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Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.

Which Salesforce functionality should the consultant recommend to meet the requirement?

A.
Create Opportunity Teams to manage Tasks.
A.
Create Opportunity Teams to manage Tasks.
Answers
B.
Leave the Task's Assigned To held bank
B.
Leave the Task's Assigned To held bank
Answers
C.
Use workflows to create a Task for each team member.
C.
Use workflows to create a Task for each team member.
Answers
D.
Assign Tasks to a queue to share work efficiently.
D.
Assign Tasks to a queue to share work efficiently.
Answers
Suggested answer: D

Cloud Kicks plans to integrate its email system with Salesforce, and wants to show the last 2 months of email activity to its 75 sales reps.

What should a consultant recommend to meet this requirement?

A.
Sales Cloud Einstein
A.
Sales Cloud Einstein
Answers
B.
Einstein Activity Capture Standard
B.
Einstein Activity Capture Standard
Answers
C.
Email to Salesforce
C.
Email to Salesforce
Answers
D.
Sales Cloud Console
D.
Sales Cloud Console
Answers
Suggested answer: B

Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK project manager has requested a report that includes both Project__c and Opportunity data.

What should the consultant use to include data from both the Project__c and Opportunity objects in one report?

A.
Matrix reports
A.
Matrix reports
Answers
B.
Junction reports
B.
Junction reports
Answers
C.
Cross-object filters
C.
Cross-object filters
Answers
D.
Custom report types
D.
Custom report types
Answers
Suggested answer: D

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.

How should the consultant efficiently share these reports?

A.
Create a report folder, add members in a specific profile, and share the Report folder.
A.
Create a report folder, add members in a specific profile, and share the Report folder.
Answers
B.
Create a report folder, add members in a specific Role, and share the Report folder.
B.
Create a report folder, add members in a specific Role, and share the Report folder.
Answers
C.
Create a report folder, add members to a Private Group, and share the Report folder.
C.
Create a report folder, add members to a Private Group, and share the Report folder.
Answers
D.
Create a report folder, add members in a specific Queue, and share the Report folder.
D.
Create a report folder, add members in a specific Queue, and share the Report folder.
Answers
Suggested answer: B

The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.

Which two steps should the consultant recommend?

Choose 2 answers

A.
Enable Salesforce Inbox.
A.
Enable Salesforce Inbox.
Answers
B.
Enable caching and Offline Edit.
B.
Enable caching and Offline Edit.
Answers
C.
Enable Mobile SDK.
C.
Enable Mobile SDK.
Answers
D.
Download the Salesforce mobile app.
D.
Download the Salesforce mobile app.
Answers
Suggested answer: B, D

Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting.

What should a consultant do to resolve the issue?

A.
Add a new discount field for the new business unit.
A.
Add a new discount field for the new business unit.
Answers
B.
Check the field level security for the managers' profile.
B.
Check the field level security for the managers' profile.
Answers
C.
Add the Discount field to the Sales Path for the managers.
C.
Add the Discount field to the Sales Path for the managers.
Answers
D.
Use a validation rule to ensure that a discount is entered.
D.
Use a validation rule to ensure that a discount is entered.
Answers
Suggested answer: B

Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide.

As NTO maps out its processes, which two key principals of UPN should the team keep in mind?

Choose 2 answers

A.
Attach supporting information at the detail level.
A.
Attach supporting information at the detail level.
Answers
B.
Use symbols of different colors, arrows, and swim lanes for clarity.
B.
Use symbols of different colors, arrows, and swim lanes for clarity.
Answers
C.
Limit the number of activity boxes on the screen to 8 to 10.
C.
Limit the number of activity boxes on the screen to 8 to 10.
Answers
D.
Keep version control and change history at the diagram level.
D.
Keep version control and change history at the diagram level.
Answers
Suggested answer: C, D

To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue projections from the sales of its annual subscription service.

What should the consultant configure to meet this requirement?

A.
Opportunity products with monthly product Schedules
A.
Opportunity products with monthly product Schedules
Answers
B.
Opportunity products with formula fields for each month's value
B.
Opportunity products with formula fields for each month's value
Answers
C.
Opportunity dashboard showing opportunities closed each month
C.
Opportunity dashboard showing opportunities closed each month
Answers
D.
Opportunity dashboard showing products sold each month
D.
Opportunity dashboard showing products sold each month
Answers
Suggested answer: A

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.

What should the consultant recommend to maintain current Account information?

A.
Build a weekly data update from in-house systems to refresh data in Salesforce.
A.
Build a weekly data update from in-house systems to refresh data in Salesforce.
Answers
B.
Email the contacts and leads to obtain their current information.
B.
Email the contacts and leads to obtain their current information.
Answers
C.
Enable Automated Account Fields in Setup.
C.
Enable Automated Account Fields in Setup.
Answers
D.
Use third-party data to update and add records to Salesforce.
D.
Use third-party data to update and add records to Salesforce.
Answers
Suggested answer: D

The sales department at cloud kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.

Which solution should the consultant recommend?

A.
Use Contact roles on the Opportunity object.
A.
Use Contact roles on the Opportunity object.
Answers
B.
Add a contact lookup Meld to the Opportunity.
B.
Add a contact lookup Meld to the Opportunity.
Answers
C.
Add a multi-select picklist field on the Opportunity object.
C.
Add a multi-select picklist field on the Opportunity object.
Answers
D.
Use a junction object between the Opportunity and Contact.
D.
Use a junction object between the Opportunity and Contact.
Answers
Suggested answer: A

Explanation:

Contact roles on the Opportunity object allow sales executives to identify the contacts who are involved in the sales process and their roles, such as decision maker or influencer4. This helps sales executives prioritize their interactions with existing contacts and track their influence on the opportunity.

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