What is the Capability of Chatter Files? Choose 2 answers Files can be synced from Chatter to a folder in a local directory Private content may only be shared in private Chatter groups Users can use @mentions to share files in content libraries All content files from content libraries can be synced in Chatter.
The sales reps at UC 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? Export contacts and accounts from Data.com and upload using data loader. Utilize Data.com to flag duplicates and update existing data Export contacts and accounts from Data.com and upload using Excel Connector Utilize data loader to export data and flag duplicate records.
What is the capability of Chatter feed post editing? Choose 2 answers Users can edit the text of their own Chatter posts Record owners can see previous versions of an edited post Record owners can edit other users' posts on records they own Group owners can edit system-generated posts in Chatter groups.
What are the benefits of territory management? Choose 3 answers Ability to generate account sharing rule based on territory membership Ability to expand private sharing model using account criteria support to complex and frequently changing sales organization Support for multiple forecast per user based on territory membership Ability to include opportunity in more than one record.
UC processes its orders through a separate system from Salesforce but would like to integrate the order history data into Salesforce. This would give sales reps a view of all past orders by account. Which solution should a consultant recommend? Create an order history object with a relationship to accounts Configure the quote object to hold the order history data Create a closed opportunity record type for each order history record Configure the opportunity history object to hold order history data.
UC 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? Workflow, reports, queues, and lead assignment Apex, workflow, lead assignment, and queues Lead assignment, Apex, and opportunity assignment Reports, data loader, queues, and opportunities.
UC collaborates with consulting partners on some of its opportunities. If a partner account is added to the partners related list on a customer opportunity, what is the impact? Contacts from the partner account are added to the opportunity team The partner account is added to the partners related list on the customer account The partner account owner is able to view all contacts for that customer account Contacts from the partner account are added to the contact roles related list on the opportunity.
The Marketing Department at Universal Containers is migrating from legacy campaign and email management system to Salesforce and want to ensure that its communication material is migrated as well.
What should a consultant recommend to migrate the Marketing Department's email templates? Create an email template change set or use the Lightning Platform Manually recreate the email and mail merge templates in Salesforce Enable Email to Salesforce before sending email templates to Salesforce Enable Email-to-case and use the Import Wizard.
Universal containers uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforce1 mobile app and want to easily create new insight records from their phones.
What should a consultant recommend to meet this requirement? Create a custom object tab Create a publisher action Create a related list button Create a visualforce page.
UC has just enabled advanced currency management. The Vice President (VP) of Asia Pacific Sales wants to view currency in opportunity revenue reports in both the corporate currency of USE and the relevant country's currency. The VP of Asia Pacific Sales uses USE as the default currency. What solution should a consultant recommend to meet this requirement? Create an opportunity revenue report and include the amount and converted amount values Create an opportunity revenue report for each country and use a Joined report to display values Create a dashboard and a dashboard filter to only display Asia Pacific currencies Create a dashboard and set the display currency to show all currencies for Asia Pacific.
UC recently acquired Global Packaging, a company that has complementary Products. UC 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 UC? Create campaigns for each channel, link them to a parent, and add members to the parent Create campaigns for each channel with members and link child campaigns to a parent campaign Create a single campaign and add member statuses for each marketing channel Create a single campaign, add members, and set the status to active.
Sales management at UC wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. What solution should a consultant recommend to help product managers engage in sales deals? Choose 2 answers Use an assignment rule to notify product managers when opportunities are updated Create a Chatter group to share product information with the sales team, product managers, and customers @mention product managers in Chatter posts on relevant sales deals. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.
UC wants to restrict to access to accounts and contacts. All users should be able to see all accounts, but only edit the accounts they own. Users should be able to edit only the contacts for the accounts they own. To meet requirements, what should be the OWD access for accounts and contacts? Set accounts to public read-only and contacts to private Set accounts to private and contacts to controlled by parent Set accounts to private and contacts to private Set accounts to public read-only and contacts to controlled by parent.
UC shares specific accounts with its partners and is considering the use of Salesforce to Salesforce to increase visibility and collaboration for deals managed through its partner channel. The company's key partners also currently use Salesforce. What should be considered for this implementation? Choose 2 answers Partners can create and share opportunities associated to shared accounts Partners will be able to see all Chatter feeds on shared opportunities UC can report on shared opportunities managed by partners Partners can see all opportunities created by UC on shared accounts.
A sales rep at UC frequently has multiple quotes related to an opportunity. Which solution should a consultant recommend to manage the quotes? Click the Start Sync button on a quote to link it to the opportunity for automatic synchronization Update the quote line item when a change is made to the opportunity product line items Create workflow rules on opportunity product and quote line items to keep them synchronization Click the Start Sync button on an opportunity to link it to a quote for an automatic synchronization.
UC determines that opportunities are taking longer to close than in the past. Which action should the management take to determine the reason behind the additional time to close? Choose 3 answers Examine user logins rates & activity on open opportunity records Evaluate whether the complexity of deals have changed over the time Evaluate whether lead conversion rates have decreased over the time Review the budget allocated to marketing campaigns Build a dashboard to display opportunity stage duration.
UC is deploying Salesforce for lead and opportunity Management. Several area of the application need to be customized using Apex & Visualforce in order to meet business requirements. Which steps can be taken to execute an effective test plan that will ensure high quality components? (2 answers) Delegate unit testing to application end users because they understand the requirements best Rely on automated test script tools to ensure maximum test coverage Create test conditions that cross-reference use cases from project documents Write detailed test scripts that define specific conditions, actions, and expected results.
What is the capability of Data.com Clean? (3 answers) Configure and run automated Clean jobs to flag field value differences on Salesforce records, fill blank fields, overwrite field values Select account, contact, and lead records from a list, and clean them all at once Manually compare individual Salesforce records side by side with matched Data.com records, and update Salesforce records field by field Accounts must be cleaned before cleaning Contacts, and Leads can either be cleaned before or after Data.com can be used on both Normal and Person Accounts.
UC wants to give access to Salesforce to its sales reps on the road, even when they are in areas not covered by internet reception. What solution should a consultant propose? Salesforce1 app Salesforce Touch Salesforce Classic Custom hybrid app.
Universal containers has an extensive distributor and reseller community. To help manage this partner network, the company is implementing a partner portal.
What must be considered when setting up partner users? Choose 2 answers Partner users cannot receive emails generated through workflow actions Partner users are associated with the same set of profiles as internal users Partner user can own account and opportunity records in Salesforce The sharing model should be re-evaluated when the partner community is enabled.
When enabling multiple currencies what feature is enabled on all opportunity? Choose 2 answers User's defaults currency overrides the specified opportunity currency the selected currency is used for the Amount (Converted) field the selected currency is used for the Amount field Currency must be specified for the opportunity.
Universal Containers wants to record information about the conferences it holds and people who attended them. An attendee could potentially attend multiple conferences. The Company would like to display this information on the contact layout using the standard configuration.
How can the system be designed to meet the company's requirement? Create a custom object for conferences and a custom object to record attendee information Utilize campaigns for conference and a custom object to record attendee information Create a custom object for conference and a custom lookup field to conference on Contact Utilize campaigns for conferences and add Campaign member to record attendee information.
Universal Finance has two sales divisions. Sales Division A's customers are individuals and Sales Division B's customers are businesses. Each division's sales representatives have their own user profiles, and person accounts are enabled. Sales Division B's sales representatives should not be able to create person accounts; they should only be able to create business accounts.
What solution should a consultant recommended to meet these requirements? Remove person account record types from the Division B sales representative user profile Check the ""disable person accounts"" permission on the Division B sales representative user profile Use Divisions to hide person accounts from the Division B sales representative user profile Use field-level security to hide the ""Is Person Account" Checkbox from the Division 8 sales representative user profile.
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? Add the contacts to the partner related list on the second Account Clone the contact record and add to the 2nd account Associate the contact to other account using lookup field Enable Contact to multiple Accounts feature.
Universal Containers wants to improve the information profile of its current Contacts in Salesforce by using social 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? Define the social network fields and enable them for account, contacts and leads Create custom fields that hold URL links to the social profile of accounts, contacts and leads Enable social Accounts and Contacts to link records to social profiles Enable the Salesforce to Social network API connection to sync records.
Universal Containers has configured Salesforce to store all individual consumer contact under a single account called ""Consumer"". The consumer business has grown to more than 500,000 Contacts. Mass update are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported.
What should consultant recommend to improve system performance? Choose 2 answers Ensure that no single account has more than 10000 contacts Enable person account and migrate the data Add an index to the account field on the contact object Removes the account assignment for all objects.
Universal containers would like to capture business sector information on a lead and display the information on the account and contact once the lead has been converted.
How can these requirements be met? Create a custom field on Lead, Account and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the contact field with the Account value Create a custom field on the Lead and Account objects. Create a custom formula field on the contact object to pull the value from the Account object Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the account object Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the contract object.
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 relations? Add the related company to the first company's account team, with supplier as the role Add the related company to the first company's custom supplier lookup field as a value Add the related company to the first company's partner related list, with supplier as a value. Add the related company to the first company's contact roles related list, with supplier as a value.
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? The documents should be emailed to the sales team on the opportunity record The documents should be uploaded to Salesforce files and shared with the field sales organization The documents should be uploaded to Salesforce files from the opportunity record The documents should be uploaded to a library that is shared with the field sales organization.
A premier customer for Universal Software needs access to confidential product roadmap information.
To securely send this information using content delivery, what step should a sales representative take? Choose 2 answers Remove access to the content after a specified date Require the customer to enter a password to view the content Require the customer to enter a security token to download the content Require the recipient to log into Salesforce to access the content.
Sales representatives at Universal Software need to collaborate with customers on sales deals to gather requirements, analyze solutions, and deliver proposals. Universal Software wants to ensure that customers are fully engaged throughout each stage in the sales process.
What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers Add customers to Salesforce as Chatter Free users Share chatter files with customers Allow customers to follow opportunities in chatter Invite customers into private chatter groups.
Universal Containers is moving their legacy Customer Relationship Management (CRM) system to Salesforce Sales Cloud.
What should the consultant recommend to ensure a successful implementation? Review the current system with all levels of users to understand their requirements Review the current system with and configure sales cloud to work in the same way Review the current system with executive management to understand their requirement Review the current system with IT management to understand their requirement.
What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers Establish a stakeholder committee and meeting schedule Create scheduled dashboard to be sent weekly to all stakeholders Acquire the client stakeholders' key performance indicators Ensure the project key performance indicators are profitable.
A Sales Cloud implementation at Universal Containers requires a global design that involves multi-currency, multi-language, region-specific sales processes and workflows.
Which factor is important for optimizing user adoption? Choose 2 answers Employing realistic training data in the corporate standard currency Developing only a standardized, global training curriculum for all users Customizing the training curriculum for each specific region Communicating the training plan well in advance of training start date.
Universal Containers recently completed the implementation of a new sales cloud solution. The stakeholder committee believes that sales user adoption is best measured by the number of daily logins.
What other measures of sales user adoption should be considered? Choose 2 answers. Overall effectiveness of mass email campaigns Completeness of records entered into the new system Number of neglected opportunities over time by role Number of reports exported to excel for analysis.
Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation application, the company had slow adoption of the new solution. What factors should be considered with the Sales Cloud deployment to help ensure the adoption? Choose 3 answers Maintenance release schedule Management communications Training in local language Type of training delivered Sales rep quota targets.
Universal Containers is following a traditional waterfall project delivery methodology. The analysis phase is complete with the sign-off of the requirements.
What action should a consultant take to minimize changes in scope during the design and build phases? Choose 2 answers Obtain customer sign-off on the solution design Update requirements based on feedback from key stakeholders Map solution design documents to system test scripts Map business requirements to the solution design.
Universal Containers wishes to implement a sales methodology that focuses on identifying customers challenges and addressing them with offerings.
Which sales methodology is described above? Solution selling Direct selling Relationship selling Target account selling.
Universal Containers wants to integrate the sales cloud solution with accounting system.
What standard objects are likely to be used in the integration? Account, case and lead Account, contact and lead Account, contact and contract Account, lead and opportunity.
Universal Containers has enabled Social Accounts and contacts. When a sales representative accesses a contact within Salesforce, the representative is unable to see detailed information from the contacts Facebook profile (e.g. contacts wall postings).
What is preventing the sales representative from accessing detailed information on the contacts Facebook page? The fields configured by Universal Containers administrator on the contact page layout are missing The information shown is based on the sales representative's connection level with the contact on Facebook The link to the Facebook profile is not configured with the administrator password to access detailed information Universal Containers must purchase the Facebook license to access public information for its users.
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 Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately 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 Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
Universal containers purchased a new marketing database list and wants to use it to run an email campaign for launch of a new product. The Sales team will be responsible for evaluating the respondents and identifying the deal maker before going through the sales process with a prospect.
What steps should a consultant recommend in this scenario? Create leads, convert them to opportunities, and qualify the respondents on the opportunities Create a campaign, qualify the respondents, and create accounts and contacts Create both account and contact records, then associate the contacts to the campaign Create a campaign, associate the leads to the campaign, and qualify the respondents.
The management at universal container noticed that the lead conversion ratio has remained the same for the hospitality industry despite increase in lead creation. What steps can help determine the issue Report on lead by source Industry performance dash board Campaign dashboard by industry Report on lead lifetime by industry.
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 Use tools like the Lead Import wizard to identify and remove duplicates Import the lead data using the Find Duplicates wizard on the lead object Use Data.com to clean the existing lead data and new data going forward Create a workflow notification when leads are created with poor Quality data.
Universal Containers plans to implement lead management functionality for channel sales representative who needs 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 the scenario? Create a customized site where partners can self-register and access their leads Configure a separate lead record type and page layout for the partner community Create a task for the partner where a new lead is created and assign it to partner in the Partner Community Add the leads tab to the Partner Community and configure partner profile to access leads.
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 answer Enable validation rules on lead Enable lead conversion permission Map lead fields to corresponding opportunity field Create an apex trigger to perform data quality check Enable validation rule on opportunity.
Universal Containers does not have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, there has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate.
What should a consultant recommend to improve partner satisfaction with the leads being shared? Use the lead Score on the find duplicates button and assign the leads with a score in the high category Create multiple validation rules to ensure that all fields on the lead record are populated with data Create a custom lead score field to assess lead quality and assign the leads that exceed the score to partners Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.
Universal containers wants to send out an email promotion on a monthly basis to a list of 50,000 leads.
What should a consultant recommend to meet this requirement? Create a lead assignment rule to send the email to the leads monthly Use an email execution vendor to send emails for marketing campaigns Use the standard Salesforce mass email tool located on the leads tab Create an email alert workflow rule to send the email to the leads monthly.
Universal Containers acquires sales leads each year through trade show attendance by its sales and marketing employees. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system.
What should a consultant recommend to prevent duplicate leads in the system? Upload leads to Data.com to remove duplicates and select the option to have them automatically imported Upload leads and click "Find Duplicates" button for each lead record to identify potential duplicate lead Upload leads using Data Loader and enable "Find Duplicate" setting to prevent duplicates Upload leads using Lead Import wizard and select the appropriate field to match duplicates against existing records.
Universal Containers currently uses the customizable forecasting feature. A sales representative at Universal Containers has four opportunities for the current quarter that are detailed below:
• $3,500 opportunity in the Best Case forecast category
• $2,000 opportunity in the Commit forecast category
• $1,000 opportunity that has been closed/won
• $1,000 opportunity that has been lost
What are the sales representatives Best Case forecast for the current quarter? $6,500 $2,000 $5,500 $3,500.
UC needs to show a dashboard with forecast by product family with quotas.
What solution should consultant recommend? Customize Quotas with product report and add necessary fields Build a joined report with closed opportunities, forecasting items, and quotas Build a custom report with closed forecasting quotas with forecasting items Create an analytical snapshot to capture the opportunity forecast.
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? Configure the opportunity teams for opportunities so that only interested sales users are receiving notifications Configure Chatter and its related notification settings to provide relevant updates to interested sales managers Define a workflow rule and email task that is triggered when key fields are updated to new values Configure the individual Salesforce for Outlook email settings to control notification frequency.
Universal containers has recently started using forecasting in collaboration with sales stages to better understand pipeline. All sales reps have submitted their forecasting numbers for approval. The VP of sales is reviewing the forecast and sees that the open opportunity pipeline report contains a total of $25,000. The VP of sales then notices that there is $15,000 that is not included in the pipeline forecast summary.
What should a consultant suggest as a possible reason for exclusion? The $15,000 is business that is too new and has been assigned to the Omitted forecast category The $15,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary The $15,000 is business that is in the Best case category, which is excluded from the pipeline forecast summary The $15,000 is business that is in the commit category, which is excluded from the pipeline forecast summary.
Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence timeframe for a campaign is 60 days.
When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities? Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list All contacts associated with campaigns will be added to the campaign influence related list. All campaigns created within the last 60 days will be added to the campaign influence related list.
Universal Publications are a publishing house that sells online subscriptions for its leading magazine. Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. Universal Publications wants to use opportunities to track and report on these subscription deals.
What should a consultant recommend to meet this requirement? Enable schedules on product object. Use assets with a lookup to opportunity object Enable schedules on opportunity object Use contracts with a lookup to opportunity object.
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