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
A. Sync non-recurring events between Microsoft or Google Calendar and Salesforce.
B. Associate emails with records in Salesforce from Outlook or Gmail.
C. Report on contact data as it exists In Outlook or Gmail.
D. Sync recurring events created in the Salesforce mobile app with Microsoft or Google Calendar.
Cloud Kicks needs to migrate data Into Salesforce and Is considering using Data Loader.
What are two capabilities of this migration tool?
Choose 2 answers
A. Exports field history data
B. Prevents importing duplicate records
C. Extracts organization and configuration metadata
D. Imports more than 100 fields per record
E. Runs one-time or scheduled data loads
The Cloud Kicks sales team can create leads for both business and individual customers. Person accounts
have been enabled in its Salesforce org.
How can the consultant ensure that Leads are converted into either a business account or a person
account where appropriate?
A. Populate the Company field with "Person'',
B. Leave the Company field blank.
C. Create separate record types for business account leads and person account leads.
D. Check the person account checkbox on the lead.
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
A. Dynamic dashboards allow al! users to view data as any user.
B. Dynamic dashboards must be manually refreshed.
C. Dynamic dashboards require users to follow each component
D. Dynamic dashboards must be saved In public or shared folders.
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?
A. Create a Lead Rollup Summary Field.
B. Use Einstein Lead Scoring.
C. Use Lead Conversion Reporting.
D. Create a joined report.
Universal Containers wants to help sales reps handle phone calls with prospective customers more efficiently Which tool should the consultant recommend?
A. Open CTI
B. Order Management
C. Entitlements
D. Activity Capture
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?
A. Opportunity dashboard showing products sold each month
B. Opportunity products with formula fields for each month's value
C. Opportunity dashboard showing opportunities dosed each month
D. Opportunity products with monthly product Schedules
How should Cloud Kicks prepare for its first meeting to discuss its Salesforce implementation with a consultant?
A. Gather key stakeholders. Establish goals and key metrics. Set up the communication plan. Define the sales process.
B. Gather key stakeholders. Establish goals and key metrics. Plan for users. Define the sales process
C. Establish key metrics. Set up profiles. Define the sales process. Gather key stakeholders. Set up the communication plan.
D. Establish goals and key metrics. Define the sales process. Plan for users. Identify the admin.
Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month club. Regional Sales Managers (RSM) must approve discounts greater than 5%. Ri-cjion.il vice Presidents (HVP) must approve discounts greater than 10%. Which two steps should a consultant recommend to satisfy these requirements? Choose 2 answers
A. Configure an approval process for the RSM and a workflow rule for the RVP.
B. Configure Process Builder approval task and email to notify the RSM and RVP.
C. Create two approval process, one for the RSM and one for the RVP.
D. Create a Process Builder to automatically submit approval up to 5 % discounts.
E. Create a two-step approval process for the RSM and RVP as approver
A consultant is implementing a new instance of Sales Cloud for Cloud Kicks (CK). CK has a global sales presence, supporting a customer base throughout the world. Which approach should the consultant recommend for setting up an account hierarchy structure?
A. Location-specific account structure with account hierarchies
B. Global account structure without account hierarchies
C. Global account structure with one global account and all contacts and opportunities linked
D. Location-specific account structure without account hierarchies
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