Set 2 Flashcards
Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.
Which two solutions should the consultant recommend to meet the requirement?
Choose 2 answers
A. Instruct sales reps to follow their opportunities.
B. Add sales reps to the Opportunity Team.
C. Enable Einstein Opportunity Insights.
D. Use Flow with a scheduled action and an email alert.
C, D
Northern Trail Outfitters (NTO) is preparing for the launch of its new sales cloud implementation to a global user base. With previous sales automation application, the company had slow adoption of the new solution. What factor should be considered with the sales cloud deployment to help ensure the adoption? Choose 3 answers
A. Training in local language
B. Maintenance release schedule
C. Management communications
D. Type of training delivered
E. Sales rep quota targets
A, C, D
Cloud Kicks wants to see how many closed won opportunities a campaign has generated over the last 30 days. They have implemented a campaign influence model that uses the primary campaign source. Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers
A. 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.
B. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days.
C. Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date
D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity
E. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date
A, E
Universal Containers (UC) has implemented Opportunity Teams. As part of the sales process, tasks are used to track all customer interactions. UC wants any available team member to handle these tasks as soon as possible.
Which Salesforce functionality should the consultant recommend to meet the requirement?
A. Workflows to create a Task for each team member
B. Task queues for each Opportunity Team
C. Assignment rule selected by default
D. Task “Assigned To” set to Opportunity Team role
D
Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior management has concerns about adoption.
What should a consultant recommend to encourage adoption?
A. Define the sales process.
B. Establish goals and key metrics.
C. Plan a first release with minimum features
D. Give users access to a Sandbox environment.
B
The Cloud Kicks mobile sales team is using a combination of iOS and Android devices. The sales manager has requested that sales representative must record client meeting activity within Salesforce immediately after a meeting. Which two actions should a Consultant recommend to meet this requirement? Choose 2 answers
A. Have the sales reps install the Salesforce Mobile app on their devices.
B. Log a meeting with mobile smart actions automatic sync.
C. Log an activity using a Quick Action.
D. Log a meeting activity using the email to Salesforce feature.
E. Have the sales reps install the Outlook for Lightning app on their device.
F. Have the sales reps install Salesforce on their mobile devices.
A, B
A Consultant for Cloud Kicks notices that the Deploy date for the Sales Cloud project is also the same weekend of a Salesforce release. What should the Consultant recommend?
A. Let Cloud Kicks know that there is a Salesforce release and that it may take longer
B. Stop all work because the impact of the Salesforce release is unknown
C. Update the project plan for the following week and communicate the change
D. Complete the project sooner and push before the Salesforce release
C
The VP of Sales at Cloud Kicks wants to provide options to sales representatives for changing Account or Contract details for a created order. Which two conditions should the Consultant consider to meet this requirement? Choose 2 answers
A. The Contract associated with the Order is also associated to the new Account
B. The Currency associated with the Order can be different from the new contract
C. The Order should be in Draft Status
D. The price book associated with the Order is also associated to the new Account
A, C
Cloud Kicks has sales teams distributed across global regions, The direction from sales leadership is to define access based on region. For example, users within the region have access to regional dashboards, while the leadership team has access to global dashboards. What should the Consultant recommend to meet this requirement?
A. Create region-based sales groups, one leadership group, and one Dashboard folder with View access.
B. Create one Dashboard folder for all regions for both sales and the leadership team with View access.
C. Create Dashboard folder for all regions’ sales team and one Dashboard folder for the leadership team.
D. Create Dashboard folders for each regional sales team and one Dashboard folder for leadership team.
A
Cloud Kicks’ VP of Technology wants to start using Salesforce for all of the sales teams automation. 70 million records were all migrated from a legacy database to the data warehouse that will be synced with Sales force. Cloud Kicks wants to be able to search and cross-reference records with the original source database. What should a Consultant recommend to meet this requirement?
A. Use a custom field named External ID and map this to the current record ID value.
B. Use the standard External ID field and map this to the current record ID value.
C. Use the standard External ID field and map this to the original record ID value.
D. Use a custom External ID field and map this to the original record ID value
D
The project is almost finished, and now it’s time to test the changes and updates that have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox.
How should the consultant recommend testing be conducted?
A. Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.
B. Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.
C. Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.
D. Create a new Sandbox and ask volunteers to test it with use cases.
A
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
Which action should be taken to convert a lead into a Person Account?
A. Leave the Company field blank.
B. Create an Individual Lead Record Type.
C. Enable Contacts to Multiple Accounts.
D. Populate the Company field with ‘Person.
A
The sales director at Universal Containers is concerned the percentage of all Opportunities marked Closed Won is lower than expected. The director wonders if sales reps are converting leads before enough information is known about the prospects.
Which two criteria should a consultant recommend to determine if a lead is qualified ?
Choose 2 answers
A. The lead has submitted a written agreement to purchase.
B. The lead works for a well-known company.
C. The lead needs Universal Container’s products and services.
D. The sales rep believes there is a strong likelihood of a sale to this lead.
B, D
What features of work.com can managers use to help sales representatives meet their quotas? Choose 2 answers
A. Coaching feed visible to the entire sales teams
B. Coaching dashboards to monitor progress
C. Coaching plans to help the sales rep drive results
D. Coaching feedback that automatically adjusts the goals
C, D
Cloud Kicks has a private sharing model on Accounts. Account Executives need to ensure that Business Development Users can qualify marketing Opportunities on their accounts. There can be different Business Development Users for a given opportunity. Sales Management needs to be able to report on which Business Development Users are assigned to opportunities. What should the Consultant recommend to the Account Executives?
A. Share Accounts with Business Development Users
B. Add Business Development Users as Account Team members with a role that grants Modify All access.
C. Add Business Development Users as Opportunity Team members with a role that grants read/write access
D. Share Opportunities with Business Development Users by granting read access to Opportunities in their portfolio
C
Northern Trail Outfitters (NTO) 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 now two million account records that have been created in this manner. NTO is now seeing performance issues when it makes any changes to account sharing rules. What can NTO do to address the issue without changing its integration?
A. Ensure that the generic user has the Modify All Data permission.
B. Contact salesforce support to add an index to the account object.
C. Set the organization wide defaults for accounts to public read/write.
D. Ensure that the generic user has not been assigned a role.
D
Cloud Kicks has enabled quotas in collaborative forecasts. In which three ways can the quotas be managed for all users in forecast hierarchy? Choose 3 answers.
A. Setup -> Forecast Settings -> Configure
B. Add/update quotas using the Data Import Tool
C. Upload quotas using API
D. Add/update quotas using DataLoader
E. Setup -> Quotas -> Forecast Quotas
A, C, D
A consultant is working with a client to implement Territory Management and Collaborative Forecasting. The client has signed off on the solution design document.
Which three steps should the consultant take during the Build stage to ensure a successful implementation?
Choose 3 answers
A. Demonstrate how the application works.
B. Develop training material.
C. Communicate the anticipated live date.
D. Configure the application in a sandbox.
E. Clone feature metadata to production.
A, C, D
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. Transfer contact ownership from themselves to the opportunity owner.
B. Add opportunity owners to the Account Team and configure contact sharing.
C. Transfer account ownership from themselves to the opportunity owner.
D. Add opportunity owners to the Opportunity Team and configure contact sharing.
B
Northern Trail Outfitters has organization-wide defaults set to private. Sales representatives own the accounts and want to collaborate with relevant people from other departments ( E. g. marketing and finance).
Collaborating team members must be able to access and report on relevant dat a. Which two solutions should be recommended?
A. Use account team to share records with relevant people
B. Use Opportunity team to share records to relevant people
C. Use Chatter to share records with relevant people
D. Use manual sharing on account to share specific record.
A, D
Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK’s admin confirmed that users have the correct permissions and record access to the contacts they want to see.
What should a consultant recommend to yield better search results?
A. Add company name next to contacts full name in the search window.
B. Use quotation marks operator around contact’s first and last name.
C. Add LIKE keyword next to contact’s full name in the search window.
D. Use parentheses operator to limit search to the Contacts object.
A
Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality?
Choose 2 answers
A. Add child Campaigns of the primary Campaign source automatically.
B. Ask the admin to enable Customizable Campaign Influence.
C. Add criteria to the auto-association settings to limit the matches to the past 30 days.
D. Define rules for Campaigns to add Opportunities and then lock after 30 days.
B, C
The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices.
Which two actions should the consultant recommend working around the issue?
Choose 2 answers
A. Enable offline create, edit, and delete in Salesforce.
B. Enable the system permission to store offline data in Salesforce.
C. Enable caching in Salesforce.
D. Enable the connect offline feature in Salesforce.
A, C
Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained. What should be recommended for a successful migration?
A. Enable Email to salesforce before sending email templates to salesforce
B. Manually recreate the email and mail merge templates in salesforce
C. Create an email template change set or use the Lightning Platform.
D. Enable Email-to-case and use Import Wizard.
B
Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.
What will happen if the exchange rates are adjusted?
A. New opportunities will use the new conversion rate and old opportunities will remain the same.
B. All opportunities with conversion rates will use the new rate.
C. Opportunities created this month will use the new conversion rate and old opportunities will remain the same.
D. All newly closed opportunities will use the new conversion rate.
A
A Consultant arrives for a requirements workshop, but key resources are absent. What is the likely reason the key resources are absent?
A. The proper roles, resources, and risks were not identified
B. The project plan did not receive sign-off
C. The purpose and scope were not defined
D. The resources were not on the Project Kick-off
A
Cloud Kicks has hired a consultant to help with its quoting process. The consultant has determined that some quote custom fields should be viewed from the Opportunity.
What should a consultant consider when implementing the custom fields?
A. Related Quote items on all Quotes are impacted when an Opportunity Line Item is deleted.
Cloud Kicks is preparing to deploy its configurations. The chosen release date is during a Salesforce Release window. The current configuration is in Non-Preview Sandbox.
Which two strategies should a consultant recommend?
Choose 2 answers
A. Test new configurations in a preview sandbox
B. Deploy after the Salesforce Release.
Cloud Kicks needs the ability to determine the effectiveness of a recent marketing campaign on new leads. Which solution should the Consultant recommend?
A. Create a custom text field to capture the marketing campaign
B. Enable campaign influence and report on the influence percent and revenue share.
C. Create a custom object and a record for the campaign, then relate the newly created record to the lead
D. Specify the date range of the leads added to the campaign.
B
Which three actions should a consultant recommend to provide alignment between a new formal sales methodology and Salesforce? Choose 3 answers
A. Consider available sales methodology AppExchange applications
B. Override Salesforce user interface with the sales methodology user interface.
C. Configure Salesforce standard and custom objects to support the sales methodology
D. Develop a data integration between Salesforce and the sales methodology database
E. Embed Lightning components within Salesforce to support the sales methodology
A, C, E
The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple project meetings.
What should the consultant recommend to the project manager?
A. Revisit the communication plan and set up more frequent check-ins.
Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales team wants a visual way to see the team’s progress for the year.
What should the consultant recommend to meet the requirement?
A. Modify a report based on KPIs.
B. Set up a Path based on the KPIs.
C. Set up a dashboard with the KPI reports.
D. Install a KPI Tracker app from the AppExchange.
C
Which two use cases will protect the integrity of order data with activation limitations? Choose 2 answers
A. New Products can be added to Active Orders.
B. Orders can be activated only if they include a product.
C. Multiple reduction orders can be created for a single order.
D. Products can be removed from Active Reduction Orders.
B, C
Cloud Kicks has configured Account Teams and is ready to go live in Production.
How should the consultant migrate Account Team configuration to Production?
A. Deploy with Change Sets.
B. Create manually.
C. Push with Workbench.
D. import with Data Loader.
D
Cloud Kicks (CK) uses a sales model where pre defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization wide default access set to Public Read/1 for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope responsibility. CK wants to allow reps to view any Account, but restrict editing to only reps who are responsible for those specific Accounts.
Which two steps should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
Choose 2 answers
A. Change Account organization-wide defaults to Private.
B. Create an Account sharing rule to grant Read/Write access to all Accounts.
C. Enable Account Teams to allow owners to grant Read/Write access.
D. Change Account organization-wide defaults to Public/Read-Only.
C, D
Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. 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 two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits?
Choose 2 answers
A. Enable Account Teams to allow opines to grant Read/Write access.
B. Change Account organization-wide defaults to Public/Read-Only.
C. Create an Account sharing rule to grant Read/Write access to all Accounts
D. Change Account organization-wide defaults to Private.
A, B
The Salesforce administrator for Cloud Kicks needs to set sales quotas for all sales representatives. Which three solutions should the Consultant consider? Choose 3 answers
A. Use the API
B. Use Data Loader
C. Enable Forecast Quotas from Setup.
D. Add a record to the quota object.
E. Add a record to the Quotas related list from the user record.
F. Update the sales quota field from the opportunity record.
A, B, E
Universal Containers’ sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
How should the consultant meet this requirement?
A. Create an Opportunity History report for open pipeline Opportunities in a given date range.
B. Create a sales pipeline dashboard that includes filters for Opportunity date ranges.
C. Create a custom pipeline date range field and display it on the Forecasting tab.
D. Create training an how to use date filters on reports to compare pipeline for different date ranges.
B
Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company’s invoicing system within a separate Salesforce org.
What should a consultant implement to meet this requirement?
A. Workflow Rules and Outbound Messaging
B. Salesforce Connect and External Objects
C. My Domain and Single Sign-On
D. Ce Nightly scheduled Batch Data jobs
B
Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calender applications. UC wants to report on these activities in Salesforce.
Which two actions should the consultant recommend?
Choose 2 answers
A. Implement Inbox to sync Outlook or Gmail calender events.
B. Log emails with records in Salesforce from Outlook or Gmail.
Northern Trail Outfitters (NTO) 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. Create an opportunity record type and sales process for reporting on these deals
B. Create separate page layout and report to flag and report on these deals
C. Create a customer filed on opportunity to flag and report on these deals.
D. Add upsell as a stage and create a summary report by opportunity stage
A
The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.
Which solution should the consultant recommend?
A. Account Teams
B. Sales Cloud Einstein
C. Territory Management
D. Sharing Rules
C
Management at Northern Trail Outfitters wants to make sure their sales representatives are recording important email communication with customers while they are away from their offices. The sales representatives use various email applications. Which solution should be recommended?
A. Copy and paste emails manually to the customer record in salesforce from their smartphones and computers
B. Download and install the Salesforce for Outlook connector on their smartphones and computers
C. Forward emails using their Email-to-Salesforce email address from their smartphones and computers
D. Download and install a Salesforce universal connector for their smartphone and computers.
C
Universal Containers wants to help sales reps handle phone calls with prospective customers more efficiently Which tool should the consultant recommend?
A. Open CTI
B. Activity Capture
C. Entitlements
D. Order Management
A
Northern Trail Outfitters (NTO) wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sales. What use case will satisfy this requirement? Choose 2 answers
A. Need to add notes quickly or log activities for each record
B. Need to see records and related items as tabs under one screen
C. Need to chat with customer in real time with chatter
D. Need to prioritize search results for contacts and opportunities
A, B
The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK’s management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.
Which three actions should a consultant recommend to meet this requirement?
Choose 3 answers
A. Create Status picklist values specific to each lead type.
B. Create a new profile and only assign one lead record type to it.
C. Create distributor and retailer lead record types.
D. Create retailer and distributor lead processes.
E. Add leads to different campaigns based on lead type.
A, C, D
Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps” Person Accounts with Microsoft contacts and vice versa.
Which consideration should the consultant be aware of?
A. Einstein Activity Capture is supported in the Salesforce Classic interface.
B. New Person Accounts should be created in Salesforce and synced to Microsoft.
C. Lightning Sync works in conjunction with Einstein Activity Capture.
D. New Person Accounts should be created in Microsoft and synced to Salesforce.
C
Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users.
Which two statements should a consultant consider when enabling forecasting? Choose 2 answers
A. Opportunity Splits must be enabled at the same time.
B. The Forecast tab should be visible to easily view the forecasts.
C. A Single Category or Cumulative Forecast Rollup should be defined.
D. Multiple Forecast Types must be created and activated.
B, C
What should a consultant recommend to show a dashboard with forecast by product family with quotas?
A. Build a joined report with closed opportunities, forecasting items, and quotas
B. Customize Quotas with product report and add necessary fields
C. Build a custom report with closed forecasting quotas with forecasting items
D. Create an analytical snapshot to capture the opportunity forecast
D
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.
Which capability should the consultant recommend?
A. Account Teams
B. Sharing rules
C. Opportunity Teams
D. Role hierarchy
A
Universal Containers wants to minimize the need for sales reps to manually create meetings and events that are stored on their calendars.
Which two Einstein Activity Capture (EAC) capabilities should the consultant consider? Choose 2 answers
A. EAC supports emails, events, and contacts.
B. EAC adds events to the activity timeline for custom objects.
C. EAC events are unable to be synched with contacts and leads.
D. EAC a two-way sync for events and contacts.
A, D
A sales representative at Northern Trail Outfitters needs to securely send confidential product roadmap information to a premier customer. Which two steps should be taken to send this information using content delivery? Choose 2 answers
A. Require the recipient to log into Salesforce to access the content
B. Require the customer to enter a security token to download the content
C. Require the customer to enter a password to view the content
D. Remove access to the content after a specified date
C, D
Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want to migrate the existing sales and marketing data into Cloud Kicks’ Salesforce instance. Which three aspects should the Consultant consider before proceeding with the data migration? Choose 3 answers
A. Total number of records being imported compared to the Salesforce edition
B. Number of marketing campaign licenses required for the migration
C. Classic feature that have been improved by Lightning Experience
D. Criteria to apply to records that should be archived before migration
E. Volume of customer, partner, and prospect data from existing system
A, D, E
Which two process should be recommended to track the campaigns that influence won opportunities? Choose 2 answers
A. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
B. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created 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 representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
B, C
Question 55/159
Northern Trail Outfitters (NTO) currently uses the customizable forecasting feature. A sales representative at NTO has four opportunities for the current quarter that are detailed below: * $3,500 opportunity in the Best Case forecast category * $2,000 opportunity in the Commit forecast category * $1,000 opportunity that has been dosed/won * $1,000 opportunity that has been lost What are the sales representatives Best Case forecast for the current quarter?
A. $3,500
B. $5,500
C. $2,000
D. $6,500
D
The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process repetitive orders.
What are two guidelines to consider when cloning an order with products? Choose 2 answers
A. A new order’s currency or price book will remain the same If the original order has products.
B. A cloned order must be associated with the same contract as the original order.
C. The admin will be able to set up which fields can be cloned to a new order.
D. A cloned order’s start date must fall between the associated contract’s start and end dates.
A, D
Universal Containers is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign Members?
Choose 2 answers
A. The Campaign ID is required in the import file.
B. Leads, Contacts, and Business Accounts can be Campaign Members.
C. The Marketing User feature license must be assigned.
D. The Status of the Campaign Member is optional.
B, D
Cloud Kicks is a large global company. The week of global training falls on a holiday week for the European region of the office on holiday. Which best practice should the Consultant recommend to overcome this obstacle?
A. Set up training session for just the European region and run the scheduled training.
B. Move trainining for all users to the following week and communicate the change.
C. Talk to the manager of that region and tell them how important training is and that they should come.
D. Run the training as planned and record it so the other users can watch the video.
A
Cloud Kicks has just completed its initial Sales Cloud Go-Live. Cloud Kicks leadership wants to target users who are not yet using the new application. What should a consultant recommend?
A. Use the Lightning Usage app.
B. Run a Mobile Login report.
C. Run a Report on Users never Logged In.
D. Track logins in a spreadsheet.
C
Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?
Choose 2 answers
A. Adjust currency rates on a set schedule.
B. Show deal value in a user’s default currency.
C. Adjust currency conversion dynamically based on a given date range.
D. Implement org-wide reporting that displays deal values appropriately.
A, C
Management at Northern Trail Outfitters want to see forecast numbers by all sales representatives and by multiple product groups. Which two actions should a consultant recommend to meet these requirements? Choose 2 answers
A. Build a custom forecast report showing product groups
B. Build a forecast list view by product family groups
C. Implement Collaborative Forecasting with quota attainment.
D. Implement Collaborative Forecasting with product family.
C, D
Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.
Which Salesforce feature should the consultant recommend to meet these requirements?
A. Create a reverse lookup from Contacts to Accounts.
B. Use the Contacts to Multiple Accounts feature.
C. Use a junction object between Accounts and Contacts.
D. Create a custom lookup from Accounts to Contacts.
B
Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity forecast by Product family with team quotas. Which solution should a Consultant recommend?
A. Configure an analytic snapshot to capture the Opportunity forecast and quotas.
B. Create a custom report type with forecasting quotas and items.
C. Configure quotas with a product report and add necessary fields.
D. Create a joined report with closed Opportunities, forecasting items, and quotas.
B