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Flashcards in Sales Cloud 1-50 Deck (110)
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1

1. Universal Containers wants to record information about the conferences it holds and people who attended them. An attendee could potentially attend multiple conferences. The 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 conferences and a custom object to record attendee information
b. Utilize campaigns for conference and a custom object to record attendee information
c. Create a custom object for conference and a custom lookup field to conference on Contact
d. Utilize campaigns for conferences and add Campaign member to record attendee information

d. Utilize campaigns for conferences and add Campaign member to record attendee information

2

Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant products sales process. What solution should a consultant recommend to meet these requirements? Choose 2 answers.

a. Define sales processes to map to each opportunity record type
b. Configure opportunity record types for each sales process
c. Create sales stages that align with opportunity record types
d. Define the default opportunity teams for each opportunity record type.

a. Define sales processes to map to each opportunity record type
c. Create sales stages that align with opportunity record types

3

1. Universal Container generates the sales proposal for each opportunity and needs to share it with the customer. All members of the sales team are able to update and comment on the proposal. It is important that customer does not see the earlier version of the proposal or the team comments. Which solution should a consultant recommend to meet this requirement?
a. Upload proposal as Chatter file on the opportunity record and share with customer using a link.
b. Save the proposal as an attachment on the opportunity record and share with customer using with the link.
c. Save the proposal as chatter file on opportunity record and add the customer as follower.
d. Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.

a. Upload proposal as Chatter file on the opportunity record and share with customer using a link.

4

1. Universal Containers currently uses the customizable forecasting feature. A sales representative at Universal Containers 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. $6,500
b. $2,000
c. $5,500
d. $3,500

a. $6,500

5

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

d. Create an analytical snapshot to capture the opportunity forecast

6

The VP of sales at Universal Containers wants to be able to see a visual representation of sales by month for each account in salesforce1 mobile app.
What should a consultant recommend to meet this requirement?
a. Create a dashboard component and use chatter feed on the account on salesfroce1*
b. Embed a chart on the account page, no other customization needed
c. Embed a chart on the account page and use a custom link to filter by account
d. Create a of visualforce page with an embedded chart component for each account.

b. Embed a chart on the account page, no other customization needed

7

Universal Containers North American and European sales teams have different business requirements related to creating new of opportunities in Salesforce. As a result, each team must complete a set of geographically-specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the others region-specific fields. What solution should a consultant recommend to satisfy this scenario?
a. Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.
b. Create separate page layouts and record types for each of the regional sales teams.
c. Build a custom object with private sharing to capture the additional fields as a separate record.
d. Implement field-level security to allow access to fields for the respective regional sales teams.

d. Implement field-level security to allow access to fields for the respective regional sales teams.

8

A customer needs chatter, a custom mobile layout, and custom branding for its mobile users. Which solution should a consultant recommend?
a. Salesforce1
b. Mobile classic
c. chatter for mobile
d. Custom mobile

a. Salesforce1

9

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. Activates report on accounts and opportunities the manager owns

b. Activities report on accounts, contacts, and opportunities the manager owns

10

1. Universal Containers has organization-wide defaults set to private. Sales representative owns an account and would like to collaborate with relevant people from other departments (marketing and product management).
What should a consultant recommend to ensure collaborating team member can report and access relevant data in salesforce? 2 answers
a. Use account team to share records to relevant people
b. Use Opportunity team to share records to relevant people
c. Use chatter to share records with relevant people
d. Use custom sharing on account to share specific record.

a. Use account team to share records to relevant people
c. Use chatter to share records with relevant people

11

Universal Containers wants to prevent sales users from modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However sales directors must able to edit these fields in case last minute updates are required.
Which solution should a consultant recommended?
a. Create a Workflow rule to enable field access for the sales directors based on sales stage.
b. Modify the profile for sales directors to enable the “Modify All” object permission for the opportunities.
c. Create a validation rule to enforce field access based on the sales stage and profile
d. Change the field level security for the sales rep to restrict field’s access based on the sales stage.

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

12

Resellers for Universal Containers need access to reports in the partner communities to help manage their opportunities.
How should salesforce be configured to give resellers the correct level of access to reports?
a. create a chatter group that allows partner to post item appropriate list view and report
b. create the appropriate list views and report folder, and share with all partner users
c. Create the 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

c. Create the opportunity list view and report folder in the partner communities for all partners

13

1. Universal Containers uses products in salesforce and has private security model. The product management Employee do not have access to all opportunities but would like to track the performance of a new product after it is launched.
What would a consultant recommend to allow the product management employee to track the performance of the product?
a. Create a new product and add it to the price book with the product manager as the owner
b. Create a trigger to set the product manager as owner for opportunity on the new product.
c. Create a criteria based sharing rule to add the product management team to relevant opportunities
d. create a trigger to add the product management team to the sales team of the relevant opportunities

c. Create a criteria based sharing rule to add the product management team to relevant opportunities

14

1. 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 one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
b. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
c. Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
d. Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.

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

15

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.

a. Create a trigger on the opportunity.

16

Universal Containers is moving their legacy Customer Relationship Management (CRM) system to salesforce sales cloud. What should the consultant recommend to ensure a successful implementation?
a. Review the current system with all levels of users to understand their requirements**
b. Review the current system with and configure sales cloud to work in the same way
c. Review the current system with executive management to understand their requirement
d. Review the current system with IT management to understand their requirement

c. Review the current system with executive management to understand their requirement

17

The sales manager at Universal Containers wants to be informed when a lead created from the "Contact Us" form on the corporate website has not been followed up within 24 hour of being submitted.
What salesforce feature should the consultant use to meet the requirement?
a. Notify using publisher action
b. Send an email using lead escalation rule
c. Send an email using time based workflow
d. Notify using chatter on Lead

c. Send an email using time based workflow

18

A premier customer for Universal Software needs access to confidential product roadmap information.
To securely send this information using content delivery, what step should a sales representative take? Choose 2 answers
a. Remove access to the content after a specified date.
b. Require the customer to enter a password to view the content.
c. Require the customer to enter a security token to download the content.
d. Require the recipient to log into Salesforce to access the content.

b. Require the customer to enter a password to view the content.
d. Require the recipient to log into Salesforce to access the content.

19

Marketing department at Universal container is migrating from legacy campaign and email management system 2 salesforce want to ensure that its communication material is migrated as well.
What should consultant recommend to migrate the marketing departments email templates?
a. Create an email template change set or use the Force.com IDE
b. Manually recreate the email and mail merge templates in salesforce
c. Enable Email to salesforce before sending email templates to salesforce
d. Enable Email-to-case and use Import Wizard.

a. Create an email template change set or use the Force.com IDE

20

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 validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
b. 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.
c. Create a calculated field that scores leads based on lead attributes 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.

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

21

Universal containers purchased a new marketing database list and wants to use it to run an email campaign for launch of a new product. The Sales team will be responsible for evaluating the respondents and identifying the deal maker before going through the sales process with a prospect.
What steps should a consultant recommend in this scenario?
a. Create leads, convert them to opportunities, and qualify the respondents on the opportunities
b. Create a campaign, qualify the respondents, and create accounts and contacts
c. Create both account and contact records, then associate the contacts to the campaign
d. Create a campaign, associate the leads to the campaign, and qualify the respondents.

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

22

Universal containers has enabled Advanced Currency Management. How the converted amount data is reported on a report that spans time periods when the exchange rates was different.
a. Converted amount are based on the exchange rates entered in the opportunity
b. Converted amount are based on exchange rates that use the most current entry
c. Converted amount are based on the historical exchange rate associated with the close date
d. Converted amount are based on exchange rates that use the oldest entry

c. Converted amount are based on the historical exchange rate associated with the close date

23

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. Create scheduled dashboard to be sent weekly to all stakeholders.
c. Acquire the client stakeholders’ key performance indicators.
d. Ensure the project key performance indicators are profitable

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

24

Universal Container 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 chat with customer in real time with chatter
b. Need to prioritize search results for contacts and opportunities
c. Need to add notes quickly or log activities for each record
d. need to see records and related items as tabs under one screen

c. Need to add notes quickly or log activities for each record
d. need to see records and related items as tabs under one screen

25

The management at universal container noticed that the lead conversion ratio has remained the same for the hospitality industry despite increase in lead creation. What steps can help determine the issue
a. Report on lead by source.
b. Industry performance dash board
c. Campaign dashboard by industry
d. Report on lead lifetime by industry

d. Report on lead lifetime by industry

26

Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and would like to receive email notifications when key opportunity fields are changed (e.g., amount or sales stage). However, individuals would like to control the frequency of their email notifications. Which solution should a consultant recommend for this scenario?
a. Configure the opportunity teams for opportunities so that only interested sales users are receiving notifications.
b. Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.
c. Define a workflow rule and email task that is triggered when key fields are updated to new values.
d. Configure the individual Salesforce for Outlook email settings to control notification frequency.

b. Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.

27

When enabling multiple currencies what feature is enabled on all opportunity? Choose 2 answers
a. User's defaults currency overrides the specified opportunity currency
b. the selected currency is used for the Amount (Converted) field
c. the selected currency is used for the Amount field
d. Currency must be specified for the opportunity

b. the selected currency is used for the Amount (Converted) field
d. Currency must be specified for the opportunity

28

1. What are the benefits of enabling territory management? Choose 3 answers
a. Ability to generate account sharing rule based on territory membership
b. Ability to expand private sharing model using account criteria
c. support to complex and frequently changing sales organization
d. Support for multiple forecast per user based on territory membership
e. Ability to include opportunity in more than one record.

b. Ability to expand private sharing model using account criteria
c. support to complex and frequently changing sales organization
d. Support for multiple forecast per user based on territory membership

29

Universal containers has recently started using forecasting in collaboration with sales stages to better understand pipeline. All sales reps have submitted their forecasting numbers for approval. The VP pf sales is reviewing the forecast and sees that the open opportunity pipeline report contains a total of $25,000. The VP of sales then notices that there is $15,000 that is not included in the pipeline forecast summary. What should a consultant suggest as a possible reason for exclusion?
a. The $15,000 is business that is too new and has been assigned to the Omitted forecast category
b. The $15,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary
c. The $15,000 is business that is in the Best case category, which is excluded from the pipeline forecast summary
d. The $15,000 is business that is in the commit category, which is excluded from the pipeline forecast summary*

b. The $15,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary

30

1. Universal Containers wants to restrict access to accounts and contacts. All users should able to access all the accounts, but only edit the accounts they own. Users should be able to edit only the contacts for the accounts they own. To meet these requirements, what should be the OWD access for accounts and contacts?
a. Set Account to public read-only and contacts to private.
b. Set Account to private and contact to private.
c. Set Account to private and Contacts to controlled by parent.
d. Set Account to public read-only and Contacts to controlled by parent.

d. Set Account to public read-only and Contacts to controlled by parent.