SFDC Sales Cloud 2015 cards Flashcards
Study for 2015 Spring Sales Cloud (131 cards)
1
Q
Universal Containers has a private sharing model. Sales representatives own accounts and would like to collaborate with relevant people from other departments (e.g., marketing and product management). The role hierarchy has separate branches for each department to facilitate reporting. What should a consultant recommend to ensure collaborating team members can report on and access relevant data in Salesforce? Choose 2 answers
A. Use manual sharing on account to share specific records.
B. Use Chatter to share records with relevant people.
C. Use account team to share records to relevant people
D. Use opportunity team to share records with relevant people.
A
A. Use manual sharing on account to share specific records.
C. Use account team to share records to relevant people
2
Q
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 executive committee review.
C. Conduct end-to-end solution reviews.
D. Conduct data migration reviews.
A
C. Conduct end-to-end solution reviews.
3
Q
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. Utilize Data.com to flag duplicates and update existing data.
B. Export contacts and accounts from Data.com and upload using data loader.
C. Utilize data loader to export data and flag duplicate records.
D. Export contacts and accounts from Data.com and upload using Excel Connector.
A
A. Utilize Data.com to flag duplicates and update existing data.
4
Q
Universal Containers has just enabled advanced currency management. The VicePresident (VP) of Asia Pacific Sales wants to view currency in opportunity revenue reports in both the corporate currency of USD and the relevant country’s currency. The VP of Asia Pacific Sales uses USD 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 an opportunity revenue report for each country and use a Joined report to display values.
C.Create a dashboard and a dashboard filter to only display Asia Pacific currencies.
D.Create an opportunity revenue report and include the amount and converted amount values.
A
D. Create an opportunity revenue report and include the amount and converted amount values.
5
Q
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, Account, Contact, Opportunity, Lead.
C. User, Contact, Account, Lead, Opportunity
D. User, Lead, Contact, Account, Opportunity
A
B.User, Account, Contact, Opportunity, Lead.
6
Q
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 two page layouts and two sales processes; assign them to the respective product lines to collect relevant information.
B. Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.
C. Create one page layout, two sales processes, and validation rules to capture relevant opportunity information.
D. Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.
A
D. Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.
7
Q
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 a campaign, associate the leads to the campaign, and qualify the respondents.
B. Create both account and contact records, then associate the contacts to the campaign.
C. Create a campaign, qualify the respondents, and create accounts and contacts.
D. Create leads, convert them to opportunities, and qualify the respondents on the opportunities.
A
C.Create a campaign, qualify the respondents, and create accounts and contacts.
8
Q
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 uploaded to chatter files and shared with the field sales organization.
B. The documents should be uploaded to a library that is shared with the field sales organization.
C. The documents should be uploaded to chatter files from the opportunity record.
D. The documents should be emailed to the sales team on the opportunity record.
A
A. The documents should be uploaded to chatter files and shared with the field sales organization.
9
Q
Universal Containers has just enabled advanced currency management. The VicePresident (VP) of Asia Pacific Sales wants to view currency in opportunity revenue reports in both the corporate currency of USD and the relevant country’s currency. The VP of Asia Pacific Sales uses USD as the default currency. What solution should a consultant recommend to meet this requirement?
A. Create an opportunity revenue report and include the amount and converted amount values.
B. Create a dashboard and set the display currency to show all currencies for Asia Pacific.
C. Create a dashboard and a dashboard filter to only display Asia Pacific currencies.
D. Create an opportunity revenue report for each country and use a Joined report to display values.
A
A. Create an opportunity revenue report and include the amount and converted amount values.
10
Q
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. Percent of converted leads per sales representative.
B. Comparison report of forecasts versus converted leads.
C. Activity history report on open and closed opportunities.
D. Trending report on won versus lost opportunities
A
C. Activity history report on open and closed opportunities.
D. Trending report on won versus lost opportunities
11
Q
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. Lead assignment, Apex, and opportunity assignment.
B. Workflow, reports, queues, and lead assignment.
C. Apex, workflow, lead assignment, and queues.
D.Lead Assignment, triggers, queues and workflows
A
B.Workflow, reports, queues, and lead assignment.
12
Q
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, two opportunity record types, and a workflow rule triggered by sales stage.
B. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
C. Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
D. Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
A
B. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
13
Q
A partner user needs access to a report in the Partner Portal to help manage their opportunities.
A. Option 2
B. Option 3
C. Create the appropriate list view and report folder, and share with all partner users.
D. Option 4
A
C. Create the appropriate list view and report folder, and share with all partner users.
14
Q
UC would like to capture qualification information for new leads (e.g. whether or nota 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 recommended?
A.Create a custom field on lead and contact object, utilize a trigger to transfer the value after conversion.
B.Create a custom field on lead and contact object; these fields will be mapped automatically during conversion.
C.Create a custom field on lead and contact object, configure mapping for these two fields for conversion.
D.Create a custom field on lead and contact object, advice user to select it for transfer during conversion.
A
C.Create a custom field on lead and contact object, configure mapping for these two fields for conversion.
15
Q
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 Chatter files and disable the download delivery option
B. Upload the file to documents and enable the externally available option.
C. Upload the file to Chatter files and enable the password-protection option.
D.Upload the file to Content and disable the download delivery option.
A
D.Upload the file to Content and disable the download delivery option.
16
Q
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. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/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. 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.
A
D. 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.
17
Q
UC wants to migrate accounts from the legacy system into Salesforce. The client wants 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. Create a custom unique number field in Salesforce and migrate the legacy account Id in this field.
B. Ensure the names of Account Records are migrated correctly so the client can conduct proper quality control testing.
C. Create a custom object called external Id and migrate the legacy system account Id data this custom objects.
D. Create a custom External Id in Salesforce and migrate the legacy system Account Id into this.
A
D. Create a custom External Id in salesforce and migrate the legacy system Account Id into this.
18
Q
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 assign personal contacts in Microsoft Outlook to the Don’t Sync with Salesforce category.
B. Train users to manually remove personal contacts from Salesforce after syncing with Microsoft Outlook.
C. Train users to mark personal contacts as private in Microsoft Outlook and choose not to sync private contacts in Salesforce.
D. Train users to sync personal contacts in Salesforce using one-way synchronization from Salesforce to Microsoft Outlook.
A
A. Train users to assign personal contacts in Microsoft Outlook to the Don’t Sync with Salesforce category.
C. Train users to mark personal contacts as private in Microsoft Outlook and choose not to sync private contacts in Salesforce.
19
Q
Universal Containers (LIC) 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.Set up a single instance for ABC Corporation and set up partner portals for UC and GS.
B.Set up a single Salesforce Instance and maintain exclusive customer data using divisions.
C.Use separate Salesforce instances and link shared records using a customer portal.
D.Use separate Salesforce Instances and link shared records using Salesforce to Salesforce.
A
D.Use separate Salesforce Instances and link shared records using Salesforce to Salesforce.
20
Q
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. Modify the account plans object to be in a master-detail relationship with accounts.
B. Create a trigger on account plans that adds a manual share automatically to the account owner.
C. Create sales team users with read access to the account plans object.
D. Apply manual sharing to the account owner after each account plans record is created.
A
A. Modify the account plans object to be in a master-detail relationship with accounts.
21
Q
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 web service using Apex to retrieve credit balances as needed.
B.Create a scheduled batch using Apex to retrieve credit balances each night.
C.Create a data mapping in Data Loader for periodic manual credit uploads.
D.Create a daily job using the custom object import wizard to retrieve credit balances.
A
A.Create a web service using Apex to retrieve credit balances as needed.
22
Q
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. Allow the requestor to select the appropriate approver prior to submitting the record for approval.
B. Automatically populate the delegated approver based on the requestors region and opportunity account type.
C. Create a workflow approval task as the first step in the approval process to assign the approver.
D. Use Apex to populate a user lookup field for the approval process based on an approval matrix.
A
D. Use Apex to populate a user lookup field for the approval process based on an approval matrix.
23
Q
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. Create a custom roll-up field to calculate the average product discount for each customer.
B. Ensure that sales management approves discount requests for each opportunity.
C. Run a report on opportunities showing list price and discounted price.
D. Limit the number of discounted products that can be added to an opportunity.
A
B. Ensure that sales management approves discount requests for each opportunity.
C. Run a report on opportunities showing list price and discounted price.
24
Q
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. Opportunities and forecasting B. Account and opportunity sharing C. Quotes and orders D. Multi-currency and contracts
A
B.Account and opportunity sharing
D. Multi-currency and contracts
25
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 account team, with supplier as the role.
B. Add the related company to the first company's custom supplier lookup field as a value.
C. Add the related company to the first company's partner related list, with supplier as a value.
D. 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 partner related list, with supplier as a value.
26
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 operations leads and opportunities
B. Append qualification scores to operations leads
C. Add new operations prospect accounts
D. Something else
A.Add operations leads and opportunities
B.Append qualification scores to operations leads
27
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.Configure the first stage with the omitted forecast category.
B.Assign 0% probability to the first sales stage.
C.Override the forecast to be $O for first stage opportunities.
D.Instruct sales users to enter $O for the opportunity amount.
A.Configure the first stage with the omitted forecast category.
B.Assign 0% probability to the first sales stage.
28
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. Create an order history object with a relationship to accounts.
B. Create a closed opportunity record type for each order history record.
C. Configure the opportunity history object to hold order history data.
D. Configure the quote object to hold the order history data.
A. Create an order history object with a relationship to accounts.
29
```
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
B. Visualforce for mobile.
C. Native mobile applications.
D. AppExchange mobile plugin.
```
A. Salesforce Touch
C. Native mobile applications.
30
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.
C. Create a custom object for Partner relationships.
31
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. Opportunity currency is set to USD.
B. Price book entries are missing EUR prices.
C. Sales users default currency is set to USD.
D. Advanced currency management is deactivated.
A.Opportunity currency is set to USD.
| C.Sales users default currency is set to USD.
32
The VP of Sales for UC wants a pipeline trending report that will be used for a monthly Sales forecast meeting. How can the sales engineer identify the opportunity's latest quote? What solution should a consultant recommend to meet this requirement?
A. Create an analytical snapshot to run monthly for opportunities by forecast Category.
B. Option 3
C. Option 4
D. Option 2
A. Create a analytical snapshot to run monthly for opportunites by forecast Category.
33
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.Click the Start Sync button on an opportunity to link it to a quote for an automatic 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 a quote to link it to the opportunity for automatic synchronization.
D.Create workflow rules on opportunity product and quote line items to keep them synchronized.
C.Click the Start Sync button on a quote to link it to the opportunity for automatic synchronization.
34
```
Universal Containers wants to use its customer portal to allow customers to provide suggested changes to products and comment on other people's suggestions. What Salesforce feature supports this?
A.Answers
B.Chatter
C.Solutions
D.Ideas
```
D.Ideas
35
Sales representatives at Universal Software need to collaborate with customers onsales deals to gather requirements, analyse 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. Allow customers to follow opportunities in Chatter
C. Share Chatter files with customers.
D. Add customers to Salesforce as Chatter Free users
A. Invite customers into private chatter groups
D. Add customers to Salesforce as Chatter Free users
36
The sales management at Universal Containers is reviewing the quality of leadsgenerated from marketing campaigns. What information is available to assist with this type of analysis? Choose 2 answers:
A. Average number of activities required to convert leads to opportunities
B. Percentage of leads that could not be contacted due to bad data
C. Percentage of leads converted to opportunities
D. Average amount of time required to convert leads to opportunities
A. Average number of activities required to convert leads to opportunities
B. Percentage of leads that could not be contacted due to bad data
37
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 synced quote field on the opportunity record.
B. Reference synced quote history on the opportunity.
C. Follow the Opportunity's quotes in Chatter.
D. Reference the last modified date on the quotes.
A. Reference the synced quote field on the opportunity record.
38
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 automatically contribute to the forecast.
B.It will be associated with the Closed/Won forecast category and will need to be added by the sales rep.
C.It will be associated with the Closed/Won forecast category and will need to be committed by the sales rep.
D.It will be associated with the Closed/Won forecast category and contribute to the forecast once approved with the manager.
A.It will be associated with the Closed/Won forecast category and automatically\n\ncontribute to the forecast.
39
Universal Containers shares specific accounts with its partners and is consideringthe 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 see all opportunities created by Universal Containers on shared accounts
B. Universal Containers can report on shared opportunities managed by partners.
C. Partners will be able to see all Chatter feeds on shared opportunities.
D. Partners can create and share opportunities associated to shared accounts.
B. Universal Containers can report on shared opportunities managed by partners.
D. Partners can create and share opportunities associated to shared accounts.
40
The sales manager at Universal Containers is concerned that the leads from themarketing department are outdated and poor quality. What action should be taken to address this issue? Choose 2 answers
A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
B. Create a workflow rule to update the lead rating field based on the lead status field and use assignment rules to route leads to appropriate sales reps.
C. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
D. Create lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides.
A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
C. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
41
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. Enable quotes and content in the partner portal to allow partners to store their PDF quotes.
B. Create a custom quote object to capture partner quotes on opportunities separate from non?partner quotes.
C. Update the partner sales process to include stages for managing and submitting partner quotes.
D. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
D. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
42
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 recommended 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. Assign the sales specialist to the same role in the role hierarchy as account owners.
C. Add the sales specialist to the account team and assign them read access to the opportunity.
D. Share opportunity manually with the sales specialist and assign them read access.
C. Add the sales specialist to the account team and assign them read access to the opportunity.
43
25. Universal Containers has a private sharing model. Sales representatives are required to collaborate with the same grout/ Of People from other departments for every deal; however, the individuals in the group will vary for each representative. What solution should a consultant recommend to ensure correct record visibility and collaboration?
A. Set up a default opportunity team for each sales rep that is automatically added to every opportunity.
B. Configure a criteria-based sharing rule to add sales team member records automatically.
C. Add all team members to a private Chatter group for each opportunity.
D. Configure a public group for each sales rep that is manually shared for each opportunity.
A. Set up a default opportunity team for each sales rep that is automatically added to every opportunity.
44
Universal Containers manages its sales pipeline using Salesforce. However, when an opportunity moves to the closed list stage, the company would like to enforce that the expected revenue value be $O in reports. Which solution should a consultant recommended to meet this requirement?
A. Create a validation rule to verify that the forecast probability for dosed/lost opportunities is 0%.
B. Define a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost.
C. Define a workflow rule to set the expected revenue field to $O when the opportunity stage is closed/lost.
D. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages.
D. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages.
45
Universal Containers uses an approval process on Opportunity to streamline approvals. Sales management needs to analyze the numbers of opportunities at each step in the approval Process.What Solution will support this request?
A.Create an approval process report and group by opportunity and approval step.
B.Create an opportunity with approvals report and filter by approval step.
C.Use a field update to capture the approval step on the opportunities for reporting.
D.Add a roll-up summary field for approvals related to opportunities for reporting.
A.Create an approval process report and group by opportunity and approval step.
46
Universal Containers requires credit checks for all opportunities greater than$50000. 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 a validation rule to send an email to the credit manager role.
C. Use an Apex trigger to create a task for the credit manager user.
D. Use workflow to assign a task to the credit manager user.
D. Use workflow to assign a task to the credit manager user.
47
Universal Containers has set the organization?wide default for accounts to private.Bill owns the Aare account and the General Inductees 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-only 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-write on Acme.
B. Read?only on Acme and no access on General Industries.
48
Universal Containers has configured a private sharing model for accounts andopportunities. As part of its sales strategy, each sales representative collaborates with the same set of Individuals for each opportunity. What should a consultant recommend to grant sales Rep the appropriate access to an opportunity?
A. Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
B. Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.
C. Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity D. team.
D. Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.
A. Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
49
Sales management at Universal Containers is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which solution will help sales management identify and address the issue? Choose 2 answers
A. Run the opportunity pipeline standard report to view the upcoming opportunities by stage.
B. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
C. Create a report that displays opportunities that have a closed date less than or equal to the created date.
D. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.
B. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
C. Create a report that displays opportunities that have a closed date less than or equal to the created date.
50
Universal Containers successfully converted from a legacy CRM system to the SalesCloud solution. The stakeholder committee will meet in a week to review the revenue performance of the sales team. Which report should the committee use to assess sales team revenue performance?
A. Report on number of open quotes for opportunities.
B. Opportunity pipeline report by sales rep.
C. Campaign return on investment report
D. Report on number of sales meetings completed by sales rep
B. Opportunity pipeline report by sales rep.
51
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, add members, and set the status to active.
C. Create campaigns for each channel, link them to a parent, and add members to the parent.
D. Create a single campaign and add member statuses for each marketing channel.
A. Create campaigns for each channel with members and link child campaigns to a parent campaign.
52
The finance department UC 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. Create a custom roll-up field to calculate the average product discount for each customer.
B. Limit the number of discounted products that can be added to an opportunity.
C. Run a report on opportunities showing list price and discounted price.
D. Ensure that sales management approves discount requests for each opportunity.(Missed)
C. Run a report on opportunities showing list price and discounted price.
D. Ensure that sales management approves discount requests for each opportunity.
53
UC plans to implement lead mgmt. functionality for channel sales representative who need to push pre-qualified 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. Option 2
B. Option 3
C. Option 4
D. Add the lead tab to the partner portal and configure partner profile to access lead.
D. Add the lead tab to the partner portal and configure partner profile to access lead.
54
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. Create a public group that includes all of the sales team members and assign a sharing rule for opportunities.
B. Set up automatic membership for the opportunity team members for each opportunity to the RSMs and VP.
C. Define roles for the sales team members, RSMs, and VP with the appropriate reporting relationships.
D. Create opportunity triggers to apply manual shares to the appropriate RSMs and VP.
C. Define roles for the sales team members, RSMs, and VP with the appropriate reporting relationships.
55
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 validation rule on lead
B. Map lead fields to corresponding opportunity field
C. Create validation rule on opportunity
D. Create an apex trigger to perform data quality check.
E. Create lead conversion processes.
A. Create validation rule on lead
B. Map lead fields to corresponding opportunity field
E. Create lead conversion processes.
56
Sales representatives at Universal Containers log activates on accounts, contacts, andopportunities. The sales manager wants to create a report to see all activates 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 and contacts the manager owns
B. Activities report on accounts the manager owns
C. Activities report on accounts, contacts, and opportunities the manager owns
D. Activates report on accounts and opportunities the manager owns
D. Activates report on accounts and opportunities the manager owns
57
Universal Containers wants to restrict access to accounts and contacts. All users should able to access all the accounts, but only edit the accounts they own. Users should be able to edit only the contacts for the accounts they own. To meet these requirements, what should be the OWD access for accounts and contacts?
A. Set Account to private and contact to private.
B. Set Account to public read-only and contacts to private.
C. Set Account to private and Contacts to controlled by parent.
D. Set Account to public read-only and Contacts to controlled by parent.
D. Set Account to public read-only and Contacts to controlled by parent.
58
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 manually to the parent account team and each of the child account teams.
B. Add the user to the account team on the parent account; the child accounts will inherit access.
C. Add the user to each child account team; visibility will then roll up to the parent account.
D. Add the user to a public group for that account and share all child accounts to this group.
A. Add the user manually to the parent account team and each of the child account teams.
59
Universal Containers North American and European sales teams have different business requirements related to creating new of opportunities in Salesforce. As a result, each team must complete a set of geographically-specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the others region?specific fields. What solution should a consultant recommend to satisfy this scenario?
A. Build a custom object with private sharing to capture the additional fields as a separate record.
B. Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.
C. Implement field-level security to allow access to fields for the respective regional sales teams.
D. Create separate page layouts and record types for each of the regional sales teams.
C. Implement field-level security to allow access to fields for the respective regional sales teams.
60
UC has configured salesforce to store all individual consumer contact under a single accountcalled "Consumer". The consumer business has grown to more then 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. Add an index to the account field on the contact object
B. Enable person account and migrate the data
C. Ensure that no single account has more than 10000 contacts
D. removes the account assignment for all objects
A. Add an index to the account field on the contact object.
C. Ensure that no single account has more than 10000 contacts
61
```
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. Management communications
B. Maintenance release schedule
C. Sales rep quota targets
D. Training in local language
E. Type of training delivered
```
A. Management communication
D. Training in local language
E. Type of training delivered
62
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. 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.
C. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/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.
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.
63
Universal Finance has two sales divisions. Sales Division As customers are individuals: IndSales Division 8's customers are businesses. Of 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 Divisions to hide person accounts from the Division 8 sales representative user profile.
B. Remove person account record types from the Division 8 sales representative user profile.
C. Check the "disable person accounts" permission on the Division 8 sales representative user profile.
D. Use field-level security to hide the "Is Person Account? Checkbox from the Division 8 sales representative user profile.
B. Remove person account record types from the Division 8 sales representative user profile
64
The sales manager at UC wants to be informed when a lead created from the "Contact Us"form on the company website has not been followed up within 24 hour of being submitted. What salesforce feature should the consultant use to meet the requirement?
A. Send an email using lead escalation rule
B. Notify using publisher action
C. Send an email using time based workflow
D. Notify using chatter on Lead
C. Send an email using time based workflow
65
UC has a large customer base of over 15,000 Accounts and 60,000 contacts. The marketing manager wants to use the customer data for an upcoming new product launch but its concerned contact may have moved to other organization (Contact's email tec has changed) what should a consultant recommend to ensure customer data is accurate?
A. Use a data cleaning tool and the stay-in-touch feature of salesforce to email contact
B. create a workflow rule for the account and contact owner to confirm contact data
C. Use data enhancement tool to verify that account and contact data is up-to-date
D. create a vf rule to mass email contacts and capture any email bounce
A. Use a data cleaning tool and the stay-in-touch feature of salesforce to email contact
66
Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence time frame 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. All contacts associated with campaigns will be added to the campaign influence related list.
D. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
A. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.
67
A Sales Cloud implementation at Universal Containers requires a global design that involvesmufti?currency, multi?language, region specific sales processes and workflows. Which factor is important for optimizing user adoption? Choose 2 answers
A. Employing realistic training data in the corporate standard currency
B. Customizing the training curriculum for each specific region
C. Developing only a standardized, global training curriculum for all users
D. Communicating the training plan well in advance of training start date
A. Employing realistic training data in the corporate standard currency
D. Communicating the training plan well in advance of training start date
68
UC wants to prevent sales user to modify certain opportunity fields when the sales stage has reached Negotiation/Review. However sales directors must able to edit these fields in case last minute updates are required. Which solution should a consultant recommended?
A. Change the field label security for the sales rep to restrict field's access based on the sales stage.
B. Modify the profile for sales directors to enable the Modify All object permission for the opportunities.
C. Create a validation rule to enforce field access based on the sales stage and profile.
D. Create a Workflow rule to enable field access for the sales directors based on sales stage.
C. Create a validation rule to enforce field access based on the sales stage and profile.
69
UC allows to its Sales Rep to negotiate up to 5% discount for their opportunities. Discountmore than 5% must be send to their Regional Sale Manager (RSM) for the approval. Discount greater than 15% must be able to send to Regional Vice President (RVP) for the approval.What should a consultant recommended to meet these requirement?
A. Create two approval processes one for RSM and one for RVP.
B. Configure an approval process for the RSM and workflow for the RVP.
C. Create two step approval processes for the RSM and RVP as approvers.
D. Configure a workflow approval task and email to RSM and RVP.
C. Create two step approval processes for the RSM and RVP as approvers.
70
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. Allow Chatter feed tracking on opportunities.
B. Use opportunity update reminders.
C. Enable Big Deal Alerts.
D. Enable Chatter feed on similar opportunities.
A. Allow Chatter feed tracking on opportunities.\n \nC. Enable Big Deal Alerts.
71
UC Credit department uses the 3rd party application for credit ratings. Credit department manager need to launch an external web based credit application from a customer?s account record in salesforce. The application uses the credit id on the account object. What should a consultant recommended to meet these requirement?
A. Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id.
B. Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.
C. Create the workflow rule to launch the product fulfillment application and pass the credit Id.
D. Create a custom Credit Id field as an external Id on the account object to lunch the credit application and pass the credit Id.
A. Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id.
72
The VP of sales at UC 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. Create a of vf page with an embedded chart component for each account
C. Embed a chart on the account page, no other customization needed
D. Create a dashboard component and use chatter feed on the account on salesforce1
C. Embed a chart on the account page, no other customization needed
73
The sales manager at UC wants to be informed when a lead created from the "Contact Us"form on the company website has not been followed up within 24 hour of being submitted. What salesforce feature should the consultant use to meet the requirement?
A. Send an email using lead escalation rule
B. Notify using chatter on Lead\nC. Send an email using time based workflow\nD. Notify using publisher action
C. Send an email using time based workflow
74
UC is moving their legacy CRM system to salesforce sales cloud
A. review the current system with IT management to understand their requirement
B. review the current system with all level of user to understand their requirement
C. review the current system with executive management to understand their requirement
D. review the current system with and configure sales cloud to work in the same way
C. review the current system with executive management to understand their requirement
75
UC wants to improve the information profile of its current Contacts in salesforce by usingsocial networking application (e.g. LinkedIn or Twitter) to add the information currently gathered for accounts, contacts and leads. Which solution should a consultant recommend to meet this requirement?
A. Define the social network fields and enabled then for account, contacts and leads.
B. Enable the salesforce to Social network Api connection to sync records.
C. Create custom fields that hold URL links to the social profile of account, contacts and leads.
D. Enable social Accounts and Contacts to link records to social profiles.
D. Enable social Accounts and Contacts to link records to social profiles.
76
UC decided to start using salesforce for all its sales automation its current sales database hasabout 50 million records. These records were all migrated into the database from other legacy systems. After migration to salesforce UC wants to be able to search and cross reference records with the original source system. What should a consultant recommend to meet the requirement?
A. Use the standard external Id field and map this to the original record Id value
B. Use the standard external Id field and map this to the current record Id Value
C. Use a custom external Id field and map this to the original record id value
D. Use a custom field named external Id and map this to the current record Id Value
C. Use a custom external Id field and map this to the original record id value
77
Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?
A. Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
B. Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.
C. Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.
D. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.
D. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.
78
Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence time frame 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. Sales reps can choose which campaigns created within the last 60 days should 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. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.
D. All contacts associated with campaigns will be added to the campaign influence related list.
C. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.
79
Sales representatives at Universal Containers log activates on accounts, contacts, andopportunities. The sales manager wants to create a report to see all activates 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. Activates report on accounts and opportunities the manager owns
B. Activities report on accounts the manager owns
C. Activities report on accounts and contacts the manager owns
D. Activities report on accounts, contacts, and opportunities the manager owns
A. Activates report on accounts and opportunities the manager owns
80
UC is deploying a formal sales methodology while implementing salesforce. What should aconsultant recommend to ensure the alignment of the sales methodology and Salesforce? Choose three answers:
A. Override Salesforce user interface with the sales methodology user interface.
B. Embed custom components within Salesforce to support the sales methodology.
C. Consider available sales methodology AppExchange applications.
D. Develop data integration between salesforce and the sales methodology database.
E. Configure Salesforce Standard and custom objects to support the sales methodology
B. Embed custom components within Salesforce to support the sales methodology.
C. Consider available sales methodology AppExchange applications.
E. Configure Salesforce Standard and custom objects to support the sales methodology
81
UC has a large customer base of over 15,000 Accounts and 60,000 contacts. The marketing manager wants to use the customer data for an upcoming new product launch but its concerned contact may have moved to other organization (Contact's email tec has changed) what should a consultant recommend to ensure customer data is accurate?
A. create a workflow rule for the account and contact owner to confirm contact data
B. create a vf rule to mass email contacts and capture any email bounce
C. Use a data cleaning tool and the stay?in?touch feature of salesforce to email contact
D. Use data enhancement tool to verify that account and contact data is up?to?date
C. Use a data cleaning tool and the stay?in?touch feature of salesforce to email contact
82
Universal publications are a publishing house that sells online subscriptions for its leadingmagazine. 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. Use contracts with a lookup to opportunity object.
B. Enable schedules on opportunity object.
C. Enable schedules on product object.
D. Use assets with a lookup to opportunity object.
C. Enable schedules on product object.
83
```
A customer needs chatter, custom console layout and custom branding for its mobile application
A. Custom mobile
B. chatter for mobile
C. Salesforce1
D. Mobile classic
```
C. Salesforce1
84
A premier customer for Universal Software needs access to confidential product roadmapinformation. To securely send this information using content delivery, what step should a sales representative take? Choose 2 answers \nA. Require the customer to enter a security token to download the content. \nB. Require the recipient to log into Salesforce to access the content.\nC. Require the customer to enter a password to view the content.\nD. Remove access to the content after a specified date.
B. Require the recipient to log into Salesforce to access the content.
C. Require the customer to enter a password to view the content.
85
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. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.
C. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.
D. 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.
B. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.
86
```
UC wants to integrate the sales cloud solution with accounting system. What standard objects are likely to be used in the integration?
A. Account, case and lead
B. Account, contact and lead
C. Account, contact and contract
D. Account, lead and opportunity
```
C. Account, contact and contract
87
UC would like to record performance about the conference and people who attended them. Acontact 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. Use campaign for conference and add Campaign member to record attendee information
B. Create a custom object for conference and a custom lookup field to conference on Contact
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
A. Use campaign for conference and add Campaign member to record attendee information
88
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 contact to the contacts role related list to the other account. opportunity
B. Associate the contact to other account using lookup field. opportunity.
C. Add the contacts to the partner related list on the second Account.
D. Clone the contact record and add to the 2nd account.
A. Add the contact to the contacts role related list to the other account. opportunity
89
UC Credit department uses the 3rd party application for credit ratings. Credit department manager need to launch an external web based credit application from a customer's account record in salesforce. The application uses the credit id on the account object. What should a consultant recommended to meet these requirement?
A. Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id.
B. Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.
C. Create a custom Credit Id field as an external Id on the account object to lunch the credit application and pass the credit Id.
D. Create the workflow rule to launch the product fulfilment application and pass the credit Id.
A. Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id.
90
Customer at UC needs access to report in the partner community to help manage theiropportunities. How salesforce should be designed to pre seller the correct level of access to report.
A. create an opportunity list view and report folder, and share with all partner users
B. create a chatter group that allows partner to post item appropriate list view and report
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
C. Create an opportunity list view and report folder in the partner communities for all partners
91
Universal Container generates the sales proposal for each opportunity and needs to share itwith the customer. All members of the sales team are able to update and comment on the proposal. It is important that customer does not see the earlier version of the proposal or the team comments. Which solution should a consultant recommend to meet this requirement?
A. Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.
B. Save the proposal as chatter file on opportunity record and add the customer as follower.
C. Save the proposal as an attachment on the opportunity record and share with customer using with the link.
D. Upload proposal as Chatter file on the opportunity record and share with customer using a link.
D. Upload proposal as Chatter file on the opportunity record and share with customer using a link.
92
UC has configured salesforce to store all individual consumer contact under a single accountcalled "Consumer". The consumer business has grown to more then 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. removes the account assignment for all objects
B. Ensure that no single account has more than 10000 contacts
C. Enable person account and migrate the data
D. Add an index to the account field on the contact object
B. Ensure that no single account has more than 10000 contacts
D. Add an index to the account field on the contact object
93
UC representative wants to see forecast amount by all sales representative and by multipleproduct group. What would a consultant recommend to meet these requirement? Choose 2 Answers.
A. Build a custom forecast report showing product group
B. implement collaborative forecast with product family
C. Implement collaborative forecast with quota alignment (....)
D. Create a forecast list view by product family groups
B. implement collaborative forecast with product family
C. Implement collaborative forecast with quota alignment (....)
94
UC uses product in salesforce and has private security model. The product management Employee ... 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 a new product and add it to the price book with the product manager as the owner
B. create a trigger to add the product management team to the sales team of the relevant opportunity
C. Create a trigger to set the product manager as owner for opportunity on the new product.
D. Create criteria based sharing rule to add the product management team to relevant opportunity.
D. Create criteria based sharing rule to add the product management team to relevant opportunity.
95
UC wants to prevent sales user to modify certain opportunity fields when the sales stage has reached Negotiation/Review. However sales directors must able to edit these fields in case last minute updates are required. Which solution should a consultant recommended?
A. Change the field label security for the sales rep to restrict field's access based on the sales stage.
B. Modify the profile for sales directors to enable the Modify All object permission for the opportunities
C. Create a Workflow rule to enable field access for the sales directors based on sales stage.
D. Create a validation rule to enforce field access based on the sales stage and profile.
D. Create a validation rule to enforce field access based on the sales stage and profile.
96
Universal Containers wants to restrict access to accounts and contacts. All users should able to access all the accounts, but only edit the accounts they own. Users should be able to edit only the contacts for the accounts they own. To meet these requirements, what should be the OWD access for accounts and contacts?
A. Set Account to public read-only and contacts to private.
B. Set Account to public read-only and Contacts to controlled by parent.
C. Set Account to private and contact to private.
D. Set Account to private and Contacts to controlled by parent.
B. Set Account to public read?only and Contacts to controlled by parent.
97
UC has org?wide default set to private .Sales representative owns an account and would liketo collaborate with internal (...external) people from other department (marketing and other management.) What should a consultant recommend to ensure collaborating team member can report and access relevant data in salesforce?
A. Use account team to share records to relevant people
B. Use Opportunity team to share records to relevant people
C. Use custom sharing on account to share specific record.
D. Use chatter to share records with relevant people
A. Use account team to share records to relevant people
98
A Sales Cloud implementation at Universal Containers requires a global design that involvesmufti?currency, multi-language, region specific sales processes and workflows. Which factor is important for optimizing user adoption? Choose 2 answers
A. Developing only a standardized, global training curriculum for all users
B. Customizing the training curriculum for each specific region
C. Employing realistic training data in the corporate standard currency
D. Communicating the training plan well in advance of training start date
C. Employing realistic training data in the corporate standard currency
D. Communicating the training plan well in advance of training start date
99
The VP of sales at UC wants to be able to see a visual representation of sales by month foreach account in salesforce1 mobile app. What should a consultant recommend to meet this requirement?
A. Embed a chart on the account page, no other customization needed
B. Create a of vf page with an embedded chart component for each account.
C. Create a dashboard component and use chatter feed on the account on salesfrrce1
D. Embed a chart on the account page and use a custom link to filter by account
A. Embed a chart on the account page, no other customization needed
100
```
Marketing department at Universal container is migrating from legacy campaign and emailmanagement 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. Enable Email to case
B. Force.com IDE and Change set
C. Manually
D. Enable Email to salesforce
```
B. Force.com IDE and Change set
101
UC allows to its Sales Rep to negotiate up to 5% discount for their opportunities. Discountmore than 5% must be send to their Regional Sale Manager (RSM) for the approval. Discount greater than 15% must be able to send to Regional Vice President (RVP) for the approval.What should a consultant recommended to meet these requirement?
A. Configure a workflow approval task and email to RSM and RVP.
B. Create two approval processes one for RSM and one for RVP.
C. Configure an approval process for the RSM and workflow for the RVP.
D. Create two step approval processes for the RSM and RVP as approvers.
D. Create two step approval processes for the RSM and RVP as approvers.
102
Universal Containers North American and European sales teams have different business requirements related to creating new of opportunities in Salesforce. As a result, each team must complete a set of geographically?specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the others region-specific fields. What solution should a consultant recommend to satisfy this scenario?
A. Implement field-level security to allow access to fields for the respective regional sales teams.
B. Build a custom object with private sharing to capture the additional fields as a separate record.
C. Create separate page layouts and record types for each of the regional sales teams.
D. Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.
A. Implement field?level security to allow access to fields for the respective regional sales teams.
103
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 exchange rates that use the most current entry
B. Converted amount are based on the historical exchange rate associated with the close date
C. Converted amount are based on the exchange rates entered in the opportunity
D. Converted amount are based on exchange rates that use the oldest entry
B. Converted amount are based on the historical exchange rate associated with the close date
104
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 one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
C. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
D. Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.
C. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
105
When enabling multiple currencies what feature is enabled on all opportunity? Choose 2 answers.
A. the selected currency is used for the Amount (Converted ) field
B. User's defaults currency overrides the specified opportunity currency
C. the selected currency is used for the Amount field
D. Currency must be specified for the opportunity
A. the selected currency is used for the Amount (Converted ) field
D. Currency must be specified for the opportunity
106
Universal Finance has two sales divisions. Sales Division As customers are individuals: IndSales Division 8's customers are businesses. Of 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. Check the "disable person accounts" permission on the Division 8 sales representative user profile.
B. Use field-level security to hide the "Is Person Account? Checkbox from the Division 8 sales representative user profile.
C. Use Divisions to hide person accounts from the Division 8 sales representative user profile.
D. Remove person account record types from the Division 8 sales representative user profile.
D. Remove person account record types from the Division 8 sales representative user profile.
107
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. Are commissions calculated by the number of territory to which a representative belongs?
B. Is your sales organization set up as a matrix or a tree?
C. Does account sharing depend more on account traits than on ownership?
D. Are there specific rules for account and opportunity access?
E. Are your lead assignments based on sales territories?
A. Are commissions calculated by the number of territory to which a representative belongs?
C. Does account sharing depend more on account traits than on ownership?
D. Are there specific rules for account and opportunity access?
108
What actions can a consultant take during the project planning phase to ensure clientstakeholder 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.
A. Establish a stakeholder committee and meeting schedule.
B. Acquire the client stakeholders' key performance indicators.
109
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 provide search result for contact and opportunity
B. log activity for each record
C. need to chat with customer in real time with chatter
D. need to see records and related items as tabs under one common screen
B. log activity for each record
D. need to see records and related items as tabs under one common screen
110
Universal Containers sells three unique products and each product has its own sales process.The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant products sales process. What solution should a consultant recommend to meet these requirements? Choose 2 answers
A. Create sales stages that align with opportunity record types.
B. Define sales processes to map to each opportunity record type.
C. Define the default opportunity teams for each opportunity record type.
D. Configure opportunity record types for each sales process.
A. Create sales stages that align with opportunity record types.
B. Define sales processes to map to each opportunity record type.
111
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. Allow Chatter feed tracking on opportunities.
B. Enable Big Deal Alerts.
C. Use opportunity update reminders.
D. Enable Chatter feed on similar opportunities.
A. Allow Chatter feed tracking on opportunities.
B. Enable Big Deal Alerts.
112
UC to plans implement to implement lead management functionality for channel sales repetitive who needs to ... pre-qualify lead to their partner. Partners need the ability to access and update the lead assigned to them. What solution should a consultant recommend for the scenario?
A. Create a task for the partner where a new lead is created and assign it to partner in the Partner Community.
B. Add the lead tab to the Partner Community and configure partner profile to access leads
C. Create.... Site where partner can self-register and access lead.
D. Configure a custom lead record type and page layout for the partner community.
B. Add the lead tab to the Partner Community and configure partner profile to access leads
113
Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Which approach should the task force consider to improve and maintain the quality of lead data? Choose 2 answers
A. Create a workflow notification when leads are created with poor Quality data.
B. Use Data.com to clean the existing lead data and new data going forward.
C. Import the lead data using the Find Duplicates wizard on the lead object.
D. Use tools like the Lead Import wizard to identify and remove duplicates.
B. Use Data.com to clean the existing lead data and new data going forward.
D. Use tools like the Lead Import wizard to identify and remove duplicates.
114
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 contact to the contacts role related list to the other account.
B. Add the contacts to the partner related list on the second Account.
C. Associate the contact to other account using lookup field.
D. Clone the contact record and add to the 2nd account.
A. Add the contact to the contacts role related list to the other account.
115
Universal Containers has configured a private sharing model for accounts and opportunities. As part of its sales strategy, each sales representative collaborates with the same set of Individuals for each opportunity. What should a consultant recommend to grant sales Reps the appropriate access to an opportunity?
A. Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
B. Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.
C. Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.
D. Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.
A. Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
116
Universal Container has its sales representative enter a new lead whenever they are prospecting a new customer, when qualifying the new lead, a new opportunity must be created to track the deal. What would a consultant recommend to enforce data quality and accuracy? Select 3 answers.
A. Create an apex trigger to perform data quality check.
B. Create validation rule on opportunity
C. Map lead fields to corresponding opportunity field
D. Create lead conversion processes.
E. Create validation rule on lead
C. Map lead fields to corresponding opportunity field
D. Create lead conversion processes.
E. Create validation rule on lead
117
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. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
B. Enable quotes and content in the partner portal to allow partners to store their PDF quotes.
C. Update the partner sales process to include stages for managing and submitting partner quotes.
D. Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
A. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
118
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 field
B. Create custom report with closed opportunity, forecasting leads (...) and quotas
C. Create an analytical snapshot to capture the opportunity forecast
D. Create custom report type with forecasting quotas and forecasting leads (...)
C. Create an analytical snapshot to capture the opportunity forecast
119
Universal Containers has a lead qualification team that qualifies and converts leads into opportunities. During lead conversion, the new opportunity must be assigned to the account owner. Which solution should a consultant recommend to meet this requirement?
A. Create a trigger on the opportunity.
B. Create a workflow on the opportunity.
C. Create an assignment rule on the account.
D. Create an assignment rule on the opportunity.
A. Create a trigger on the opportunity.
120
The sales manager at Universal Containers is concerned that the leads from the marketing department are outdated and poor quality. What action should be taken to address this issue? Choose 2 answers
A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
B. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
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.
A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
B. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
121
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 the consultant recommend for this scenario? Choose 2 answers.
A. Assign 0% probability to the first sales stage.
B. Instruct sales users to enter $0 for the opportunity amount.
C. Override the forecast to be $0 for the first stage opportunities.
D. Configure the first stage with the omitted forecast category.
A. Assign 0% probability to the first sales stage.
D. Configure the first stage with the omitted forecast category.
122
Universal Containers currently uses the customizable forecasting feature. A sales representative at Universal Containers has four opportunities for the current quarter that are detailed below:
- $3,500 opportunity in the Best Case forecast category
- $2,000 opportunity in the Commit forecast category
- $1,000 opportunity that has been dosed/won
- $1,000 opportunity that has been lost
What are the sales representatives Best Case forecast for the current quarter?
A. $5,500
B. $3,500
C. $2,000
D. $6,500
D. $6,500
123
The management at universal containers 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. Campaign dashboard by industry
D. Industry performance dashboard
B. report on lead lifetime by industry
124
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. Use campaign for conference and a custom object to record attendee information
B. Create a custom object for conference and a custom object to record attendee information
C. Create a custom object for conference and a custom lookup field to conference on Contact
D. Use campaign for conference and add Campaign member to record attendee information
D. Use campaign for conference and add Campaign member to record attendee information
125
Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and would like to receive email notifications when key opportunity fields are changed (e.g., amount or sales stage). However, individuals would like to control the frequency of their email notifications. Which solution should a consultant recommend for this scenario?
A. Configure the individual Salesforce for Outlook email settings to control notification frequency.
B. Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.
C. Define a workflow rule and email task that is triggered when key fields are updated to new values.
D. Configure the opportunity teams for opportunities so that only interested sales users are receiving notifications.
B. Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.
126
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 returns 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 new sales product with quantity set to -1
C. Create a return order under returned orders
D. Create a custom field on the order product object
C. Create a return order under returned orders
127
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 community campaign, web-to-lead, opportunity and report and dashboard
B. Use AppExchange marketing app, campaign, web-to-lead, opportunity and report
C. Use mass email, campaign, campaign influence, web-to-lead, opportunity and report
D. use site.com campaign webo-lead opportunity, report, and dashboard
B. Use AppExchange marketing app, campaign, web-to-lead, opportunity and report
128
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 manually to the parent account team and each of the child account teams.
B. Add the user to each child account team; visibility will then roll up to the parent account.
C. Add the user to a public group for that account and share all child accounts to this group.
D. Add the user to the account team on the parent account; the child accounts will inherit access.
A. Add the user manually to the parent account team and each of the child account teams.
129
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.Enable approvals by email for the approval process for high-value opportunities.
B.Schedule and email a report of all pending approvals to managers.
C.Allow managers to approve or reject approval requests from the Chatter feed.
D.Create a dashboard of pending approvals and add it to the Chatter feed.
A. Enable approvals by email for the approval process for high-value opportunities.
C. Allow managers to approve or reject approval requests from the Chatter feed.
130
Sales representatives at Universal Containers log activates on accounts, contacts,and opportunities. The sales manager wants to create a report to see all activates 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.Activates report on accounts and opportunities the manager owns
B.Activities report on accounts the manager owns
C.Activities report on accounts and contacts the manager owns
D.Activities report on accounts, contacts, and opportunities the manager owns
A. Activates report on accounts and opportunities the manager owns
131
Universal Containers has three sales divisions: hardware, software and consulting. Hardware and software division follow ten steps sales process. The consulting division follow 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 the record types.
B. Create separate stage fields.
C. Create separate page layout.
D. Create sales process.
E. Define stage picklist values.
```
A. Create the record types.
D. Create sales process.
E. Define stage picklist values.
