During the last requirements meeting. Cloud Kicks team members said they will be taking the next week off to attend a conference. What should a consultant do in response to this news?
A. Ask the client to sign off on requirements and start the build.
B. Update the solution design while the team is out of the office.
C. Set up two requirements workshops for the following week.
D. Update the project plan andcommunicate it to stakeholders.
Which data migration sequence should consultant recommend for the objects?
A. Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:
B. Accounts, Opportunities,Contacts, Products, Product Line Items, Cases, Leads,Campaigns
C. Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items,Cases.
D. Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads.Campaigns
A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners?
A. Add opportunity owners to the Opportunity Team and configure contact sharing.
B. Transfer account ownership from themselves to the opportunity owner.
C. Transfer contact ownership from themselves to the opportunity owner.
D. Add opportunity owners to the Account Team and configure contact sharing.
Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing changes to products. CK hasa B2B license. Sales managers want to monitor pipeline by sales rep and territory, report on team revenue to goal, and view order status «n Salesforce. What are two actions the consultant should take to meet the requirements? Choose 2 answers
A. Enable Optional Price Books for Orders.
B. Implement Opportunity Teams and Opportunity Splits
C. Use opportunities and enable Forecasts
D. Import products and price books from the external platform.
Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deafs. Which report should the consultant create to meet the requirement?
A. Closed Won Opportunities by Account
B. Closed Won Opportunities with Activities
C. Closed Won Opportunities by the sales team
D. Closed Won Opportunities with Recommendations
A sales manager for one of Cloud Kicks" sales territories is unable to see a forecast for the current quarter. How should the consultant resolve thisissue?
A. Add the sales manager to the Forecasting public group.
B. Configure the date filter on the forecast and assign it to the sales manager.
C. Set the sales manager as the Forecast Manager for this territory.
D. Select the correct forecast on the sales manager's user record.
A consultant has completed the Build and Validate phases of a Sales Cloudimplementation at Cloud Kicks. Which step should the consultant complete next?
A. Upgrade to the latest Salesforce Release.
B. Sign off on the statement of work.
C. Deliver training.
D. Complete a post-mortem.
The salesdirector at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring. How should the consultant meet the requirement?
A. Exclude the custom field from all page layouts.
B. Omit the custom field fromthe scoring model.
C. Clear the custom field's values on all records.
D. Make the custom field Read-Only on all profiles.
Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff tomake the account allocations more manageable. So the states win change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories. Sales operations wants to review the territory accountassignments and verify the accuracy before the changes are reflected m Sales Cloud. How should the consultant show sales operations what the data will look like after the change?
A. Use Tableau to geocode account addresses and display on a territory map.
B. Install the Territory Management Reporting Pack from the AppExchange.
C. Run the updated assignment rules in Planning State and view the accounts on theterritory detail page.
D. Use Data Loader to export the accounts and make updates in Google Sheets.
Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What are twouse cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce? Choose 2 answers
A. Adjust currency conversion dynamically based on a given date range.
B. Adjust currency rates on a set schedule.
C. Show deal value in a user's default currency.
D. Implement org-wide reporting that displays deal values appropriately.