Northern Trail Outfitters allows its sales representative to negotiate up to a 1 discount for their opportunities. Discounts greater than 1 must be sent to their Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval. Which approach would satisfy these requirements?
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. Configure a workflow approval task and email to RSM and RVP.
D. Create two step approval processes for the RSM and RVP as approvers.
Leads created from the "Contact Us" form on the Northern Trail Outfitters' website are not being followed-up on in a timely manner. Management wants to be notified when a lead has NOT been followed-up within 24 hours if being submitted. Which action should be recommended?
A. Send an email using lead escalation rule
B. Notify using publisher action
C. Notify using Chatter on leads
D. Send an email using time-based workflow
Cloud Kicks wants to measure the impact of its recent Sales Cloud implementation upon completion. How should a consultant meet the requirement?
A. Provide a customer satisfaction survey.
B. Demonstrate new functionality.
C. Establish KPIs.
D. Evaluate user adoption.
Management at Northern Trail Outfitters want to see forecast numbers by all sales representatives and by multiple product groups. Which two actions should a consultant recommend to meet these requirements? Choose 2 answers
A. Implement Collaborative Forecasting with quota attainment.
B. Implement Collaborative Forecasting with product family.
C. Build a forecast list view by product family groups
D. Build a custom forecast report showing product groups
Northern Trail Outfitters (NTO) needs to quickly look up contacts, accounts, and opportunities and easily
log calls. The team wants to access to customer information even without an Internet connection because
of limited coverage in certain geographic areas.
Which mobile solution should NTO use?
A. Salesforce App
B. Salesforce Touch App
C. Custom hybrid App
D. Salesforce Mobile App
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'
A. Create an Out of Office group and add users to it.
B. Enable Set Out of Office Messages on the user profile.
C. Create a form in Flow Builder to post Chatter notifications on records.
D. Implement an email integration to post automatic Chatter notifications.
Northern Trail Outfitters has Advanced Currency Management enabled and needs report that span time periods when the exchange rate was different. What is the converted amount based on this scenario?
A. On exchange rates that use the most current entry
B. On exchange rates entered in the opportunity
C. On exchange rates that use the oldest entry
D. On the historical exchange rate associated with the close date
The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open Opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best Case category. Opportunities in the Negotiation/ Review stage should appear in the Commit category.
How should a consultant ensure Opportunities appear in the correct forecast categories?
A. Map Opportunity stages to the appropriate forecast categories.
B. Create a field update with Process Builder to update the forecast category based on the Opportunity stage.
C. Edit the probability percentage on Opportunity stage picklist values.
D. Update the Opportunity stage picklist value labels to match the category to which they should be assigned.
Northern Trail Outfitters has its sales support team enter new prospecting leads for sales representatives. Which three actions should be implemented to enforce data quality and accuracy once the new lead has been qualified and the opportunity has been created to track the deal? Choose 3 answers
A. Enable the lead conversion permission
B. Map custom fields to corresponding opportunity fields
C. Enable validation rules on the opportunity
D. Create an Apex trigger to perform data quality checks.
E. Enable validation rules on the lead
Northern Trail Outfitter wants to implement a Partner Community to help manage an extensive distributor and reseller partner community. The consultant is setting up partner users. What are two considerations for this step in the process? Choose 2 answers
A. Partner users are associated with the same set of profiles as internal users.
B. The sharing model should be re-evaluated when the Partner Community is enabled.
C. Partner user can own account and opportunity records in salesforce.
D. Partner users CANNOT receive emails generated through workflow actions
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