Which two configurations will allow this setup? (Choose two.)
A. Set up Lookup fields on the Account for each tier of relationship.
B. Add relevant fields for Account Contact Relationship to the page layouts.
C. Enable the roll-up to a contact's primary account.
D. Allow users to relate a Contact to multiple Accounts in Account settings.
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. Configure a Flow for renewal customers that inserts a copy of an opportunity for the sales representative when it reaches the closed/won stage.
B. Configure a Process Builder process for renewal customers that sends a reminder task to the sales representative to create a new opportunity when it reaches the closed/won stage.
C. Configure a workflow rule for renewal customers that inserts a copy of an opportunity for the sales representative when it reaches the closed/won stage.
D. Develop a Lightning Component to set an opportunity revenue schedule that automatically sets up a
new opportunity for renewal customers when it reaches the closed/won stage.
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?
A. Task queues for each Opportunity Team
B. Task "Assigned To" set to Opportunity Team role
C. Workflows to create a Task for each team member
D. Assignment rule selected by default
After a successful implementation of Sales Cloud at Universal Containers, sales management wants to add a new Negotiation stage immediately prior to the Closed stage. After adding the stage, a user reports that some Opportunities are missing from quarterly forecasts.
How should the consultant resolve this issue?
A. Create a new forecast and include the new sales stage.
B. Use forecast adjustments to correct the forecast.
C. Edit the Forecast Category field to reflect the proper category for the new stage.
D. Create a report to track Opportunities in the Negotiation stage.
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?
A. Implement Campaigns to track events and define a campaign management process.
B. Update the Lead Source field to the most recent event a Lead has attended using Process Builder.
C. Configure a Custom Events object and relate it to the Lead object.
D. Create a custom field to track the second event a Lead attends.
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.)
A. Require Phone and Email fields on the Lead page layout.
B. Configure Assignment Rules to only assign Leads with Phone or Email.
C. Require Phone and Email fields on the Lead object.
D. Create a Validation Rule that requires either a Phone or Email.
Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained. What should be recommended for a successful migration?
A. Enable Email to salesforce before sending email templates to salesforce
B. Manually recreate the email and mail merge templates in salesforce
C. Enable Email-to-case and use Import Wizard.
D. Create an email template change set or use the Lightning Platform.
Northern Trail Outfitters (NTO) 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. NTO is now seeing performance issues when it makes any changes to account sharing rules. What can NTO do to address the issue without changing its integration?
A. Ensure that the generic user has not been assigned a role.
B. Contact salesforce support to add an index to the account object.
C. Set the organization wide defaults for accounts to public read/write.
D. Ensure that the generic user has the Modify All Data permission.
Cloud Kicks want to utilize Opportunities to report and track subscriptions to its "Shoe of the Month" club. Subscribers can pay in full (all at one time), weekly, monthly, or quarterly. Which solution should the Consultant recommend to meet Cloud Kicks needs?
A. Enable schedules on the Product Object
B. Configure the use of contracts with a lookup to the Opportunity object
C. Configure the use of assets with a lookup to the opportunity object
D. Enable schedules on the Opportunity object
Cloud kick has an external ERP system which stores product order information. Cloud kicks wants to view those orders as a related list on the account record in real time.
What solution should the consultant recommend?
A. Create custom object product under information in salesforce, run a night scheduler to get details from ERP and add the add the custom object as a related list on the account
B. Implement salesforce to salesforce connect to get real time product order information and add it as a related list on the account.
C. Implement salesforce connect and external object to get real time product order information and add it as a related list on the account.
D. Create a lightning component, and using REST integration, get the real time product order information from ERP.
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