Sales Cloud Self Exam Pt. 2 Q 51-110

Question 1

Your Company current solution for managing its forecast is cumbersome. The sales managers do not have visibility into their team's forecasts and are not able to update the forecasts. As a result the managers are continually asking their sales representatives to provide updated forecast data via email or phone. What solution should a consultant recommend to help Your Company improve the management of their forecasts? Choose 2 answers

Accepted Answer

Configure customizable forecasts to give managers forecast override capabilities.

Accepted Answer

Create a forecast hierarchy and assign managers to the forecast manager role.

Answer

Create forecast chatter groups where sales representatives can post and share their forecasts

Answer

Configure weekly customized forecast reports and dashboards to be emailed to sales management

Question 2

Your Company sells two product lines that each use a distinct selling methodology. Additionally each product line captures different information that is used to sell the products. What should a consultant recommend to support selling the two product lines?

Accepted Answer

Create two sales processes and two page layouts, assign them to two different opportunity record types for each product line

Answer

Create two page layouts and two sales processes, assign them to the respective product lines to collect relevant information.

Answer

Create one page layout, two sales processes, and validation rules to capture relevant opportunity information

Answer

Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type."

Question 3

Your Company wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process. How should the relationships between the various elements of the sales process be defined to meet these requirements?

Accepted Answer

Map opportunity stages to forecast categories; assign accurate probability to each stage."

Answer

Map appropriate sales stage to opportunity stage; assign accurate forecast probability

Answer

Map sales probability values to forecast categories; assign sales stages accurate percentages

Answer

Map forecast probability to opportunity probability; assign appropriate sales stage

Question 4

Sales Management at Your Company is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which solution will help sales management identify and address the issue? Choose 2 answers

Accepted Answer

Create a report that displays opportunities that have a closed date less than or equal to the created date.

Accepted Answer

Use a workflow rule to email sales management when the opportunity is created in the closed won stage.

Answer

Run the opportunity pipeline standard report to view the upcoming opportunities by stage

Answer

Create a workflow rule that automatically updates the opportunity to the first stage in the sales process

Question 5

Sales management at Your Company wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. What solution should a consultant recommend to help product managers engage in sales deals? Choose 2 answers

Accepted Answer

Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals

Accepted Answer

Create a chatter group to share product information with sales team, product managers, and customers

Answer

Use an assignment rule to notify product managers when opportunities are updated

Answer

@mention product managers in chatter posts on relevant sales deals

Question 6

Your Company use forecasts and closes business monthly, and it needs to store the details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

Accepted Answer

Create an analytic snapshot run weekly and store the results in a custom object

Answer

Create an analytic snapshot to run daily and store the results in a custom object.

Answer

Schedule a custom forecast report to run weekly and store the results in a custom report folder

Answer

Schedule a custom forecast report to run daily and store the results in a custom report folder.

Question 7

Your Company supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle. Which solution should a consultant recommend to meet these business requirements?

Accepted Answer

Create different record types and sales processes for each line of business, and assign different page layouts to each record type.

Answer

Create different record types and sales processes for each line of business, and assign different sales processes to each page layout

Answer

Create different record types and sales processes for each line of business and assign different stages to each page layout.

Answer

Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

Question 8

Your Company wants to track the campaigns that influence won opportunities. Using standard functionality, what should a consultant recommend to meet this requirement? Choose 2 answers

Accepted Answer

Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.

Accepted Answer

Have the administrator specify a time frame that limits the time a campaign can influence the opportunity after the campaign first associated date and before the opportunity created date."

Answer

Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.

Answer

Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.

Question 9

Your Company manages opportunity forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, Your Company wants the roll-up of just the opportunities that are in pipeline, best case, and commit. 
What number in the forecast would provide Your Company with the appropriate information?

Accepted Answer

Pipeline + Best Case

Answer

Pipeline + Closed/Won

Answer

Pipeline

Answer

Pipeline + Commit

Question 10

Your Company has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy. What solution should a consultant recommend to meet this requirement?

Accepted Answer

Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.

Answer

Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.

Answer

Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.

Answer

Create a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy."

Question 11

What is a consideration when implementing Advanced Currency Management? Choose 3 answers

Accepted Answer

Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate

Accepted Answer

The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.

Accepted Answer

Advanced currency management can be enabled or disabled in the organization under the company profile if needed.

Answer

Advanced currency management dated exchange rates are automatically updated on a monthly basis

Answer

Currency roll-up summary fields from opportunities to an account use the static conversion rate"

Question 12

Sales representatives at Your Company log activities on accounts, contacts, and opportunities. The sales manager wants to create a report to see all activities on all of the accounts that the manager owns, including activities on contacts and opportunities. 
Which report should be recommended to the sales manager?

Accepted Answer

Activities report on accounts the manager owns

Answer

Activities report on accounts, contacts, and opportunities the manager owns

Answer

Activities report on accounts and contacts the manager owns

Answer

Activates report on accounts and opportunities the manager owns

Question 13

Your Company has enabled Advanced Currency Management. How is the converted amount data reported on a report that spans time periods when the exchange rates are different.

Accepted Answer

Converted amounts are based on the historical exchange rate associated with the close date

Answer

Converted amounts are based on the exchange rates entered in the opportunity

Answer

Converted amounts are based on exchange rates that use the most current entry

Answer

Converted amounts are based on exchange rates that use the oldest entry"

Question 14

Your Company has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?

Accepted Answer

Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.

Answer

Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.

Answer

Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.

Answer

Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.

Question 15

Your Company is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure.

What data should the sales management team consider when developing the new sales territories? Choose Two:

What data should the sales management team consider when developing the new sales territories? Choose Two:

Accepted Answer

Number of currencies needed to support each sales territory

Accepted Answer

Attributes need to segment and categorize customers

Answer

Distance between the customer headquarters and their sales representatives

Answer

Average number of customers managed by a sales representative

Question 16

Sales management at Your Company would like to track the following information:
• Number of open opportunities in the current quarter by sales representative
• Number of closed opportunities in the last quarter by sales representatives
What should a consultant recommend to meet these requirements?

Accepted Answer

Create a joined report

Answer

Create an analytic snapshot

Answer

Create a dynamic dashboard

Answer

Create a summary report with cross filters

Question 17

The sales management team of your Company has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. What analytics tool can the sales management team leverage to help determine the cause? Choose 2 answers

Accepted Answer

Dashboard of opportunity stage duration

Accepted Answer

Report on the discount approval time for quotes

Answer

Report on campaign return on investment (ROI)

Answer

Dashboard of Month-over-month trend of lead conversions

Question 18

Your Company has configured a private sharing model with Opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?

Accepted Answer

My Team selling shared opportunities

Answer

My collaborative opportunities

Answer

My team selling and my opportunities

Answer

My Team's Opportunities

Question 19

Your Company sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant products' sales process. What solution should a consultant recommend to meet these requirements? Choose 2 answers

Accepted Answer

Define sales processes to map to each opportunity record type.

Accepted Answer

Configure opportunity record types for each sales process.

Answer

Create sales stages that align with opportunity record types.

Answer

Define the default opportunity teams for each opportunity record type.

Question 20

The VP of sales at Your Company wants to be able to see a visual representation of sales by month for each account in Salesforce1 mobile app.

What should a consultant recommend to meet this requirement?

Accepted Answer

Embed a chart on the account page, no other customization needed

Answer

Create a dashboard component and use chatter feed on the account on salesfroce

Answer

Embed a chart on the account page and use a custom link to filter by account

Answer

Create a visualforce page with an embedded chart component for each account.

Question 21

Your Company North American and European sales teams have different business requirements related to creating new of opportunities in Salesforce. As a result, each team must complete a set of geographically-specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the others region-specific fields. What solution should a consultant recommend to satisfy this scenario?

Accepted Answer

Implement field-level security to allow access to fields for the respective regional sales teams.

Answer

Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.

Answer

Create separate page layouts and record types for each of the regional sales teams.

Answer

Build a custom object with private sharing to capture the additional fields as a separate record.

Question 22

Your Company wants to prevent sales users from modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must able to edit these fields in case last minute updates are required.

Which solution should a consultant recommend?

Which solution should a consultant recommend?

Accepted Answer

Create a validation rule to enforce field access based on the sales stage and profile.

Answer

Create a Workflow rule to enable field access for the sales directors based on sales stage.

Answer

Modify the profile for sales directors to enable the "Modify All" object permission for the opportunities.

Answer

Change the field level security for the sales rep to restrict field's access based on the sales stage."

Question 23

Your Company uses products in Salesforce and has a private security model. The Product Management employees do not have access to all opportunities but would like to track the performance of a new product after it is launched.

What would a consultant recommend to allow the product management employee to track the performance of the product?

What would a consultant recommend to allow the product management employee to track the performance of the product?

Accepted Answer

Create a criteria-based sharing rule to add the product management team to relevant opportunities.

Answer

Create a new product and add it to the price book with the product manager as the owner

Answer

Create a trigger to set the product manager as owner for an opportunity on the new product.

Answer

Create a trigger to add the product management team to the sales team of the relevant opportunities

Question 24

Your Company has a complex sales process that requires two different sets of sales stages for opportunities with an opportunity amount above or below USD $100,000. 
What should a consultant recommend to meet this requirement?

Accepted Answer

Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.

Answer

Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.

Answer

Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.

Answer

Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.

Question 25

Your Company has a lead qualification team that qualifies and converts leads into opportunities. During lead conversion, the new opportunity must be assigned to the account owner.

Which solution should a consultant recommend to meet this requirement?

Accepted Answer

Create a trigger on the opportunity.

Answer

Create a workflow on the opportunity.

Answer

Create an assignment rule on the account.

Answer

Create an assignment rule on the opportunity.

Question 26

The Sales Manager at Your Company wants to be informed when a lead created from the "Contact Us" form on the corporate website has not been followed up within 24 hours of being submitted. 
What Salesforce feature, should the consultant use to meet the requirement?

Accepted Answer

Send an email using time based workflow

Answer

Notify using publisher action

Answer

Send an email using lead escalation rule

Answer

Notify using chatter on Lead

Question 27

What are the benefits of enabling territory management? 
Choose 3 answers

Accepted Answer

Ability to expand private sharing model using account criteria

Accepted Answer

Support to complex and frequently changing sales organization

Accepted Answer

Support for multiple forecast per user based on territory membership

Answer

Ability to generate account sharing rule based on territory membership

Answer

Ability to include opportunity in more than one record.

Question 28

Your Company has implemented account hierarchies with a private sharing model. A sales representative would like to give another user access to one of the accounts she owns and the three child accounts. How can the sales representative provide this access? 
a. Add the user to each child account team; visibility will then roll up to the parent account.

Accepted Answer

Add the user manually to the parent account team and each of the child account teams.

Answer

Add the user to each child account team; visibility will then roll up to the parent account.

Answer

Add the user to a public group for that account and share all child accounts to this group.

Answer

Add the user to the account team on the parent account; the child accounts will inherit access.

Question 29

Your Company has implemented account hierarchies with a private sharing model. A sales representative would like to give another user access to one of the accounts she owns and the three child accounts. How can the sales representative provide this access?
a. Add the user to each child account team; visibility will then roll up to the parent account.

Accepted Answer

Add the user manually to the parent account team and each of the child account teams.

Answer

Add the user to each child account team; visibility will then roll up to the parent account.

Answer

Add the user to a public group for that account and share all child accounts to this group.

Answer

Add the user to the account team on the parent account; the child accounts will inherit access.

Question 30

Your Company implemented new quoting functionality for sales representatives and needs to enable the same functionality for its partners. How can this be accomplished?

Accepted Answer

Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.

Answer

Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.

Answer

Update the partner sales process to include stages for managing and submitting partner quotes.

Answer

Enable quotes and content in the partner portal to allow partners to store their PDF quotes.

Question 31

The Marketing Manager at Your Company wants to leverage the power of Sales Cloud to support the sales following requirement:
• monitor website traffic
• Email 1200 leads per day
• capture customer satisfaction survey result on a web form 
• Understand (report) the case of marketing exercise vs sales activity

What should a consultant recommend to meet this requirement?

Accepted Answer

Use AppExchange marketing app, campaign, web-to-lead, opportunity and report

Answer

Use site.com campaign web-to lead opportunity, report, and dashboard

Answer

Use mass email, campaign, campaign influence, web-to-lead, opportunity and report

Answer

Use community campaign, web-to-lead, opportunity and report and dashboard

Question 32

Your Company Credit department uses the 3rd party application for credit ratings. Credit department manager needs to launch an external web-based credit application from a customer's account record in Salesforce. The application uses the credit id on the account object. What should a consultant recommend to meet these requirements?

Accepted Answer

Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id

Answer

Create the workflow rule to launch the product fulfilment application and pass the credit Id.

Answer

Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.

Answer

Create a custom Credit Id field as an external Id on the account object to lunch the credit application and pass the credit Id.

Question 33

A customer successfully places an order with Your Company for five widgets. The order is activated in Salesforce and the products are shipped to the customer, One week later the customer return one widget. What is the effective method of recording the event in Salesforce?

Accepted Answer

Create a reduction order under the activated order

Answer

Change the quantity value on the order product to 4

Answer

Create a custom field on the order product object

Answer

Create a new sales product with quantity set to -1

Question 34

Your Company has many customers that repeat the same purchase on a regular basis. These customers are classified as a repeat account type. Sales management wishes to use Salesforce to automate repeat opportunities. What should a consultant recommend to meet this requirement?

Accepted Answer

Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

Answer

Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat an accounts when it reaches closed/won stage.

Answer

Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage.

Answer

Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

Question 35

Your Company requires that each of its products is sold with 12 months of product maintenance. This is entered as a separate opportunity product line item on the opportunity. Once an opportunity is closed/won and the order has been shipped to the customer, the service manager manually records the maintenance line item in the assets object and sends an alert 90 days prior to the expiration date.

What should a consultant recommend to streamline this process?

What should a consultant recommend to streamline this process?

Accepted Answer

Install an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.

Answer

Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.

Answer

Create a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.

Answer

Request the sync order to asset feature from Salesforce to create an asset record once an opportunity is closed/won.

Question 36

Your Company has a private sharing model. Sales representatives are required to collaborate with the same group of people from other departments for every deal; however, the individuals in the group will vary for each representative.What solution should a consultant recommend to ensure correct record visibility and collaboration?

Accepted Answer

Enable opportunity team selling and have each sales representative configure his or her default opportunity team.

Answer

Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.

Answer

Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.

Answer

Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.

Question 37

Your Company allows to its Sales Rep to negotiate up to 5% discount for their opportunities. Discount more than 5% must be sent to their Regional Sale Manager (RSM) for the approval. Discount greater than 15% must be able to send to Regional Vice President (RVP) for the approval.

What should a consultant recommend to meet these requirements?

What should a consultant recommend to meet these requirements?

Accepted Answer

Create two step approval processes for the RSM and RVP as approvers.

Answer

Configure a workflow approval task and email to RSM and RVP.

Answer

Configure an approval process for the RSM and workflow for the RVP.

Answer

Create two approval processes one for RSM and one for RVP.

Question 38

Your Company decided to start using Salesforce for all its sales automation its current sales database has about 50 million records. These records were all migrated into the database from other legacy systems. After migration to Salesforce UC wants to be able to search and cross-reference records with the original source system. 
What should a consultant recommend to meet the requirement?

Accepted Answer

Use a custom external Id field and map this to the original record id value

Answer

Use the standard external Id field and map this to the original record Id value

Answer

Use a custom field named external Id and map this to the current record Id Value

Answer

Use the standard external Id field and map this to the current record Id Value

Question 39

Your Company is planning to implement Salesforce sales cloud to support its professional services division. The Your Company sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages. What should a consultant recommend to meet this requirement?

Accepted Answer

Enable the orders object in Salesforce to track customer purchases

Answer

Create a global publisher action to view all customer purchasing activity

Answer

Enable Salesforce console for sales to see customer purchasing activity

Answer

Create a custom object related to the account, contact and contact objects.

Question 40

Your Company has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a sales user whose profile grants to create, read, edit and delete access to accounts, contacts and opportunities. Based on this information, the owner of the ABC Corporation account record has the rights to take which actions? Choose 2 answers

Accepted Answer

Share the account with other users through manual sharing and account teams

Accepted Answer

View, edit, and delete activities owned by other users directly related to the account

Answer

Transfer ownership of related contacts and opportunities owned by other users

Answer

View, edit, and delete related contacts and opportunities owned by other users

Question 41

Your Company requires its sales representatives to go through an internal certification process to sell certain groups of products. 
What could be done to prevent a sales representatives from adding these products to opportunities if they are not certified to sell them? Choose 2 answers

Accepted Answer

Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified.

Accepted Answer

Use a separate price book for the products requiring certification and only share the price book to users who are certified."

Answer

Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified

Answer

Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.

Question 42

Sales representatives at Your Company want to share product specification with customers who do not have Salesforce access. These customers should only be allowed to preview the document in the browser without download permissions. What solution should a consultant recommend to meet this requirement?

Accepted Answer

Upload the file to content and disable the download delivery option.

Answer

Upload the file to chatter files and disable the download delivery option.

Answer

Upload the file to documents and enable the externally available option.

Answer

Upload the file to chatter files and enable the password protection option."

Question 43

Your Company 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 it 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?

Accepted Answer

Create a master-detail account relationship

Answer

Create a custom contact lookup field

Answer

Create a contact lookup field and an account lookup field

Answer

Create a master-detail contact relationship

Question 44

Your Company has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage. 
What solution should a consultant recommend to meet this criteria? Choose 2 answers.

Accepted Answer

Ensure that all sales representatives have access to at least one pricebook when creating product lines.

Accepted Answer

Configure a validation rule that tests the 'Has line item and stage fields for the correct condition'.

Answer

Define a workflow rule that automatically defaults to a pricebook and...........negotiation stage.

Answer

Configure the opportunity record types to enforce product line item.......

Question 45

The sales representatives at Your Company use various email applications and often receive important customer emails while they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office. What should a consultant recommend to meet this requirement?

Accepted Answer

Forward emails using their email-to-Salesforce email address from their smartphones and computers

Answer

Download and install a Salesforce universal connector for their smartphone and computers

Answer

Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers

Answer

Download and install the Salesforce for outlook connector on their smartphones and computers

Question 46

Your Company has automated the process of creating new account records in Salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Your Company is now seeing performance issues when it makes any changes to account sharing rules. 
What can Your Company do to address the issue without changing its integration?

Accepted Answer

Set the organization wide defaults for accounts to public read/write.

Answer

Ensure that the generic user has not been assigned a role.

Answer

Contact Salesforce support to add an index to the account object.

Answer

Ensure that the generic user has the Modify All Data permission.

Question 47

What is a capability of Data Loader? 
Choose 2 answers.

Accepted Answer

Ability to export field history data.

Accepted Answer

Ability to run one time or scheduled data loads

Answer

Ability to extract Organization and configuration data.

Answer

Ability to prevent importing duplicate records.

Question 48

Joe is the record owner of a Lead. A Lead sharing rule has been defined so that leads owned by Joe are shared with public group called 'Joe's Team'. 
When the Lead is converted to an Account, Contact, and Opportunity, who will have access to these records assuming that a private sharing model in place on these objects and there are no sharing rules defined for these objects?

Accepted Answer

Joe and anyone above him in the role hierarchy will be able to access the three records

Answer

Joe, all members of the public group, Joe's Team, and anyone above any group member in the role hierarchy will be able to access the three records.

Answer

Joe, all members of the public group, and Joe's Team will be able to access the three records

Answer

Joe will be the only person who will be able to access the Account, Contact, and opportunity records."

Question 49

During the planning stage of a project, what customer information should be required to ensure requirements are successfully gathered? 
Choose 3 answers.

Accepted Answer

List of required objects and fields.

Accepted Answer

Key reports from the current system.

Accepted Answer

List of stakeholders with roles and titles.

Answer

Company financial information.

Answer

Organizational chart with titles.

Question 50

Your Company uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforce1 mobile app and want to easily create new insight records from their phones. 
What should a consultant recommend to meet this requirement?

Accepted Answer

Create a related list button

Answer

Create a custom object tab

Answer

Create a publisher action

Answer

Create a visualforce page

Question 51

Your Company requires credit checks for all opportunities greater than $50,000. The credit management team members are all Salesforce users.

What should a consultant recommend to notify the credit manager that an opportunity needs a credit check?

Accepted Answer

Use workflow to assign a task to the credit manager user.

Answer

Use workflow to send an email to the credit manager profile.

Answer

Use an Apex trigger to create a task for the credit manager user.

Answer

Use a validation rule to send an email to the credit manager role.

Question 52

The shipping department at the Your Company is responsible for sending product samples as part of the sales process. When an opportunity moves to the 'Sampling' stage, Your Company an automatic email sent to the shipping department listing the Products on the opportunity. 
How can this requirement be met using a workflow email?

Accepted Answer

Create it on the Opportunity Product using a visualforce email template.

Answer

Create it on the Opportunity Product using an HTML email template.

Answer

Create it on the Opportunity using an HTML email template.

Answer

Create it on the Opportunity using a visualforce email template.

Question 53

What features of work.com can managers use to help sales representatives meet their quotas? Choose 2 answers

Accepted Answer

Coaching plans to help the sales rep drive results

Accepted Answer

Coaching dashboards to monitor progress

Answer

Coaching feedback that automatically adjusts the goals

Answer

Coaching feed visible to the entire sales teams

Question 54

Your Company management wants to increase the productivity of its sales representatives. How can work.com be used to meet this requirement? Choose 2 answers

Accepted Answer

Feedback can be given publicly or privately

Accepted Answer

Coaching goals can be linked to reports

Answer

Coaching statistics can be linked to reports

Answer

Feedback can be requested for the entire sales team

Question 55

Your Company generates the sales proposal for each opportunity and needs to share it with the customer. All members of the sales team are able to update and comment on the proposal. It is important that customer does not see the earlier version of the proposal or the team comments. Which solution should a consultant recommend to meet this requirement?

Accepted Answer

Upload proposal as Chatter file on the opportunity record and share with customer using a link.

Answer

Save the proposal as an attachment on the opportunity record and share with customer using with the link.

Answer

Save the proposal as chatter file on opportunity record and add the customer as follower.

Answer

Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.

Question 56

Your Company has organization-wide defaults set to private. Sales representative owns an account and would like to collaborate with relevant people from other departments (marketing and product management). 
What should a consultant recommend to ensure collaborating team member can report and access relevant data in Salesforce? 
2 answers

Accepted Answer

Use account team to share records to relevant people

Accepted Answer

Use chatter to share records with relevant people

Answer

Use Opportunity team to share records to relevant people

Answer

Use custom sharing on account to share specific record.

Question 57

Resellers for Your Company need access to reports in the partner communities to help manage their opportunities. 
How should Salesforce be configured to give resellers the correct level of access to reports?

Accepted Answer

create the appropriate list views and report folder, and share with all partner users

Answer

create a chatter group that allows partner to post item appropriate list view and report

Answer

Create the opportunity list view and report folder in the partner communities for all partners

Answer

Create a new tab in the partner communities to display the appropriate list view and report folder

Question 58

Your Company wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sales. 
What use case will satisfy this requirement? 
Choose 2 answers

Accepted Answer

Need to add notes quickly or log activities for each record

Accepted Answer

Need to see records and related items as tabs under one screen

Answer

Need to chat with customers in real time with chatter

Answer

Need to prioritize search results for contacts and opportunities

Question 59

The sales management team at Your Company wants to monitor the progress of high-value sales deals and enable collaboration with cross-functional teams to help remove any obstacles. Which feature should a consultant recommend to meet these requirements? Choose 2 answers:

Accepted Answer

Enable Big Deal Alerts

Accepted Answer

Allow Chatter feed tracking on opportunities.

Answer

Enable Chatter feed on similar opportunities.

Answer

Use opportunity update reminders.

Question 60

Your Company is deploying a formal sales methodology while implementing Salesforce. 
What should a consultant recommend to ensure the alignment of the sales methodology and Salesforce? 
Choose three answers:

Accepted Answer

Embed custom components within Salesforce to support the sales methodology.

Accepted Answer

Configure Salesforce Standard and custom objects to support the sales methodology.

Accepted Answer

Consider available sales methodology AppExchange applications.

Answer

Develop data integration between Salesforce and the sales methodology database.

Answer

Override Salesforce user interface with the sales methodology user interface.

Question 61

A customer needs chatter, a custom mobile layout, and custom branding for its mobile users. Which solution should a consultant recommend?

Accepted Answer

Salesforce1

Answer

Mobile classic

Answer

chatter for mobile

Answer

Custom mobile

Sales Cloud Self Exam Pt. 2 Q 51-110

Questions in this quiz (61)

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