Sales Cloud Consultant Part 1

Create a new Contact record for the Contact related to the nonprofit Account

Select Allow users to relate a Contact to multiple Accounts in Account

Change the Contact record type to multi-account

Create a new lookup field on the Contact record to associate the executive to the nonprofit.

Document lists

Charter files

Files sync

Attachments

Use a company insights and data enrichment app from the AppExchange.

Use Mass Delete to remove Leads with invalid data.

Upload Marketing Cloud data on a daily basis for more complete information.

Create a Web-to-Lead form with required fields.

Edit the Forecast Category field to reflect the proper category for the new stage.

Create a new forecast and Include the new sales stage.

Create a report to track Opportunities In the Negotiation stage.

Use forecast adjustments to correct the forecast.

Populate the Company field with 'Person'.

Leave the Company field blank.

Create separate record types for business account leads and person account leads.

Check the person account checkbox on the lead.

Create a Lead Rollup Summary Field.

Use Einstein Lead Scoring.

Use Lead Conversion Reporting.

Create a joined report.

Open CTI

Order Management

Entitlements

Activity Capture

Gather key stakeholders. Establish goals and key metrics. Set up the communication plan. Define the sales process.

Gather key stakeholders. Establish goals and key metrics. Plan for users. Define the sales process.

Establish key metrics. Set up profiles. Define the sales process. Gather key stakeholders. Set up the communication plan.

Establish goals and key metrics. Define the sales process. Plan for users. Identify the admin.

Opportunity dashboard showing products sold each month

Opportunity products with formula fields for each month's value

Opportunity dashboard showing opportunities dosed each month

Opportunity products with monthly product Schedules

Location-specific account structure with account hierarchies

Global account structure without account hierarchies

Global account structure with one global account and all contacts and opportunities linked

Location-specific account structure without account hierarchies

Set up an API integration because web-to-lead and Duplication Rules are incompatible.

Create a new matching rule that ignores contacts, and set the Duplicate Rule to allow and report (with alert).

Modify the current Duplicate Rule to run only when the current user Is the default web-to-lead creator, and set that rule to allow and report (with alert)

Create another Duplicate Rule to run only when the current user is the default web-to-lead creator, and set that rule to allow and report (without alert).

Run a report on Users Never Logged In.

Log a case with Salesforce Support.

Use the Lightning Usage app.

Run a Mobile Login report.

Use lead conversion to automatically copy the Contact information from Account A to Account B.

Use the Contact roles related list on Accounts.

Add Contact to the partners related list on the other Accounts.

Use the Contact to multiple accounts feature.

Create a webservice connection between the Salesforce instance and the back office system.

Create a unique ID field on the Opportunity object.

Create an Apex trigger to exchange data between the Salesforce instance and the back office system.

Create an External ID field on the Account object.

Create a formula field on the Opportunity to track revenue attributed to technical sales managers.

Enable Opportunity Teams and ask opportunity owners to add a sales team.

Use adjustments in Collaborative Forecasting to track the appropriate revenue for each Opportunity.

Enable Opportunity splits, enable revenue splits for sales representatives, and overlay splits for technical sales managers.

Build a complete project calendar with due dates.

Set project milestones to track progress.

Set a firm Go Live date.

Divide the project into separate teams.

Define an approval process to set the expected revenue field to $0 when the opportunity stage Is closed/lost.

Define a Process Builder process to set the forecast category to omitted when the Opportunity stage Is closed/lost.

Ensure there is a dependency between stage and forecast category picklists to enforce the closed value for closed/lost stages.

Create a validation rule to verify the forecast probability for closed/lost opportunities is 0% and omit the forecast category for closed/lost.

Chatter Subscribe to reports permission

Subscribe to Reports: Set Running User permission

Subscribe to Reports: Run Reports permission

Subscribe to report permission

Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.

Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.

Update the partner sales process to include stages for managing and submitting partner quotes.

Enable quotes and content in the Partner Communities to allow partners to store their PDF quotes.

Use contacts with lookup to the opportunity object

Enable schedules on the product object

Use assets with lookup with opportunity object

Enable schedules on the opportunity object

Build a joined report with closed opportunities, forecasting items and quotas

Customize quotas with product report, and add necessary fields

Build a custom report type with forecasting quotas and forecasting items

Create an analytic snapshot to capture the opportunity forecast

Schedule a custom forecast report to run weekly and store the results in a custom report folder.

Create a reporting snapshot to run daily and store the results in a custom object.

Create a reporting snapshot to run weekly and store the results in a custom object.

Schedule a custom forecast report to run daily and store the results in a custom report folder.

Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage

Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat accounts when it reaches closed/won stage

Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage

Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage

Enable account teams and have each sales representative configure their default teams

Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers

Create criteria-based sharing rules to share the accounts and opportunities with sales engineers

Create a trigger to add the sales engineers to their sales representative account and opportunity teams

Add the related company to the first company's account team, with supplier as the role.

Add the related company to the first company's custom supplier lookup field as a value.

Add the related company to the first company's partner related list, with supplier as a value.

Add the related company to the first company's contact roles related list, with supplier as a value.

Create it on the Opportunity Product using an HTML email template.

Create it on the Opportunity using an HTML email template.

Create it on the Opportunity Product using a visualforce email template.

Create it on the Opportunity using a visualforce email template.

Create different record types and sales processes for each line of business, and assign different sales processes to each page layout

Create different record types and sales processes for each line of business and assign different stages to each page layout.

Create different record types and sales processes for each line of business, and assign different page layouts to each record type.

Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

Create a lead assignment rule to send the email to the leads monthly

Use an email execution vendor to send emails for marketing campaigns

Use the standard salesforce mass email tool located on the leads tab

Create an email alert workflow rule to send the email to the leads monthly

Create a custom contact lookup field

Create a contact lookup field and an account lookup field

Create a master-detail account relationship

Create a master-detail contact relationship

Upload the file to chatter files and disable the download delivery option.

Upload the file to documents and enable the externally available option.

Upload the file to content and disable the download delivery option.

Upload the file to chatter files and enable the password protection option.

Create an analytic snapshot

Create a dynamic dashboard

Create a summary report with cross filters

Create a joined report

Customer Community

Force.com Sites

Salesforce1 Sites

Site.com

Create two sales processes and two page layouts, assign them to two different opportunity record types for each product line

Create two page layouts and two sales processes, assign them to the respective product lines to collect relevant information.

Create one page layout, two sales processes, and validation rules to capture relevant opportunity information

Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.

Reference the synced quote field on the opportunity record

Reference the synced quote history on the opportunity

Reference the last modified date on the quotes

Follow the opportunity's quotes in chatter.

Create a global publisher action to view all customer purchasing activity

Enable the orders object in salesforce to track customer purchases

Enable salesforce console for sales to see customer purchasing activity

Create a custom object related to the account, contact and contact objects.

Add upsell as a stage and create a summary report by opportunity stage

Create separate page layout and report to flag and report on these deals

Create an opportunity record type and sales process for reporting on these deals

Create a customer filed on opportunity to flag and report on these deals.

Enable chatter to have the lead sales representative facilitate collaboration through sales team sharing

Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members

Configure default opportunity teams for all lead sales representatives with team selling enabled

Create a public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.

Use the standard external Id field and map this to the original record Id value

Use a custom field named external Id and map this to the current record Id Value

Use a custom external Id field and map this to the original record id value

Use the standard external Id field and map this to the current record Id Value

Define the social network fields and enabled then for account, contacts and leads.

Create custom fields that hold URL links to the social profile of accounts, contacts and leads.

Enable social Accounts and Contacts to link records to social profiles.

Enable the salesforce to Social network API connection to sync records.

Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.

Create a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.

Request the sync order to asset feature from salesforce to create an asset record once an opportunity is closed/won.

Install an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.

Use site.com campaign web-to lead opportunity, report, and dashboard

Use mass email, campaign, campaign influence, web-to-lead, opportunity and report

Use community campaign, web-to-lead, opportunity and report and dashboard

Use AppExchange marketing app, campaign, web-to-lead, opportunity and report

Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.

Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.

Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.

Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.

Account, case and lead

Account, contact and lead

Account, contact and contract

Account, lead and opportunity

The $15,000 is business that is too new and has been assigned to the Omitted forecast category

The $15,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary

The $15,000 is business that is in the Best case category, which is excluded from the pipeline forecast summary

The $15,000 is business that is in the commit category, which is excluded from the pipeline forecast summary

Configure the opportunity teams for opportunities so that only interested sales users are receiving notifications.

Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.

Define a workflow rule and email task that is triggered when key fields are updated to new values.

Configure the individual Salesforce for Outlook email settings to control notification frequency.

Review the current system with all levels of users to understand their requirements

Review the current system with and configure sales cloud to work in the same way

Review the current system with executive management to understand their requirement

Review the current system with IT management to understand their requirement

Create a chatter group that allows partner to post item appropriate list view and report.

Create the appropriate list views and report folder, and share with all partner users.

Create the opportunity list view and report folder in the partner communities for all partners.

Create a new tab in the partner communities to display the appropriate list view and report folder.

Salesforce1

Mobile classis

Chatter for mobile

Custom mobile

$6,500

$2,000

$5,500

$3,500

Upload proposal as Chatter file on the opportunity record and share with customer using a link.

Save the proposal as an attachment on the opportunity record and share with customer using with the link.

Save the proposal as chatter file on opportunity record and add the customer as follower.

Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.

Salesforce App

Salesforce Touch App

Custom hybrid App

Salesforce Mobile App

On exchange rates that use the most current entry

On exchange rates entered in the opportunity

On exchange rates that use the oldest entry

On the historical exchange rate associated with the close date

Download and install a Salesforce universal connector for their smartphone and computers.

Copy and paste emails manually to the customer record in salesforce from their smartphones and computers

Forward emails using their Email-to-Salesforce email address from their smartphones and computers

Download and install the Salesforce for Outlook connector on their smartphones and computers

Create a validation rule to enforce field access based on the sales stage and a custom permission.

Change the field level security for the sales representatives to restrict field access based on the sales stage.

Create a workflow rule to enable field access for the sales directors based on sales stage.

Modify the profile for sales directors to enable the ''Modify All'' object permission for the opportunities.

Create a custom lead score field to assess lead quality and assign the leads that exceed the score to partners

Create multiple validation rules to ensure that all fields on the lead record are populated with data

Assign all leads to the partner channel manager to validate the lead data and manually assign to partners

Use the lead Score on the find duplicates button and assign the leads with a score in the high category

Associate the contact to other account using a custom lookup field.

Clone the contact record and add to the second account.

Enable contacts to multiple accounts feature

Add the contacts to the partner related list on the second Account.

Create a campaign, associate the leads to the campaign, and qualify the respondents.

Create a campaign, qualify the respondents, and create accounts and contacts

Create both account and contact records, then associate the contacts to the campaign

Create leads, convert them to opportunities, and qualify the respondents on the opportunities

Send an email using lead escalation rule

Notify using publisher action

Notify using Chatter on leads

Send an email using me-based workflow

Add the user manually to the parent account team and each of the child account teams.

Add the user to the account team on the parent account; the child accounts will inherit access.

Add the user to a public group for that account and share all child accounts to this group.

Add the user to each child account team; visibility will then roll up to the parent account.

Opportunity, opportunity product, custom object--shipment status.

Lead, opportunity, product, custom object--shipment status.

Lead, account, opportunity product, custom object--shipment status.

Opportunity, opportunity product, campaign, custom object--shipment status.

Map sales probability values to forecast categories; assign sales stages accurate percentages

Map opportunity stages to forecast categories; assign accurate probability to each stage

Map appropriate sales stage to opportunity stage; assign accurate forecast probability

Map forecast probability to opportunity probability; assign appropriate sales stage

Enable opportunity team selling and have each sales representative configure his or her default opportunity team.

Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.

Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.

Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.

Create a workflow rule for the account and contact owner to confirm contact data.

Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.

Use a data enrichment tool to verify account and contact data is up-to-date.

Create a workflow rule to mass email the contacts and capture any email bounces.

Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence report.

All campaigns created within the last 60 days will be added to the campaign influence related list.

All contacts associated with campaigns will be added to the campaign influence related list.

Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.

A workflow on the opportunity

An assignment rule on the account

A trigger on the opportunity

An assignment rule on the opportunity

Create custom object product under information in salesforce, run a night scheduler to get details from ERP and add the add the custom object as a related list on the account.

Implement salesforce to salesforce connect to get real me product order information and add it as a related list on the account.

Implement salesforce connect and external object to get real me product order information and add it as a related list on the account.

Create a lightning component, and using REST integration, get the real time product order information from ERP.

Add the leads tab to the Partner Community and configure partner profile to access leads.

Create a customized site where partners can self-register and access their leads.

Create a task for the partner where a new lead is created and assign it to partner in the Partner Community.

Configure a separate lead record type and page layout for the partner community.

Update the partner sales process to include stages for managing and submitting partner quotes.

Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.

Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.

Enable quotes and content in the partner portal to allow partners to store their PDF quotes.

Use assets with a lookup to opportunity object

Enable schedules on product object

Use contracts with a lookup to opportunity object

Enable schedules on opportunity object

Enable Email to salesforce before sending email templates to salesforce

Manually recreate the email and mail merge templates in salesforce

Enable Email-to-case and use Import Wizard

Create an email template change set or use the Lightning Platform

Create an analytical snapshot to capture the opportunity forecast

Build a joined report with closed opportunities, forecasting items, and quotas

Build a custom report with closed forecasting quotas with forecasting items

Customize Quotas with product report and add necessary fields

Upload the leads to Data.com to remove duplicates and select the option to have them automatically imported

Upload the leads and click ''Find Duplicates'' button for each lead record to identify potential duplicate lead

Upload the leads using Data Loader and enable ''Find Duplicate'' setting to prevent duplicates

Upload the leads using Data Import wizard and select the appropriate field to match duplicates against existing records

Create two approval processes one for RSM and one for RVP.

Configure an approval process for the RSM and workflow for the RVP.

Configure a workflow approval task and email to RSM and RVP.

Create two step approval processes for the RSM and RVP as approvers.

Activities report on accounts and opportunities the manager owns

Activities report on accounts, contacts and opportunities the manager own

Activities report on accounts the manager owns

Activities report on accounts and contacts the manager owns

Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.

Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.

Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.

Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.

Create a trigger to add the product management team to the sales team of the relevant opportunities.

Create a criteria based sharing rule to add the product management team to relevant opportunities.

Create a trigger to set the product manager as owner for opportunity on the new product.

Create a new product and add it to the price book with the product manager as the owner.

The information shown is based on the sales representative's social connection with contact

The fields configured by Universal Containers' administrator on the contact page layout are missing

The link to the Facebook profile is NOT configured with administrator password to access detailed information

Universal Containers must install an APP Exchange package to access public profile information for its users

A workflow rule to launch the product fulfillment application and pass the credit ID

A custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID

A formula field that uses the hyperlink function to launch the credit application and pass the credit ID

A custom button that calls an Apex trigger to launch the credit application and pass the credit ID

Report on leads by source

Campaign dashboard by industry

Industry performance dashboard

Report on lead lifetime by industry

Use field-level security to hide ''Is Person Account'' checkbox from the business sales division's sales representative user profile

Remove person account record types from the business sales division's sales presentative user profile

Use Divisions to hide person accounts from the business sales division's sales presentative user profile

Check the ''disable person accounts'' permission on the business sales division's sales representative user profile

Uploaded to Salesforce Files and shared with the field sales organization

Emailed to the sales team on opportunity record

Uploaded to a library that is shared with the field sales organization

Uploaded to Salesforce Files from the opportunity record

Create a reduction Order under the activated Order

Create a custom field on the Order Product object

Create a new Order Product with quantity set to -1

Change the quantity value on the Order Product to 3

Utilize Campaigns for conferences and a custom object to record attendee information

Create a custom object for conferences and a custom object to record attendee information

Create a custom object for conferences and a custom lookup field to conferences on Contacts

Utilize Campaigns for conferences and add Campaign Members to record attendee information

Embed a chart on the account page ; no other customization is needed.

Create a dashboard component and use a Chatter feed on the account in Salesforce.

Embed a chart on the account page and use custom link to filter by account.

Create a Visualforce page with an embedded chart component for each account.

Implement field-level security to allow access to fields for the respective regional sales team.

Create a separate page layouts and record types for each of the regional sales team.

Build a custom object with private sharing to capture the additional fields as a separate record.

Utilize Visualforce to build an opportunity page that dynamically checks the user's region to determine which fields to display.

Set accounts to public read-only and contacts to controlled by parents

Set accounts to public read-only and contacts to private

Set accounts to private and contacts to private

Set accounts to private and contacts to controlled by parents

Use workflow to send an email to the credit manager profile.

Use an Apex trigger to create a task for the credit manager user.

Use a validation rule to send an email to the credit manager role.

Use workflow to assign a task to the credit manager user.

Solution selling

Direct selling

Relationship selling

Target account selling

Create a custom object tab

Create a publisher action

Create a related list button

Create a Visualforce page

Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.

Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.

Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.

Create a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy.

Joe, all members of the public group, Joe's Team, and anyone above any group member in the role hierarchy will be able to access the three records.

Joe and anyone above him in the role hierarchy will be able to access the three records.

Joe, all members of the public group, and Joe's Team will be able to access the three records.

Joe will be the only person who will be able to access the Account, Contact, and opportunity records.

Pipeline + Closed/Won

Pipeline + Best Case

Pipeline

Pipeline + Commit

Ensure that the generic user has not been assigned a role.

Contact salesforce support to add an index to the account object.

Set the organization wide defaults for accounts to public read/write.

Ensure that the generic user has the Modify All Data permission.

Create a Quick Action.

Create a Lightning Component for mobile.

Create a custom hyperlink to a related list.

Create a custom Process Builder process.

Configure a custom lead score field to assess Lead quality, then assign the Leads that exceed this score to partners.

Configure a cross-object validation rule to ensure that all fields on the Lead record are populated with data.

Utilize the Partner Lead Validator to populate a Lead score and assign to a partner channel queue.

Configure Einstein Insights prior to Leads routing to the partner channel.

Utilize the Lead score on the Find Duplicate button, and then assign the Leads with a score in the high category.

Set Account to Public Read/Write, and Opportunity to Private.

Set Account to Public Read Only, and Opportunity to Public Read Only.

Set Account t and Opportunity to Private.

Set Account to Public Read/Write, and opportunity to Controlled by Parent.

Develop the Lead score and grade based off the provided information to automatically determine when a Lead should become qualified

Add fields for all key attributes to the Lead object and make them required

Set up the marketing tool to send any prospects to Salesforce and have Sales Reps assist in the qualification process

Create reports based off the provided Sales metrics in the marketing automation tool and train Marketing users to identify and qualify Leads

Create a process builder and flow that emails the user of a potential duplicate Contact when a Lead is created.

Build a report that groups leads by email address to identify and merge duplicates.

Use Dataloader to import the leads each week instead of entering leads individually.

Activate the Standard Lead Duplicate Rule that matches on both Lead and Contact.

Test the process to make sure it still works.

Direct the admin to ask Salesforce.

Conduct a Knowledge Transfer with the admin.

Have the admin review the solution design.

Set each sales user's default currency to the Australian Dollar.

Create a formula field to perform a currency calculation on the Opportunity amount.

Enable parenthetical currency conversation.

Use USD for Australia Opportunity currencies.

Refer back to the project plan to see if the goals were met

Create a trend report to determine if there is an increase in deals closed

Enable sales teams and run an opportunity report with teams to see how many Opportunities have team member on them

Provide a report of user logins to show the increase in user adoption

Communicate the information so that they have more staff available for changes.

Adjust the project plan and communicate that the deployment will now be a week earlier.

Deploy all the changes that do not affect the Sales team and deploy the changes in the following sprint.

Adjust the project plan and delay the deployment of the sprint.

Open a case with Salesforce

Use the Lightning Usage app to view Mobile activity

Create a custom report type between users and Mobile activity

Create a custom report type between users and Identity Event Logs

Lightning Console for Sales

Salesforce Console for Sales

Salesforce for Outlook

Lightning Sync

Enable schedules on the Product Object

Configure the use of contracts with a lookup to the Opportunity object

Configure the use of assets with a lookup to the opportunity object

Enable schedules on the Opportunity object

Create a custom object and a record for the campaign, then relate the newly created record to the lead.

Enable campaign influence and report on the influence percent and revenue share.

Specify the date range of the leads added to the campaign.

Create a custom text field to capture the marketing campaign.

Platform Events

Salesforce-to- Salesforce

Salesforce Connect

Workflow rules with email alerts

Revisit the communication plan and set up more frequent touch points with the customer.

Write a solution design and get sign-off so the build phase can start.

Ask what the customer would like the solution to be and demo it to them at the end of the build phase.

Setup Requirements Workshop and get sign-off.

From the Object rolling up to the Opportunity object

From any custom object to the Opportunity object

From the Opportunity line object to the Opportunity object

From the Opportunity object rolling up the Account object

Add the Opportunities to a campaign.

Create quick actions to create child Opportunities.

Enable Opportunity Splits from Setup.

Add the contributors to the Opportunity's contact role related list.

Remove person Account record types from the franchise sales division's sales representative user profile

Hide the Person Account checkbox from the franchise sales division's sales representative user profile through Field-level Security

Utilize Divisions to hide person Account from the franchise sales division's sales representative user profile

Ensure that the 'Disable Person Accounts' permission on the franchise sales division's sales representative user profile is checked

Create a custom field to track the second event a Lead attends

Implement Campaigns to track events and define a Campaign Management process

Configure a custom Events object and relate it to the Load object

Update the Lead Source field to the most recent event a lead has attended using process builder