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Sales Cloud Self Exam Pt. 2 Q 51-110

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Sales Cloud Salesforce Quiz on Sales Cloud Self Exam Pt. 2 Q 51-110, created by Lauren Gurevitz on 16/02/2018.
Lauren Gurevitz
Quiz by Lauren Gurevitz, updated more than 1 year ago
Lauren Gurevitz
Created by Lauren Gurevitz about 6 years ago
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Resource summary

Question 1

Question
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
Answer
  • Configure customizable forecasts to give managers forecast override capabilities.
  • Create forecast chatter groups where sales representatives can post and share their forecasts
  • Configure weekly customized forecast reports and dashboards to be emailed to sales management
  • Create a forecast hierarchy and assign managers to the forecast manager role.

Question 2

Question
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?
Answer
  • Create two sales processes and two page layouts, assign them to two different opportunity record types for each product line
  • Create two page layouts and two sales processes, assign them to the respective product lines to collect relevant information.
  • Create one page layout, two sales processes, and validation rules to capture relevant opportunity information
  • Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type."

Question 3

Question
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?
Answer
  • Map appropriate sales stage to opportunity stage; assign accurate forecast probability
  • Map sales probability values to forecast categories; assign sales stages accurate percentages
  • Map forecast probability to opportunity probability; assign appropriate sales stage
  • Map opportunity stages to forecast categories; assign accurate probability to each stage."

Question 4

Question
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
Answer
  • Run the opportunity pipeline standard report to view the upcoming opportunities by stage
  • Create a report that displays opportunities that have a closed date less than or equal to the created date.
  • Create a workflow rule that automatically updates the opportunity to the first stage in the sales process
  • Use a workflow rule to email sales management when the opportunity is created in the closed won stage.

Question 5

Question
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
Answer
  • Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals
  • Create a chatter group to share product information with sales team, product managers, and customers
  • Use an assignment rule to notify product managers when opportunities are updated
  • @mention product managers in chatter posts on relevant sales deals

Question 6

Question
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?
Answer
  • Create an analytic snapshot to run daily and store the results in a custom object.
  • Schedule a custom forecast report to run weekly and store the results in a custom report folder
  • Create an analytic snapshot run weekly and store the results in a custom object
  • Schedule a custom forecast report to run daily and store the results in a custom report folder.

Question 7

Question
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?
Answer
  • Create different record types and sales processes for each line of business, and assign different sales processes to each page layout
  • Create different record types and sales processes for each line of business and assign different stages to each page layout.
  • Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
  • Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

Question 8

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

Question 9

Question
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?
Answer
  • Pipeline + Closed/Won
  • Pipeline + Best Case
  • Pipeline
  • Pipeline + Commit

Question 10

Question
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?
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.
  • Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
  • Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.
  • 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

Question
What is a consideration when implementing Advanced Currency Management? Choose 3 answers
Answer
  • Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate
  • Advanced currency management dated exchange rates are automatically updated on a monthly basis
  • The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
  • Advanced currency management can be enabled or disabled in the organization under the company profile if needed.
  • Currency roll-up summary fields from opportunities to an account use the static conversion rate"

Question 12

Question
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?
Answer
  • Activities report on accounts the manager owns
  • Activities report on accounts, contacts, and opportunities the manager owns
  • Activities report on accounts and contacts the manager owns
  • Activates report on accounts and opportunities the manager owns

Question 13

Question
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.
Answer
  • Converted amounts are based on the exchange rates entered in the opportunity
  • Converted amounts are based on exchange rates that use the most current entry
  • Converted amounts are based on the historical exchange rate associated with the close date
  • Converted amounts are based on exchange rates that use the oldest entry"

Question 14

Question
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?
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.
  • Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
  • Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.
  • Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.

Question 15

Question
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:
Answer
  • Distance between the customer headquarters and their sales representatives
  • Number of currencies needed to support each sales territory
  • Attributes need to segment and categorize customers
  • Average number of customers managed by a sales representative

Question 16

Question
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?
Answer
  • Create an analytic snapshot
  • Create a dynamic dashboard
  • Create a summary report with cross filters
  • Create a joined report

Question 17

Question
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
Answer
  • Dashboard of opportunity stage duration
  • Report on campaign return on investment (ROI)
  • Dashboard of Month-over-month trend of lead conversions
  • Report on the discount approval time for quotes

Question 18

Question
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?
Answer
  • My collaborative opportunities
  • My team selling and my opportunities
  • My Team's Opportunities
  • My Team selling shared opportunities

Question 19

Question
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
Answer
  • Define sales processes to map to each opportunity record type.
  • Configure opportunity record types for each sales process.
  • Create sales stages that align with opportunity record types.
  • Define the default opportunity teams for each opportunity record type.

Question 20

Question
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?
Answer
  • Create a dashboard component and use chatter feed on the account on salesfroce
  • Embed a chart on the account page, no other customization needed
  • Embed a chart on the account page and use a custom link to filter by account
  • Create a visualforce page with an embedded chart component for each account.

Question 21

Question
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?
Answer
  • Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.
  • Create separate page layouts and record types for each of the regional sales teams.
  • Build a custom object with private sharing to capture the additional fields as a separate record.
  • Implement field-level security to allow access to fields for the respective regional sales teams.

Question 22

Question
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?
Answer
  • Create a Workflow rule to enable field access for the sales directors based on sales stage.
  • Modify the profile for sales directors to enable the "Modify All" object permission for the opportunities.
  • Create a validation rule to enforce field access based on the sales stage and profile.
  • Change the field level security for the sales rep to restrict field's access based on the sales stage."

Question 23

Question
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?
Answer
  • Create a new product and add it to the price book with the product manager as the owner
  • Create a trigger to set the product manager as owner for an opportunity on the new product.
  • Create a criteria-based sharing rule to add the product management team to relevant opportunities.
  • Create a trigger to add the product management team to the sales team of the relevant opportunities

Question 24

Question
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?
Answer
  • Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
  • Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
  • Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
  • Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.

Question 25

Question
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?
Answer
  • Create a trigger on the opportunity.
  • Create a workflow on the opportunity.
  • Create an assignment rule on the account.
  • Create an assignment rule on the opportunity.

Question 26

Question
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?
Answer
  • Send an email using time based workflow
  • Notify using publisher action
  • Send an email using lead escalation rule
  • Notify using chatter on Lead

Question 27

Question
What are the benefits of enabling territory management? Choose 3 answers
Answer
  • Ability to generate account sharing rule based on territory membership
  • Ability to expand private sharing model using account criteria
  • Support to complex and frequently changing sales organization
  • Support for multiple forecast per user based on territory membership
  • Ability to include opportunity in more than one record.

Question 28

Question
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.
Answer
  • Add the user to each child account team; visibility will then roll up to the parent account.
  • Add the user to a public group for that account and share all child accounts to this group.
  • Add the user to the account team on the parent account; the child accounts will inherit access.
  • Add the user manually to the parent account team and each of the child account teams.

Question 29

Question
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?
Answer
  • Add the user to each child account team; visibility will then roll up to the parent account.
  • Add the user to a public group for that account and share all child accounts to this group.
  • Add the user to the account team on the parent account; the child accounts will inherit access.
  • Add the user manually to the parent account team and each of the child account teams.

Question 30

Question
Your Company implemented new quoting functionality for sales representatives and needs to enable the same functionality for its partners. How can this be accomplished?
Answer
  • Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
  • Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
  • Update the partner sales process to include stages for managing and submitting partner quotes.
  • Enable quotes and content in the partner portal to allow partners to store their PDF quotes.

Question 31

Question
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?
Answer
  • Use site.com campaign web-to lead opportunity, report, and dashboard
  • Use mass email, campaign, campaign influence, web-to-lead, opportunity and report
  • Use community campaign, web-to-lead, opportunity and report and dashboard
  • Use AppExchange marketing app, campaign, web-to-lead, opportunity and report

Question 32

Question
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?
Answer
  • Create the workflow rule to launch the product fulfilment application and pass the credit Id.
  • Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.
  • Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id
  • 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

Question
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?
Answer
  • Change the quantity value on the order product to 4
  • Create a custom field on the order product object
  • Create a new sales product with quantity set to -1
  • Create a reduction order under the activated order

Question 34

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

Question 35

Question
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?
Answer
  • Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.
  • Create a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.
  • Request the sync order to asset feature from Salesforce to create an asset record once an opportunity is closed/won.
  • Install an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.

Question 36

Question
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?
Answer
  • Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
  • Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.
  • Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.
  • Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.

Question 37

Question
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?
Answer
  • Configure a workflow approval task and email to RSM and RVP.
  • Configure an approval process for the RSM and workflow for the RVP.
  • Create two step approval processes for the RSM and RVP as approvers.
  • Create two approval processes one for RSM and one for RVP.

Question 38

Question
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?
Answer
  • Use the standard external Id field and map this to the original record Id value
  • Use a custom field named external Id and map this to the current record Id Value
  • Use a custom external Id field and map this to the original record id value
  • Use the standard external Id field and map this to the current record Id Value

Question 39

Question
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?
Answer
  • Create a global publisher action to view all customer purchasing activity
  • Enable the orders object in Salesforce to track customer purchases
  • Enable Salesforce console for sales to see customer purchasing activity
  • Create a custom object related to the account, contact and contact objects.

Question 40

Question
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
Answer
  • Transfer ownership of related contacts and opportunities owned by other users
  • Share the account with other users through manual sharing and account teams
  • View, edit, and delete related contacts and opportunities owned by other users
  • View, edit, and delete activities owned by other users directly related to the account

Question 41

Question
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
Answer
  • Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified
  • Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified.
  • Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.
  • Use a separate price book for the products requiring certification and only share the price book to users who are certified."

Question 42

Question
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?
Answer
  • Upload the file to chatter files and disable the download delivery option.
  • Upload the file to documents and enable the externally available option.
  • Upload the file to content and disable the download delivery option.
  • Upload the file to chatter files and enable the password protection option."

Question 43

Question
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?
Answer
  • Create a custom contact lookup field
  • Create a contact lookup field and an account lookup field
  • Create a master-detail account relationship
  • Create a master-detail contact relationship

Question 44

Question
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.
Answer
  • Define a workflow rule that automatically defaults to a pricebook and...........negotiation stage.
  • Configure the opportunity record types to enforce product line item.......
  • Ensure that all sales representatives have access to at least one pricebook when creating product lines.
  • Configure a validation rule that tests the 'Has line item and stage fields for the correct condition'.

Question 45

Question
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?
Answer
  • Download and install a Salesforce universal connector for their smartphone and computers
  • Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers
  • Forward emails using their email-to-Salesforce email address from their smartphones and computers
  • Download and install the Salesforce for outlook connector on their smartphones and computers

Question 46

Question
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?
Answer
  • Ensure that the generic user has not been assigned a role.
  • Contact Salesforce support to add an index to the account object.
  • Set the organization wide defaults for accounts to public read/write.
  • Ensure that the generic user has the Modify All Data permission.

Question 47

Question
What is a capability of Data Loader? Choose 2 answers.
Answer
  • Ability to extract Organization and configuration data.
  • Ability to prevent importing duplicate records.
  • Ability to export field history data.
  • Ability to run one time or scheduled data loads

Question 48

Question
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?
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.
  • Joe and anyone above him in the role hierarchy will be able to access the three records
  • Joe, all members of the public group, and Joe's Team will be able to access the three records
  • Joe will be the only person who will be able to access the Account, Contact, and opportunity records."

Question 49

Question
During the planning stage of a project, what customer information should be required to ensure requirements are successfully gathered? Choose 3 answers.
Answer
  • Company financial information.
  • List of required objects and fields.
  • Key reports from the current system.
  • Organizational chart with titles.
  • List of stakeholders with roles and titles.

Question 50

Question
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?
Answer
  • Create a custom object tab
  • Create a publisher action
  • Create a related list button
  • Create a visualforce page

Question 51

Question
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?
Answer
  • Use workflow to send an email to the credit manager profile.
  • Use an Apex trigger to create a task for the credit manager user.
  • Use a validation rule to send an email to the credit manager role.
  • Use workflow to assign a task to the credit manager user.

Question 52

Question
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?
Answer
  • Create it on the Opportunity Product using an HTML email template.
  • Create it on the Opportunity using an HTML email template.
  • Create it on the Opportunity Product using a visualforce email template.
  • Create it on the Opportunity using a visualforce email template.

Question 53

Question
What features of work.com can managers use to help sales representatives meet their quotas? Choose 2 answers
Answer
  • Coaching plans to help the sales rep drive results
  • Coaching feedback that automatically adjusts the goals
  • Coaching feed visible to the entire sales teams
  • Coaching dashboards to monitor progress

Question 54

Question
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
Answer
  • Coaching statistics can be linked to reports
  • Feedback can be requested for the entire sales team
  • Feedback can be given publicly or privately
  • Coaching goals can be linked to reports

Question 55

Question
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?
Answer
  • Upload proposal as Chatter file on the opportunity record and share with customer using a link.
  • Save the proposal as an attachment on the opportunity record and share with customer using with the link.
  • Save the proposal as chatter file on opportunity record and add the customer as follower.
  • Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.

Question 56

Question
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
Answer
  • Use account team to share records to relevant people
  • Use Opportunity team to share records to relevant people
  • Use chatter to share records with relevant people
  • Use custom sharing on account to share specific record.

Question 57

Question
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?
Answer
  • create a chatter group that allows partner to post item appropriate list view and report
  • create the appropriate list views and report folder, and share with all partner users
  • Create the opportunity list view and report folder in the partner communities for all partners
  • Create a new tab in the partner communities to display the appropriate list view and report folder

Question 58

Question
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
Answer
  • Need to chat with customers in real time with chatter
  • Need to prioritize search results for contacts and opportunities
  • Need to add notes quickly or log activities for each record
  • Need to see records and related items as tabs under one screen

Question 59

Question
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:
Answer
  • Enable Big Deal Alerts
  • Enable Chatter feed on similar opportunities.
  • Allow Chatter feed tracking on opportunities.
  • Use opportunity update reminders.

Question 60

Question
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:
Answer
  • Develop data integration between Salesforce and the sales methodology database.
  • Embed custom components within Salesforce to support the sales methodology.
  • Configure Salesforce Standard and custom objects to support the sales methodology.
  • Override Salesforce user interface with the sales methodology user interface.
  • Consider available sales methodology AppExchange applications.

Question 61

Question
A customer needs chatter, a custom mobile layout, and custom branding for its mobile users. Which solution should a consultant recommend?
Answer
  • Salesforce1
  • Mobile classic
  • chatter for mobile
  • Custom mobile
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