When a lead is created, Cloud Kicks wants to implement rules to assign the lead to the appropriate user. The new record should have the assignee's default record type. Which approach should the consultant recommend to meet the requirement most efficiently?
A. Match the record type of assignee in the User settings.UC is migrating data from a legacy system into Salesforce. The company needs to migrate lead, contact, and opportunity data from its legacy system and must be able to report on historical lead conversion for both legacy and newly created data. What is the recommended order for data migration?
A. User, Lead, Opportunity, Account, ContactThe consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality. What should the consultant do to fulfill this request?
A. Create a custom report type for Sales Cloud Einstein records.Universal Containers (UC) and Global Shipping (GS) are affiliates of ABC Corporation. Both affiliates use separate Instances of Salesforce and work independently but sell to some of the same customers. They would like to collaborate on the common customers but keep the data for other customers separate. What approach should a consultant recommend for implementing Salesforce to meet these requirements?
A. Set up a single instance for ABC Corporation and set up partner portals for UC and GS.Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account. Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? Choose 2 answers
A. Grant Read access on the account's cases.Which of these steps should take place before setting a List Price for a Product? (Select all that apply)
A. Update all items in the Standard Price BookUniversal Containers wants to maintain Service Level Agreements on its customer cases. Customers are provided different service levels based on their Services agreement. The VP of Customer Service wants to use Service Cloud to track and ensure senior management is alerted when cases have NOT completed certain stages.
Which Service Cloud feature should the Consultant recommend to address this requirement?
A. Salesforce ConsoleUniversal containers recently completed the implementation of a new sales cloud solution. The stakeholder committee believes that the user adoption is best measured by the number of daily logins. What other measures of sales uses adoption should be considered? Choose 2 answers
A. Number of neglected opportunities over time by roleWhich of the following statements about Standard and Custom Price Books are accurate? (Select all that apply)
A. A Standard Price Book includes a master list of all Products with their associated Standard Prices.Assuming a private sharing model for opportunities, what would you recommend to make it easier to work with sales operations and marketing when trying to close a deal at UP?
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