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NEW QUESTION 18
The Cloud Kicks website Contact Us form creates Leads that
need to be followed-up on in a timely manner by the sales representatives. The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the lead status is still new. The sales representatives would also like a list to follow up. Which two actions should the Consultant perform to create a solution? Choose 2 answers
- A. Create a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new".
- B. Create a publisher action on Lead.
- C. Create a Lead escalation rule for "Lead created date NOT equal to TODAY" and "Status equals new"
- D. Create a process builder process to send an email.
- E. Create a dynamic report for sales representatives to subscribe to.
Answer: C,E
NEW QUESTION 19
Cloud Kicks wants to use web to-lead so potential customers can submit requests for Its products. Some existing customers also use this form to request new products, but their requests are being blocked.
What should the consultant recommend to resolve this issue?
- A. Create a new matching rule that ignores contacts, and set the Duplicate Rule to allow and report (with alert).
- B. Modify the current Duplicate Rule to run only when the current user Is the default web to-lead creator, and set that rule to allow and report (with alert)
- C. Set up an API integration because web-to-lead and Duplication Rules are incompatible.
- D. Create another Duplicate Rule to run only when the current user is the default web to-lead creator, and set that rule to allow and report (without alert).
Answer: B
NEW QUESTION 20
Universal Containers' management wants 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 two.)
- A. Implement Collaborative Forecasting with quota attainment.
- B. Build a custom forecast report showing product groups.
- C. Build a forecast list view by product family group.
- D. Implement Collaborative Forecasting with product family.
Answer: A,D
NEW QUESTION 21
Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK?
Choose 3 answers
- A. CK can expand access beyond the organization-wide default levels with sharing rules.
- B. Organization-wide defaults must be Public Read Only or Private to create sharing rules.
- C. When a sharing rule is deleted, the sharing access created by that rule must be manually removed.
- D. When multiple sharing rules are assigned, the user is assigned the least restrictive access.
- E. Sharing rules apply only to new records that meet the definition of the source data set.
Answer: A,B,D
NEW QUESTION 22
Which two benefits are realized when using Lightning Email Content Delivery instead of sending attachment outside of Salesforce? (Choose two.)
- A. Create password-protected documents.
- B. Documents are stored in Salesforce Files.
- C. Ability to remove permissions to view/download.
- D. View the amount of times the file has been downloaded.
Answer: A,D
Explanation:
Explanation/Reference:
Reference: https://help.salesforce.com/articleView?id=content_delivery_about.htm&type=5
NEW QUESTION 23
Northern Trail Outfitters (NTO) wants to boost the importance of its sales stages and their role in NTO's sales methodology; they also want to enhance the precision of their sales forecast. How should the steps in the sales process be mapped so NTO's requirements are met?
- A. Map forecast probability to opportunity probability; assign appropriate sales stage
- B. Map appropriate sales stage to opportunity stage; assign accurate forecast probability
- C. Map opportunity stages to forecast categories; assign accurate probability to each stage.
- D. Map sales probability values to forecast categories; assign sales stages accurate percentages
Answer: C
NEW QUESTION 24
Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.
Which Salesforce functionality should the consultant recommend to meet the requirement?
- A. Assign Tasks to a queue to share work efficiently.
- B. Create Opportunity Teams to manage Tasks.
- C. Leave the Task's Assigned To held bank
- D. Use workflows to create a Task for each team member.
Answer: A
NEW QUESTION 25
Which two solutions should a consultant recommend if a sales process requires opportunities to have associated product line items before moving the opportunity to the negotiation stage? (Choose two.)
- A. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.
- B. Define a workflow rule that automatically defaults to a PriceBook and product line item when selecting the negotiation stage.
- C. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.
- D. Ensure that all sales representatives have access to at least one PriceBook when creating product lines.
Answer: C,D
NEW QUESTION 26
What is the recommended approach to relate a Person Account to another Account?
- A. Add the Person Account to the Contact Roles.
- B. Add the Person Account to the Partners Related List.
- C. Add the Person Account to the Account owner's default team.
- D. Add the Person Account to the Account Team.
Answer: B
NEW QUESTION 27
Northern Trail Outfitters wants to link contacts with more than one account. What should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
- A. Associate the contact to other account using a custom lookup field.
- B. Enable contacts to multiple accounts feature
- C. Add the contacts to the partner related list on the second Account.
- D. Clone the contact record and add to the second account.
Answer: B
NEW QUESTION 28
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. Which three Sales Cloud deployment factors should be considered to help ensure adoption? (Choose three.)
- A. Management communications
- B. Sales rep quota targets
- C. Maintenance release schedule
- D. Training in local language
- E. Type of training delivered
Answer: A,D,E
NEW QUESTION 29
Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process.
How should the relationship between the various elements of the sales process be defined to meet these requirements?
- A. Map sales probability values to forecast categories; assign sales stages accurate percentages.
- B. Map opportunity stages to forecast categories; assign accurate probability to each stage.
- C. Map appropriate sales stage to opportunity stage; assign accurate forecast probability.
- D. Map forecast probability to opportunity probability; assign appropriate sales stage.
Answer: B
NEW QUESTION 30
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. Ce Nightly scheduled Batch Data jobs
- B. Workflow Rules and Outbound Messaging
- C. My Domain and Single Sign-On
- D. Salesforce Connect and External Objects
Answer: D
NEW QUESTION 31
Cloud Kicks has an integration between the data warehouse and Salesforce. The VP of operations wants to synchronize customer data between the systems.
What should the consultant recommend to ensure data integrity?
- A. Set up an External ID field on the Account object with Read only on the field security settings for all profiles except the admin profile.
Answer: A
NEW QUESTION 32
Northern Trail Outfitters (NTO) wants controlled access for its users allowing them to see all accounts, but only make changes to the accounts they own and the contacts within those accounts. How should NTO set its default access for accounts and contacts
- A. Set accounts to private and contacts to private
- B. Set accounts to public read-only and contacts to private
- C. Set accounts to private and contacts to controlled by parents
- D. Set accounts to public read-only and contacts to controlled by parents
Answer: D
NEW QUESTION 33
Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stages often lack key information that sales managers at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
- A. Configure Path by checking the key field required checkbox.
- B. Mark the fields as required on the page layout.
- C. Create an Auto launched flow to determine if required fields are missing.
- D. Customize path and create validate rules dependent on stages.
Answer: D
NEW QUESTION 34
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. Which two solutions should a consultant recommend to help product managers engage in sales deals? Choose two answers.
- A. Create a Chatter group to share product information with the sales team, product managers, and customers.
- B. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.
- C. Use Process Builder to create a chatter post.
- D. Use an assignment to notify product managers when opportunities are updated.
Answer: A,C
NEW QUESTION 35
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