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Flashcards in Sales Cloud Brain Dump Deck (44):
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1. You need to import  100,000 leads, how can you do this? (choose 2)


a. Import Wizard
b. ETL
c. Data Loader
d. Manual Entry

 

b. ETL
c. Data Loader
 

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2. Universal Containers has 2 separate processes for sales and marketing. The sales needs to update about 15 fields, while the marketing team doesn’t need to see those fields but needs to be able to report on them. What is the best solution?

a. Create 2 different record types
b. Create 2 different page layouts
c. Create 2 separate objects
d. Use field level security to hide fields from the marketing teams

b. Create 2 different page layouts

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3. Accounts and contacts have an org wide default to public and have activities associated to them. Users must be able to see accounts and contacts but only users should see activities for accounts or contacts they own. What the best solution?

a. Make accounts and contacts private
b. Make org wide default on activities set to private
c. Advise users to make activities private
d. Make org wide default on activities set to controlled by parent

b. Make org wide default on activities set to private

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4. Campaigns are to be imported from a different. Which objects should have an external ID set for them?
a. Accounts, Leads, Campaigns
b. Contacts, Lead, Campaigns, Accounts
c. Campaign, Account, Campaign Members
d. Campaign, Opportunities, Contacts, Lead
 

d. Campaign, Opportunities, Contacts, Lead

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5. Universal Containers sales reps have consumer accounts as well business accounts. Sales reps complain that their search is cluttered with consumer accounts as well as business accounts, what is the best solution for less cluttering?
           (Choose 2)
a. Enable Divisions
b. Make consumer accounts into person accounts so they act like contacts (person accounts only show up in search results so this won’t work)
      c.   Different answer
      d. ?
 

a. Enable Divisions
      c.   Different answer
 

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6. Accounts are set to private in the org wide default. Universal Containers has 2 subsidiary accounts. A sales rep needs to be able to report on all sales-related activities for all accounts in the hierarchy, what is the best solution?

a. Add sales rep to the account team
b. Add sales rep to the sales team
c. Create a sharing rule to grant access to the sales rep
d. Something not true

c. Create a sharing rule to grant access to the sales rep

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7. Universal Containers uses a ERP to manage their pricing and products. The products are a large volume and prices change frequently. They want salesforce to manage their opportunities. What are things to consider before using salesforce app?
a. Volume of products and frequency of pricing, as well as ability to host a web service
b. Volume of products and frequency of pricing, as well as ability to call a web service
c. Something not true
d. Frequency of pricing changes
 

b. Volume of products and frequency of pricing, as well as ability to call a web service

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8. Universal Containers has many new sales reps and wants to help bring up the sales reps up to speed, choose 3 recommendations that can be done

a. Enable chatter feed tracking on opportunities
b. Enable similar opportunities
c. Create groups for users

a. Enable chatter feed tracking on opportunities
b. Enable similar opportunities
c. Create groups for users
 

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9. Universal Containers has 2 communities that can share ideas and collaborate. Community A is a public community and Community B is a high profile partner, how should the communities be set up?
a. Expose the communities A on a public site and add Community B thru a hidden link
b. Create 2 separate partner portals using sites to expose both communities. One partner portal will be public and one will be private (not sure if this can be done since partner portals is private)
c. Create a object for both communities
d. Something not true
 

b. Create 2 separate partner portals using sites to expose both communities. One partner portal will be public and one will be private (not sure if this can be done since partner portals is private)

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10. Universal Containers has highly sensitive date and wants to send a partner a document with a quote via content deliveries, what are 3 things the user should do before sending out the document?
a. Make sure the link is formatted the same online as it is in the email
b. Preview the email to make sure the link is working correctly
c. Require a password for the content delivery
d. Set an expiration date for content delivery
e. Add a product
 

a. Make sure the link is formatted the same online as it is in the email
c. Require a password for the content delivery
d. Set an expiration date for content delivery

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11. What is the benefit of using jigsaw to improve account data? (choose 3)
a. Check the completeness of account data
b. Fill in relevant account information
c. Remove Duplicate Lead records
d. Ensure good account data
e. Check account performance
 

a. Check the completeness of account data
b. Fill in relevant account information
d. Ensure good account data

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12. Universal Containers has noticed lead quality has gone down, what is something that can be done to improve lead quality?
a. Reduce number of leads that can be imported at a time
b. Create a validation rule to create a task to notify users to check leads
c. Create a quality data team to monitor leads
d. Increase the number of leads
 

a. Reduce number of leads that can be imported at a time

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13. Universal Containers wants to require an automatically add a designated approver once the opportunity reaches a certain stage, how can this be achieved?
a. Add a workflow rule to create a task to assign an approver
b. Create apex trigger to populate the approver field
c. Create a validation rule to make sure approver field is filled out depending on stage
d. Something not true
 

b. Create apex trigger to populate the approver field

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14. Users in the field are having difficulty with approvals when traveling, choose 2 steps that can be done to help the issue
a. Enable mobile approvals
b. Enable one word approvals over email
c. Create a dashboard and email it to the users with approval qeues
d. Something not true
 

a. Enable mobile approvals
b. Enable one word approvals over email

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15. Users have started to use the outlook for salesforce but have noticed 2 issues
- Duplicate contacts are being created in salesforce
- Tasks and Events are not the same

What kind of synching should be recommended?

a. One way sync from salesforce to outlook, and two way synching between activities
b. One way sync between salesforce and outlook
c. One way sync from outlook to salesforce, and two way synching between activities
d. Two way synching on both activities and emails
 

c. One way sync from outlook to salesforce, and two way synching between activities

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16.  The client wants to calculate the ROI of XYZ type campaigns. What is the best way to calculate the ROI?

a. Total budgeted amount for XYZ campaigns versus the number of leads converted from each Campaign
b. Actual total spent for XYZ campaigns versus the number of deals closed from each Campaign
c. Total budgeted amount for XYZ campaigns versus the total amount of closed business from each Campaign
d. Actual total spent on XYZ campaigns versus the total amount of closed business from each Campaign

d. Actual total spent on XYZ campaigns versus the total amount of closed business from each Campaign
 

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17. What should be part of a deployment plan for Sales Cloud?
(Choose 2)
a. 24 hour IT support
b. Meeting schedule to discuss open issues
c. Create a process for users to report issues
d. Communicate potential issues with the client prior to deployment
 

b. Meeting schedule to discuss open issues
c. Create a process for users to report issues

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18. Universal Containers has won a contract for
supplying products to a government agency that operates in 12 different states. Each state office is managed by a different person, and each of these managers order products for their respective offices, independently from each other. What approach would you recommend ?
a.  Create 12 leads and convert them to 12 opportunities with 12 related contacts
b. Create 12 different accounts, a single contact and a parent account for the 12 accounts created. Relate the contact to the parent account
c. Create a single account, 12 different contacts
       d. Create 12 different accounts, 12 different contacts (one for each account), and finally create a parent account for the 12 accounts created
 

 d. Create 12 different accounts, 12 different contacts (one for each account), and finally create a parent account for the 12 accounts created

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19. The client issues insurance policies to
doctors. The contacts can be associated with one policy, and doctors can be associated with different hospitals. The client is trying to achieve the following objectives:
1. Each policy can only be associated with one contact.
2. They want to be able to track what doctors are associated with hospitals in their network. What approach do you recommend to complete these objectives?
a. Use person accounts on the account object
b. Use partner related list on the contact object
c. Use contact role from the contact object
d. Use contact role on the account object


 

a. Use person accounts on the account object

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20. Universal Containers wants to analyze the level of involvement from sales reps on opportunities and deal close ratio, what 2 recommendations would you choose?

a. Average number of activities for closed/won or close/lost opportunities
b. Total number of sales activities for opportunities
c. Total number of closed won opportunities by (stage duration report)
d. Total number of opportunities created

a. Average number of activities for closed/won or close/lost opportunities
c. Total number of closed won opportunities by (stage duration report)

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21. Universal Containers has started using salesforce-to-salesforce to collaborate with their partners on opportunities, what are the benefits of using salesforce-to-salesforce?
Choose 2
a. One location to manage sales and partner channels
b. Automatic assignment to a partner on a opportunity
c. Access to partner reports and dashboards
d. Real time updates on shared partner records and objects
 

a. One location to manage sales and partner channels
d. Real time updates on shared partner records and objects

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22. Marketing and Sales want to collaborate more efficiently and share knowledge on opportunities, what are 2 recommendations?

a. Create documents and add members to the content deliveries
b. Create documents and add members to libraries
c. Create a public group for marketing and salesforce.com
d. Use chatter feed tracking on opportunities

b. Create documents and add members to libraries
d. Use chatter feed tracking on opportunities
 

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23. Universal Containers is merging legacy data and noticed accounts have up to 5 addresses, what should you do to capture the addresses in salesforce?

a. Create a separate object to track each account mailing address
b. Create one text field for accounts
c. Use the standard 2 address fields on the account object
d. Create 5 address fields for the account

d. Create 5 address fields for the account

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24. The client wants to make sure that line items added to the Opportunity are also added to the Quote and vice versa. How can this be accomplished?
a. By creating a workflow
b. Instruct the sales reps to add products on both
c. By creating a trigger on the Opportunity and Quote
d. Train the sales reps hit the "Start Sync" button
 


d. Train the sales reps hit the "Start Sync" button

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 25. The VP of Sales wants to run a competition for
the sales reps to stimulate business based on the following criteria:
1. Number of leads converted
2. Number of activities on opportunities
3. Percentage of closed pipeline
How can he track the progress on a daily basis?
a. Create a report for each in a public folder and provide a link to the folder
b. Create a dashboard, with the VP as the running user, and have it refresh daily and e-mail the results to VP
c. Create a report for each and have it refresh

 

b. Create a dashboard, with the VP as the running user, and have it refresh daily and e-mail the results to VP

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26. What should be part of a deployment plan for Sales Cloud?
(Choose 2)
a. 24 hour IT support
b. Meeting schedule to discuss open issues
c. Create a process for users to report issues
d. Communicate potential issues with the client prior to deployment
 

b. Meeting schedule to discuss open issues
c. Create a process for users to report issues

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27. Match the following items with their correspondent project phase:
configuration, acceptance tests, requirements matrix, project planning, features to implement =>
plan, analyze, design, build, validate
 

Configuration = Build
Acceptance Testing = Validate
Requirements Matrix = Analyze
Project Planning = Plan
Features to Implement = Design
 

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28. The CEO wants to deploy a lead scoring system for leads, what should he do?
a. Use the 'Score My Lead' functionality
b. Populate relevant fields on the lead and then calculate a score
c. Use a partner solution
d. Use workflow rules
 

b. Populate relevant fields on the lead and then calculate a score

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29. Universal Containers wants to always create an opportunity from a lead record, how can this be achieved?

a. Make the opportunity stage required
b. Create a workflow rule on the contact object
c. Create an apex trigger to override the convert button using convert logic
d. Create a workflow rule on the opportunity object

a. Make the opportunity stage required
c. Create an apex trigger to override the convert button using convert logic

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29. Universal Containers have noticed opportunities are being stuck in the “waiting for a pricing” phase, and they want to expedite this process, what can be done? Choose 2

a. Use quotes on the opportunities
b. Add multiple pricebooks and add products
c. Generate an approval process
d. Create a validation rule to create a task for an approver

a. Use quotes on the opportunities

c. Generate an approval process

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31. Universal Containers wants to ensure an approver is automatically added based on the stage before an user can submit the record, how can this be achieved?

a. Create a formula field and a validation rule to ensure the approver field is populated
b. Create a task to be assigned to the approver, to approve the record
c. Publish an approval matrix and create an apex trigger to automatically add the approver based on stage
d. Create a validation rule to check if the approver field is filled based on the stage

c. Publish an approval matrix and create an apex trigger to automatically add the approver based on stage

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32. Universal Containers needs to be able to capture market share of all child records on the account object, how can this be achieved?

a. Create a roll-up summary fields to capture market share of the child objects on the account object
b. Create a roll-up summary field of all the child opportunities to capture market share on the account object
c. Create a report that adds up all opportunity values of the child account and create a link to the report placed on the account object
d. Create a separate object for all child accounts

a. Create a roll-up summary fields to capture market share of the child objects on the account object

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33. Universal Containers consider any opportunity relevant if the probability of close-won is 75% or greater, based on stage and per month. How can Universal Containers get an accurate monthly view of opportunities?

a. Create a matrix report based on stage and month end, filtering by probability
b. Create a list view where only opportunities greater than or equal to 75% probability are shown
c. Create a monthly analytical snapshot of the opportunities
d. Create a dynamic dashboard

a. Create a matrix report based on stage and month end, filtering by probability

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34. Partners need to see reports and list views on the partner portal, how can be this be achieved? (choose 2)

a. Create list views and report folders granting access to partners in your org
b. Create a tab to reports and list views on the partner portal
c. Create list views and report folder inside of the partner portal only
d. Create a sharing rule to grant access to partner reports

a. Create list views and report folders granting access to partners in your org
b. Create a tab to reports and list views on the partner portal

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35. Universal Containers has 2 distinct selling methods after the lead has been qualified, how can Universal Containers enforce these selling methods? (choose 2)

a. Define the sales methodology
b. Create 2 opportunity record types
c. Create 2 lead record types
d. Create 2 different page layouts

a. Define the sales methodology
b. Create 2 opportunity record types

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36. Universal containers uses consumer accounts as well as business accounts and recently started using person accounts, how can they separate these accounts?

a. Create a list view using the Is Person account icon
b. Create 2 different page layouts
c. Create 2 different list views based on the account type
d. Enable contact roles related list

a. Create a list view using the Is Person account icon

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37. A sales representative always works with the same people from different groups to collaborate on an opportunity. The people from different groups can NOT see the opportunity the rep has created. What is the recommended solution?

a. Automatically add a default sales team every time an opportunity is created
b. Add each member to the sales team individually every time a opportunity is created
c. Create a sharing rule to share the opportunity with team member roles
d. Create a public group for the team and add them to the opportunity

a. Automatically add a default sales team every time an opportunity is created

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38. Universal Containers has enabled chatter and it is making the company more efficient. The competitive team wants to start using chatter, what is the best approach? (choose 2)

a. Grant each member of the competitive team a standard user license
b. Grant each member of the competitive team a chatter free user license
c. Add all members of the competitive team to the competitive group

b. Grant each member of the competitive team a chatter free user license
c. Add all members of the competitive team to the competitive group

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39. Universal Containers wants to ensure a opportunity product is always added to a product, how can this be achieved?

a. Create a validation rule on the opportunity
b. Create a validation rule using the has line item field on the opportunity line
c. Create a apex trigger on the opportunity
d. Create a workflow rule to assign a task to the user to add a opportunity product to an opportunity

b. Create a validation rule using the has line item field on the opportunity line

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40. Territory Management has been enabled for Universal Containers, what is something to consider when using territory management?

a. Sharing settings for account and opportunities
b. Product Schedules
c. If quotes are enabled
d. If multi-currency is enabled

a. Sharing settings for account and opportunities

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41. Universal Containers has just rolled out salesforce globally to different regions. Each region has a unique selling process and has its own complexities. What is the recommended training approach?

a. Online training session
b. Create a single training session for each region
c. Instructor based training customized for each region
d. Post training documents to library

c. Instructor based training customized for each region

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42. Client has noted to be successful, users must log in to salesforce 3 times per day. What is the recommended approach?

a. Create a login report
b. Finalize the requirements of a login report
c. Have a discussion on the objective of using the app
d. Something irrelevant

c. Have a discussion on the objective of using the app

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 43. Universal Containers has noticed excessive discounting on opportunities, what is the best solution to monitor this? (choose 2)

a. compare the discounted price vs. the list price
b. limit the number of products that can be added to an opportunity
c. create a report with the opportunity products and pricebooks
d. establish an approval process before products can be published

c. create a report with the opportunity products and pricebooks
d. establish an approval process before products can be published

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