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Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company's product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.

What are two actions the consultant can take to meet the requirement?

Choose 2 answers

A.
Manually assign a product-specific role to each product engineer.
A.
Manually assign a product-specific role to each product engineer.
Answers
B.
Create criteria-based opportunity sharing rules for each product line.
B.
Create criteria-based opportunity sharing rules for each product line.
Answers
C.
Enable Default Opportunity Teams for the Opportunity.
C.
Enable Default Opportunity Teams for the Opportunity.
Answers
D.
Enable Default Account Teams for each product line.
D.
Enable Default Account Teams for each product line.
Answers
Suggested answer: A, B

Explanation:

A . Create criteria-based opportunity sharing rules for each product line. This allows you to specify criteria for sharing an Opportunity with a specific user or group of users. For example, you could create a rule that shares an Opportunity with the product engineer when the Opportunity has a certain product line assigned to it. B. Enable Default Opportunity Teams for the Opportunity. This allows you to set a default Opportunity Team for an Opportunity, which will automatically assign the product engineer to the Opportunity when it is created. This is useful when you need to assign a specific user to multiple Opportunities.

Sales reps at Cloud Kicks are responsible for creating leads manually and entering relevant details. The marketing department has noticed that some leads are missing important information.

What are two functionalities the consultant should apply to ensure that key fields are populated?

Choose 2 answers

A.
An assignment rules
A.
An assignment rules
Answers
B.
A flow
B.
A flow
Answers
C.
A required field
C.
A required field
Answers
D.
A validation rules
D.
A validation rules
Answers
Suggested answer: C, D

Explanation:

To ensure that key fields are populated when creating leads manually, the consultant should apply the following functionalities:

A required field. This forces the user to enter a value for a field before saving a record. The administrator can make a field required at the page layout level or at the field definition level.

A validation rule. This checks that the data entered by a user meets certain standards before saving a record. The administrator can create a validation rule with a formula that evaluates whether a field meets certain criteria, such as length, format, or value.

Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK?

Choose 3 answers

A.
CK can expand access beyond the organization-wide default levels with sharing rules.
A.
CK can expand access beyond the organization-wide default levels with sharing rules.
Answers
B.
Organization-wide defaults must be Public Read Only or Private to create sharing rules.
B.
Organization-wide defaults must be Public Read Only or Private to create sharing rules.
Answers
C.
Sharing rules apply only to new records that meet the definition of the source data set.
C.
Sharing rules apply only to new records that meet the definition of the source data set.
Answers
D.
When a sharing rule is deleted, the sharing access created by that rule must be manually removed.
D.
When a sharing rule is deleted, the sharing access created by that rule must be manually removed.
Answers
E.
When multiple sharing rules are assigned, the user is assigned the least restrictive access.
E.
When multiple sharing rules are assigned, the user is assigned the least restrictive access.
Answers
Suggested answer: A, B, E

Explanation:

When implementing sharing rules, the consultant should explain the following considerations to CK:

CK can expand access beyond the organization-wide default levels with sharing rules. Sharing rules are used to grant additional access to records based on record ownership, criteria, or territory.

Organization-wide defaults must be Public Read Only or Private to create sharing rules. Sharing rules cannot be created for objects with Public Read/Write or Public Read/Write/Transfer organization-wide defaults.

When multiple sharing rules are assigned, the user is assigned the least restrictive access. For example, if one sharing rule grants Read-Only access and another sharing rule grants Read/Write access to the same record, the user will have Read/Write access.

Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps' Person Accounts with Microsoft contacts and vice versa.

Which consideration should the consultant be aware of?

A.
Lightning Sync works in conjunction with Einstein Activity Capture.
A.
Lightning Sync works in conjunction with Einstein Activity Capture.
Answers
B.
Einstein Activity Capture is supported in the Salesforce Classic interface.
B.
Einstein Activity Capture is supported in the Salesforce Classic interface.
Answers
C.
New Person Accounts should be created in Microsoft and synced to Salesforce.
C.
New Person Accounts should be created in Microsoft and synced to Salesforce.
Answers
D.
New Person Accounts should be created in Salesforce and synced to Microsoft.
D.
New Person Accounts should be created in Salesforce and synced to Microsoft.
Answers
Suggested answer: A

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.

Which two recommendations should the consultant make?

Choose 2 answers

A.
Include the Forecast Manager field on the Territory page layout.
A.
Include the Forecast Manager field on the Territory page layout.
Answers
B.
Include the Forecast Manager field on the Opportunity page layout.
B.
Include the Forecast Manager field on the Opportunity page layout.
Answers
C.
Assign a forecast-enabled forecast manager to each territory.
C.
Assign a forecast-enabled forecast manager to each territory.
Answers
D.
Assign a role for each manager in the user role hierarchy.
D.
Assign a role for each manager in the user role hierarchy.
Answers
Suggested answer: C, D

Sometimes, sales reps need to create contacts without accounts based on business processes.

What should the consultant take into consideration about these contacts?

A.
Contacts without accounts need to be shared through sharing rules
A.
Contacts without accounts need to be shared through sharing rules
Answers
B.
Contacts without accounts are shared through the Role Hierarchy.
B.
Contacts without accounts are shared through the Role Hierarchy.
Answers
C.
Contacts without accounts are private and only the owner and admin can view them.
C.
Contacts without accounts are private and only the owner and admin can view them.
Answers
D.
Contacts without accounts need to be manually shared.
D.
Contacts without accounts need to be manually shared.
Answers
Suggested answer: C

Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.

What are two steps the consultant can take to troubleshoot the issue?

Choose 2 answers

A.
Check Sales Cloud Einstein permission set assignments.
A.
Check Sales Cloud Einstein permission set assignments.
Answers
B.
Validate the Connected App Details.
B.
Validate the Connected App Details.
Answers
C.
Verify Integration User Profile Details
C.
Verify Integration User Profile Details
Answers
D.
Reconfigure the Einstein Lead Scoring app.
D.
Reconfigure the Einstein Lead Scoring app.
Answers
Suggested answer: B, C

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local Accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account.

Which recommendation meets this requirement?

A.
Configure an after-save flow to update a custom field on the parent Account with the total value of opportunities from the child Accounts.
A.
Configure an after-save flow to update a custom field on the parent Account with the total value of opportunities from the child Accounts.
Answers
B.
Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts
B.
Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts
Answers
C.
Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts
C.
Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts
Answers
D.
Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.
D.
Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.
Answers
Suggested answer: A

The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign. Which two choices should a consultant recommend meeting the requirement?

Choose 2 answers

A.
Use Data Loader to export Opportunity and Campaign Influence and merge the results.
A.
Use Data Loader to export Opportunity and Campaign Influence and merge the results.
Answers
B.
Enable Customizable Campaign Influence in Setup.
B.
Enable Customizable Campaign Influence in Setup.
Answers
C.
Add the Campaign Influence related list to the Opportunity page layouts.
C.
Add the Campaign Influence related list to the Opportunity page layouts.
Answers
D.
Create a joined report between Opportunity and Campaign to show influence.
D.
Create a joined report between Opportunity and Campaign to show influence.
Answers
Suggested answer: A, C

The project is almost finished, and now it's time to test the changes and updates that have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox.

How should the consultant recommend testing be conducted?

A.
Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.
A.
Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.
Answers
B.
Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.
B.
Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.
Answers
C.
Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.
C.
Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.
Answers
D.
Create a new Sandbox and ask volunteers to test it with use cases.
D.
Create a new Sandbox and ask volunteers to test it with use cases.
Answers
Suggested answer: A

Explanation:

To test the changes and updates before go-live, the consultant should recommend creating a new Sandbox, populating it with data, and asking volunteers to test it with use cases. A Sandbox is a copy of the production org that can be used for development, testing, and training purposes. A Sandbox allows the consultant to test the changes in a safe and isolated environment without affecting the live data and users. A Sandbox can also be refreshed to get the latest data and metadata from the production org.

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