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The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.
Which three prerequisites must be met before the consultant can enable Person Accounts?
Choose 3 answers
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?
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?
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?
The sales department at cloud kicks is growing quickly. New sales executives should
prioritize interacting with existing contacts who are decision makers and influencers to further
the business relationship.
Which solution should the consultant recommend?
Sometimes, sales reps need to create contacts without accounts based on business processes.
What should the consultant take into consideration about these contacts?
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
Universal Containers compensates its sales team based on their achievement of the company's sales revenue goals. The sates ops team needs to track the sales reps' performance against these goals.
How should the consultant meet the requirement?
Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK project manager has requested a report that includes both Project__c and Opportunity data.
What should the consultant use to include data from both the Project__c and Opportunity objects in one report?
Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.
What is the best practice a consultant should recommend to the admin?
Cloud Kicks (CK) has just started selling its products internationally. Management wants Salesforce Opportunities and forecasting to reflect the respective currency of CK's prospects which include the U.S. dollar, euro, British pound, and Japanese yen.
In which two ways will this impact the existing CK price book?
Choose 2 answers
Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that
stores product order information. CK wants to view those orders as a related list on the account
record in real time.
Which best practice should the consultant recommend?
A customer notices a large increase in leads created overnight which exceed the daily
limits. Upon examination, the leads appear to be created by bots. The Customer uses a standard
web-to-lead from without safeguards in place to limit spam on forms.
What should the consultant recommend as the first line of defense before republishing the
form?
Universal Containers continues to see substantial growth year-over-year. Outside sales
reps think their territories are too dense to cover adequately. Leadership has decided to modify
the existing sales territories and hire additional staff to make the account allocations more
manageable. Some states will change from one territory to two or more smaller territories. In
these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy
before the changes are reflected in Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?
Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to contacts in Salesforce. CK has Office 365, as well as a policy that
prevents users from installing anything directly on their computers.
Which solution should a consultant recommend meeting this requirement?
Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales
team’s automation. CK migrated 70 million records from a legacy database to the datawarehouse that will be synced with Salesforce. CK wants to search and cross-reference records
with the original source database. What should a consultant recommend meeting this
requirement?
Northern Trail Outfitters finished implementing Sales Cloud for a mid market sales team. Sales management wants to track data trends and adoption.
What should the consultant recommend to measure core Sales Cloud record data?
Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records.
How should the consultant implement a solution to meet the requirement?
Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.
A consultant is assessing how CK can divide its forecasts by footwear line.
Which solution should the consultant recommend to improve CK's forecasts?
Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member's access needs to be removed due to
changes in sales structure.
How can CK revoke Opportunity team access on an ad-hoc basis?
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?
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?
Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide.
As NTO maps out its processes, which two key principals of UPN should the team keep in mind?
Choose 2 answers
The VP of sales at Cloud Kicks wants to provide options to sales reps 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 consultant it working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in 4 months.
What should the consultant recommend to meet the requirement?
Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?
TESTED 29 Apr 2024
