Salesforce Certified Sales Cloud Consultant Practice Test - Questions Answers, Page 27

When working with Sales Territories and reassigning Accounts into new territories, the consultant should consider that a territory model must be activated in order to view reassigned accounts. Only once the model is activated will the new territory assignments take effect, and accounts will be reassigned according to the new rules defined in the model. This step is crucial for ensuring that the reassignment process is completed and visible to users.

To resolve the issue of duplicate leads within Sales Cloud, the consultant should recommend confirming that the custom Lead Matching Rule is activated. While the admin has set up a Matching Rule for Leads, it is essential to ensure that the correct custom rule is active and functioning as intended. This will help in identifying and managing duplicates more effectively, reducing complaints from sales reps.

When implementing Person Accounts and supporting many relationships between customers in Salesforce, the consultant should consider enabling Contacts to Multiple Accounts. This feature allows for the creation of indirect relationships between two or more Person Accounts, which is ideal for tracking household relationships, referrals, and other connections. It provides a flexible way to manage complex relationships without needing to create custom fields or objects.

To assign territories in bulk to Opportunities, the consultant should run the filter-based Opportunity territory assignment. This feature allows users to apply territory assignments to a large number of opportunities based on specified criteria or filters. This method is efficient for bulk assignments and ensures that opportunities are accurately aligned with the appropriate territories based on predefined rules and conditions.

The Opportunity Percentage Split method in Salesforce allows for revenue sharing among team members. Each member can be assigned a specific percentage of the revenue. This method is ideal when the split percentage is less than 100% of the revenue amount because it allows for granular control over how revenue is distributed among team members. According to Salesforce documentation, Opportunity Splits can be set up to reflect different sales scenarios, including revenue recognition and compensation. The Opportunity Percentage Split method specifically supports scenarios where splits add up to less than 100%.

Salesforce Opportunity Splits Overview

Setting Up Opportunity Splits

When converted leads with high scores show little interest in purchasing, it indicates that the lead scoring model may not be accurately reflecting true purchase intent. Evaluating each record against the target marketing persona involves comparing the characteristics of the lead to an ideal customer profile, which helps in ensuring that the scoring is more aligned with actual buying intent. By refining the lead qualification process to better match the target persona, sales teams can prioritize leads that are more likely to convert into customers.

Improving Lead Scoring with Personas

Lead Management Best Practices

The Salesforce Adoption Dashboard available on the AppExchange provides a comprehensive set of reports and dashboards designed to help organizations monitor and increase Salesforce adoption. It includes metrics on user logins, feature usage, and data quality, making it an effective tool for gaining insights into how users are engaging with Salesforce. This solution is specifically recommended for tracking usage and adoption metrics, making it a better fit than the other options.

Salesforce Adoption Dashboards on AppExchange

Measuring User Adoption

The Lightning Usage App in Salesforce provides insights into how users are adopting and using the Lightning Experience, including the Lightning Sales Console. It includes metrics such as daily active users, most visited pages, and feature usage. This tool is specifically designed to help administrators and consultants understand adoption patterns and areas that may need attention or additional training.

Lightning Usage App Overview

Monitor Adoption with the Lightning Usage App

To meet the requirement of granting Read/Write access to child Opportunities for Account Team members with the Executive Sponsor role, an Opportunity sharing rule should be created. Sharing rules in Salesforce allow you to automatically extend access to users based on their roles or other criteria. In this case, the sharing rule would be configured to provide Read/Write access to Opportunities for those in the Executive Sponsor role on the Account Team.

Sharing Rules Overview

Create and Edit Sharing Rules