Salesforce Certified Sales Cloud Consultant Practice Test - Questions Answers, Page 9

To show sales operations what the data will look like after the territory account assignments are changed, the consultant should run the updated assignment rules in planning State and view the accounts on the territory detail page. Assignment rules are used to assign accounts to territories based on criteria such as account location, industry, or revenue. By running the assignment rules in planning State, the consultant can preview the results of the rules without actually changing the account ownership or visibility. The consultant can then view the accounts on the territory detail page to see which accounts are assigned to which territories.

To retain the company history of contractors who change companies often, the consultant should recommend implementing the Contacts to Multiple Accounts feature. This feature allows a contact to be related to multiple accounts without creating duplicate records. This way, CK can track the relationship between a contractor and all the companies they have worked with. The consultant can also create a custom role field on the account contact relationship object to indicate the role of the contractor at each company.

To migrate all the sales data into CK's Salesforce instance, the consultant should recommend the following data migration sequence for the objects:

Accounts

Opportunities

Contacts

Products

Product Line Items

Cases

Leads

Campaigns

This sequence ensures that all the parent records are created before their child records, and that all the lookup and master-detail relationships are preserved. For example, an opportunity must have an account before it can be created, and a product line item must have an opportunity and a product before it can be created.

The Object Manager tab in Setup allows the consultant to view and edit the metadata of standard and custom objects, such as fields, relationships, page layouts, and record types. Schema Builder provides a dynamic, graphical view of the object relationships in Salesforce, and allows the consultant to create new custom objects, fields, and relationships.

reCAPTCHA is a service that protects websites from spam and abuse by using a simple test to verify that users are human. By enabling reCAPTCHA verification in Web-to-Lead settings, the customer can prevent bots from submitting web-to-lead forms and creating unwanted leads.

A custom formula field on the Opportunity object will use the currency of the opportunity record, regardless of the currency of the account or user records. This ensures that the formula field is consistent with other opportunity fields that use currency.

Inbox is a suite of email productivity tools that integrates Salesforce with Outlook or Gmail. With Inbox, sales reps can sync their calender events between Salesforce and their email application, and log emails with related records in Salesforce without leaving their inbox. This way, they can easily track their customer interactions and report on them in Salesforce.

When a quote is synced with an opportunity, any changes made to the quote line items are reflected in the opportunity line items, and vice versa. However, if a synced quote line item is deleted, the related opportunity line item remains unchanged. This means that the consultant should consider how to handle the discrepancy between the quote and the opportunity when implementing the custom fields.

Einstein Forecasting uses machine learning to analyze historical opportunity data and generate predictions for how much revenue a sales team can expect to close in a given period. The predictions are based only on the standard Close Date and Amount fields of the opportunities, so any custom fields or other factors are not taken into account. The predictions are only shown when the user is in the forecasting hierarchy, which means that they have a forecast role assigned to them and they can view forecasts for themselves or their subordinates.