Assuming a private sharing model for opportunities, what would you recommend to make it easier to work with sales operations and marketing when trying to close a deal at UP? Choose 2 answers. Create account teams for specific accounts Enable feed tracking on opportunities Create private groups for specific opportunities Create sales teams for specific opportunities.
A Consultant has created a custom formula field on Opportunity that multiplies the Opportunity Amount by the Account's Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies? The Opportunity currency The Corporate currency The User currency The Account currency.
A customer needs chatter, a custom mobile layout, and custom branding for its mobile users. Which solution should a consultant recommend? A. Salesforce1 B. Mobile classis C. chatter for mobile D. Custom mobile
Salesforce1 Mobile classic chatter for mobile Custom mobile.
A customer successfully places an order with UC for five widgets. The order is activated in Salesforce and the products are shipped to the customer. One week later the customer return one widget. What is the effective method of recording the event in Salesforce? Change the quantity value on the order product Create a custom field on the order product object Create a new sales product with quantity set Create a reduction order under the activated order
During the planning stage of a project, what customer information should be required to ensure requirements are successfully gathered?
Choose 3 answers. A. Company financial information List of required objects and fields. Key reports from the current system Organizational chart with titles List of stakeholders with roles and titles.
Each year on a Contact's birthday, Universal Containers wants to post a message to the Contact's Facebook page using Social Accounts and Contacts. What should a Consultant consider before implementing this solution? The Contact record must be updated each year to cause the Post to occur Salesforce never posts anything to social network accounts The Saleforce User's Facebook password must be stored on the User record The Contact Owner must Follow the Contact on Facebook.
The finance department of Universal Containers is noticing a decline in profitability, which they attribute to excessive number of discounts on opportunities. What can finance department do to monitor and control opportunity discounting?
Choose 2 answers Run a report on opportunities showing list price and discounted price Ensure that sales management approves discount requests for each opportunity Create a customer role-up field to calculate the average product discount for each customer Limit the number of discounted products that can be added to an opportunity.
It is unclear how the money spent on marketing campaigns is helping Universal Containers grow its sales business. What is the best way for Universal Containers to capture a return on investment? Count the number of leads generated from each campaign Determine the number of opportunities generated by each campaign Track the value of closed won opportunities generated by each campaign Determine the number of activities created by sales related to a campaign.
Joe is the record owner of a Lead. A Lead sharing rule has been defined so that leads owned by Joe are shared with public group called 'Joe's Team'. When the Lead is converted to an Account, Contact, and Opportunity, who will have access to these records assuming that a private sharing model in place on these objects and there are no sharing rules defined for these objects?
Joe, all members of the public group, Joe's Team, and anyone above any group member in the role hierarchy will be able to access the three records. Joe and anyone above him in the role hierarchy will be able to access the three records Joe, all members of the public group, and Joe's Team will be able to access the three records Joe will be the only person who will be able to access the Account, Contact, and opportunity records.
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
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.
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 most current quote. How can the sales engineer identify the opportunities latest quote? Reference the synced quote field on the opportunity record Reference the synced quote history on the opportunity Reference the last modified date on the quotes Follow the opportunity's quotes in chatter.
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.
A Regional Sales Manager's (RSM) direct reports are frequently added as sales team members for other sales representatives' opportunities. Which report view filter should be applied to a pipeline report to display all of the opportunities for which the RSM's direct reports are involved? My team-selling opportunities My team's opportunities My team-selling and my opportunities My team's team-selling and their opportunities.
A Sales Cloud implementation at Universal Containers requires a global design that involves multicurrency, 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.
The sales department at UC 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
Enable approvals by email for the approval process for high-value opportunities. Create a dashboard of pending approvals and add it to the Chatter feed. Schedule and email a report of all pending approvals to managers. Allow managers to approve or reject approval requests from the Chatter feed.
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.
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 Run the opportunity pipeline standard report to view the upcoming opportunities by stage Create a report that displays opportunities that have a closed date less than or equal to the created date. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process Use a workflow rule to email sales management when the opportunity is created in the closed won stage.
Sales management at Universal Containers needs to provide channel partners with easy access to approved product documentation. They also need to notify partners about the material revisions and updates. How can they achieve these goals in Salesforce?
Enable Content in the Partner Community and enable Content email alerts for partner users. Enable the Document tab in the Partner Community and enable email alerts for partner users. Add the Content related list to the partner contact page layout and enable content delivery. Add the Content related list to the partner account page layout and enable content delivery.
Sales management at Universal Containers would like to track the following information: • Number of open opportunities in the current quarter by sales representative • Number of closed opportunities in the last quarter by sales representatives What should a consultant recommend to meet these requirements? Create an analytic snapshot Create a dynamic dashboard Create a summary report with cross filters Create a joined report.
Sales management needs to measure sales performance by comparing the amount of business closed by each sales representative against assigned quotas. Which metric will provide the required data?
Select two answers Number of opportunities in the forecast by sales representative Percentage of closed opportunities by sales representative Percentage of quota attained by sales representative D. Quarterly forecast summary by sales representative.
The sales management team at Universal Containers wants to monitor the progress of high-value sales deals and enable collaboration with crossfunctional teams to help remove any obstacles. Which feature should a consultant recommend to meet these requirements? Choose 2 answers: Enable Big Deal Alerts. Enable Chatter feed on similar opportunities. Allow Chatter feed tracking on opportunities Use opportunity update reminders
The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. What analytics tool can the sales management team leverage to help determine the cause?
Choose 2 answers Dashboard of opportunity stage duration Report on campaign return on investment (ROI) Dashboard of Month-over-month trend of lead conversions Report on the discount approval time for quotes.
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. B. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately. 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.
The Sales Manager at Universal Containers wants to be informed when a lead created from the ""Contact Us"" form on the corporate website has not been followed up within 24 hours of being submitted. What Salesforce feature should the consultant use to meet the requirement? Notify using publisher action Send an email using lead escalation rule Send an email using time based workflow Notify using chatter on Lead.
A sales rep at UC 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 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.
A sales rep at UC won a sales deal and set the opportunity stage in Salesforce to closed/won. What impact will this change have on the opportunity in the forecast? It will be associated with the closed/won forecast category and will need to be committed by the sales rep. It will be associated with the closed/won forecast category and automatically contribute to the forecast. It will be associated with the closed/won forecast category and will need to be added to the forecast by the sales rep It will be associated with the closed/won forecast category and contribute to the forecast once approved by the manager.
A sales representative at Universal Containers who recently lost a sales deal to a competitor has set the opportunity stage to closed/lost. What impact will this have on the opportunity in the forecast?
It will be associated with the closed forecast category and it contributes to the forecast. It will be associated with the omitted forecast category and sales management must override to exclude it from the forecast It will be associated with the lost forecast category and only sales managers will be able to view it in the forecast It will be associated with the omitted forecast category and does NOT contribute to the forecast.
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.
Sales representatives at Universal Containers log activities on accounts, contacts, and opportunities. The sales manager wants to create a report to see all activities on all of the accounts that the manager owns, including activities on contacts and opportunities. Which report should be recommended to the sales manager? Activities report on accounts the manager owns Activities report on accounts, contacts, and opportunities the manager owns Activities report on accounts and contacts the manager owns Activaties report on accounts and opportunities the manager owns.
The sales representatives at Universal containers use various email applications and often receive important customer emails while they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office. What should a consultant recommend to meet this requirement? Download and install a Salesforce universal connector for their smartphone and computers Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers Forward emails using their email-to-Salesforce email address from their smartphones and computers Download and install the Salesforce for outlook connector on their smartphones and computers.
Sales representatives at universal containers want to share product specification 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. B. C. Upload the file to chatter files and disable the download delivery option Upload the file to documents and enable the externally available option Upload the file to content and disable the download delivery option Upload the file to chatter files and enable the password protection option.
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.
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.
The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. when an opportunity moves to the"sampling" stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email? Create it on the opportunity using an HTML email template. Create it on the opportunity using a Visualforce email template. Create it on the opportunity product using a Visualforce email template. Create it on the opportunity product using an HTML email template.
UC and Global Shipping (GS) are affiliates of ABC Corporation. Both affiliates use separate instances of Salesforce and work independently but sell to some of the same customers. They would like to collaborate on the common customers but keep the data for other customers separate. What approach should a consultant recommend for implementing Salesforce to meet these requirements?
Set up a single instance for ABC Corporation and set up partner communities for UC and GS. Use separate Salesforce instances and link shared records using Salesforce to Salesforce. Use separate Salesforce instances and link shared records using a customer community. Set up a single Salesforce instance and maintain exclusive customer data using divisions.
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? A. . B. C. D. 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.
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 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 has noticed a sizeable decrease in the number of sales reps who are meeting their quotas. What should be evaluated to determine the cause of this decline?
Choose 2 answers Percent of converted leads per sales rep. Comparison report of forecasts versus converted leads. Activity history report on open and closed opportunities. Trending report on won versus lost opportunities.