Set 1 Flashcards
Northern Tral Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year.
Which aspect should a consultant consider for this migration?
A. Only one territory model can be active at any given time.
B. Territory user assignments are migrated to the new model.
C. Access to model is controlled through profiles or permission sets.
Only one territory model can be active at any given time.
When addressing challenges within Cloud Kicks’ Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?
A. Practice standard Salesforce features to manage costs while ensuring project success.
B. Assess project requirements to determine if custom development or third-party apps are needed, considering budget and resources.
C. Opt for custom development, weighing long-term scalability and maintenance against quick solutions.
Practice standard Salesforce features to manage costs while ensuring project success.
A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow Account owners to selectively share an Account’s Contacts with Opportunity owners?
A. Add Opportunity owners to the Opportunity Team and configure Contact sharing.
B. Add Opportunity owners to the Account Team and configure Contact sharing.
C. Transfer Contact ownership from themselves to the Opportunity owner.
Add Opportunity owners to the Account Team and configure Contact sharing
The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated with an Opportunity. What should the consultant recommend to resolve the issue most efficiently?
A. Create a flow to delete the product from the Price Book.
B. Archive the product and each related Price Book entry.
C. Edit the product record and uncheck the Active checkbox.
Edit the product record and uncheck the Active checkbox.
Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps. How should a consultant meet the requirement?
A. Ensure that all managers have access to the standard Win report.
B. Create a custom report on Opportunities with custom summary formulas to show the win ratio.
C. Create a custom formula field on Opportunity to capture the win ratio for opportunities.
Create a custom report on Opportunities with custom summary formulas to show the win ratio.
Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasts to all sales users.
What should consultant consider when rolling out forecasts?
A. A single Category or Cumulative Forecast Rollup should be defined.
B. Multiple forecast Type must be created & activated
C. Opportunity splits must be enabled at the same time.
A single Category or Cumulative Forecast Rollup should be defined.
The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead. What should the consultant do to help marketing improve the process?
A. Create reports based on the sales metrics provided in the marketing automation tool and train marketing users to identify and qualify leads.
B. Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.
C. Set up the marketing automation tool to send prospects to the sales director and ask sales reps to assist in the qualification process.
Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.
Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display to total amount of all the open opportunities related to the Account page layout.
How should the should consultant implement a solution to meet the requirement?
Options:
A.
Use a record-triggered flow to set the value on the account.
B.
Create a roll-up summary field on the Account object.
C.
Use a custom formula field on the Opportunity object.
Use a record-triggered flow to set the value on the account.
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them. Which action can forecast managers perform?
A. Share the forecast with any Sales Cloud user.
B. Add territory forecasts to the hierarchy.
C. Add a Forecasts tab to the Sales app.
Share the forecast with any Sales Cloud user.
Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting in lost deals.
What should the consultant recommend to resolve the issue?
A. Allow sales reps to mark the contact on each opportunity as “Primary” to indicate the decision maker.
B. Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.
C. Enable Opportunity Teams so sales reps can track the decision maker for each opportunity.
Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.
Universal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories.
Which attribute of Sales Territories should the consultant consider when developing the new territory model?
A. The system administrator profile is required to run territory planning reports.
B. The model must be activated in order to view reassigned accounts.
C. All account assignment rules should be run when the model state is set to “Planning.”
The model must be activated in order to view reassigned accounts.
The admin at Universal Containers has been getting complaints from sales reps about duplicate Leads within Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
A. Change the criteria for the standard Lead matching rule.
B. Confirm the custom Lead matching rule is activated.
C. Confirm the standard matching rule is deactivated.
Confirm the custom Lead matching rule is activated
Cloud Kicks wants to assign territories in bulk to Opportunities. What should the consultant do to meet the requirement?
(A) Update Opportunity sales team with territory assignments.
(B) Schedule auto-assignment in the territory model.
(C) Run the filter-based Opportunity territory assignment.
Run the filter-based Opportunity territory assignment
Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC’s Sales Cloud org because sales reps are unaware of them.
What should the consultant recommend to fill in the missing franchises?
(A) Use Sales Engagement to add an External ID to the data.
(B) Implement a data enrichment package from AppExchange.
(C) Download the Data Quality Analysis Dashboard from AppExchange.
Implement a data enrichment package from AppExchange.
Cloud Kicks’ (CK) global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. CK wants to
generate accurate reporting directly in Sales Cloud.
After enabling Advanced Currency Management, what should the consultant do next?
Options:
A. Update currency values manually on a weekly basis.
B. Show deal values in a user’s default currency.
C. Adjust currency conversion dynamically based on date range.
Adjust currency conversion dynamically based on date range.
Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to influential campaigns.
Which feature will allow for revenue share with standard and custom attribution models?
(A) Create a reporting snapshot for Campaign Influence.
(B) Use Customizable Campaign Influence for reporting.
(C) Create a formula field to track Campaign Influence.
Use Customizable Campaign Influence for reporting.
An executive at Cloud Kicks (CK) has asked its admin to create a diagram showing the high-level processes within the business. CK plans to use the diagram to show the context of a new process within the overall business.
What should the admin create to meet this requirement?
(A) Capability Model
(B) Detailed Process Mapping
(C) Value stream map
Capability Model
A consultant for Cloud Kicks is migrating data from an on-premises system to Salesforce. The consultant has imported Account records and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW.
What is causing these records to fail?
(A) Updates to child records that have the same parent record are being processed simultaneously.
(B) Contact records should be imported in the same batch as Account records.
(C) An Apex trigger on the Account object is firing on insert and causing the Contact import to fail.
Updates to child records that have the same parent record are being processed simultaneously.
Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Score model.
What will a user without access to the Amount field on the Opportunity object observe?
(A) The Amount field will display an error in the contributing factors section.
(B) The Opportunity Score field and the Amount field will be hidden for that user.
(C) The Amount field will be hidden from the contributing factors section.
The Amount field will be hidden from the contributing factors section.
Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is also responsible for specific accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited accounts outside their scope of responsibility. CK wants to allow reps to view any account, but restrict editing to only reps who are responsible for those specific accounts.
Which step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
(A) Create an account sharing rule to grant Read/Write access to all accounts.
(B) Change Account organization-wide defaults to Public Read-Only.
(C) Change Account organization-wide defaults to Private.
Change Account organization-wide defaults to Public Read-Only.
Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.
What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?
(A) Create a junction object to link Accounts and Contacts.
(B) Designate a default account as the Contact’s primary account.
(C) Add account relationships on the Contact record.
Designate a default account as the Contact’s primary account.
Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the sales reps to focus on the leads most likely to result in a sale.
What should the consultant recommend to meet this requirement?
(A) Implement a lead scoring strategy.
(B) Create list views to filter on each lead source.
(C) Implement lead assignment rules.
Implement a lead scoring strategy.
Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered.
Which section of a SOW should the consultant discuss with CK to meet the requirement?
(A) Scope
(B) Background
(C) Terms and Conditions
Scope
Cloud Kicks rolled out Sales Cloud recently. The VP of Sales wants to display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page.
Which option should a consultant recommend to meet this requirement?
(A) Salesforce Data Pipelines
(B) Einstein Discovery
(C) Sales Engagement
Salesforce Data Pipelines