D) Define stage picklist values.
E) Create sales process.

Answer

A

VERIFIED

C) Create the record types.

D) Define stage picklist values.

E) Create sales process.

Question 17

Q

Universal Containers acquires sales leads each year through trade show attendance by its sales and marketing employees. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

A) Find duplicate button
B) Data.com
C) Lead Import wizard
D) Data loader with find duplicate setting

Answer

A

VERIFIED

C) Lead Import wizard

Pas sûr du tout de la réponse !

Question 18

Q

UC is moving their legacy CRM system to salesforce sales cloud. What should be done?

A) Review the current system with and configure sales cloud to work in the same way
B) Review the current system with all level of user to understand their requirement
C) Review the current system with IT management to understand their requirement
D) Review the current system with executive management to understand their requirement

Answer

A

VERIFIED

D) Review the current system with executive management to understand their requirement

Pourquoi pas B ?

Question 19

Q

Universal Containers uses contracts in Salesforce to record fixed pricing structures from dosed/won opportunities. The contracts expire throughout the year. To ensure the company is not missing Potential renewal revenue, sales management wants to implement the following Process.
° 30 days before a contract is due to expire, a lead is automatically created with contract renewal as the source.
° All leads go to a pre-sales team who qualify and convert them to opportunities.
° When leads are converted to opportunities and closed/won, an alert is sent to the account team.
What features of Salesforce should a consultant use to meet this requirement?

A) Apex, workflow, lead assignment, and queues.
B) Lead assignment, Apex, and opportunity assignment.
C) Reports, data loader, queues, and opportunities
D) Workflow, reports, queues, and lead assignment.

Answer

A

VERIFIED

A) Apex, workflow, lead assignment, and queues.

Plusieurs sources confirment la réponse, ça a l’air d’être bon.

Question 20

Q

Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution. What factor should be considered with the Sales Cloud deployment to help ensure adoption? Choose 3 answers

A) Type of training delivered
B) Sales rep quota targets
C) Management communications
D) Maintenance release schedule
E) Training in local language

Answer

A

VERIFIED

A) Type of training delivered

C) Management communications

E) Training in local language

Question 21

Q

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) Develop a data integration between Salesforce and the sales methodology database.
B) Embed custom components within Salesforce to support the sales methodology.
C) Override Salesforce user interface with the sales methodology user interface.
D) Configure Salesforce standard and custom objects to support the sales methodology.
E) Consider available sales methodology AppExchange applications.

Answer

A

VERIFIED

B) Embed custom components within Salesforce to support the sales methodology.

D) Configure Salesforce standard and custom objects to support the sales methodology.

E) Consider available sales methodology AppExchange applications.

Question 22

Q

Universal Containers has noticed a sizeable decrease in the number of sales representatives who are meeting their quotas. What should be evaluated to determine the cause of this decline? Choose 2 answers:

A) Trending report on won versus lost opportunities
B) Percent of converted leads per sales representative.
C) Comparison report of forecasts versus converted leads.
D) Activity history report on open and closed opportunities

Answer

A

VERIFIED

A) Trending report on won versus lost opportunities

D) Activity history report on open and closed opportunities

Plusieurs sources qui confirment la réponse

Question 23

Q

UC has configured salesforce to store all individual consumer contact under a single account called “Consumer”. The consumer business has grown to more than 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? Choose 2 Answers

A) Ensure that no single account has more than 10,000 contacts
B) Add an index to the account field on the contact object
C) Remove the account assignment for all objects
D) Enable person account and migrate the data

Answer

A

VERIFIED

A) Ensure that no single account has more than 10,000 contacts

D) Enable person account and migrate the data

There are mass update limits (Bulk API limits) of 10,000 records

Question 24

Q

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 end-to-end solution reviews.
C) Conduct executive committee review.
D) Conduct data migration reviews.

Answer

A

VERIFIED

B) Conduct end-to-end solution reviews.

The correct answer to this question is answer : conduct end-to-end Solution reviews. An end-to-end solution Review ensures that the product goes from beginning to end in the most efficient route possible. When an end-to-end review is conducted, the Person conducting it looks at all the middle steps. If there are redundancy steps, these steps are taken out to streamline the process.

When a complex system is getting ready to be implemented, making it as simple as possible is a good idea. If there are steps that could be combined or eliminated, an end-to-end solution review will catch that. This will take time, but for the implementation of a complex system, it’s worth it. It will also make sure that every step left in the system at the end of the review will fulfill the requirements.

Question 25

Q

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 pricebook and product line item when selecting the negotiation stage.
B) Ensure that all sales representatives have access to at least one pricebook when creating product lines.
C) Configure a validation rule that types the Has Line Item and Stage fields for the correct condition.
D) Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.

Answer

A

VERIFIED

B) Ensure that all sales representatives have access to at least one pricebook when creating product lines.

C) Configure a validation rule that types the Has Line Item and Stage fields for the correct condition.

ça a l’air d’être bon

Question 26

Q

UC representative wants to see forecast amount by all sales representative and by multiple product group. What would a consultant recommend to meet these requirements? Choose 2 answers

A) Implement collaborative forecast with product family
B) Implement collaborative forecast with quota alignment
C) Create a forecast list view by product family groups
D) Build a custom forecast report showing product group

Answer

A

VERIFIED

A) Implement collaborative forecast with product family

B) Implement collaborative forecast with quota alignment

Collaborative forecasting is done with quota alignment i.e quotas are used to forecast sales reps sales predictions.
You can also use collaberation based on product families.
Customized forcasting is based on the opportunity stage. i.e if you want to deviate from the standard which is; Pipeline, Best Case, Commit, Omitted, and Closed

Question 27

Q

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) Ensure that sales management approves discount requests for each opportunity.
C) Create a custom roll-up field to calculate the average product discount for each customer.
D) Limit the number of discounted products that can be added to an opportunity.

Answer

A

VERIFIED

A) Run a report on opportunities showing list price and discounted price.

B) Ensure that sales management approves discount requests for each opportunity.

Pas sûr de la réponse

Question 28

Q

Universal Containers determines that opportunities are taking longer to close than in the past.
Which action should the management take to determine the reason behind the additional time to close? Choose 3 answers

A) Evaluate whether lead conversion rates have decreased over the time
B) Evaluate whether the complexity of deals have changed over the time
C) Build a dashboard to display opportunity stage duration
D) Examine user logins rates & activity on open opportunity records
E) Review the budget allocated to marketing campaigns

Answer

A

VERIFIED

B) Evaluate whether the complexity of deals have changed over the time

C) Build a dashboard to display opportunity stage duration

D) Examine user logins rates & activity on open opportunity records

Question 29

Q

Universal Containers was bought by a larger company and needs to provide information on a monthly basis to the new parent company to help predict sales. Which data should the new parent company review?

A) Opportunity pipeline report grouped by month
B) Count of new lead records created
C) Number of activities tied to opportunities
D) Dashboard of user login history

Answer

A

VERIFIED

A) Opportunity pipeline report grouped by month

Question 30

Q

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) Direct selling.
B) Relationship selling.
C) Solution selling.
D) Target account selling

Answer

A

VERIFIED

C) Solution selling.

This sales methodology is am alternative to promoting a product. Instead, with solution selling, the sales Person puts the focus on the customer’s Problem. In other words, slolution selling is the answer to the problem.

They address the issue with offerings that will best fit the customer’s problem. This is most useful when a customer rarely purchases the product and relies on the Knowledge of the sales person to help them make a decision. Solution Selling was developed in 1975 by Frank Watts and began teaching this process as a consultant in 1982.

Question 31

Q

What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers

A) Establish a stakeholder committee and meeting schedule.
B) Acquire the client stakeholders’ key performance indicators.
C) Create scheduled dashboard to be sent weekly to all stakeholders.
D) Ensure the project key performance indicators are profitable.

Answer

A

VERIFIED

A) Establish a stakeholder committee and meeting schedule.
B) Acquire the client stakeholders’ key performance indicators.

Question 32

Q

Universal Containers is following a traditional waterfall project delivery methodology. The analysis phase is complete with the sign-off of the requirements. What action consultant a take to minimize changes in scope during the design and build phases? Choose 2 answers

A) Update requirements based on feedback from key stakeholders.
B) Map business requirements to the solution design.
C) Map solution design documents to system test scripts.
D) Obtain customer sign-off on the solution design.

Answer

A

VERIFIED

B) Map business requirements to the solution design.

D) Obtain customer sign-off on the solution design.

Map Business requirements to the solution design and obtain customer sign-off on the solution design. Software project management is an Art and science of planning and leading software projects. To be able to avoid confusion or problems, software project management methods focused on matching user requirements to delivered products, in a method called the waterfall model.

Discuss the needs and desire of the customer to establish a basic design against the constraints of the area and the basic code and rules. Review the design with the customer to obtain their approval and acceptance. Work with suppliers and contractor to finalize costs and time frame. Complete final drawing and cost for approval.

Question 33

Q

UC is deploying the Sales Cloud to 500 sales users. The implementation team is planning an end user support plan for the first week of the implementation. Which item should be included in the plan? Choose 2 answers

A) Communication to customers about potential issues
B) 24-7 support from the IT team
C) Meeting schedule to review open issues and escalations
D) Process for users to report issues

Answer

A

VERIFIED

C) Meeting schedule to review open issues and escalations

D) Process for users to report issues

Question 34

Q

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) Update the partner sales process to include stages for managing and submitting partner quotes.
B) Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
C) Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
D) Enable quotes and content in the partner portal to allow partners to store their PDF quotes.

Answer

A

VERIFIED

C) Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.

If B would be done, this can become complicated. There is a chance that the one placing the Data will make a mistake. It might cause confusion with the partners and the non-partners. A will not be too useful for this because updating the Information means that even the non-partners will see the updated details.

They may assume that the quotes are for them. Once again, this may cause some problems in the long run. D will only complicate things when there is another option, which is C, in order to give partners the information that they need. Page layouts will be easier to understand too.

Question 35

Q

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 and a workflow rule triggered by opportunity amount to assign a sales process.
B) Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
C) Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.
D) Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.

Answer

A

VERIFIED

B) Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.

Question 36

Q

Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products.
What should a consultant recommend to support selling the two product lines?
A) Create one page layout, two sales processes, and validation rules to capture relevant opportunity information.
B) Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.
C) Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information.
D) Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.

Answer

A

VERIFIED

B) Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.

Question 37

Q

When the billing address on an account is changed, the mailing address of all related contact records should be updated to reflect the new address. How can this requirement be met?

A. Create a workflow rule on contacts.
B. Create a Force.com trigger on accounts.
C. Create a Force.com trigger on contacts
D. Create a workflow rule on accounts.

Answer

A

VERIFIED

B. Create a Force.com trigger on accounts.

Question 38

Q

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) Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.
C) Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat a accounts when it reaches closed/won stage.
D) Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

Answer

A

VERIFIED

D) Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

Question 39

Q

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) Change the field-level security for sales representatives to restrict field access based on the sales stage.
B) Create a validation rule to enforce field access based on the sales stage and profile.
C) Create a workflow rule to enable field access for sales directors based on the sales stage.
D) Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.

Answer

A

VERIFIED

B) Create a validation rule to enforce field access based on the sales stage and profile.

Question 40

Q

Universal Containers allows its sales reps to negotiate up to a 5% discount for their opptys. Discounts greater than 5% must be sent to their Regional Sales Manager for approval. Discounts greater than 15% must also be sent to the Regional Vice President for approval. Which approach would satisfy these requirements?

A) Create a 2-step approval process for both the RSM and one for the RVP
B) Create one approval process and 1 WF, one for the RSM and one for the RVP
C) Create two approval processes, one for the RSM and one for the RVP
D) Create an approval task with email reminder for both the RSM and one for the RVP

Answer

A

VERIFIED

A) Create a 2-step approval process for both the RSM and one for the RVP

A two step approval process (answer A) is correct. You can add conditions on the steps to define whether or not a data record needs to continue along the process or if it can end after the first step. So for the RSM it would be records with discounts above 5% must enter this step and for the second step it would require records with a discount above 15% to enter the step. If the discount is below 15% (but above 5%) then the decision of the RSM is the final decision.

If you had two processes for each the second (RVP) approval process would not fire.

Basically Approvals do not check each approval process. They fire based on the first that meet that criteria. That’s why entry criteria and Process Order are very important to consider when building Approval Processes.

Question 41

Q

Universal Containers needs to have opportunity discounts approved by the senior management team. The appropriate approver is dynamically determined based on the requestor’s region and the opportunity’s account type.
Which solution should be recommended to support these requirements?

A) Create a workflow approval task as the first step in the approval process to assign the approver.
B) Automatically populate the delegated approver based on the requestors region and opportunity account type.
C) Use Apex to populate a user lookup field for the approval process based on an approval matrix.
D) Allow the requestor to select the appropriate approver prior to submitting the record for approval.

Answer

A

VERIFIED

C) Use Apex to populate a user lookup field for the approval process based on an approval matrix.

The Sales Team needs to Work through many loopholes and methods to achieve their target. In order to get the appropriate approver they need to use apex to populate user lookup field for the approval process on an approval matrix. Simply creating a workflow approval task won’t help. You cannot allow the requester to approve prior to record submission for approval either.

The last option of automatically populating the delegated approver according to the requestors region won’t work either. This is because, the right approval matrix needs to be selected. Then, the user lookup field will be populated using apex.

Question 42

Q

The sales teams at Universal Containers need to track partner relationships for each customer account. There can be many partners related to each customer account. Additionally, the following partner-to-customer relationship information needs to be tracked:
- Role of each partner
- Support product category of each partner
- Next step of each partner
What should a consultant recommend to meet this requirement?

A) Use partner role functionality.
B) Create partner custom fields on account.
C) Create a custom object for Partner relationships.
D) Add partners to each customer account team.

Answer

A

VERIFIED
C) Create a custom object for Partner relationships.

Pas sûr de la réponse

Question 43

Q

Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work 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) Create criteria-based sharing rules to share the accounts and opportunities with sales engineers.
B) Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
C) Create a trigger to add the sales engineers to their sales representatives’ account and opportunity teams.
D) Enable account and opportunity teams selling and have each sales representative configure their default teams.

Answer

A

VERIFIED

D) Enable account and opportunity teams selling and have each sales representative configure their default teams.

Question 44

Q

UC has set accounts, contacts and opportunities to private. Sales Rep manage the account for which they are the account owner. The company also employs sales specialist to assist sales rep on deals.
What should a consultant recommend to allow sales specialist to see account information and any opportunity information associated with the account?

A) Assign the sales specialist to the same profile as Account owner.
B) Share opportunity manually with the sales specialist and assign them read access.
C) Assign the sales specialist to the same role in the role hierarchy as account owners.
D) Add the sales specialist to the account team and assign them read access to the opportunity.

Answer

A

VERIFIED

D) Add the sales specialist to the account team and assign them read access to the opportunity.

Question 45

Q

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) Multi-currency and contracts
B) Quotes and orders
C) Account and opportunity sharing
D) Opportunities and forecasting

Answer

A

VERIFIED

C) Account and opportunity sharing

D) Opportunities and forecasting

Je ne connais pas la bonne réponse.

Question 46

Q

What is to be considered when enabling territory management? (Choose 2)

A) Average number of customer by sales rep
B) Attribute used to segment customer
C) Number of currencies needed to support each sales territory
D) Distance between Sales rep and client headquarter

Answer

A

VERIFIED

B) Attribute used to segment customer

C) Number of currencies needed to support each sales territory

Question 47

Q

Universal Containers wants to manage their sales territories in Salesforce. What questions should be asked to determine if territory management is an appropriate solution? Choose 3 answers
A) Is your sales organization set up as a matrix or a tree
B) Are there specific rules for account and opportunity access
C) Are your lead assignments based on sales territories
D) Does account sharing depend more on account traits than on ownership
E) Are commissions calculated by the number of territories to which a representative belongs

Answer

A

VERIFIED

A) Is your sales organization set up as a matrix or a tree

B) Are there specific rules for account and opportunity access

D) Does account sharing depend more on account traits than on ownership

Pas sur de la réponse A, certains sites disent que c’est plutôt la E…

Question 48

Q

What are the benefits of territory management? Choose 3 ANSWERS

A) Ability to include opportunity in more than one record.
B) Support for multiple forecast per user based on territory membership
C) Ability to expand private sharing model using account criteria
D) Ability to generate account-sharing rule based on territory membership
E) Support to complex and frequently changing sales organization

Answer

A

VERIFIED

B) Support for multiple forecast per user based on territory membership

C) Ability to expand private sharing model using account criteria

E) Support to complex and frequently changing sales organization

https://help.salesforce.com/articleView?id=territories_def.htm&type=5

The ability to use account criteria to expand a private sharing model.
Support for complex and frequently changed sales organization structures.
Support for transferring users between territories, with the option to retain opportunities.
Multiple forecasts per user, based on territory membership.
Territory-based sales reports.

Question 49

Q

Territory Management (why use it?) (Choose 3 answers.)

A) Sales commissions
B) Data access rules for accounts &amp; opportunities
C) Currency reconciliation
D) Alignment of overlay sales teams
E) Assigning accounts to territories

Answer

A

VERIFIED

B) Data access rules for accounts & opportunities

D) Alignment of overlay sales teams

E) Assigning accounts to territories

Pas trouvé de confirmation, mais ça me semble bon.

Question 50

Q

UC need to see customers purchasing activity on Accounts, contacts and contracts detailed pages, how could this be done?

A) Enable the orders object
B) Enable the Sales Console
C) Global Publisher action
D) Custom object linked to Accounts, contacts and contracts

Answer

A

VERIFIED

A) Enable the orders object

A priori, c’est ça

Question 51

Q

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 return 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 custom field on the order product object
C) Create a return order under returned orders
D) Create a new sales product with quantity set to -1

Answer

A

VERIFIED

C. Create a return order under returned orders

Resources:

https://help.salesforce.com/HTViewHelpDoc?id=orderreduction_overview.htm&language=en_US

Question 52

Q

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 lookup field to conference on Contact
B) Use campaign for conference and add Campaign member to record attendee information
C) Use campaign for conference and a custom object to record attendee information
D) Create a custom object for conference and a custom object to record attendee information

Answer

A

VERIFIED

B) Use campaign for conference and add Campaign member to record attendee information

https://www.salesforceben.com/how-to-use-salesforce-campaigns-for-events/

Question 53

Q

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) Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
D) All contacts associated with campaigns will be added to the campaign influence related list.

Answer

A

VERIFIED

A) Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.

ça m’a l’air bon

Question 54

Q

AW Computing just added the “Total Converted Leads in Hierarchy” roll-up summary field to all campaign page layouts. However, the administrator cannot see the new field on a campaign record. What else needs to be configured to see this field?

A) Make the field visible using field-level security
B) Select the “Marketing User” checkbox
C) Set the org-wide defaults for the Campaign object to “Public Full Access”
D) Select the “Create” permission for the Campaigns object

Answer

A

VERIFIED

A) Make the field visible using field-level security

A priori, c’est ça

Question 55

Q

Universal Containers wants to send out an email promotion on a monthly basis to a list of 50,000 leads. What should a consultant recommend to meet this requirement?

A) Create an email alert workflow rule to send the email to the leads monthly.
B) Use the standard Salesforce mass email tool located on the leads tab.
C) Create a lead assignment rule to send the email to the leads monthly.
D) Use an email execution vendor to send emails for marketing campaigns.

Answer

A

VERIFIED

D) Use an email execution vendor to send emails for marketing campaigns.

A priori, SF ne sait pas gérer nativement des aussi fort volumes, il faut passer par une AppExchange externe dédiée.

Question 56

Q

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 and add member statuses for each marketing channel.
C) Create a single campaign, add members, and set the status to active.
D) Create campaigns for each channel, link them to a parent, and add members to the parent.

Answer

A

VERIFIED

A) Create campaigns for each channel with members and link child campaigns to a parent campaign.

ça me parait bon comme réponse.

Question 57

Q

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 both account and contact records, then associate the contacts to the campaign.
B) Create leads, convert them to opportunities, and qualify the respondents on the opportunities.
C) Create a campaign, qualify the respondents, and create accounts and contacts.
D) Create a campaign, associate the leads to the campaign, and qualify the respondents.

Answer

A

VERIFIED

D) Create a campaign, associate the leads to the campaign, and qualify the respondents.

https://success.salesforce.com/answers?id=9063A000000iKXBQA2

Question 58

Q

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 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.
B) 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.
C) 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.
D) 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 Contact object to pull the value from the Account object.

Answer

A

VERIFIED

B) 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.

Dans Map Lead Fields, on peut mapper des champs custom de Lead avec des champs Customer d’Account, Contact et Opportunité.
Donc je pense qu’il faut configurer le mapping vers Account et Contact, et ajouter un trigger qui permet de rendre le champ synchronisé entre Account et Contact une fois la promotion effectuée.

Question 59

Q

The sales manager at Universal Containers is concerned that the leads from the marketing department are outdated and poor quality.
What action should be taken to address this issue?
Choose 2 answers
A) Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
B) Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
C) Create a workflow rule to update the lead rating field based on the lead status field and use assignment rules to route leads to appropriate sales reps.
D) Create lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides.

Answer

A

VERIFIED

A) Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.

B) Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.

ça a l’air bon.

Question 60

Q

Joe is the record owner of a lead. A lead sharing rule has been defined so that leads owned by Joe are shared with the public group called Joe’s team. When the lead is converted to an account, contact, and opportunity, who will have access to these records assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects?

A) Joe and anyone above him in the role hierarchy will be able to access the three records.
B) Joe will be the only person who is able to access the account, contact, and opportunity records.
C) Joe, all members of the public group, and Joe’s team will be able to access the three records.
D) 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.

Answer

A

VERIFIED

A) Joe and anyone above him in the role hierarchy will be to access the three records.

Question 61

Q

UC would like to capture qualification information for new leads (e.g. whether or not a person is a decision maker). The information should also appear in the contact record once the lead has been converted.
Which approach should a consultant recommend?

A) Create a custom field on lead and contact object; these fields will be mapped automatically during conversion.
B) Create a custom field on lead and contact object, advice user to select it for transfer during conversion.
C) Create a custom field on lead and contact object, utilize a trigger to transfer the value after conversion.
D) Create a custom field on lead and contact object, configure mapping for these two fields for conversion.

Answer

A

VERIFIED

D) Create a custom field on lead and contact object, configure mapping for these two fields for conversion.

Question 62

Q

What is the capability of Data.com Clean? Choose 3

A) Accounts must be cleaned before cleaning Contacts, and Leads can either be cleaned before or after Configure and run automated
B) Configure and run automatic clean jobs to flag field value differences on Salesforce records, fill blank fields, overwrite field values.
C) Manually compare individual Salesforce records side by side with matched Data.com records, and update Salesforce records field by field.
D) Data.com can be used on both Normal and Person Accounts
E) Select account, contact, and lead records from a list, and clean them all at once.

Answer

A

VERIFIED

B) Configure and run automatic clean jobs to flag field value differences on Salesforce records, fill blank fields, overwrite field values.

C) Manually compare individual Salesforce records side by side with matched Data.com records, and update Salesforce records field by field.

E) Select account, contact, and lead records from a list, and clean them all at once.

https://help.salesforce.com/articleView?id=data_dot_com_clean_clean_overview.htm&type=5

Question 63

Q

Universal Container has its sales representative enter a new lead whenever they are prospecting a new customer, when qualify the new lead, a new opportunity must be created to track the deal. What would a consultant recommend to enforce data quality and accuracy? Choose 3 answers

A) Create lead conversion processes.
B) Create an apex trigger to perform data quality check.
C) Create validation rule on opportunity
D) Create validation rule on lead
E) Map lead fields to corresponding opportunity field

Answer

A

VERIFIED

A) Create lead conversion processes.

D) Create validation rule on lead

E) Map lead fields to corresponding opportunity field

Pas trouvé de confirmation

Question 64

Q

Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. The Vice President of Marketing, who has established a task force and a project to remedy the situation, owns leads. Which approach should the task force consider to improve and maintain the quality of lead data? (Choose 2 answers.)

A) Use tools like the Lead Import wizard to identify and remove duplicates.
B) Create a workflow notification when leads are created with poor Quality data.
C) Use Data.com to clean the existing lead data and new data going forward.
D) Import the lead data using the Find Duplicates wizard on the lead object.

Answer

A

VERIFIED

A) Use tools like the Lead Import wizard to identify and remove duplicates.

C) Use Data.com to clean the existing lead data and new data going forward.

Pas sûr à 100% sur la A…

Answer 65

A

VERIFIED

A) Create test conditions that cross-reference use cases from project documents

D) Write detailed test scripts that define specific conditions, actions, and expected results

ça a l’air bien comme réponse

Answer 66

A

VERIFIED

D) The information shown is based on the sales representative’s connection level with the contact on Facebook.

https://www.proprofs.com/discuss/q/120312/universal-containers-enabled-social-accounts-contacts-sales-

Answer 67

A

VERIFIED

A) Define roles for the sales team members, RSMs, and VP with the appropriate reporting relationships.

Je ne connais pas la bonne réponse….

Answer 68

A

VERIFIED

D) Create a master-detail account relationship.

ça me parait bon.

Answer 69

A

VERIFIED
D) Modify the account plans object to be in a master-detail relationship with accounts.

https://success.salesforce.com/answers?id=90630000000gy8MAAQ

Answer 70

A

VERIFIED

D) Set accounts to public read-only and contacts to controlled by parent.

ça a l’air d’être bon.

Answer 71

A

VERIFIED

A) Add the related company to the first company’s partner related list, with supplier as a value.

ça a l’air bon

Answer 72

A

VERIFIED

D) Add the contact to the contacts role related list to the other account.

ça a l’air bon

Answer 73

A

VERIFIED

B) Read-only on Acme and no access on General Industries.

ok

Answer 74

A

VERIFIED

D) Utilize Data.com to flag duplicates and update existing data.

Answer 75

A

VERIFIED

A) Add new operations prospect accounts

C) Add operations contacts to accounts

https://www.proprofs.com/discuss/q/606483/historically-universal-containers-shipping-department-contac

Answer 76

A

VERIFIED

D) Remove person account record types from the Division B sales representative user profile.

https://developer.salesforce.com/forums/?id=906F00000008ni7IAA

Answer 77

A

VERIFIED

A) Create an opportunity record type and sales process for reporting on these deals.

https://success.salesforce.com/answers?id=9063A000000iQDlQAM

Answer 78

A

VERIFIED

A) Define sales process to map to each opportunity record type.

D) Create sales stages that align with opportunity record type.

Pas sûr pour la D, mais c’est ce qui semble le plus juste

Answer 79

A

VERIFIED

A) Configure customizable forecasts to give managers forecast override capabilities.

D) Create a forecast hierarchy and assign manager to the forecast manager role.

Pas sûr de la réponse

Answer 80

A

VERIFIED

A) False

https://www.simplysfdc.com/2013/06/salesforce-forecast-category-for.html

Answer 81

A

VERIFIED

B) It will be associated with the Closed/Won forecast category and automatically contribute to the forecast.

ça a l’air bon

Answer 82

A

VERIFIED

C) Configure the first stage with the omitted forecast category.

D) Assign 0% probability to the first sales stage.

Answer 83

A

VERIFIED

D) Define a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost.

Pas sûr…

Answer 84

A

VERIFIED

A) $6,500

Answer 85

A

VERIFIED

D) Map opportunity stage to forecast categories; assign accurate probability to each stage.

Answer 86

A

VERIFIED

A) Pipeline

Pas sûr…

Answer 87

A

VERIFIED

C) Confirm that the products and currencies are associated with the pricebook

Answer 88

A

VERIFIED

A) Use a separate price book for the products requiring certification and only share the price book to users who are certified.

B) Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified.

ça a l’air bon

Answer 89

A

VERIFIED

D) Click the Start Sync button on a quote to link it to the opportunity for automatic synchronization.

Answer 90

A

VERIFIED

D) Reference the synced quote field on the opportunity record.

Answer 91

A

VERIFIED

A) Use the standard Asset relationship

Answer 92

A

VERIFIED

A) Create criteria based sharing rule to add the product management team to relevant opportunity.

https://success.salesforce.com/answers?id=9063A000000lEPiQAM

Answer 93

A

VERIFIED

B) Enable schedules on product object.

Answer 94

A

VERIFIED

B) The selected currency is used for the Amount (Converted) field

D) Currency must be specified for the opportunity

Answer 95

A

VERIFIED

A) Sales users default currency is set to USD.

C) Opportunity currency is set to USD.

Answer 96

A

VERIFIED

C. Currency roll-up summary fields from Opportunity Products to an Opportunity use dated exchange rate

D. The converted amount of an Opportunity uses dated exchange rates based on the close date of the Opportunity

E. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed

Advanced currency management affects roll-up summary fields. If your organization enables advanced currency management, delete the currency roll-up summary fields on accounts that summarize opportunity values and on opportunities that summarize custom object values. Otherwise, the fields continue to display with an invalid roll-up summary icon because their values are no longer calculated.

Answer 97

A

VERIFIED

D) Create an opportunity revenue report and include the amount and converted amount values.

Answer 98

A

VERIFIED

B) Number of neglected opportunities over time by role

C) Completeness of records entered into the new system

Answer 99

A

VERIFIED

D) Use AppExchange marketing app, campaign, web-to-lead, opportunity and report

Answer 100

A

VERIFIED

A) Manually

https: //success.salesforce.com/answers?id=9063A000000iVlTQAU
https: //www.proprofs.com/discuss/q/351082/marketing-department-universal-container-migrating-legacy-ca

Answer 101

A

VERIFIED

C) Create it on the opportunity using a Visualforce email template.

https://success.salesforce.com/answers?id=9063A000000ZlTxQAK

Answer 102

A

VERIFIED

B) Train users to mark personal contacts as private in Microsoft Outlook and choose not to sync private contacts in Salesforce.

D) Train users to assign personal contacts in Microsoft Outlook to the Don’t Sync with Salesforce category.

Answer 103

A

VERIFIED

A) Forward emails using their Email-to-Salesforce email address from their smartphones and computers.

Answer 104

A

VERIFIED

D) Configure the Chatter and its related notification settings to provide relevant updates to interested sales managers.

Answer 105

A

VERIFIED

B) Enable Big Deal Alerts.

D) Allow Chatter feed tracking on opportunities.

Answer 106

A

VERIFIED

A) Salesforce Touch (now knows as Salesforce1)

B) Native Mobile Applications

Answer 107

A

VERIFIED

B) Salesforce Mobile app

Salesforce touch est optimisé pour tablette mais de pas de offline
SalesforceA est l’appli mobile pour les admin salesforce (pas de offline)

Answer 108

A

VERIFIED

B. Allow managers to approve or reject approval requests from the Chatter feed.

D. Enable approvals by email for the approval process for high-value opportunities

Answer 109

A

VERIFIED

A) Administrators can choose which custom object records can be added to groups.

B) Chatter group owners can delete other users’ posts in groups they own.

C) et D) ne sont pas possible, donc logiquement c’est A) et B)

Answer 110

A

VERIFIED

C) Record owners can edit other users’ posts on records they own.

D) Users can edit the text of their own Chatter posts.

C’est sûr !

https://help.salesforce.com/articleView?id=000339712&type=1

Answer 111

A

VERIFIED

C) Add the competitive intelligence team to Chatter groups organized by competitor.

D) Set up each member of the competitive intelligence team with Chatter Free licenses.

C’est forcément D) Chatter Free Licence, donc ça ne peut pas être A) et comme il faut créer un user par membre de l’équipe, cela peut pas être B) à priori
»Donc C) et D), mais pas sûr…

Answer 112

A

VERIFIED

A) Invite customers into private chatter groups

B) Add customers to Salesforce as Chatter Free users

D) pas possible, les customers ne peuvent pas accéder aux opportunités. Le C) partage de fichier Chatter, c’est pas super puissant pour collaborer, donc plutôt A) et B), mais pas sûr

Answer 113

A

VERIFIED

C) Files can be synced from Chatter to a folder in a local directory.

D) All content files from content libraries can be synced in Chatter

https://help.salesforce.com/articleView?id=collab_files_share_with_libraries.htm&type=5

Answer 114

A

VERIFIED

B) Remove access to the content after a specified date.

C) Require the customer to enter a password to view the content.

https://help.salesforce.com/articleView?id=content_delivery_create.htm&type=5

Answer 115

A

VERIFIED

C) Upload the file to Content and disable the download delivery option.

Answer 116

A

VERIFIED

B) The documents should be uploaded to chatter files and shared with the field sales organization.

Answer 117

A

VERIFIED

C) Coaching goals can be linked to reports

D) Feedback can be given publicly or privately

Answer 118

A

VERIFIED

C) Contacts from the partner account are added to the contact roles related list on the opportunity.

Mais c’est peut-être D)

Answer 119

A

VERIFIED

B) Add the lead tab to the partner Portal and configure partner profile to access lead.

D) > Partner Community > Non
C) > Site custom > Non

Réponse B)

Answer 120

A

VERIFIED

A) Create appropriate list views and report folders, and share with all partner users.

Pas sûr, ça pourrait être B), mais à priori pas C) ou D)

Answer 121

A

VERIFIED

D) My team-selling and my opportunities.

https://www.simplysfdc.com/2018/04/salesforce-opportunity-team-report.html

Answer 122

A

VERIFIED

B) Report on lead lifetime by industry

Answer 123

A

VERIFIED

B) Create a joined report.

C’est sur que c’est ça, un joined report permet d’avoir plusieurs bloc du même objet avec des filters différents.

Answer 124

A

VERIFIED

B) Percentage of leads that could not be contacted due to bad data

C) Average number of activities required to convert leads to opportunities

Pas sûr…

Answer 125

A

VERIFIED

D) Create an analytic snapshot to run monthly for opportunities by forecast category.

https://help.salesforce.com/articleView?id=data_about_analytic_snap.htm&type=5

Answer 126

A

VERIFIED

A) Converted amount are based on the historical exchange rate associated with the close date

Pas sûr.

Answer 127

A

VERIFIED

C) Accounts, contacts, and contracts

Quasiment sûr que c’est ça…

Answer 128

A

VERIFIED

A) Partners can create and share opportunities associated to shared accounts.

D) Universal Containers can report on shared opportunities managed by partners.

ça a l’air bon

https://success.salesforce.com/answers?id=90630000000gxzmAAA

Answer 129

A

VERIFIED

D) Use separate Salesforce Instances and link shared records using Salesforce to Salesforce

Pas sûr…

Answer 130

A

VERIFIED

D) Create a web service using Apex to retrieve credit balances as needed.

Il faut être en temps réel, donc D)

Answer 131

A

VERIFIED

A) Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID.

Les autres réponses paraissent vraiment pourries…

Answer 132

A

VERIFIED

D) Create an order history object with a relationship to accounts.

Quasi sûr

Answer 133

A

VERIFIED

D) User, Account, Contact, Opportunity, Lead.

Ordre logique de dépendance entre les objets.
Par exemple, pas possible d’importer les Opp avant les Account et Contact, car les Opp contiennent une référence à un Accoun ou un Contact

Answer 134

A

VERIFIED

D) Create a custom unique number field in Salesforce and migrate the legacy account Id in this field.

Custom External Id, c’est quoi ???

Answer 135

A

VERIFIED

C) Ability to export field history data

D) Ability to run one-time or scheduled data loads

D) semble ok

C) > https://help.salesforce.com/articleView?id=000273692&language=en_US&type=1

Answer 136

A

VERIFIED

B) Ensure that the generic user has not been assigned to a role.

Answer 137

A

VERIFIED

A) Need to see records and related items as tabs under one common screen

C) Log activity for each record

Answer 138

A

VERIFIED

C) Set up multiple opportunity record types and reps match type to a product.

ça a l’air d’être ça.

Answer 139

A

VERIFIED

C) Add the user manually to the parent account team and each of the child account teams.

ça a l’air bon.

Answer 140

A

VERIFIED

B) Embed a chart on the account page, no other customization needed

Pas sûr…

Answer 141

A

VERIFIED

A) Report on the discount approval time for quotes

C) Dashboard of opportunity stage duration

C’est pas la D) !
C’est pas la B), la conversion de Lead n’induit pas le temps de clôture d’une Opportunité

Donc A) et C) !

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