SCC CLT Flashcards by Cédric Ligonnet

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

VERIFIED

D. Create an analytical snapshot to capture the opportunity forecast

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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.

VERIFIED

A. Create a trigger on the opportunity.

the up-to-date answer would be to use Process Builder, which can handle this scenario without code.

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Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a sales user whose profile grants to create, read, edit and delete access to accounts, contacts and opportunities.Based on this information, the owner of the ABC Corporation account record has the rights to take which actions?
Choose 2 answers

A. Transfer ownership of related contacts and opportunities owned by other users
B. Share the account with other users through manual sharing and account teams
C. View, edit, and delete related contacts and opportunities owned by other users
D. View, edit, and delete activities owned by other users directly related to the account

VERIFIED

B. Share the account with other users through manual sharing and account teams
D. View, edit, and delete activities owned by other users directly related to the account

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Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team. What solution should the consultant recommend?

A. Customer Community
B. Force.com Sites
C. Salesforce1 Sites
D. Site.com

VERIFIED

D. Site.com

Salesforce1 Site is not a real thing
“managed by the non-technical marketing team” because of this sentence I can’t use force.com
Communities are easier than regular sites - although they used to be more complicated a few years ago - they’re still not at the same place Site.com is. I’d say you would still need to be a system admin to build a proper community.

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Universal Containers does not have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, there has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?

A. Use the lead Score on the find duplicates button and assign the leads with a score in the high category.
B. Create multiple validation rules to ensure that all fields on the lead record are populated with data.
C. Create a custom lead score field to assess lead quality and assign the leads that exceed the score to partners
D. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners

VERIFIED

C. Create a custom lead score field to assess lead quality and assign the leads that exceed the score to partners

we can’t make validation on LinkedIn Lead Gen Ads, that’s why we can’t choose the option of validation rules

leads are very often generated by outside individuals, people filling a web form - and honestly, you just can’t trust or expect them to fill in n a form where everything is required

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Universal Containers wants to track the campaigns that influence won opportunities. Using standard functionality, what should a consultant recommend to meet this requirement?
Choose 2 answers

A. 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. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close 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 the administrator specify a time frame that limits the time a campaign can influence the opportunity after the campaign first associated date and before the opportunity created date.

VERIFIED

A. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
D. Have the administrator specify a time frame that limits the time a campaign can influence the opportunity after the campaign first associated date and before the opportunity created date.

Now for the next one, you can try out a feature called Campaign Influence (https://help.salesforce.com/articleView?id=campaigns_influence_setup.htm&type=5&sfdcIFrameOrigin=null), which will explain the answer far better than I can :)

Option C essentially clashes with D - because setting up campaign influence automatically links the campaign to the opportunity. The part that’s missing is, in the event that one opportunity is influenced by more than one campaign, to “divide” the credit between them - did one campaign earn 90% of the credit, or did both attract the lead equally? That’s answer A.

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Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy. What solution should a consultant recommend to meet this requirement?

A. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
C. Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.
D. Create a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy.

VERIFIED

C. Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.

Accounts don’t have a master-detail relationship with other accounts, so you can’t use a roll up summary between parent and child accounts. The way to achieve this would be by creating an Apex trigger that runs whenever an account record changes - it would query the database, perform the calculation, and update the parent account

With that being said, in real life here in the community we often advise people to use one of the free third-party utilities available - like DLRS or Rollup Helper. They do exactly this without having to write any code.

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Universal containers uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforce1 mobile app and want to easily create new insight records from their phones. What should a consultant recommend to meet this requirement?

A. Create a custom object tab
B. Create a publisher action
C. Create a related list button
D. Create a visualforce page

VERIFIED

B. Create a publisher action

Now we’re at Question #8 (almost there). And this one is very simple - you’re right, they COULD create a tab and they can make it show up in the app. This answer is definitely a correct answer, but is it the best correct answer? To answer this, all we need to know is where on the app we can find publisher actions?
in the action bar, that’s an easier way than the normal way of creating records.

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Universal containers requires credit checks for all opportunities greater than $50,000. The credit management team members are all salesforce users. What should a consultant recommend to notify the credit manager that an opportunity needs a credit check?

A. Use workflow to send an email to the credit manager profile.
B. Use an Apex trigger to create a task for the credit manager user.
C. Use a validation rule to send an email to the credit manager role.
D. Use workflow to assign a task to the credit manager user.

VERIFIED

D. Use workflow to assign a task to the credit manager user.

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Universal containers has an extensive distributor and reseller community. To help manage this partner network, the company is implementing a partner portal. What must be considered when setting up partner users?
Choose 2 answers

A. Partner users cannot receive emails generated through workflow action
B. Partner users are associated with the same set of profiles as internal users.
C. Partner user can own account and opportunity records in Salesforce.
D. The sharing model should be re-evaluated when the partner community.

VERIFIED

C. Partner user can own account and opportunity records in Salesforce.
D. The sharing model should be re-evaluated when the partner community.

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A customer at Universal Container needs access to a report in the Partner Community to help manage their Opportunities. How should UC’s Salesforce be designed to display the correct level of access to report.

A. Create a Chatter Group that allows Partner to post item appropriate List View and Report.
B. Create an Opportunity List View and Report Folder, and share with all Partner Users.
C. Create an 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.

VERIFIED

B. Create an Opportunity List View and Report Folder, and share with all Partner Users.

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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. What solution should a consultant recommend to help product managers engage in sales deals?
Choose 2 answers.

A. Add the Opportunity Team, Product Managers and customers to libraries containing files relevant to sales deals.
B. Create a Chatter Group to share Product information with Sales Teams, Product Managers and Customers.
C. Use an assignment rule to notify product managers when Opportunities are updated.
D. @mention Product Managers in Chatter Posts on relevant sales deals

VERIFIED

@mentioning someone should be part of the sales conversation. However, just doing that doesn’t give the product manager any visibility into the deal, or visibility to see other threads for the opportunity. By having them in the same chatter groups, they can have group discussions throughout the process even without being @mentioned.

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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. Activities Report on Accounts and Opportunities the manager owns.

VERIFIED

B. Activities Report on Accounts, Contacts and Opportunities the manager owns.

Since it is explicitly stated that the representative wants to make a report on accounts, contacts, and opportunities; not allowing him the access to all the Data he needs will result in an incomplete report with irrelevant Information. Hence he would require all the Manager’s accounts, their contacts and opportunities to create an efficient and a detailed report.

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UC is enabling the Partner Portal to allow Partners to update their Opportunities in Salesforce. Partners should only have access to specific Opportunity List Views and Opportunity Reports. How can this level of access be enforced for Partner Portal Users?
(Choose 2 answers).

A. Remove Permissions for existing List Views and Report Folders that should NOT be shared with Partner Users.
B. Create the appropriate List Views and Report Folders and share with all Partner Users only.
C. Create List Views and Report Folders in the Partner Portal Setup so they are available to all Partner Users.
D. Create a new Tab in the Partner Portal to display the appropriate List Views and Report Folders.

VERIFIED

A. Remove Permissions for existing List Views and Report Folders that should NOT be shared with Partner Users.

C. Create List Views and Report Folders in the Partner Portal Setup so they are available to all Partner Users.

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Universal Containers would like to associate some contacts with more than one account (e.g., a contact is an employee of one account and on the boards of several other accounts). What solution should a consultant recommend to meet this requirement?

A. Associate the contact to other accounts using a custom lookup field
B. Add the contact to the partners related list on the second account.
C. Clone the contact record and it to the second account.
D. Enable contacts to multiple accounts feature

VERIFIED

B. Add the contact to the partners related list on the second account.

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Universal Containers has three sales divisions: hardware, software and consulting. Hardware and software division follow ten steps sales process. The consulting division follows an eight step division processes and does not use the prospecting or perception analysis stage during the sales cycle.
Which solution should a consultant recommend to meet this requirement?
Choose 3 answers.

A) Create separate stage fields.
B) Create separate page layout.
C) Create the record types.
D) Define stage picklist values.
E) Create sales process.

VERIFIED

C) Create the record types.

D) Define stage picklist values.

E) Create sales process.

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Universal Containers acquires sales leads each year through trade show attendance by its sales and marketing employees. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

A) Find duplicate button
B) Data.com
C) Lead Import wizard
D) Data loader with find duplicate setting

VERIFIED

C) Lead Import wizard

Pas sûr du tout de la réponse !

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UC is moving their legacy CRM system to salesforce sales cloud. What should be done?

A) Review the current system with and configure sales cloud to work in the same way
B) Review the current system with all level of user to understand their requirement
C) Review the current system with IT management to understand their requirement
D) Review the current system with executive management to understand their requirement

VERIFIED

D) Review the current system with executive management to understand their requirement

Pourquoi pas B ?

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Universal Containers uses contracts in Salesforce to record fixed pricing structures from dosed/won opportunities. The contracts expire throughout the year. To ensure the company is not missing Potential renewal revenue, sales management wants to implement the following Process.
° 30 days before a contract is due to expire, a lead is automatically created with contract renewal as the source.
° All leads go to a pre-sales team who qualify and convert them to opportunities.
° When leads are converted to opportunities and closed/won, an alert is sent to the account team.
What features of Salesforce should a consultant use to meet this requirement?

A) Apex, workflow, lead assignment, and queues.
B) Lead assignment, Apex, and opportunity assignment.
C) Reports, data loader, queues, and opportunities
D) Workflow, reports, queues, and lead assignment.

VERIFIED

A) Apex, workflow, lead assignment, and queues.

Plusieurs sources confirment la réponse, ça a l’air d’être bon.

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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. What factor should be considered with the Sales Cloud deployment to help ensure adoption? Choose 3 answers

A) Type of training delivered
B) Sales rep quota targets
C) Management communications
D) Maintenance release schedule
E) Training in local language

VERIFIED

A) Type of training delivered

C) Management communications

E) Training in local language

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Universal Containers is deploying a formal sales methodology while implementing Salesforce. What should a consultant recommend to ensure the alignment of the sales methodology and Salesforce? Choose 3 answers

A) Develop a data integration between Salesforce and the sales methodology database.
B) Embed custom components within Salesforce to support the sales methodology.
C) Override Salesforce user interface with the sales methodology user interface.
D) Configure Salesforce standard and custom objects to support the sales methodology.
E) Consider available sales methodology AppExchange applications.

VERIFIED

B) Embed custom components within Salesforce to support the sales methodology.

D) Configure Salesforce standard and custom objects to support the sales methodology.

E) Consider available sales methodology AppExchange applications.

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Universal Containers has noticed a sizeable decrease in the number of sales representatives who are meeting their quotas. What should be evaluated to determine the cause of this decline? Choose 2 answers:

A) Trending report on won versus lost opportunities
B) Percent of converted leads per sales representative.
C) Comparison report of forecasts versus converted leads.
D) Activity history report on open and closed opportunities

VERIFIED

A) Trending report on won versus lost opportunities

D) Activity history report on open and closed opportunities

Plusieurs sources qui confirment la réponse

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UC has configured salesforce to store all individual consumer contact under a single account called “Consumer”. The consumer business has grown to more than 500,000 Contacts. Mass update are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported. What should consultant recommend to improve system performance? Choose 2 Answers

A) Ensure that no single account has more than 10,000 contacts
B) Add an index to the account field on the contact object
C) Remove the account assignment for all objects
D) Enable person account and migrate the data

VERIFIED

A) Ensure that no single account has more than 10,000 contacts

D) Enable person account and migrate the data

There are mass update limits (Bulk API limits) of 10,000 records

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Universal Containers is in the design phase of a complex Sales Cloud implementation. There are teams working on data migration, integration, application, and technical design.
What step should a consultant take to ensure that the design accounts for all aspects of the requirements?

A) Conduct integration performance reviews.
B) Conduct end-to-end solution reviews.
C) Conduct executive committee review.
D) Conduct data migration reviews.

VERIFIED

B) Conduct end-to-end solution reviews.

The correct answer to this question is answer : conduct end-to-end Solution reviews. An end-to-end solution Review ensures that the product goes from beginning to end in the most efficient route possible. When an end-to-end review is conducted, the Person conducting it looks at all the middle steps. If there are redundancy steps, these steps are taken out to streamline the process.

When a complex system is getting ready to be implemented, making it as simple as possible is a good idea. If there are steps that could be combined or eliminated, an end-to-end solution review will catch that. This will take time, but for the implementation of a complex system, it’s worth it. It will also make sure that every step left in the system at the end of the review will fulfill the requirements.

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Universal containers has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage. What solution should a consultant recommend to meet this requirement? Choose 2 answers A) Define a workflow rule that automatically defaults to a pricebook and product line item when selecting the negotiation stage. B) Ensure that all sales representatives have access to at least one pricebook when creating product lines. C) Configure a validation rule that types the Has Line Item and Stage fields for the correct condition. D) Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.

VERIFIED B) Ensure that all sales representatives have access to at least one pricebook when creating product lines. C) Configure a validation rule that types the Has Line Item and Stage fields for the correct condition. ça a l'air d'être bon

UC representative wants to see forecast amount by all sales representative and by multiple product group. What would a consultant recommend to meet these requirements? Choose 2 answers A) Implement collaborative forecast with product family B) Implement collaborative forecast with quota alignment C) Create a forecast list view by product family groups D) Build a custom forecast report showing product group

VERIFIED A) Implement collaborative forecast with product family B) Implement collaborative forecast with quota alignment Collaborative forecasting is done with quota alignment i.e quotas are used to forecast sales reps sales predictions. You can also use collaberation based on product families. Customized forcasting is based on the opportunity stage. i.e if you want to deviate from the standard which is; Pipeline, Best Case, Commit, Omitted, and Closed

The finance department of Universal Containers is noticing a decline in profitability, which they attribute to an excessive number of Discounts on opportunities. What can the finance department do to monitor and control opportunity discounting? Choose 2 answers A) Run a report on opportunities showing list price and discounted price. B) Ensure that sales management approves discount requests for each opportunity. C) Create a custom roll-up field to calculate the average product discount for each customer. D) Limit the number of discounted products that can be added to an opportunity.

VERIFIED A) Run a report on opportunities showing list price and discounted price. B) Ensure that sales management approves discount requests for each opportunity. Pas sûr de la réponse

Universal Containers determines that opportunities are taking longer to close than in the past. Which action should the management take to determine the reason behind the additional time to close? Choose 3 answers A) Evaluate whether lead conversion rates have decreased over the time B) Evaluate whether the complexity of deals have changed over the time C) Build a dashboard to display opportunity stage duration D) Examine user logins rates & activity on open opportunity records E) Review the budget allocated to marketing campaigns

VERIFIED B) Evaluate whether the complexity of deals have changed over the time C) Build a dashboard to display opportunity stage duration D) Examine user logins rates & activity on open opportunity records

Universal Containers was bought by a larger company and needs to provide information on a monthly basis to the new parent company to help predict sales. Which data should the new parent company review? A) Opportunity pipeline report grouped by month B) Count of new lead records created C) Number of activities tied to opportunities D) Dashboard of user login history

VERIFIED A) Opportunity pipeline report grouped by month

Universal Containers wishes to implement a sales methodology that focuses on identifying customer's challenges and addressing them with its offerings. Which sales methodology is described above? A) Direct selling. B) Relationship selling. C) Solution selling. D) Target account selling

VERIFIED C) Solution selling. This sales methodology is am alternative to promoting a product. Instead, with solution selling, the sales Person puts the focus on the customer's Problem. In other words, slolution selling is the answer to the problem. They address the issue with offerings that will best fit the customer's problem. This is most useful when a customer rarely purchases the product and relies on the Knowledge of the sales person to help them make a decision. Solution Selling was developed in 1975 by Frank Watts and began teaching this process as a consultant in 1982.

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) Acquire the client stakeholders' key performance indicators. C) Create scheduled dashboard to be sent weekly to all stakeholders. D) Ensure the project key performance indicators are profitable.

VERIFIED A) Establish a stakeholder committee and meeting schedule. B) Acquire the client stakeholders' key performance indicators.

Universal Containers is following a traditional waterfall project delivery methodology. The analysis phase is complete with the sign-off of the requirements. What action consultant a take to minimize changes in scope during the design and build phases? Choose 2 answers A) Update requirements based on feedback from key stakeholders. B) Map business requirements to the solution design. C) Map solution design documents to system test scripts. D) Obtain customer sign-off on the solution design.

VERIFIED B) Map business requirements to the solution design. D) Obtain customer sign-off on the solution design. Map Business requirements to the solution design and obtain customer sign-off on the solution design. Software project management is an Art and science of planning and leading software projects. To be able to avoid confusion or problems, software project management methods focused on matching user requirements to delivered products, in a method called the waterfall model. Discuss the needs and desire of the customer to establish a basic design against the constraints of the area and the basic code and rules. Review the design with the customer to obtain their approval and acceptance. Work with suppliers and contractor to finalize costs and time frame. Complete final drawing and cost for approval.

UC is deploying the Sales Cloud to 500 sales users. The implementation team is planning an end user support plan for the first week of the implementation. Which item should be included in the plan? Choose 2 answers A) Communication to customers about potential issues B) 24-7 support from the IT team C) Meeting schedule to review open issues and escalations D) Process for users to report issues

VERIFIED C) Meeting schedule to review open issues and escalations D) Process for users to report issues

Universal Containers implemented new quoting functionality for sales representatives and needs to enable the same functionality for its partners. How can this be accomplished? A) Update the partner sales process to include stages for managing and submitting partner quotes. B) Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes. C) Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts. D) Enable quotes and content in the partner portal to allow partners to store their PDF quotes.

VERIFIED C) Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts. If B would be done, this can become complicated. There is a chance that the one placing the Data will make a mistake. It might cause confusion with the partners and the non-partners. A will not be too useful for this because updating the Information means that even the non-partners will see the updated details. They may assume that the quotes are for them. Once again, this may cause some problems in the long run. D will only complicate things when there is another option, which is C, in order to give partners the information that they need. Page layouts will be easier to understand too.

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 two sales processes and a workflow rule triggered by opportunity amount to assign a sales process. B) Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount. C) Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage. D) Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.

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

Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products. What should a consultant recommend to support selling the two product lines? A) Create one page layout, two sales processes, and validation rules to capture relevant opportunity information. B) Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line. C) Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information. D) Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.

VERIFIED B) Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.

When the billing address on an account is changed, the mailing address of all related contact records should be updated to reflect the new address. How can this requirement be met? A. Create a workflow rule on contacts. B. Create a Force.com trigger on accounts. C. Create a Force.com trigger on contacts D. Create a workflow rule on accounts.

VERIFIED B. Create a Force.com trigger on accounts.

Universal Containers has many customers that repeat the same purchase on a regular basis. These customers are classified as a repeat account type. Sales management wishes to use Salesforce to automate repeat opportunities. What should a consultant recommend to meet this requirement? A) Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage. B) Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage. C) Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat a accounts when it reaches closed/won stage. D) Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

VERIFIED D) Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

Universal Containers wants to prevent sales users from modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required. Which solution should a consultant recommend? A) Change the field-level security for sales representatives to restrict field access based on the sales stage. B) Create a validation rule to enforce field access based on the sales stage and profile. C) Create a workflow rule to enable field access for sales directors based on the sales stage. D) Modify the profile for sales directors to enable the "Modify All" object permission for opportunities.

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

Universal Containers allows its sales reps to negotiate up to a 5% discount for their opptys. Discounts greater than 5% must be sent to their Regional Sales Manager for approval. Discounts greater than 15% must also be sent to the Regional Vice President for approval. Which approach would satisfy these requirements? A) Create a 2-step approval process for both the RSM and one for the RVP B) Create one approval process and 1 WF, one for the RSM and one for the RVP C) Create two approval processes, one for the RSM and one for the RVP D) Create an approval task with email reminder for both the RSM and one for the RVP

VERIFIED A) Create a 2-step approval process for both the RSM and one for the RVP A two step approval process (answer A) is correct. You can add conditions on the steps to define whether or not a data record needs to continue along the process or if it can end after the first step. So for the RSM it would be records with discounts above 5% must enter this step and for the second step it would require records with a discount above 15% to enter the step. If the discount is below 15% (but above 5%) then the decision of the RSM is the final decision. If you had two processes for each the second (RVP) approval process would not fire. Basically Approvals do not check each approval process. They fire based on the first that meet that criteria. That's why entry criteria and Process Order are very important to consider when building Approval Processes.

Universal Containers needs to have opportunity discounts approved by the senior management team. The appropriate approver is dynamically determined based on the requestor's region and the opportunity's account type. Which solution should be recommended to support these requirements? A) Create a workflow approval task as the first step in the approval process to assign the approver. B) Automatically populate the delegated approver based on the requestors region and opportunity account type. C) Use Apex to populate a user lookup field for the approval process based on an approval matrix. D) Allow the requestor to select the appropriate approver prior to submitting the record for approval.

VERIFIED C) Use Apex to populate a user lookup field for the approval process based on an approval matrix. The Sales Team needs to Work through many loopholes and methods to achieve their target. In order to get the appropriate approver they need to use apex to populate user lookup field for the approval process on an approval matrix. Simply creating a workflow approval task won’t help. You cannot allow the requester to approve prior to record submission for approval either. The last option of automatically populating the delegated approver according to the requestors region won’t work either. This is because, the right approval matrix needs to be selected. Then, the user lookup field will be populated using apex.

The sales teams at Universal Containers need to track partner relationships for each customer account. There can be many partners related to each customer account. Additionally, the following partner-to-customer relationship information needs to be tracked: - Role of each partner - Support product category of each partner - Next step of each partner What should a consultant recommend to meet this requirement? A) Use partner role functionality. B) Create partner custom fields on account. C) Create a custom object for Partner relationships. D) Add partners to each customer account team.

VERIFIED C) Create a custom object for Partner relationships. Pas sûr de la réponse

Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work a dedicated sales engineer. The sales engineer will need access to their assigned sales representatives' accounts and opportunities. What should a consultant recommend to meet this requirement? A) Create criteria-based sharing rules to share the accounts and opportunities with sales engineers. B) Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers. C) Create a trigger to add the sales engineers to their sales representatives' account and opportunity teams. D) Enable account and opportunity teams selling and have each sales representative configure their default teams.

VERIFIED D) Enable account and opportunity teams selling and have each sales representative configure their default teams.

UC has set accounts, contacts and opportunities to private. Sales Rep manage the account for which they are the account owner. The company also employs sales specialist to assist sales rep on deals. What should a consultant recommend to allow sales specialist to see account information and any opportunity information associated with the account? A) Assign the sales specialist to the same profile as Account owner. B) Share opportunity manually with the sales specialist and assign them read access. C) Assign the sales specialist to the same role in the role hierarchy as account owners. D) Add the sales specialist to the account team and assign them read access to the opportunity.

VERIFIED D) Add the sales specialist to the account team and assign them read access to the opportunity.

Universal Containers is undergoing a sales reorganization and wants to enable territory management. What should Universal Containers review before enabling territory management? Choose 2 answers A) Multi-currency and contracts B) Quotes and orders C) Account and opportunity sharing D) Opportunities and forecasting

VERIFIED C) Account and opportunity sharing D) Opportunities and forecasting Je ne connais pas la bonne réponse.

What is to be considered when enabling territory management? (Choose 2) A) Average number of customer by sales rep B) Attribute used to segment customer C) Number of currencies needed to support each sales territory D) Distance between Sales rep and client headquarter

VERIFIED B) Attribute used to segment customer C) Number of currencies needed to support each sales territory

Universal Containers wants to manage their sales territories in Salesforce. What questions should be asked to determine if territory management is an appropriate solution? Choose 3 answers A) Is your sales organization set up as a matrix or a tree B) Are there specific rules for account and opportunity access C) Are your lead assignments based on sales territories D) Does account sharing depend more on account traits than on ownership E) Are commissions calculated by the number of territories to which a representative belongs

VERIFIED A) Is your sales organization set up as a matrix or a tree B) Are there specific rules for account and opportunity access D) Does account sharing depend more on account traits than on ownership Pas sur de la réponse A, certains sites disent que c'est plutôt la E...

What are the benefits of territory management? Choose 3 ANSWERS A) Ability to include opportunity in more than one record. B) Support for multiple forecast per user based on territory membership C) Ability to expand private sharing model using account criteria D) Ability to generate account-sharing rule based on territory membership E) Support to complex and frequently changing sales organization

VERIFIED B) Support for multiple forecast per user based on territory membership C) Ability to expand private sharing model using account criteria E) Support to complex and frequently changing sales organization https://help.salesforce.com/articleView?id=territories_def.htm&type=5 The ability to use account criteria to expand a private sharing model. Support for complex and frequently changed sales organization structures. Support for transferring users between territories, with the option to retain opportunities. Multiple forecasts per user, based on territory membership. Territory-based sales reports.

Territory Management (why use it?) (Choose 3 answers.) ``` A) Sales commissions B) Data access rules for accounts & opportunities C) Currency reconciliation D) Alignment of overlay sales teams E) Assigning accounts to territories ```

VERIFIED B) Data access rules for accounts & opportunities D) Alignment of overlay sales teams E) Assigning accounts to territories Pas trouvé de confirmation, mais ça me semble bon.

UC need to see customers purchasing activity on Accounts, contacts and contracts detailed pages, how could this be done? A) Enable the orders object B) Enable the Sales Console C) Global Publisher action D) Custom object linked to Accounts, contacts and contracts

VERIFIED A) Enable the orders object A priori, c'est ça

A customer successfully places an order with UC for five widgets. The order is activated in Salesforce and the products are shipped to the customer. One week later the customer return one widget. What is the effective method of recording the event in Salesforce? A) Change the quantity value on the order product to 4 B) Create a custom field on the order product object C) Create a return order under returned orders D) Create a new sales product with quantity set to -1

VERIFIED C. Create a return order under returned orders Resources: https://help.salesforce.com/HTViewHelpDoc?id=orderreduction_overview.htm&language=en_US

UC would like to record performance about the conference and people who attended them. A contact would potentially attend multiple conference. 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 conference and a custom lookup field to conference on Contact B) Use campaign for conference and add Campaign member to record attendee information C) Use campaign for conference and a custom object to record attendee information D) Create a custom object for conference and a custom object to record attendee information

VERIFIED B) Use campaign for conference and add Campaign member to record attendee information https://www.salesforceben.com/how-to-use-salesforce-campaigns-for-events/

Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence timeframe for a campaign is 60 days. When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities? A) Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list. B) All campaigns created within the last 60 days will be added to the campaign influence related list. C) Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list. D) All contacts associated with campaigns will be added to the campaign influence related list.

VERIFIED A) Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list. ça m'a l'air bon

AW Computing just added the "Total Converted Leads in Hierarchy" roll-up summary field to all campaign page layouts. However, the administrator cannot see the new field on a campaign record. What else needs to be configured to see this field? A) Make the field visible using field-level security B) Select the "Marketing User" checkbox C) Set the org-wide defaults for the Campaign object to "Public Full Access" D) Select the "Create" permission for the Campaigns object

VERIFIED A) Make the field visible using field-level security A priori, c'est ça

Universal Containers wants to send out an email promotion on a monthly basis to a list of 50,000 leads. What should a consultant recommend to meet this requirement? A) Create an email alert workflow rule to send the email to the leads monthly. B) Use the standard Salesforce mass email tool located on the leads tab. C) Create a lead assignment rule to send the email to the leads monthly. D) Use an email execution vendor to send emails for marketing campaigns.

VERIFIED D) Use an email execution vendor to send emails for marketing campaigns. A priori, SF ne sait pas gérer nativement des aussi fort volumes, il faut passer par une AppExchange externe dédiée.

Universal Containers recently acquired Global Packaging, a company that has complementary Products. Universal Containers wants to run a major campaign showcasing its new product bundling. The company will use multiple marketing channels to create awareness in the marketplace. Each marketing channel will need to be measured for its effectiveness both individually and collectively. How should the consultant design the solution for Universal Containers? A) Create campaigns for each channel with members and link child campaigns to a parent campaign. B) Create a single campaign and add member statuses for each marketing channel. C) Create a single campaign, add members, and set the status to active. D) Create campaigns for each channel, link them to a parent, and add members to the parent.

VERIFIED A) Create campaigns for each channel with members and link child campaigns to a parent campaign. ça me parait bon comme réponse.

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

VERIFIED D) Create a campaign, associate the leads to the campaign, and qualify the respondents. https://success.salesforce.com/answers?id=9063A000000iKXBQA2

Universal Containers would like to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met? A) Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object. B) Create a custom field on the Lead, Account and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value. C) Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object. D) Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.

VERIFIED B) Create a custom field on the Lead, Account and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value. Dans Map Lead Fields, on peut mapper des champs custom de Lead avec des champs Customer d'Account, Contact et Opportunité. Donc je pense qu'il faut configurer le mapping vers Account et Contact, et ajouter un trigger qui permet de rendre le champ synchronisé entre Account et Contact une fois la promotion effectuée.

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 calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps. B) 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 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. D) Create lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides.

VERIFIED A) Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps. B) Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately. ça a l'air bon.

Joe is the record owner of a lead. A lead sharing rule has been defined so that leads owned by Joe are shared with the public group called Joe's team. When the lead is converted to an account, contact, and opportunity, who will have access to these records assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects? A) Joe and anyone above him in the role hierarchy will be able to access the three records. B) Joe will be the only person who is able to access the account, contact, and opportunity records. C) Joe, all members of the public group, and Joe's team will be able to access the three records. D) Joe, all members of the public group, Joe's team, and anyone above any group member in the will be able to access the three records.

VERIFIED A) Joe and anyone above him in the role hierarchy will be to access the three records.

UC would like to capture qualification information for new leads (e.g. whether or not a person is a decision maker). The information should also appear in the contact record once the lead has been converted. Which approach should a consultant recommend? A) Create a custom field on lead and contact object; these fields will be mapped automatically during conversion. B) Create a custom field on lead and contact object, advice user to select it for transfer during conversion. C) Create a custom field on lead and contact object, utilize a trigger to transfer the value after conversion. D) Create a custom field on lead and contact object, configure mapping for these two fields for conversion.

VERIFIED D) Create a custom field on lead and contact object, configure mapping for these two fields for conversion.

What is the capability of Data.com Clean? Choose 3 A) Accounts must be cleaned before cleaning Contacts, and Leads can either be cleaned before or after Configure and run automated B) Configure and run automatic clean jobs to flag field value differences on Salesforce records, fill blank fields, overwrite field values. C) Manually compare individual Salesforce records side by side with matched Data.com records, and update Salesforce records field by field. D) Data.com can be used on both Normal and Person Accounts E) Select account, contact, and lead records from a list, and clean them all at once.

VERIFIED B) Configure and run automatic clean jobs to flag field value differences on Salesforce records, fill blank fields, overwrite field values. C) Manually compare individual Salesforce records side by side with matched Data.com records, and update Salesforce records field by field. E) Select account, contact, and lead records from a list, and clean them all at once. https://help.salesforce.com/articleView?id=data_dot_com_clean_clean_overview.htm&type=5

Universal Container has its sales representative enter a new lead whenever they are prospecting a new customer, when qualify the new lead, a new opportunity must be created to track the deal. What would a consultant recommend to enforce data quality and accuracy? Choose 3 answers A) Create lead conversion processes. B) Create an apex trigger to perform data quality check. C) Create validation rule on opportunity D) Create validation rule on lead E) Map lead fields to corresponding opportunity field

VERIFIED A) Create lead conversion processes. D) Create validation rule on lead E) Map lead fields to corresponding opportunity field Pas trouvé de confirmation

Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. The Vice President of Marketing, who has established a task force and a project to remedy the situation, owns leads. Which approach should the task force consider to improve and maintain the quality of lead data? (Choose 2 answers.) A) Use tools like the Lead Import wizard to identify and remove duplicates. B) Create a workflow notification when leads are created with poor Quality data. C) Use Data.com to clean the existing lead data and new data going forward. D) Import the lead data using the Find Duplicates wizard on the lead object.

VERIFIED A) Use tools like the Lead Import wizard to identify and remove duplicates. C) Use Data.com to clean the existing lead data and new data going forward. Pas sûr à 100% sur la A...

Universal Containers is deploying Salesforce for lead and opportunity Management. Several area of the application need to be customized using Apex & Visualforce in order to meet business requirements. Which step can be taken to execute an effective test plan that will ensure high quality components? Choose 2 A) Create test conditions that cross-reference use cases from project documents B) Delegate unit testing to application end users because they understand the requirements best C) Rely on automated test script tools to ensure maximum test coverage D) Write detailed test scripts that define specific conditions, actions, and expected results

VERIFIED A) Create test conditions that cross-reference use cases from project documents D) Write detailed test scripts that define specific conditions, actions, and expected results ça a l'air bien comme réponse

Universal Containers has enabled Social Accounts and Contacts. When a sales representative accesses a contact within Salesforce, the representative is unable to see detailed information from the contact's Facebook profile (e.g., contact's wall postings). What is preventing the sales representative from accessing detailed information on the contact's Facebook page? A) The link to the Facebook profile is not configured with the administrator password to access detailed information. B) The fields configured by Universal Containers' administrator on the contact page layout are missing. C) Universal Containers must purchase the Facebook license to access public profile information for its users. D) The information shown is based on the sales representative's connection level with the contact on Facebook.

VERIFIED D) The information shown is based on the sales representative's connection level with the contact on Facebook. https://www.proprofs.com/discuss/q/120312/universal-containers-enabled-social-accounts-contacts-sales-

Universal Containers has a large sales department that manages its individual deals through opportunities. The sales teams report to of their Regional Sales Manager (RSM) and the SMs report to the Vice President (VP) of Sales. To manage the region effectively, the RSMs and VP need to have full access to the opportunities managed by their direct reports through standard report filters. What is the recommended solution to accommodate this scenario? A) Define roles for the sales team members, RSMs, and VP with the appropriate reporting relationships. B) Create a public group that includes all of the sales team members and assign a sharing rule for opportunities. C) Set up automatic membership for the opportunity team members for each opportunity to the RSMs and VP. D) Create opportunity triggers to apply manual shares to the appropriate RSMs and VP.

VERIFIED A) Define roles for the sales team members, RSMs, and VP with the appropriate reporting relationships. Je ne connais pas la bonne réponse....

Universal Insurance is a large insurance company with a customer base that includes both individual consumers and businesses. The company has implemented person accounts in Salesforce. It has a custom object for policies that needs to relate to both person accounts and business accounts. What is the minimum configuration on the policy custom object needed to meet this requirement? A) Create a master-detail contact relationship. B) Create a custom contact lookup field. C) Create a contact lookup field and an account lookup field. D) Create a master-detail account relationship.

VERIFIED D) Create a master-detail account relationship. ça me parait bon.

Universal Container requires that account plans be created for all accounts. The account plans have been set up as a custom object with a lookup relationship. The sharing model is private for account plans. Universal Containers would like to assign the same access to the account plan record as to the associated account. What solution should a consultant recommend for these scenarios? A) Create a trigger on account plans that adds a manual share automatically to the account owner. B) Apply manual sharing to the account owner after each account plans record is created. C) Create sales team users with read access to the account plans object. D) Modify the account plans object to be in a master-detail relationship with accounts.

VERIFIED D) Modify the account plans object to be in a master-detail relationship with accounts. https://success.salesforce.com/answers?id=90630000000gy8MAAQ

Universal Containers wants to restrict to access to accounts and contacts. All users should be able to see all accounts, but only edit the accounts they own. Users should be able to edit only the contacts for the accounts they own. To meet requirements, what should be the organization-wide default access for accounts and contacts? A) Set accounts to public read-only and contacts to private. B) Set accounts to private and contacts to controlled by parent. C) Set accounts to private and contacts to private. D) Set accounts to public read-only and contacts to controlled by parent.

VERIFIED D) Set accounts to public read-only and contacts to controlled by parent. ça a l'air d'être bon.

Universal Containers wishes to track relationships between its customers. For example, some customers are suppliers for other customers. What should a consultant recommend to track multiple customer relationships in Salesforce? A) Add the related company to the first company's partner related list, with supplier as a value. B) Add the related company to the first company's contact roles related list, with supplier as a value. C) Add the related company to the first company's account team, with supplier as the role. D) Add the related company to the first company's custom supplier lookup field as a value.

VERIFIED A) Add the related company to the first company's partner related list, with supplier as a value. ça a l'air bon

Universal Containers would like to associate some contacts with more than one Account (e.g., a contact is an employee of one account and on the boards of several other Accounts). What solution should a consultant recommend to meet this requirement? A) Add the contacts to the partner related list on the second Account. B) Clone the contact record and add to the 2nd account. C) Associate the contact to other account using lookup field. D) Add the contact to the contacts role related list to the other account.

VERIFIED D) Add the contact to the contacts role related list to the other account. ça a l'air bon

Universal Containers has set the organization-wide default for accounts to private. Bill owns the Acme account and the General Industries account. Acme is the parent account for General Industries. Bill needs to collaborate with Mary on his account, so he manually shares read access to Acme. What access will Mary have to these accounts? A) Read-only on General Industries and read-write on Acme. B) Read-only on Acme and no access on General Industries. C) Read-write on Acme and no access on General Industries. D) Read-only on General Industries and read-only on Acme.

VERIFIED B) Read-only on Acme and no access on General Industries. ok

The sales representatives at Universal Containers have been experiencing the following Challenges with sales data within their Salesforce application. ° It has been difficult to effectively reach contacts. ° There are many duplicate contacts. ° They are unable to segment account data. What should a consultant recommend to remedy all of these challenges? A) Export contacts and accounts from Data.com and upload using Excel Connector. B) Utilize data loader to export data and flag duplicate records. C) Export contacts and accounts from Data.com and upload using data loader. D) Utilize Data.com to flag duplicates and update existing data.

VERIFIED D) Utilize Data.com to flag duplicates and update existing data.

Historically, Universal Containers has sold to shipping department contacts within its customer and prospect accounts. It recently launched a new product line that will appeal to operations department contacts. What data enrichment can Data.com provide Universal Containers to expand its sales network? Choose 2 answers A) Add new operations prospect accounts B) Append qualification scores to operations leads C) Add operations contacts to accounts D) Add operations leads and opportunities

VERIFIED A) Add new operations prospect accounts C) Add operations contacts to accounts https://www.proprofs.com/discuss/q/606483/historically-universal-containers-shipping-department-contac

Universal Finance has two sales divisions. Sales Division A's customers are individuals and Sales Division B's customers are businesses. Each division's sales representatives have their own user profiles, and person accounts are enabled. Sales Division B's sales representatives should not be able to create person accounts; they should only be able to create business accounts. What solution should a consultant recommended to meet these requirements? A) Use field-level security to hide the "Is Person Account" checkbox from the Division B sales representative user profile. B) Use Divisions to hide person accounts from the Division B sales representative user profile. C) Check the "disable person accounts" permission on the Division B sales representative user profile. D) Remove person account record types from the Division B sales representative user profile.

VERIFIED D) Remove person account record types from the Division B sales representative user profile. https://developer.salesforce.com/forums/?id=906F00000008ni7IAA

Universal Containers 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) Add "upsell" as a stage and create a summary report by opportunity stage. C) Create a custom field on opportunity to flag and report on these deals. D) Create a separate page layout and report to flag and report on these deals.

VERIFIED A) Create an opportunity record type and sales process for reporting on these deals. https://success.salesforce.com/answers?id=9063A000000iQDlQAM

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 product's sales process. What solution should a consultant recommend to meet these requirements? Choose 2 answers A) Define sales process to map to each opportunity record type. B) Configure opportunity record types for each sales process. C) Define the default opportunity teams for each opportunity record type. D) Create sales stages that align with opportunity record type.

VERIFIED A) Define sales process to map to each opportunity record type. D) Create sales stages that align with opportunity record type. Pas sûr pour la D, mais c'est ce qui semble le plus juste

Universal Containers' current solution for managing its forecasts is cumbersome. The sales managers do not have visibility into their teams' forecasts and are not able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide update forecast data via email or phone. What solution should a consultant recommend to help Universal Container improve the management of their forecasts? Choose 2 answers A) Configure customizable forecasts to give managers forecast override capabilities. B) Create forecast Chatter groups where sales representatives can post and share their forecasts. C) Configure weekly customized forecast report and dashboards to be emailed to sales management. D) Create a forecast hierarchy and assign manager to the forecast manager role.

VERIFIED A) Configure customizable forecasts to give managers forecast override capabilities. D) Create a forecast hierarchy and assign manager to the forecast manager role. Pas sûr de la réponse

The Forecast Category on the Opportunity record maps directly, on a one-to-one basis, to the aggregates on the Forecast tab. A) False B) True

VERIFIED A) False https://www.simplysfdc.com/2013/06/salesforce-forecast-category-for.html

A sales Rep in the universal won a sales deal and set the opportunity stage as Close/Won. What impact will this change have on the opportunity in the forecast? A) It will be associated with the Closed/Won forecast category and will need to be committed by the sales rep. B) It will be associated with the Closed/Won forecast category and automatically contribute to the forecast. C) It will be associated with the Closed/Won forecast category and contribute to the forecast once approved with the manager. D) It will be associated with the Closed/Won forecast category and will need to be added by the sales rep.

VERIFIED B) It will be associated with the Closed/Won forecast category and automatically contribute to the forecast. ça a l'air bon

Universal Containers uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should not contribute to the forecast. What should a consultant recommend for this scenario? Choose 2 answers A) Instruct sales users to enter $0 for the opportunity amount. B) Override the forecast to be $0 for first stage opportunities. C) Configure the first stage with the omitted forecast category. D) Assign 0% probability to the first sales stage.

VERIFIED C) Configure the first stage with the omitted forecast category. D) Assign 0% probability to the first sales stage.

Universal Containers manages its sales pipeline using Salesforce. However, when an opportunity moves to the closed lost stage, the company would like to enforce that the expected revenue value be $0 in reports. Which solution should a consultant recommended to meet this requirement? A) Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages. B) Create a validation rule to verify that the forecast probability for dosed/lost opportunities is 0%. C) Define a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost. D) Define a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost.

VERIFIED D) Define a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost. Pas sûr...

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 closed/won • $1,000 opportunity that has been lost What are the sales representatives Best Case forecast for the current quarter? A) $6,500 B) $3,500 C) $2,000 D) $5,500

VERIFIED A) $6,500

Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stage and the role they play in sales process. How should the relationships between the 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 forecast probability to opportunity probability; assign appropriate sales stage. C) Map appropriate sales stage to opportunity stage; assign accurate forecast probability. D) Map opportunity stage to forecast categories; assign accurate probability to each stage.

VERIFIED D) Map opportunity stage to forecast categories; assign accurate probability to each stage.

Universal Containers manages oppty forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, Universal Containers wants the roll-up of just the opptys that are in pipeline, best case, and commit. What number in the forecast would provide Universal Containers with the appropriate information? A) Pipeline B) Pipeline + Best Case C) Pipeline + Commit D) Pipeline + Closed/Won

VERIFIED A) Pipeline Pas sûr...

Universal Containers is expanding sales internationally and has created new price books to handle the various currencies for the five new countries. When a sales representative selects one of the new price books to add a product to an opportunity, there are no products available. What should be evaluated when troubleshooting this issue? A) Confirm that products are shared with the sales rep's role B) Confirm that product line items on opportunities are enabled C) Confirm that the products and currencies are associated with the pricebook D) Confirm that the old pricebook is disabled for the sales rep

VERIFIED C) Confirm that the products and currencies are associated with the pricebook

Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products. What could be done to prevent a sales representative from adding these products to opportunities if they are not certified to sell them? Choose 2 answers A) Use a separate price book for the products requiring certification and only share the price book to users who are certified. B) Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified. C) Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified. D) Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.

VERIFIED A) Use a separate price book for the products requiring certification and only share the price book to users who are certified. B) Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified. ça a l'air bon

A sales representative at Universal Containers frequently has multiple quotes related to an opportunity. Which solution should a consultant recommend to manage the quotes? A) Create workflow rules on opportunity product and quote line items to keep them synchronization. B) Update the quote line item when a change is made to the opportunity product line items. C) Click the Start Sync button on an opportunity to link it to a quote for an automatic synchronization. D) Click the Start Sync button on a quote to link it to the opportunity for automatic synchronization.

VERIFIED D) Click the Start Sync button on a quote to link it to the opportunity for automatic synchronization.

The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the most current quote. How can the sales engineer identify the opportunity's latest quote? A) Reference the last modified date on the quotes. B) Follow the Opportunity's quotes in Chatter. C) Reference synced quote history on the opportunity. D) Reference the synced quote field on the opportunity record.

VERIFIED D) Reference the synced quote field on the opportunity record.

Universal Containers needs the ability to associate installed products at an account to specific cases. Those installed products contain information on the account's contracted Service Level Agreement (SLA) as well as the installed product serial number. Which approach should Universal Containers consider implementing to best satisfy these requirements? A) Use the standard Asset relationship B) Create a lookup to a custom object for the installed product C) Create a lookup object to the contract record D) Use the standard Opportunity relationship

VERIFIED A) Use the standard Asset relationship

UC uses product in salesforce and has private security model. The product management Employee does not have access to the opportunity 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 criteria based sharing rule to add the product management team to relevant opportunity. B) Create a trigger to add the product management team to the sales team of the relevant opportunity C) Create a new product and add it to the price book with the product manager as the owner D) Create a trigger to set the product manager as owner for opportunity on the new product.

VERIFIED A) Create criteria based sharing rule to add the product management team to relevant opportunity. https://success.salesforce.com/answers?id=9063A000000lEPiQAM

Universal publications are a publishing house that sells online subscriptions for its leading magazine. Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. Universal Publications wants to use opportunities to track and report on these subscription deals. What should a consultant recommend to meet this requirement? A) Enable schedules on opportunity object. B) Enable schedules on product object. C) Use assets with a lookup to opportunity object. D) Use contracts with a lookup to opportunity object.

VERIFIED B) Enable schedules on product object.

When enabling multiple currencies what feature is enabled on all opportunity? 2 ANSWERS A) The selected currency is used for the Amount field B) The selected currency is used for the Amount (Converted) field C) User's defaults currency overrides the specified opportunity currency D) Currency must be specified for the opportunity

VERIFIED B) The selected currency is used for the Amount (Converted) field D) Currency must be specified for the opportunity

Universal Containers operates in two currencies: EUR and USD. Its corporate currency is USD. When a sales team member tries to add products to an opportunity for a customer in the Eurozone, they are unable to find EUR prices. What is the likely cause of this problem? Choose 2 answers: A) Sales users default currency is set to USD. B) Advanced currency management is deactivated. C) Opportunity currency is set to USD. D) Price book entries are missing EUR prices.

VERIFIED A) Sales users default currency is set to USD. C) Opportunity currency is set to USD.

What is to be considered when implementing Currency Advanced Management? Choose 3 answers A. Currency roll-up summary fields from Opportunities to an Account use the static conversion rate B. Advanced Currency Management dated exchange rates are automatically updated on a monthly basis C. Currency roll-up summary fields from Opportunity Products to an Opportunity use dated exchange rate D. The converted amount of an Opportunity uses dated exchange rates based on the close date of the Opportunity E. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed

VERIFIED C. Currency roll-up summary fields from Opportunity Products to an Opportunity use dated exchange rate D. The converted amount of an Opportunity uses dated exchange rates based on the close date of the Opportunity E. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed Advanced currency management affects roll-up summary fields. If your organization enables advanced currency management, delete the currency roll-up summary fields on accounts that summarize opportunity values and on opportunities that summarize custom object values. Otherwise, the fields continue to display with an invalid roll-up summary icon because their values are no longer calculated.

Universal Containers has just enabled advanced currency management. The Vice President (VP) of Asia Pacific Sales wants to view currency in opportunity revenue reports in both the corporate currency of USE) and the relevant country's currency. The VP of Asia Pacific Sales uses USE) as the default currency. What solution should a consultant recommend to meet this requirement? A) Create a dashboard and set the display currency to show all currencies for Asia Pacific. B) Create a dashboard and a dashboard filter to only display Asia Pacific currencies. C) Create an opportunity revenue report for each country and use a Joined report to display values. D) Create an opportunity revenue report and include the amount and converted amount values.

VERIFIED D) Create an opportunity revenue report and include the amount and converted amount values.

Universal Containers recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by the number of daily logins. What other measures of sales user adoption should be considered? Choose 2 answers A) Number of reports exported to Excel for analysis B) Number of neglected opportunities over time by role C) Completeness of records entered into the new system D) Overall effectiveness of mass email campaigns

VERIFIED B) Number of neglected opportunities over time by role C) Completeness of records entered into the new system

The marketing Manager at UC wants to leverage the power of sales cloud to support the sales following requirement: - monitor website traffic - Email 1200 leads per day - capture customer satisfaction survey result on a web form - Understand (report) the case of marketing exercise vs sales activity What should a consultant recommend to meet this requirement? A) Use site.com campaign web-to lead opportunity, report, and dashboard B) Use mass email, campaign, campaign influence, web-to-lead, opportunity and report C) Use community campaign, web-to-lead, opportunity and report and dashboard D) Use AppExchange marketing app, campaign, web-to-lead, opportunity and report

VERIFIED D) Use AppExchange marketing app, campaign, web-to-lead, opportunity and report

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) Manually B) Enable Email to case C) Force.com IDE and Change set D) Enable Email to salesforce

VERIFIED A) Manually https: //success.salesforce.com/answers?id=9063A000000iVlTQAU https: //www.proprofs.com/discuss/q/351082/marketing-department-universal-container-migrating-legacy-ca

The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the "sampling" stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email? A) Create it on the opportunity product using an HTML email template. B) Create it on the opportunity using a HTML email template. C) Create it on the opportunity using a Visualforce email template. D) Create it on the opportunity product using a Visualforce email template.

VERIFIED C) Create it on the opportunity using a Visualforce email template. https://success.salesforce.com/answers?id=9063A000000ZlTxQAK

Universal Containers uses Salesforce for Outlook to synchronize contacts between Microsoft Outlook and Salesforce. The executive team wants to ensure that user's personal contacts in Microsoft Outlook are not synced with Salesforce. Which solution should a consultant recommend to meet this business requirement? Choose 2 answers A) Train users to sync personal contacts in Salesforce using one-way synchronization from Salesforce to Microsoft Outlook. B) Train users to mark personal contacts as private in Microsoft Outlook and choose not to sync private contacts in Salesforce. C) Train users to manually remove personal contacts from Salesforce after syncing with Microsoft Outlook. D) Train users to assign personal contacts in Microsoft Outlook to the Don't Sync with Salesforce category.

VERIFIED B) Train users to mark personal contacts as private in Microsoft Outlook and choose not to sync private contacts in Salesforce. D) Train users to assign personal contacts in Microsoft Outlook to the Don't Sync with Salesforce category.

The sales representatives at Universal Containers use various email applications and often receive important customer emails while they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office. What solution should a consultant recommend to meet this requirement? A) Forward emails using their Email-to-Salesforce email address from their smartphones and computers. B) Download and install the Salesforce for Outlook connector on their smartphones and computers. C) Download and install a Salesforce universal connector for their smartphones and computers. D) Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

VERIFIED A) Forward emails using their Email-to-Salesforce email address from their smartphones and computers.

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) Define a workflow rule and email task is triggered when key fields are updated to new values. B) Configure the opportunity teams for opportunities so that only interested sales users are receiving notifications. C) Configure the individual Salesforce for Outlook email setting to control notification frequency. D) Configure the Chatter and its related notification settings to provide relevant updates to interested sales managers.

VERIFIED D) Configure the Chatter and its related notification settings to provide relevant updates to interested sales managers.

The sales management team at Universal Containers wants to monitor the progress of high-value sales deals and enable collaboration with cross-functional teams to help remove any obstacles. Which feature should a consultant recommend to meet these requirements? Choose 2 answers: A) Use opportunity update reminders. B) Enable Big Deal Alerts. C) Enable Chatter feed on similar opportunities. D) Allow Chatter feed tracking on opportunities.

VERIFIED B) Enable Big Deal Alerts. D) Allow Chatter feed tracking on opportunities.

Universal Containers is purchasing smartphones and tablets for MS global sales team members. Sales management wants mobile access to key functionality, including collaboration, customer management, and opportunity management. What component of Salesforce Sales Cloud mobility should a consultant recommend to meet these requirements? Choose 2 answers A) Salesforce Touch (now knows as Salesforce1) B) Native Mobile Applications C) Visualforce for Mobile D) AppExchange Mobile Plugin

VERIFIED A) Salesforce Touch (now knows as Salesforce1) B) Native Mobile Applications

UC wants to give access to Salesforce to its sales reps on the road, even when they are in areas not covered by internet reception. What solution should a consultant propose? A) Salesforce Touch B) Salesforce Mobile app C) SalesforceA App D) Custom hybrid app

VERIFIED B) Salesforce Mobile app Salesforce touch est optimisé pour tablette mais de pas de offline SalesforceA est l'appli mobile pour les admin salesforce (pas de offline)

The sales department at Universal Containers uses approval processes to streamline the approval of high-value opportunities. These approvals are becoming delayed in the approval process because managers forget to approve the requests from their home-page. What can a consultant recommend to improve the approval process? Choose 2 answers A. Schedule and email a report of all pending approvals to managers. B. Allow managers to approve or reject approval requests from the Chatter feed. C. Create a dashboard of pending approvals and add it to the Chatter feed. D. Enable approvals by email for the approval process for high-value opportunities

VERIFIED B. Allow managers to approve or reject approval requests from the Chatter feed. D. Enable approvals by email for the approval process for high-value opportunities

What is the capability of Chatter Groups? Choose 2 answers A) Administrators can choose which custom object records can be added to groups. B) Chatter group owners can delete other users' posts in groups they own. C) Chatter group owners can write a group description of any length. D) Administrators can assign non-unique names to any Chatter group.

VERIFIED A) Administrators can choose which custom object records can be added to groups. B) Chatter group owners can delete other users' posts in groups they own. C) et D) ne sont pas possible, donc logiquement c'est A) et B)

What is the capability of Chatter feed post editing? Choose 2 answers A) Record owners can see previous versions of an edited post. B) Group owners can edit system-generated posts in Chatter groups C) Record owners can edit other users' posts on records they own. D) Users can edit the text of their own Chatter posts.

VERIFIED C) Record owners can edit other users' posts on records they own. D) Users can edit the text of their own Chatter posts. C'est sûr ! https://help.salesforce.com/articleView?id=000339712&type=1

UC recently enabled Chatter and has found it extremely helpful in the sales process. Given the success, UC would like to bring the competitive intelligence team into Salesforce to leverage Chatter to collaborate on opportunities when key competitors are identified. Which step should be considered when setting up the competitive intelligence team? (Choose 2 answers.) A) Set up each member of the competitive intelligence team with standard user licenses. B) Create a single user for the competitive intelligence team to share. C) Add the competitive intelligence team to Chatter groups organized by competitor. D) Set up each member of the competitive intelligence team with Chatter Free licenses.

VERIFIED C) Add the competitive intelligence team to Chatter groups organized by competitor. D) Set up each member of the competitive intelligence team with Chatter Free licenses. C'est forcément D) Chatter Free Licence, donc ça ne peut pas être A) et comme il faut créer un user par membre de l'équipe, cela peut pas être B) à priori >>Donc C) et D), mais pas sûr...

Sales representatives at Universal Software need to collaborate with customers on sales deals to gather requirements, analyze solutions, and deliver proposals. Universal Software wants to ensure that customers are fully engaged throughout each stage in the sales process. What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers A) Invite customers into private chatter groups B) Add customers to Salesforce as Chatter Free users C) Share Chatter files with customers D) Allow customers to follow opportunities in Chatter

VERIFIED A) Invite customers into private chatter groups B) Add customers to Salesforce as Chatter Free users D) pas possible, les customers ne peuvent pas accéder aux opportunités. Le C) partage de fichier Chatter, c'est pas super puissant pour collaborer, donc plutôt A) et B), mais pas sûr

What is the Capability of Chatter Files? Choose 2 answers A) Private content may only be shared in private Chatter groups. B) Users can use @mentions to share files in content libraries C) Files can be synced from Chatter to a folder in a local directory. D) All content files from content libraries can be synced in Chatter

VERIFIED C) Files can be synced from Chatter to a folder in a local directory. D) All content files from content libraries can be synced in Chatter https://help.salesforce.com/articleView?id=collab_files_share_with_libraries.htm&type=5

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) Require the customer to enter a security token to download the content. B) Remove access to the content after a specified date. C) Require the customer to enter a password to view the content. D) Require the recipient to log into Salesforce to access the content.

VERIFIED B) Remove access to the content after a specified date. C) Require the customer to enter a password to view the content. https://help.salesforce.com/articleView?id=content_delivery_create.htm&type=5

Sales representatives at Universal Containers want to share product specification documents with customers who do not have Salesforce access. These customers should only be allowed to preview the document in the browser without download permissions. What solution should a consultant recommend to meet this requirement? A) Upload the file to documents and enable the externally available option. B) Upload the file to Chatter files and enable the password-protection option. C) Upload the file to Content and disable the download delivery option. D) Upload the file to Chatter files and disable the download delivery option

VERIFIED C) Upload the file to Content and disable the download delivery option.

Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. How can the documents be shared efficiently and securely? A) The documents should be emailed to the sales team on the opportunity record. B) The documents should be uploaded to chatter files and shared with the field sales organization. C) The documents should be uploaded to chatter files from the opportunity record. D) The documents should be uploaded to a library that is shared with the field sales organization

VERIFIED B) The documents should be uploaded to chatter files and shared with the field sales organization.

How can work.com increase productivity of Sales rep? Choose 2 A) Coaching statistics can be linked to reports B) Feedback can be requested for the entire sales team C) Coaching goals can be linked to reports D) Feedback can be given publicly or privately

VERIFIED C) Coaching goals can be linked to reports D) Feedback can be given publicly or privately

Universal Containers collaborates with consulting partners on some of its opportunities. If a partner account is added to the partner's related list on a customer opportunity, what is the impact? A) Contacts from the partner account are added to the opportunity team. B) The partner account owner is able to view all contacts for that customer account. C) Contacts from the partner account are added to the contact roles related list on the opportunity. D) The partner account is added to the partner's related list on the customer account.

VERIFIED C) Contacts from the partner account are added to the contact roles related list on the opportunity. Mais c'est peut-être D)

UC plans to implement lead mgmt. functionality for channel sales representative who need to push prequalified leads to their partner. Partners need the ability to access and update the lead assigned to them, what solution should a consultant recommend for this scenario? A) Configure a separate lead record type and page layout for the Partner Community. B) Add the lead tab to the partner Portal and configure partner profile to access lead. C) Create a customized site where partners can self-register and access their leads. D) Create a task for a partner when a new lead is created and assign it to the partner in the partner Community.

VERIFIED B) Add the lead tab to the partner Portal and configure partner profile to access lead. D) > Partner Community > Non C) > Site custom > Non Réponse B)

Resellers for Universal Containers need access to reports in the partner communities to help manage their opportunities. How should Salesforce be configuring to give resellers the correct level of access to reports? A) Create appropriate list views and report folders, and share with all partner users. B) Create the opportunity list view and report folders in the partner communities for all partner users. C) Create a Chatter group that allows partners to post links to appropriate list views and reports. D) Create a new tab in the partner communities to display the appropriate list views and report folders.

VERIFIED A) Create appropriate list views and report folders, and share with all partner users. Pas sûr, ça pourrait être B), mais à priori pas C) ou D)

Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with? A) My team-selling shared opportunities. B) My team's opportunities. C) My collaborative opportunities. D) My team-selling and my opportunities.

VERIFIED D) My team-selling and my opportunities. https://www.simplysfdc.com/2018/04/salesforce-opportunity-team-report.html

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) Report on lead lifetime by industry C) Industry performance dash board D) Campaign dashboard by industry

VERIFIED B) Report on lead lifetime by industry

Sales management at Universal Containers would like to track the following information: Number of open opportunities in the current quarter by sales representative. Number of closed opportunities in the last quarter by sales representative. What should a consultant recommend to meet these requirements? A) Create a dynamic dashboard. B) Create a joined report. C) Create an analytic snapshot. D) Create a summary report with cross filters

VERIFIED B) Create a joined report. C'est sur que c'est ça, un joined report permet d'avoir plusieurs bloc du même objet avec des filters différents.

The sales management at Universal Containers is reviewing the quality of leads generated from marketing campaigns. What information is available to assist with this type of analysis? Choose 2 answers: A) Percentage of leads converted to opportunities B) Percentage of leads that could not be contacted due to bad data C) Average number of activities required to convert leads to opportunities D) Average amount of time required to convert leads to opportunities

VERIFIED B) Percentage of leads that could not be contacted due to bad data C) Average number of activities required to convert leads to opportunities Pas sûr...

The Vice President of Sales for Universal Containers wants a pipeline trending report that will be used for a monthly sales forecast meeting. What solution should a consultant recommend to meet this requirement? A) Create a custom object to store monthly opportunity data populated by a scheduled job. B) Create reports to run monthly and save the results in a personal report folder. C) Create a month-over-month trending report and save the results in a public sales folder. D) Create an analytic snapshot to run monthly for opportunities by forecast category.

VERIFIED D) Create an analytic snapshot to run monthly for opportunities by forecast category. https://help.salesforce.com/articleView?id=data_about_analytic_snap.htm&type=5

UC has enabled advanced currency Management. How the converted amount data reported on a report that specific time period when the exchange rates was different. A) Converted amount are based on the historical exchange rate associated with the close date B) Converted amount are based on exchange rates that use the oldest entry C) Converted amount are based on the exchange rates entered in the opportunity D) Converted amount are based on exchange rates that use most current entry

VERIFIED A) Converted amount are based on the historical exchange rate associated with the close date Pas sûr.

Universal Containers wants to integrate a Sales Cloud solution with its accounting system. Which standard objects are likely to be used in the integration? A) Accounts, contacts, and leads B) Accounts, leads, and opportunities C) Accounts, contacts, and contracts D) Accounts, cases, and leads

VERIFIED C) Accounts, contacts, and contracts Quasiment sûr que c'est ça...

Universal Containers shares specific accounts with its partners and is considering the use of Salesforce to Salesforce to increase visibility and collaboration for deals managed through its partner channel. The company's key partners also currently use Salesforce. What should be considered for this implementation? Choose 2 answers A) Partners can create and share opportunities associated to shared accounts. B) Partners can see all opportunities created by Universal Containers on shared accounts. C) Partners will be able to see all Chatter feeds on shared opportunities. D) Universal Containers can report on shared opportunities managed by partners.

VERIFIED A) Partners can create and share opportunities associated to shared accounts. D) Universal Containers can report on shared opportunities managed by partners. ça a l'air bon https://success.salesforce.com/answers?id=90630000000gxzmAAA

``` Universal Containers (UC) and Global Shipping (GS) are affiliates of ABC Corporation. Both affiliates use separate Instances of Salesforce and work Independently but sell to some of the same customers. They would like to collaborate on the common customers but keep the data for other customers separate. What approach should a consultant recommend for implementing Salesforce to meet these requirements? ``` A) Use separate Salesforce instances and link shared records using a customer portal. B) Set up a single Salesforce Instance and maintain exclusive customer data using divisions. C) Set up a single instance for ABC Corporation and set up partner portals for UC and GS. D) Use separate Salesforce Instances and link shared records using Salesforce to Salesforce

VERIFIED D) Use separate Salesforce Instances and link shared records using Salesforce to Salesforce Pas sûr...

Universal Containers sells to a customer segment that has dozens of daily order and payment transactions. These customers have low credit limits which are closely monitored. At the time orders are accepted, management wants to check the customers available credit in Salesforce using information sourced from a third-party cloud application. What approach should a consultant recommend for this credit system Integration? A) Create a scheduled batch using Apex to retrieve credit balances each night. B) Create a data mapping in Data Loader for periodic manual credit uploads. C) Create a daily job using the custom object import wizard to retrieve credit balances. D) Create a web service using Apex to retrieve credit balances as needed.

VERIFIED D) Create a web service using Apex to retrieve credit balances as needed. Il faut être en temps réel, donc D)

The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer's account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement? A) Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID. B) Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID. C) Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID. D) Create a workflow rule to launch the product fulfilment application and pass the credit ID.

VERIFIED A) Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID. Les autres réponses paraissent vraiment pourries...

Universal Containers processes its orders through a separate system from Salesforce but would like to integrate the order history data into Salesforce. This would give sales representatives a view of all past orders by account. Which solution should a consultant recommend? A) Configure the quote object to hold the order history data. B) Configure the opportunity history object to hold order history data. C) Create a closed opportunity record type for each order history record. D) Create an order history object with a relationship to accounts.

VERIFIED D) Create an order history object with a relationship to accounts. Quasi sûr

Universal Containers is migrating data from a legacy system into Salesforce. The company needs to migrate lead, contact, and opportunity data from its legacy system and must be able to report on historical lead conversion for both legacy and newly created data. What is the recommended order for data migration? A) User, Opportunity, Account, Contact, Lead. B) User, Contact, Account, Lead, Opportunity C) User, Lead, Opportunity, Account, Contact D) User, Account, Contact, Opportunity, Lead.

VERIFIED D) User, Account, Contact, Opportunity, Lead. Ordre logique de dépendance entre les objets. Par exemple, pas possible d'importer les Opp avant les Account et Contact, car les Opp contiennent une référence à un Accoun ou un Contact

UC wants to migrate accounts from the legacy system into Salesforce. Client want the unique Account Ids for the account records in the legacy system to be imported into the salesforce to allow the quality control comparison to be conducted after the migration is completed and facilitate future integration. What solution the consultants recommend to meet this requirement? A) Ensure the names of Account Records are migrated correctly so the client can conduct proper quality control testing. B) Create a custom object called external Id and migrate the legacy system account Id data this custom objects. C) Create a custom External Id in Salesforce and migrate the legacy system Account Id into this. D) Create a custom unique number field in Salesforce and migrate the legacy account Id in this field.

VERIFIED D) Create a custom unique number field in Salesforce and migrate the legacy account Id in this field. Custom External Id, c'est quoi ???

What is a capability of Data Loader? Choose 2 answers A) Ability to extract organization and configuration data B) Ability to prevent importing duplicate records C) Ability to export field history data D) Ability to run one-time or scheduled data loads

VERIFIED C) Ability to export field history data D) Ability to run one-time or scheduled data loads D) semble ok C) > https://help.salesforce.com/articleView?id=000273692&language=en_US&type=1

Universal Containers 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 two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules. What can Universal Containers do to address the issue without changing its integration? A) Contact Salesforce support to add an index to the account object. B) Ensure that the generic user has not been assigned to a role. C) Ensure that the generic user has the Modify All Data permission. D) Set the organization-wide defaults for accounts to public read/write

VERIFIED B) Ensure that the generic user has not been assigned to a role.

Universal Container wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sale............ what use case will satisfy this requirement? Choose 2 answers A) Need to see records and related items as tabs under one common screen B) Need to provide search result for contact and opportunity C) Log activity for each record D) Need to chat with customer in real time with chatter

VERIFIED A) Need to see records and related items as tabs under one common screen C) Log activity for each record

UC has implemented forecasting in Salesforce. Sales reps can roll up to many branches in the sales hierarchy based on the product being sold. Which solution would allow a sales rep to submit multiple forecasts for each position they occupy in the hierarchy? A) Set up multiple price books with separate forecasts for each product. B) Configure territory management to enable sales reps to assign opportunities to territories. C) Set up multiple opportunity record types and reps match type to a product. D) Allow sales reps to select a different role in the hierarchy depending on the product.

VERIFIED C) Set up multiple opportunity record types and reps match type to a product. ça a l'air d'être ça.

Universal Containers has implemented account hierarchies with a private sharing model. A sales representative would like to give another user access to one of the accounts she owns and the three child accounts. How can the sales representative provide this access? A) Add the user to a public group for that account and share all child accounts to this group. B) Add the user to each child account team; visibility will then roll up to the parent account. C) Add the user manually to the parent account team and each of the child account teams. D)Add the user to the account team on the parent account; the child accounts will inherit access.

VERIFIED C) Add the user manually to the parent account team and each of the child account teams. ça a l'air bon.

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) Embed a chart on the account page and use a custom link to filter by account B) Embed a chart on the account page, no other customization needed C) Create a dashboard component and use chatter feed on the account on Salesforce1 D) Create a of visual force page with an embedded chart component for each account

VERIFIED B) Embed a chart on the account page, no other customization needed Pas sûr...

The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. What analytics tool can the sales management team leverage to help determine the cause? Choose 2 answers A) Report on the discount approval time for quotes B) Dashboard of Month-over-month trend of lead conversions C) Dashboard of opportunity stage duration D) Report on campaign return on investment (ROI)

VERIFIED A) Report on the discount approval time for quotes C) Dashboard of opportunity stage duration C'est pas la D) ! C'est pas la B), la conversion de Lead n'induit pas le temps de clôture d'une Opportunité Donc A) et C) !

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