A sales manager at universal Containers wants to give a sales operations user access to the team's forecast. The sales manager is the forecast manager. The sales operations user will need to report on the forecast.
How can the sales operations user get access to the forecast data for the sales manager's team?
A. The consultant can enable the '"View All Forecasts" permission on the sales operations profile.
B. The sales manager can temporarily assign the sales operations user as the manager of the forecast.
C. The consultant can create a custom report type on the forecast and share it with the sates operations user.
D. The sales manager can share the forecasts page with the sales operations user.
The sales director at Universal Containers is concerned the percentage of all Opportunities marked Closed Won is lower than expected. The director wonders if sales reps are converting leads before enough information is known about the prospects.
Which two criteria should a consultant recommend to determine if a lead is qualified? Choose 2 answers
A. The lead works for a well-known company.
B. The sales rep believes there is a strong likelihood of a sale to this lead.
C. The lead has submitted a written agreement to purchase.
D. The lead needs Universal Container's products and services.
At Universal Containers, credit for revenue generated on an Opportunity may be shared among several sales reps. When product support reps are involved in a deal, they should receive a credit of 50% of the revenue.
What should the consultant consider when designing a revenue sharing solution?
A. Revenue splits are required in order to use overlay splits.
B. Splits can be assigned to any user with the appropriate profile.
C. Enabling opportunity splits creates a split record for every Opportunity.
D. Overlay splits allocated on an Opportunity must total 100%.
Northern Trail Outfitters gain sales leads at its annual trade show. Duplicate leads are generated when they are imported and already exist in the system. What should be done to address the issue with duplicate leads?
A. Upload the leads to Data.com to remove duplicates and select the option to have them automatically imported
B. Upload the leads and click "Find Duplicates" button for each lead record to identify potential duplicate lead
C. Upload the leads using Data Loader and enable "Find Duplicate" setting to prevent duplicates
D. Upload the leads using Data Import wizard and select the appropriate field to matchduplicates against existing records.
Northern Trail Outfitters has two sales divisions; ?An individual sales division, and ?A business sales division The Sales representatives for each division have their own user profiles and person accounts. The business sales division sales representatives cannot create person accounts and they should only be able to set up business accounts. How can these requirements be met?
A. Use field-level security to hide "Is Person Account" checkbox from the business sales division's sales representative user profile
B. Remove person account record types from the business sales division's sales presentative user profile.
C. Use Divisions to hide person accounts from the business sales division's sales presentative user profile
D. Check the "disable person accounts" permission on the business sales division's sales representative user profile
Cloud Kicks uses PDF documents to help the sales team about new products. Which feature should a constant recommend to store these documents?
A. Document lists
B. Charter files
C. Files sync
D. Attachments
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.
What should a consultant recommend to allow them to do so?
A. In lead conversion settings, allow 'Enable Conversions for Salesforce Mobile.'
B. Install an AppExchange package to convert Leads via the Salesforce mobile app.
C. Create an automated process to convert Leads when the salesperson logs in from outside of their login IP ranges.
D. Modify the sales team's profile to include the 'Enable Conversions for Salesforce Mobile' permission.
Universal Containers (UC) does business with a Contact associated with a specific Account with the
Contact Role of executive. The Contact is also on the board of a nonprofit that has requested a charitable
donation from UC. UC wants to the Contact on both Accounts.
What should the consultant recommend?
A. Create a new Contact record for the Contact related to the nonprofit Account
B. Select Allow users to relate a Contact to multiple Accounts in Account
C. Change the Contact record type to multi-account
D. Create a new lookup field on the Contact record to associate the executive to the nonprofit.
Sales reps at Universal Containers have found that Leads they has been purchasing contain outdated and
missing contact information.
What should a consultant recommend to obtain current Lead contact information?
A. Use a company insights and data enrichment app from the AppExchange.
B. Use Mass Delete to remove Leads with invalid data.
C. Upload Marketing Cloud data on a daily basis for more complete information.
D. Create a Web-to-Lead form with required fields.
After a successful implementation of Sales Cloud at Universal Containers, sales management wants to
add a 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. Edit the Forecast Category field to reflect the proper category for the new stage.
B. Create a new forecast and Include the new sales stage.
C. Create a report to track Opportunities In the Negotiation stage.
D. Use forecast adjustments to correct the forecast.
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