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The Marketing Director at Cloud Kicks has requested that a form be added to the company website to capture new lead contact information and the Primary Product they are interested in. Once submitted, a lead should receive an email tailored to the Primary Product they selected. The lead record should also be assigned to the correct owner for that Primary Product.

Which three steps are required to create an efficient solution? Choose 3 answers

A strong pipeline requires greater visibility.

Which of the following example describes a need for greater visibility?

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?

A company receives support requests through a variety of email addresses and web forms for different parts of the business.

Which feature combination will ensure that cases are efficiently handled by the most appropriate representatives?

Northern Trail Outfitters' partners need the new quoting functionality that was recently implemented for sales representatives.

What should be recommended?

Cloud Kicks wants sales representatives to be able to share key documents directly with customers who are not Community users.

Which Salesforce feature satisfies this requirement?

Universal Containers wants to implement best practices for its customer support teams and has decided to follow a Knowledge Centered Support (KCS) methodology.

Which two benefits can be expected from KCS adoption? Choose 2 answers

What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers

Cloud Kicks needs to forecast on monthly business that closes and details of open opportunities on a weekly basis. The VP of Sales asks the business analyst to review how the sales funnel is changing month over months.

Which two actions should the Consultant take to meet this requirement? Choose 2 answers

Cloud Kicks frequently has multiple sales representatives that collaborate on an Opportunity and needs Salesforce to allocate credit to each sales representative in order to track against a sales quota.

Which Salesforce feature satisfies this requirement?

Universal Containers has a single contact center that handles all service requests including chat, Cases, and web form submissions. It is important that Reps are assigned work evenly so that all requests are handled in the order they are received.

How would a Consultant address this requirement?

A company frequently has issues with customers that need complex, hands-on technical support with high-priority issues in difficult-to-visit locales.

What should be recommended for reliable, real-time support to customers with these restrictions?

Cloud Kicks is a large global company. The week of global training falls on a holiday week for the

European region of the office on holiday.

Which best practice should the Consultant recommend to overcome this obstacle?

The finance department of 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

Match this tip with its design consideration. "Show each job function relevant information"

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

How can end users sync their data from Outlook (using Salesforce for Outlook)? (Select all that apply)

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?

Universal containers has automated the process of creating new account records in salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal containers is now seeing performance issues when it makes any changes to account sharing rules.

What can universal containers do to address the issue without changing its integration?

Cloud Kicks uses the Lead Source field to track the event from which a Lead originated. The marketing director requested a report that shows every event a Lead has attended. This information is impossible to provide with the current configuration.

Which standard Salesforce functionality should a consultant recommend?

Universal Containers (UC) wants to make It eas.er for sales reps to log their customer interactions, _ and events, directly from their email and calendar applications. UC wants to report on these activates Salesforce.

What are two capabilities of Outlook and Gmail Integration tools? Choose 2 answers

Which of the following statements are true about managers and forecasts? (Select all that apply)

Which two areas can an Administrator make Open CTI features available to users when building a Lightning App using the App Manager? Choose 2 answer

The Cloud Kicks sales manager wants to deploy dynamic dashboards to show sales effectiveness in areas that sales members operate and manage.

Which two considerations should the consultant advise the sales manager about dynamic dashboards? Choose 2 answers

Due to internet unavailability at Cloud Kicks, the sales team is not able to utilize the Salesforce Mobile app feature to view, create, or update Opportunities.

Which two steps should the Consultant take to resolve the issue? Choose 2 answers

Cloud Kicks has started its operations in Europe in addition to the U.S. The company has enabled advanced currency management to support both EUR and USD.

Cloud Kicks also has existing roll-up summary fields.

During the Cloud Deploy phase, end users are complaining that they have a new system to log into, and it's holding up training.

What is the likely cause of these complaints?

Forecast Category "Closed" can be summarized as:

The executive sponsor at Northern Trail Outfitters wants Salesforce users to know when other users are out of office leveraging Chatter functionality.

What should the consultant recommend'

Cloud Kicks wants to boost importance of its sales stages and its role in the company's sales

methodology.
Cloud Kicks also wants to enhance precision of its sales forecast.

Which 2 steps should be taken to ensure the Sales process is mapped to meet the requirements? Choose 2 answers

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?

A Consultant arrives for a requirements workshop, but key resources are absent.

What is the likely reason the key resources are absent?

UC wants to migrate accounts from a legacy system into Salesforce. The client wants the unique account IDs for the account records in the legacy system to be imported into Salesforce to allow a quality control comparison to be conducted after the migration is complete and facilitate future integration.

What solution should the consultant recommend to meet this requirement?

Who is most interested in visibility, no surprises, and system ROI?

You can track only Assets sold by your company.

Universal Containers wants to help sales reps handle phone calls with prospective customers more efficiently.

Which tool should the consultant recommend?

Universal containers has configured a private sharing model with Opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives.

Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?

Cloud Kicks has many customers that regularly renew their "shoe of the month" club membership. The sales representatives use an Account type called "shoe of the month" club for these customers. Sales management wants to use Salesforce to automate repeat opportunities.

What should a Consultant, recommend to meet this requirement?

A contact center manager wants to measure improvements to operations after the implementation of a
new workforce management system.

Which two metrics can be used to assess the success of the new workforce management system? Choose 2 answers

Which pair of reports is best associated with the business driver "Manage the Funnel"?

The sales director at Cloud Kicks wants to ensure, on the creation of Contacts for an existing Account, that the mailing address of a contact is the same as the shipping address of the parent Account based on the postal code.

Which solution should the Consultant suggest to meet this requirement?

Nothern Trail outfitters (NTO) consumer business has grown to more than 500,00 contacts. NTO stores all individual consumer contacts under a single account called 'Consumer'. Mass updates are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported.

Which two actions should be recommended to improve performance?

Sales representatives at Universal Containers log activates 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?

What are the main challenges that Marketing faces when trying to drive more business? (Select all that apply)

Standard fiscal years must start on January 1st.

Cloud Kicks implementing Enterprise Territory Management for its retail sales. The Sales Director wants to organize Territories based on their characteristics.

How can the Consultant meet this requirement?

A consultant is working with a client to implement Territory Management and Collaborative Forecasting.
The client has signed off on the solution design document.

Which three steps should the consultant take during the Build stage to ensure a successful implementation? Choose 3 answers

The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly.

What should be recommended?

The Cloud Kicks IT team wants to enable person Accounts in its Salesforce org.

Which three prerequisites must be met before the Consultant can enable person Accounts? Choose 3 answers

Universal containers sells two products that each have a unique sales methodology. A few of the sales stages overlap between the selling methodologies, but are unique to just one of the methodologies.

What element must be configured to support both selling methodologies? Choose 3 answers

What statement is true about the Salesforce Knowledge article lifecycle?

Northern Trail Outfitters has organization-wide defaults set to private. Sales representatives own the accounts and want to collaborate with relevant people from other departments.

What types of records can be added to Salesforce from Data.com? (Select all that apply)

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?

The Could Kicks IT team has noticed that there are many duplicate person Accounts. The team can often easily identify duplicates and wants to merge them.

Which consideration should the Consultant convey regarding person Account merges?

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

What solution should a consultant recommend to meet this requirement?

Territory mgt is enabled. Users should be able to track account plans for each account they have access to

What should you consider when migrating inactive campaigns?

Which feature should a Consultant configure to allow global Service Reps to call customers from within the Lightning Service Console?

Cloud Kicks has enabled quotas in collaborative forecasts.

In which three ways can the quotas be managed for all users in forecast hierarchy? Choose 3 answers.

Universal Containers (UC) and Global Shipping (GS) are affiliates of ABC Corporation. Both affiliates use separate Instances of Salesforce and work independently but sell to some of the same customers. They would like to collaborate on the common customers but keep the data for other customers separate.

What approach should a consultant recommend for implementing Salesforce to meet these requirements?

Cloud Kicks has purchased a list of prospects and wants sales representatives to begin to contact and measure the Return Of Investment (ROI) of the people in the purchased list.

Which solution should the Consultant recommend?

What are two design considerations for a Live Agent implementation? Choose 2 answers

Cloud Kicks to see how many closed won opportunities a campaign has generated over last 30 days. They have implemented a campaign influence model that uses the primary campaign source.

Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers

The Northern Trail Outfitters sales team has reported that many of the Leads they receive are missing an email address or phone number.

Which two approaches should a consultant recommend to address this problem? (Choose two.)

Which of the following steps accurately describe the process map in sales and marketing organizations?

Cloud Kicks has a lengthy and complex sales cycle. Opportunities have stages that sales reps must move a deal through, as well as indicate the probability of winning the sale. The sales manager presently uses sales stages and probability for forecasting and wants to simplify the process of reporting on projected sales for the sales team.

Which approach should a Consultant recommend to streamline forecast reporting?

The Sales Director at Cloud Kicks mandated that implementing logic and automation to quality top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years.

Which two actions can the Consultant first take to ensure a best practices implementation? Choose 2 answers

How should a Consultant provide Suggested Article functionality to Lightning Service Console users?

What is the capability of Data.com Clean? (3 answers)

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?

Cloud Kicks wants to be able to forecast revenue on a quarterly basis.

Which date field should the Consultant recommend to ensure accurate forecasting?

Universal Containers was bought by a larger company and needs to provide information on a monthly basis to the new parent company to help predict sales.

Which data should the new parent company review?

Universal Containers uses PDF documents to help the sales team learn about new Products.

Which feature should a Consultant recommend to store these documents?

A customer needs Chatter, a custom mobile layout, and custom branding for its mobile users.
which solution should a consultant recommend?

A business requirement specifies that opportunities with a discount between 10% and 25% must be approved by the Regional Sales Manager (RSM).

Which approach addresses the business requirement?

Cloud Kicks uses a custom object named GumShoe. GumShoe is the child in a master-detail relationship with the Opportunity object. Staff members use this object to create requests for supporting research. They want to easily generate new GumShoe records from their phones by using the Salesforce Mobile App.

What should a Consultant recommended to meet the requirements?

Which of the following descriptions best describe Chatter?

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

Customizable Forecasting must be enabled by salesforce.com support.

To property plan for company growth. Cloud Kicks needs to track monthly revenue projections from the sales of its annual subscription service.

What should the consultant configure to support this reporting need?

Arrange the steps to view record related lists in the correct order (using Salesforce Classic).

What are two considerations when adding a report chart to a Console Component? Choose 2 answers

UC 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 sales Rep in the UC won a sales deal and set the opportunity stage as Closed/Won.

What impact will this change have on the opportunity in the forecast?

Which advantage does Salesforce provide with the OpenCTI framework?

Currently at Cloud Kicks, the Lead Source field is used to track what event a lead originated from. The Marketing Director requested a report that shows every event a lead has attended.

Which standard Salesforce functionality can a Consultant recommend?

The shipping department at the Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the 'Sampling1 stage, Universal Containers an automatic email sent to the shipping department listing the Products on the opportunity.

How can this requirement be met using a workflow email?

Which two solutions should Universal Containers consider to increase Contact Center Agent productivity? Choose 2 answers

When an Opportunity Stage is marked as Closed Won, Cloud Kicks wants an email to be sent to a team of Executives. This email should include details about the Opportunity along with the related Opportunity Products and Account.

Which solution should the Consultant recommend to active this requirement?

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

How many reports should you design for optimal usability?

Which statements about the Salesforce Classic Mobile application are true? (Select all that apply)

Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount.

Which two actions should the Consultant recommend to resolve this issue? Choose 2 answers

Universal Containers (UC) has implemented Opportunity Teams. As part of the sales process, tasks are used to track all customer interactions. UC wants any available team member to handle these tasks as soon as possible.

Which Salesforce functionality should the consultant recommend to meet the requirement?

The Consultant at Cloud Kicks has noticed that sales data is quickly outdated and is having issue with keeping Account data updated.

What should the Consultant recommend to maintain up-to-date Account information?

Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity forecast by Product family with team quotas. Which solution should a Consultant recommend?

Select the ones you like.

Cloud Kiks wants to implement a methodology to determine which current Leads have the most in common with Leads that have successfully has been converted in the past.

How Cloud Kicks support this requirement?

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?

Universal Containers wants to be able to assign Cases based on the same criteria they use for Live Agent chats.

Which feature should a Consultant recommend?