Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches Negotiation/Review; however, sales representatives should not have editing rights at the stage. Which solution should the consultant advise?
A. Modify the profile for sales directors to enable the 'Modify AN' object permission for opportunitiesCloud Kicks (CK) frequently works with contractors for marketing focus groups.
These contractors change companies often, and CK wants to retain its company history through Accounts.
What should the consultant recommend?
A. Implement the Contacts to Multiple Accounts featureThe project is almost finished, and now it's time to test the changes and updates that have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox. How should the consultant recommend testing be conducted?
A. Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.What should access to records be based on?
A. The org chartAs part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and assign it to opportunities. Which approach should the consultant recommend to meet this requirement?
A. Enable sharing access to the Account to assign any active territory to opportunities.Forecast Categories: (Select all that apply)
A. Are there to help you categorize your opportunities, so you can gauge more accurately how much revenue you can bring in a given time periodCloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model. What will a user without access to the Amount field on the Opportunity object observe?
A. The Amount field will display an error in the contributing factors section.Universal Insurance is a large insurance company with a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce. It has a custom object for policies that needs to relate to both Person Accounts and Business Accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?
A. Create a contact lookup field and an account lookup fieldCloud Kicks maintains products and price books on an external platform due to the high frequency of pricing changes to products. Sales managers want to monitor pipeline by sales rep and report on team revenue to goal in Salesforce. What should the consultant do to meet the requirement?
A. Implement Opportunity Teams and Opportunity Splits.Cloud Kicks wants to sell to both consumer and Business. There will be a consumer sales team and a business sales team. Which two Salesforce functions will allow the Consultant to meet this requirement? Choose 2 answers
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