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A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals. What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?
Cloud Kicks wants to enable Person Accounts. What does the consultant need to do before enabling Person Accounts?
Universal Containers has implemented a lead qualification process that uses a lead scoring formul a. Upon review, many of the converted leads with the highest scores had little interest in making a purchase. Which modification to the current lead qualification process should a consultant recommend?
Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world, Which approach should the consultant recommend that CK use for training this audience?
A consultant for Cloud Kicks is migrating data from an on-premise system to Salesforce. The consultant has imported. Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW, What could be causing these records to fail?
Cloud Kicks has configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product. Which two points should the consultant include in the training information? Choose 2 answers
Cloud Kicks (CK) is implementing Sales Cloud and expects hundreds of new Accounts will be added into Salesforce on a daily basis. CK has an automated process to assign the Account owners. If no assignment can be made for an Account, it will be assigned to a fictitious owner and a person will manually review and re-assign it at a later date. At any given time, a fictitious owner may have more than 10,000 Account records assigned to it. Which two solutions should the consultant recommend when CK sets up the new Account process? Choose 2 answers
Cloud Kicks (CK) wants to ensure Opportunity are associated with the relevant marketing Campaign In the past, CK has struggled to evaluate marketing Campaign ROI. Which process improvement should the consultant recommend?
A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more time. What are two solutions the consultant should implement to resolve the Issue? Choose 2 answers
Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of responsibility. CK wants to allow reps to view any Account but restrict editing to only reps who are responsible for those specific Accounts. Which two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits? Choose 2 answers

Question 305 - Certified Sales Cloud Consultant discussion

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Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them.

Which functionality should the consultant recommend?

A.
Develop a new Sates Console app including opportunities.
Answers
A.
Develop a new Sates Console app including opportunities.
B.
Select the Split View option from the My Opportunities list view.
Answers
B.
Select the Split View option from the My Opportunities list view.
C.
Create a dashboard with reports on My Opportunities.
Answers
C.
Create a dashboard with reports on My Opportunities.
Suggested answer: B

Explanation:

The Split View option in Salesforce allows users to see a list of records on the left side of the screen while viewing the details of a selected record on the right side. This functionality minimizes navigation and clicks, enabling sales reps to efficiently cycle through their current opportunities and view all the details they need. It is designed to enhance productivity by providing quick access to information.

Using Split View

Salesforce List Views and Split View

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asked 23/09/2024
Adrian Kustosz
36 questions
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