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Sales Cloud Quizz 3

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http://www.cram.com/flashcards/sales-cloud-consultant-question-set-2013-5608918
Anderson Souto
Quiz by Anderson Souto, updated more than 1 year ago
Anderson Souto
Created by Anderson Souto almost 9 years ago
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Resource summary

Question 1

Question
The sales department at UC defines its sales pipeline as all open opportunities and its forecast as opportunities with a 75 percent or greater probability of becoming closed/won. The sales department needs to monitor this information by region and revenue amount closing each month. Which solution should a consultant recommend?
Answer
  • Create a matrix report of opportunity amount by region and close month, and filter by probability.
  • Instruct sales operations and the regional leads to build monthly analytic snapshots.
  • Create a workflow rule to notify sales operations when an opportunity exceeds 75 percent probability.
  • Enable the regional pipeline and forecasting dashboard, and schedule a monthly refresh.

Question 2

Question
The marketing department at UC has been running several campaigns to target existing contacts within a sales region. The marketing department needs to know the effect of the campaigns on opportunities. Which solution would be recommended to the marketing department? (Choose 2)
Answer
  • Add a formula field on opportunities that references the associated campaigns.
  • Add opportunity records as campaign members to identify campaign influence.
  • Add the Campaign Influence related list and run the Campaigns with Influenced Opportunities report.
  • Add the Contact Roles related list to include associated campaigns in the campaign influence.

Question 3

Question
A sales rep at UC is working on an opportunity and has created several quotes. A sales team member is unsure of which quote is active for the sales rep. How can the sales team member identify the appropriate quote? (Choose two)
Answer
  • Review the last modified date on the quotes
  • Review the last modified date on the opportunity
  • Look for the Syncing checkbox on the quote related list
  • Look for the Synced Quote field on the opportunity record

Question 4

Question
UC has implemented forecasting in Salesforce. Sales reps can roll up to many branches in the sales hierarchy based on the product being sold. Which solution would allow a sales rep to submit multiple forecasts for each position they occupy in the the hierarchy?
Answer
  • Set up multiple price books with separate forecasts for each product.
  • Allow sales reps to select a different role in the hierarchy depending on the product.
  • Configure territory management to enable sales reps to assign opportunities to territories.
  • Set up multiple opportunity record types and reps match type to a product.

Question 5

Question
The sales management team at UC travels frequently and is of often unable to log into the application to review their pending approvals. Which option should a consultant recommend to facillitate the approval process? (Choose 2)
Answer
  • Enable approvals by email for each approval process.
  • Enable Mobile to allow approvals via mobile devices.
  • Create a report of all pending approvals and add to the home page.
  • Schedule and email a dashboard of all pending approvals.

Question 6

Question
UC has a complex suite of products and pricing structure, which can be challenging for newer sales reps. The VP of Sales would like to facilitate collaboration between new and more experienced sales reps in order to improve the on-boarding process and to enable new sales reps to become productive faster. Which features should a consultant recommend to facilitate collaboration? (Choose 3)
Answer
  • Enable Content share documents using libraries
  • Enable Content and share documents using content deliveries
  • Enable Similar Opportunities
  • Enable Chatter feed tracking on opportunities
  • Schedule a dashboard to display sales rep performance.

Question 7

Question
Think about the sales performance and productivity metrics that are important to UP. Match the sales metric with the Sales Cloud solution that will measure the metric: 1. Monthly forecast summary and percentage of quota attained. 2. Number of deal-related activities 3. Number closed won sales deals a. Activities with opportunities custom report b. Forecast tab c. Opportunity pipeline standard report
Answer
  • 1.C, 2.A, 3.B
  • 1.B, 2.C, 3.A
  • 1.A, 2.B, 3.C
  • 1.B, 2.A, 3.C

Question 8

Question
Universal Containers wants to restrict access to accounts and contacts. All users should able to access all the accounts, but only edit the accounts they own. Users should be able to edit only the contacts for the accounts they own. To meet these requirements, what should be the OWD access for accounts and contacts?
Answer
  • Set Account to private and contact to private.
  • Set Account to public read-only and contacts to private.
  • Set Account to private and Contacts to controlled by parent.
  • Set Account to public read-only and Contacts to controlled by parent.

Question 9

Question
Universal Containers has implemented account hierarchies with a private sharing model. A sales representative would like to give another user access to one of the accounts she owns and the three child accounts. How can the sales representative provide this access?
Answer
  • 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 each child account team; visibility will then roll up to the parent account.
  • Add the user to a public group for that account and share all child accounts to this group.

Question 10

Question
Universal Containers is Preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution. What factor should be considered with the Sales Cloud deployment to help ensure adoption? Choose 3 answers
Answer
  • Management communications
  • Maintenance release schedule
  • Sales rep quota targets
  • Training in local language
  • Type of training delivered

Question 11

Question
Universal Containers has many customers that repeat the same purchase on a regular basis.These customers are classified as a repeat account type. Sales management wishes to use Salesforce to automate repeat opportunities. What should a consultant recommend to meet this requirement?
Answer
  • 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.
  • Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat a 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 dosed/won stage.
  • Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage.

Question 12

Question
The sales manager at UC wants to be informed when a lead created from the "Contact Us"form on the company website has not been followed up within 24 hour of being submitted. What salesforce feature should the consultant use to meet the requirement?
Answer
  • Send an email using lead escalation rule
  • Notify using publisher action
  • Send an email using time based workflow
  • Notify using chatter on Lead

Question 13

Question
UC has a large customer base of over 15,000 Accounts and 60,000 contacts. The marketing manager wants to use the customer data for an upcoming new product launch but its concerned contact may have moved to other organization (Contact's email has changed) what should a consultant recommend to ensure customer data is accurate?
Answer
  • Use a data cleaning tool and the stay-in-touch feature of salesforce to email contact
  • Create a workflow rule for the account and contact owner to confirm contact data
  • Use data enhancement tool to verify that account and contact data is up-to-date
  • Create a vf rule to mass email contacts and capture any email bounce

Question 14

Question
Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence timeframe for a campaign is 60 days. When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities?
Answer
  • Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.
  • 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.

Question 15

Question
A Sales Cloud implementation at Universal Containers requires a global design that involves multi-currency, multi-language, region specific sales processes and workflows. Which factor is important for optimizing user adoption? Choose 2 answers
Answer
  • Employing realistic training data in the corporate standard currency
  • Customizing the training curriculum for each specific region
  • Developing only a standardized, global training curriculum for all users
  • Communicating the training plan well in advance of training start date

Question 16

Question
UC wants to prevent sales user to modify certain opportunity fields when the sales stage has reached Negotiation/Review. However sales directors must able to edit these fields in case last minute updates are required. Which solution should a consultant recommended?
Answer
  • Change the field label security for the sales rep to restrict field's access based on the sales stage.
  • Modify the profile for sales directors to enable the "Modify All" object permission for the opportunities.
  • Create a validation rule to enforce field access based on the sales stage and profile.
  • Create a Workflow rule to enable field access for the sales directors based on sales stage.

Question 17

Question
UC allows to its Sales Rep to negotiate up to 5% discount for their opportunities. Discount more than 5% must be send to their Regional Sale Manager (RSM) for the approval. Discount greater than 15% must be able to send to Regional Vice President (RVP) for the approval.What should a consultant recommended to meet these requirement?
Answer
  • Create two approval processes one for RSM and one for RVP.
  • Configure an approval process for the RSM and workflow for the RVP.
  • Create two step approval processes for the RSM and RVP as approvers.
  • Configure a workflow approval task and email to RSM and RVP.

Question 18

Question
The sales management team at Universal Containers wants to monitor the progress of high-value sales deals and enable collaboration with cross-functional teams to help remove any obstacles. Which feature should a consultant recommend to meet these requirements? Choose 2 answers:
Answer
  • Allow Chatter feed tracking on opportunities.
  • Use opportunity update reminders.
  • Enable Big Deal Alerts.
  • Enable Chatter feed on similar opportunities.

Question 19

Question
UC Credit department uses the 3rd party application for credit ratings. Credit department manager need to launch an external web based credit application from a customer's account record in salesforce. The application uses the credit id on the account object. What should a consultant recommended to meet these requirement?
Answer
  • Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id.
  • Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.
  • Create the workflow rule to launch the product fulfilment application and pass the credit Id.
  • Create a custom Credit Id field as an external Id on the account object to lunch the credit application and pass the credit Id.

Question 20

Question
The VP of sales at UC wants to be able to see a visual representation of sales by month for each account in salesforce1 mobile app. What should a consultant recommend to meet this requirement?
Answer
  • Embed a chart on the account page and use a custom link to filter by account
  • Create a of VF page with an embedded chart component for each account.
  • Embed a chart on the account page, no other customization needed
  • Create a dashboard component and use chatter feed on the account on salesforce1

Question 21

Question
UC is moving their legacy CRM system to salesforce sales cloud
Answer
  • review the current system with IT management to understand their requirement
  • review the current system with all level of user to understand their requirement
  • review the current system with executive management to understand their requirement
  • review the current system with and configure sales cloud to work in the same way

Question 22

Question
UC wants to improve the information profile of its current Contacts in salesforce by using social networking application (e.g. LinkedIn or Twitter) to add the information currently gathered for accounts, contacts and leads. Which solution should a consultant recommend to meet this requirement?
Answer
  • Define the social network fields and enabled then for account, contacts and leads.
  • Enable the salesforce to Social network Api connection to sync records.
  • Create custom fields that hold URL links to the social profile of account, contacts and leads.
  • Enable social Accounts and Contacts to link records to social profiles.

Question 23

Question
UC decided to start using salesforce for all its sales automation its current sales database has about 50 million records. These records were all migrated into the database from other legacy systems. After migration to salesforce UC wants to be able to search and cross reference records with the original source system. What should a consultant recommend to meet the requirement?
Answer
  • Use the standard 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
  • Use a custom 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

Question 24

Question
Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?
Answer
  • Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
  • Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.
  • 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 joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.

Question 25

Question
Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence timeframe for a campaign is 60 days. When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities?
Answer
  • Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
  • All campaigns created within the last 60 days will be added to the campaign influence related list.
  • Campaigns in which a contact became a member 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.

Question 26

Question
Sales representatives at Universal Containers log activates on accounts, contacts, and opportunities. The sales manager wants to create a report to see all activates on all of the accounts that the manager owns, including activities on contacts and opportunities. Which report should be recommended to the sales manager?
Answer
  • Activates report on accounts and opportunities the manager owns
  • Activities report on accounts the manager owns
  • Activities report on accounts and contacts the manager owns
  • Activities report on accounts, contacts, and opportunities the manager owns

Question 27

Question
UC is deploying a formal sales methodology while implementing salesforce. What should a consultant recommend to ensure the alignment of the sales methodology and Salesforce? Choose 3 answers:
Answer
  • Override Salesforce user interface with the sales methodology user interface.
  • Embed custom components within Salesforce to support the sales methodology.
  • Consider available sales methodology AppExchange applications.
  • Develop data integration between salesforce and the sales methodology database.
  • Configure Salesforce Standard and custom objects to support the sales methodology

Question 28

Question
Universal publications are a publishing house that sells online subscriptions for its leading magazine. Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. Universal Publications wants to use opportunities to track and report on these subscription deals. What should a consultant recommend to meet this requirement?
Answer
  • Use contracts with a lookup to opportunity object.
  • Enable schedules on opportunity object.
  • Enable schedules on product object.
  • Use assets with a lookup to opportunity object.

Question 29

Question
A customer needs chatter, custom console layout and custom branding for its mobile application
Answer
  • Custom mobile
  • Chatter for mobile
  • Salesforce1
  • Mobile classic

Question 30

Question
A premier customer for Universal Software needs access to confidential product roadmap information. To securely send this information using content delivery, what step should a sales representative take? Choose 2 answers
Answer
  • Require the customer to enter a security token to download the content.
  • Require the recipient to log into Salesforce to access the content.
  • Require the customer to enter a password to view the content.
  • Remove access to the content after a specified date.

Question 31

Question
UC wants to integrate the sales cloud solution with accounting system. What standard objects are likely to be used in the integration?
Answer
  • Account, case and lead
  • Account, contact and lead
  • Account, contact and contract
  • Account, lead and opportunity

Question 32

Question
UC would like to record performance about the conference and people who attended them. A contact would potentially attend multiple conference .Company would like to display this information on the contact layout using the standard configuration. How the system should be designed to meet the company's requirement.
Answer
  • Use campaign for conference and add Campaign member to record attendee information
  • Create a custom object for conference and a custom lookup field to conference on Contact
  • Use campaign for conference and a custom object to record attendee information
  • Create a custom object for conference and a custom object to record attendee information

Question 33

Question
Universal Containers would like to associate some contacts with more than one Account (e.g.,a contact is an employee of one account and on the boards of several other Accounts). What solution should a consultant recommend to meet this requirement?
Answer
  • Add the contact to the contacts role related list to the other account.
  • Associate the contact to other account using lookup field. opportunity.
  • Add the contacts to the partner related list on the second Account.
  • Clone the contact record and add to the 2nd account.

Question 34

Question
Customer at UC needs access to report in the partner community to help manage their opportunities. How salesforce should be designed to pre seller the correct level of access to report.
Answer
  • Create an opportunity list view and report folder, and share with all partner users
  • Create a chatter group that allows partner to post item appropriate list view and report
  • Create an 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

Question 35

Question
Universal Container generates the sales proposal for each opportunity and needs to share it with the customer. All members of the sales team are able to update and comment on the proposal. It is important that customer does not see the earlier version of the proposal or the team comments. Which solution should a consultant recommend to meet this requirement?
Answer
  • Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.
  • Save the proposal as chatter file on opportunity record and add the customer as follower.
  • Save the proposal as an attachment on the opportunity record and share with customer using with the link.
  • Upload proposal as Chatter file on the opportunity record and share with customer using a link.

Question 36

Question
UC representative wants to see forecast amount by all sales representative and by multiple product group. What would a consultant recommend to meet these requirement? 2 Ans
Answer
  • Build a custom forecast report showing product group
  • Implement collaborative forecast with product family
  • Implement collaborative forecast with quota alignment (....)
  • Create a forecast list view by product family groups

Question 37

Question
UC uses product in salesforce and has private security model. The product management Employee not have access to the opportunity but would like to track the performance of a new product after it is launched. What would a consultant recommend to allow the product management employee to track the performance of the product?
Answer
  • Create a new product and add it to the price book with the product manager as the owner
  • Create a trigger to add the product management team to the sales team of the relevant opportunity
  • Create a trigger to set the product manager as owner for opportunity on the new product
  • Create criteria based sharing rule to add the product management team to relevant opportunity.

Question 38

Question
UC has org-wide default set to private .Sales representative owns an account and would like to collaborate with internal (...external) people from other department (marketing and other management.) What should a consultant recommend to ensure collaborating team member can report and access relevant data in salesforce?
Answer
  • Use account team to share records to relevant people
  • Use Opportunity team to share records to relevant people
  • Use custom sharing on account to share specific record.
  • Use chatter to share records with relevant people

Question 39

Question
Marketing department at Universal container is migrating from legacy campaign and email management system 2 salesforce want to ensure that its communication material is migrated as well. What should consultant recommend to migrate the marketing departments email templates?
Answer
  • Enable Email to case
  • Force.com IDE and Change set
  • Manually
  • Enable Email to salesforce

Question 40

Question
Universal Containers North American and European sales teams have different business requirements related to creating new opportunities in Salesforce. As a result, each team must complete a set of geographically-specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the others region-specific fields. What solution should a consultant recommend to satisfy this scenario?
Answer
  • Implement field-level security to allow access to fields for the respective regional sales teams.
  • Build a custom object with private sharing to capture the additional fields as a separate record.
  • Create separate page layouts and record types for each of the regional sales teams.
  • Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.

Question 41

Question
UC has enabled advanced currency Management. How the converted amount data reported on a report that specific time period when the exchange rates was different.
Answer
  • Converted amount are based on exchange rates that use the most current entry
  • Converted amount are based on the historical exchange rate associated with the close date
  • Converted amount are based on the exchange rates entered in the opportunity
  • Converted amount are based on exchange rates that use the oldest entry

Question 42

Question
Universal Containers has a complex sales process that requires two different sets of sales stages for opportunities with an opportunity amount above or below USD $100,000. What should a consultant recommend to meet this requirement?
Answer
  • Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
  • Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
  • 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.

Question 43

Question
When enabling multiple currencies what feature is enabled on all opportunity? 2 ANS
Answer
  • The selected currency is used for the Amount (Converted ) field
  • User's defaults currency overrides the specified opportunity currency
  • The selected currency is used for the Amount field
  • Currency must be specified for the opportunity

Question 44

Question
Universal Containers wants to manage their sales territories in Salesforce. What questions should be asked to determine if territory management is an appropriate solution? Choose 3 answers:
Answer
  • Are commissions calculated by the number of territory to which a representative belongs?
  • Is your sales organization set up as a matrix or a tree'?
  • Does account sharing depend more on account traits than on ownership?
  • Are there specific rules for account and opportunity access?
  • Are your lead assignments based on sales territories?

Question 45

Question
What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers
Answer
  • Establish a stakeholder committee and meeting schedule.
  • Acquire the client stakeholders' key performance indicators.
  • Create scheduled dashboard to be sent weekly to all stakeholders.
  • Ensure the project key performance indicators are profitable.

Question 46

Question
Universal Container wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sale............ what use case will satisfy this requirement? Chosse 2 answers
Answer
  • Need to provide search result for contact and opportunity
  • Log activity for each record
  • Need to chat with customer in real time with chatter
  • Need to see records and related items as tabs under one common screen

Question 47

Question
Universal Containers sells three unique products and each product has its own sales process.The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant products sales process. What solution should a consultant recommend to meet these requirements? Choose 2 answers
Answer
  • Create sales stages that align with opportunity record types.
  • Define sales processes to map to each opportunity record type.
  • Define the default opportunity teams for each opportunity record type.
  • Configure opportunity record types for each sales process.

Question 48

Question
UC to plans to implement lead management functionality for channel sales repetitive who needs to ... pre-qualify lead to their partner. Partners need the ability to access and update the lead assigned to them. What solution should a consultant recommend for the scenario?
Answer
  • Create a task for the partner where a new lead is created and assign it to partner in the Partner Community.
  • Add the lead tab to the Partner Community and configure partner profile to access leads
  • Create Site where partner can self-register and access lead.
  • Configure a custom lead record type and page layout for the partner community.

Question 49

Question
Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Which approach should the task force consider to improve and maintain the quality of lead data? Choose 2 answers
Answer
  • Create a workflow notification when leads are created with poor Quality data.
  • Use Data.com to clean the existing lead data and new data going forward.
  • Import the lead data using the Find Duplicates wizard on the lead object.
  • Use tools like the Lead Import wizard to identify and remove duplicates.

Question 50

Question
Universal Containers has configured a private sharing model for accounts and opportunities.As part of its sales strategy, each sales representative collaborates with the same set of Individuals for each opportunity. What should a consultant recommend to grant sales Rep the appropriate access to an opportunity?
Answer
  • 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.

Question 51

Question
Universal Container has its sales representative enter a new lead whenever they a reprospecting a new customer, when qualify the new lead, a new opportunity must be created to track the deal. What would a consultant recommend to enforce data quality and accuracy? Choose 3 answers
Answer
  • Create an apex trigger to perform data quality check.
  • Create validation rule on opportunity
  • Map lead fields to corresponding opportunity field
  • Enable lead conversion.
  • Create validation rule on lead

Question 52

Question
UC needs to show a dashboard with forecast by product family with quotas. What solution should consultant recommend?
Answer
  • Customize Quotas with product report and add necessary field
  • Create custom report with closed opportunity, forecasting leads and quotas
  • Create an analytical snapshot to capture the opportunity forecast
  • Create custom report type with forecasting quotas and forecasting leads (...)

Question 53

Question
Universal Containers has a lead qualification team that qualifies and converts leads int o opportunities. During lead conversion, the new opportunity must be assigned to the account owner. Which solution should a consultant recommend to meet this requirement?
Answer
  • Create a trigger on the opportunity.
  • Create a workflow on the opportunity.
  • Create an assignment rule on the account.
  • Create an assignment rule on the opportunity.

Question 54

Question
The sales manager at Universal Containers is concerned that the leads from the marketing department are outdated and poor quality. What action should be taken to address this issue? Choose 2 answers
Answer
  • Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
  • Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
  • Create a workflow rule to update the lead rating field based on the lead status field and use assignment rules to route leads to appropriate sales reps.
  • Create lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides.

Question 55

Question
Universal Containers uses a seven step selling methodology. Each sales stage corresponds with in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should not contribute to the forecast. What should the consultant recommend for this scenario? Choose 2 answers.
Answer
  • Assign 0% probability to the first sales stage.
  • Instruct sales users to enter $0 for the opportunity amount.
  • Override the forecast to be $0 for the first stage opportunities.
  • Configure the first stage with the omitted forecast category.

Question 56

Question
Universal Containers currently uses the customizable forecasting feature. A sales representative at Universal Containers has four opportunities for the current quarter that are detailed below: • $3,500 opportunity in the Best Case forecast category • $2,000 opportunity in the Commit forecast category • $1,000 opportunity that has been closed/won • $1,000 opportunity that has been lost What are the sales representatives Best Case forecast for the current quarter?
Answer
  • $5,500
  • $3,500
  • $2,000
  • $6,500

Question 57

Question
The management at universal container noticed that the lead conversion ratio has remained the same for the hospitality industry despite increase in lead creation. What steps can help determine the issue?
Answer
  • Report on lead by source.
  • Report on lead lifetime by industry
  • Campaign dashboard by industry
  • Industry performance dash board

Question 58

Question
Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and would like to receive email notifications when key opportunity fields are changed (e.g., amount or sales stage). However, individuals would like to control the frequency of their email notifications. Which solution should a consultant recommend for this scenario?
Answer
  • Configure the individual Salesforce for Outlook email settings to control notification frequency.
  • 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 opportunity teams for opportunities so that only interested sales users are receiving notifications.

Question 59

Question
A customer successfully places an order with UC for five widgets. The order is activated in Salesforce and the products are shipped to the customer, One week later the customer return one widget. What is the effective method of recording the event in salesforce?
Answer
  • Change the quantity value on the order product to 4
  • Create a new sales product with quantity set to -1
  • Create a return order under returned orders
  • Create a custom field on the order product object

Question 60

Question
The marketing Manager at UC wants to leverage the power of sales cloud to support the sales following requirement: - monitor website traffic - Email 1200 leads per day - Capture customer satisfaction survey result on a web form - Understand (report) the case of marketing exercise vs sales activity. What should a consultant recommend to meet this requirement?
Answer
  • Use community campaign, web-to-lead, opportunity and report and dashboard
  • Use AppExchange marketing app, campaign, web-to-lead, opportunity and report
  • Use mass email, campaign, campaign influence, web-to-lead, opportunity and report
  • Use site.com campaign web-to lead opportunity, report, and dashboard
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