Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.
Which feature should a consultant recommend building this report?
Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.
What should a consultant recommend to meet the requirement?
Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the sales data into CK’s Salesforce instance.
Which data migration sequence should the consultant recommend for the objects?
Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce. Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.
Which two tools should a consultant recommend to meet the requirement?
Choose 2 answers
Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK project manager has requested a report that includes both Project__c and Opportunity data.
What should the consultant use to include data from both the Project__c and Opportunity objects in one report?
Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account.
Which solution should a consultant recommend?
The sales managers at Universal Containers (UC) believe that many of the sales reps' deals that are being lost to competitors are getting less attention than deals that are won.
What should a consultant build so management can assess whether its belief is correct and monitor it going forward?
Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users.
Which two statements should a consultant consider when enabling forecasting? Choose 2 answers
Prospects at Cloud Kicks are exposed to many different marketing activities. In most cases, a combination of several different activities result in a successful sale.
How should the consultant configure Salesforce to track which marketing activities influenced the customer to make a purchase?
Cloud Kicks has a private sharing model on Accounts. Account executives need to
ensure that specific users can qualify marketing Opportunities on their Accounts. There can be
different users for a given Opportunity. Sales management needs to report on which users are
assigned to Opportunities.
What should the consultant recommend to the account executives?
Sales reps at Universal Containers (UC) want to know when a customer or prospect Contact opens an email, they sent so they can follow up with the Contact shortly afterward. Which tool should a consultant recommend to meet the requirement?
Cloud Kicks is preparing to deploy its configurations. The chosen release date is during
a Salesforce Release window. The current configuration is in Non-Preview Sandbox.
Which two strategies should a consultant recommend?
Choose 2 answers
Universal Containers is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign Members?
Choose 2 answers
At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWO) for Contact are set to 'Controlled by Parent',
Which solution should the consultant recommend to meet this requirement?
Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.
Which two steps should the consultant take to fix this issue?
Choose 2 answers
Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account.
Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? Choose 2 answers
Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.
What is the best practice a consultant should recommend to the admin?
Northern Trail Outfitters (NTO) has completed its annual planning and wants to
update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.
Which two considerations should the consultant consider when deciding on the timing of the release?
Choose 2 answers
Cloud Kicks (CK) frequently works with contractors for marketing focus groups.
These contractors change companies often, and CK wants to retain its company history through
Accounts.
What should the consultant recommend?
A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established, and the requirements still need to be defined.
Which project management methodology should a consultant recommend to ensure the implementation is successful?
Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.
What will happen if the exchange rates are adjusted?
Cloud Kicks currently supports three business lines within a single Salesforce instance:
Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large budget
and is often able to re-prioritize business stories and ‘shadow projects’ into releases ahead of
other groups.
This topic comes up frequently and often details the monthly project management meeting,
which limits the amount of time available to cover other critical topics.
Which two strategies should the consultant recommend to address these issues?
Choose 2 answers
A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.
Which two groups should provide content for the use cases?
Choose 2 answers
Cloud Kicks noticed its data quality has degraded since its initial Sales ‘Cloud Hs ion and is working with a co to ip a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.
Which two areas could be improved by using third-party data enrichment tools?
Choose 2 answers
The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts.
The team can often easily identify duplicates and wants to merge them.
What should the consultant explain to the team about Person Account merges?
The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly update process. The consultant has recommended completing the update outside of business hours to avoid impacting users.
Where should the consultant direct the admin to check for scheduled system maintenance?
Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year,
What are two aspects a consultant should consider for this migration?
Choose 2 answers
Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide.
As NTO maps out its processes, which two key principals of UPN should the team keep in mind?
Choose 2 answers
A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more time.
What are two solutions the consultant should implement to resolve the Issue?
Choose 2 answers
Cloud Kicks has 300,000 account records and 16 million invoices In a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.
What should the consultant do to solve this issue?
The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?
Cloud Kicks (CK) uses a custom object named GumShoe__c. GumShoe__c is the child in a master-detail relationship with the Opportunity object. Staff members use this object to create requests for supporting research. CK wants to easily generate new GumShow__c records from staff phones by using the Salesforce mobile app.
What should a consultant recommend to meet the requirements?
Universal Containers (UC) wants to make it easier for sales reps to log their customer
interactions, such as emails and events, directly from their email and calender applications. UC
wants to report on these activities in Salesforce.
Which two actions should the consultant recommend?
Choose 2 answers
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 two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?
Choose 2 answers
Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has
organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of
responsibility. CK wants to allow reps to view any Account but restrict editing to only reps who are responsible for those specific Accounts.
Which two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits?
Choose 2 answers
Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK's admin confirmed that users have the correct permissions and record access to the contacts they want to see.
What should a consultant recommend to yield better search results?
The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.
What should the consultant recommend to maintain current Account information?
Universal Containers wants to minimize the need for sales reps to manually create meetings and events that are stored on their calendars.
Which two Einstein Activity Capture (EAC) capabilities should the consultant consider? Choose 2 answers
‘Cloud Kicks (CK) needs to comply with GDPR requirements. Personal information is limited to only users who need access to a company's:
Account. CK has a private Account model.
How should the consultant provide specific Account access to the renewals and sales operations teams?
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
The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.
Which solution should the consultant recommend?
The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease.
Which two features should the consultant recommend for the sales team to use?
Choose 2 answers
The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.
Which two steps should the consultant recommend?
Choose 2 answers
Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
What should a consultant Implement to meet the requirement?
Which two use cases will protect the integrity of order data with activation limitations?
Choose 2 answers
Cloud Kicks (CK) is implementing Sales Cloud and expects hundreds of new Accounts will be added into Salesforce on
a daily basis. CK has an automated process to assign the Account owners. If no assignment can be made for an Account,
it will be assigned to a fictitious owner and a person will manually review and re-assign it at a later date. At any given time, a fictitious owner may have more than 10,000 Account records assigned to it. Which two solutions should the consultant recommend when CK sets up the new Account process?
Choose 2 answers
Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.
What are two justifications for using third-party data enrichment tools?
Choose 2 answers
Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.
How should the consultant efficiently share these reports?
During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers
During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is adoption.
How should the consultant avoid this issue in the future?
Cloud Kicks needs to set sales quotas for all sales reps.
Which three solutions should the consultant consider?
Choose 3 answers
Cloud Kicks has completed the discovery stage, and leadership has aligned on the project's business goals.
What should the consultant formalize with stakeholders before moving to the next project stage?
A Consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period.
Which two considerations should the consultant keep in mind to ensure that predictions are displayed.
Choose 2 answers
A consultant has successfully deployed Sales Cloud at Cloud Kicks.
What is the final step in completing an engagement?
The admin at Universal Containers is attempting to retire a Product, but they are receiving an error because the Product is associated to an Opportunity.
What should the consultant recommend to resolve the issue most efficiently'
Sales reps at Cloud Kicks are spending too much time coordinating meetings with prospective clients.
Which solution should a consultant recommend to schedule meetings more efficiently?
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 to make 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 account assignments 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?
Cloud Kicks has configured Account Teams and is ready to go live in Production.
How should the consultant migrate Account Team configuration to Production?
Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.
Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running?
Choose 3 answers
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.
Which capability should the consultant recommend?
Northern Trail Outfitters finished implementing Sales Cloud for a mid market sales team. Sales management wants to track data trends and adoption.
What should the consultant recommend to measure core Sales Cloud record data?
A large company is about to undertake its Initial Sales Cloud implementation. Different people will create features in multiple sandboxes. The consultant has recommended using change sets to move customizations to the full copy sandbox for testing and then move them to production for release
Which two approaches should the consultant recommend to help migrate the customizations from the full copy sandbox to production?
Choose 2 answers
Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement?
Choose 2 answers
Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?
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 this issue?
Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each others accounts.
When a Salesforce admin assigns User A as the owner of an opportunity related to User B's account, which additional access will User A gain?
Universal Containers’ (UC) sales reps have said there are too many reports and
dashboards which makes it hard to find what is important to them.
What should a consultant recommend that use to solve this issue?