Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.
Which action should the consultant recommend?
A. Hold a kickoff meeting with the CK stakeholders.UC sells to a customer segment that has dozens of daily order and payment transactions. These customers have low credit limits which are closely monitored. At the time orders are accepted, management wants to check the customers available credit in Salesforce using information sourced from a third-party cloud application. What approach should a consultant recommend for this credit system Integration?
A. Create a web service using Apex to retrieve credit balances as needed.What should you do when migrating Opportunities?
A. Determine if you need to load owner who are not current usersUC has set accounts, contacts, and opportunities to private. Sales reps manage the accounts for which they are the account owner. The company also employs sales specialists to assist sales repson deals. What should a consultant recommend to allow the sales specialists to see account information and any opportunity information associated with an account?
A. Assign the sales specialists to the same profile as the account owners.Nothern Trail Outfitters wants to link contacts with more than one account. What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
A. Associate the contact to other accounts using a custom lookup fieldYou are setting up security for your client, UCI. UCI has a collaborative sales model and want to make sure all team members work together to meet the customer needs. They are likely to require an open sharing model that will allow them to cross- and up-sell opportunities.
A. TrueCloud Kicks needs to quickly look up Contacts, Accounts, and Opportunities and easily log calls. The team wants access to customer information while out of the office, and without an internet connection, because of limited coverage in certain geographic areas.
Which two steps should the consultant take to create a solution? Choose 2 answers
A. Enable caching and Offline EditA 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.The Cloud Kicks Marketing Team purchased a marketing automation tool and are implementing a Lead qualification process. The Sales Director provided key attributes and activity history of the ideal Lead. What can Marketing do with this information to implement an automated solution?
A. Create reports based off the provided Sales metrics in the marketing automation tool and train Marketing users to identify and qualify LeadsForecast Category "Best Case" can be summarized as:
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