Sales Cloud Quizz 3

Question 1 of 60

1

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?

Select one of the following:

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.

Explanation

Question 2 of 60

1

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)

Select one or more of the following:

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.

Explanation

Question 3 of 60

1

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)

Select one or more of the following:

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

Explanation

Question 4 of 60

1

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?

Select one of the following:

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.

Explanation

Question 5 of 60

1

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)

Select one or more of the following:

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.

Explanation

Question 6 of 60

1

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)

Select one or more of the following:

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.

Explanation

Question 7 of 60

1

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

Select one of the following:

1.C, 2.A, 3.B
1.B, 2.C, 3.A
1.A, 2.B, 3.C
1.B, 2.A, 3.C

Explanation

Question 8 of 60

1

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?

Select one of the following:

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.

Explanation

Question 9 of 60

1

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?

Select one of the following:

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.

Explanation

Question 10 of 60

1

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

Select one or more of the following:

Management communications
Maintenance release schedule
Sales rep quota targets
Training in local language
Type of training delivered

Explanation

Question 11 of 60

1

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?

Select one of the following:

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.

Explanation

Question 12 of 60

1

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?

Select one of the following:

Send an email using lead escalation rule
Notify using publisher action
Send an email using time based workflow
Notify using chatter on Lead

Explanation

Question 13 of 60

1

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?

Select one of the following:

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

Explanation

Question 14 of 60

1

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?

Select one of the following:

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.

Explanation

Question 15 of 60

1

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

Select one or more of the following:

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

Explanation

Question 16 of 60

1

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?

Select one of the following:

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.

Explanation

Question 17 of 60

1

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?

Select one of the following:

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.

Explanation

Question 18 of 60

1

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:

Select one or more of the following:

Allow Chatter feed tracking on opportunities.
Use opportunity update reminders.
Enable Big Deal Alerts.
Enable Chatter feed on similar opportunities.

Explanation

Question 19 of 60

1

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?

Select one of the following:

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.

Explanation

Question 20 of 60

1

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?

Select one of the following:

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

Explanation

Question 21 of 60

1

UC is moving their legacy CRM system to salesforce sales cloud

Select one of the following:

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

Explanation

Question 22 of 60

1

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?

Select one of the following:

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.

Explanation

Question 23 of 60

1

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?

Select one of the following:

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

Explanation

Question 24 of 60

1

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?

Select one of the following:

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.

Explanation

Question 25 of 60

1

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?

Select one of the following:

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.

Explanation

Question 26 of 60

1

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?

Select one of the following:

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

Explanation

Question 27 of 60

1

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:

Select one or more of the following:

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

Explanation

Question 28 of 60

1

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?

Select one of the following:

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.

Explanation

Question 29 of 60

1

A customer needs chatter, custom console layout and custom branding for its mobile application

Select one of the following:

Custom mobile
Chatter for mobile
Salesforce1
Mobile classic

Explanation

Question 30 of 60

1

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

Select one or more of the following:

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.

Explanation

Question 31 of 60

1

UC wants to integrate the sales cloud solution with accounting system. What standard objects are likely to be used in the integration?

Select one of the following:

Account, case and lead
Account, contact and lead
Account, contact and contract
Account, lead and opportunity

Explanation

Question 32 of 60

1

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.

Select one of the following:

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

Explanation

Question 33 of 60

1

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?

Select one of the following:

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.

Explanation

Question 34 of 60

1

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.

Select one of the following:

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

Explanation

Question 35 of 60

1

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?

Select one of the following:

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.

Explanation

Question 36 of 60

1

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

Select one or more of the following:

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

Explanation

Question 37 of 60

1

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?

Select one of the following:

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.

Explanation

Question 38 of 60

1

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?

Select one of the following:

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

Explanation

Question 39 of 60

1

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?

Select one of the following:

Enable Email to case
Force.com IDE and Change set
Manually
Enable Email to salesforce

Explanation

Question 40 of 60

1

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?

Select one of the following:

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.

Explanation

Question 41 of 60

1

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.

Select one of the following:

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

Explanation

Question 42 of 60

1

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?

Select one of the following:

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.

Explanation

Question 43 of 60

1

When enabling multiple currencies what feature is enabled on all opportunity? 2 ANS

Select one or more of the following:

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

Explanation

Question 44 of 60

1

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:

Select one or more of the following:

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?

Explanation

Question 45 of 60

1

What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers

Select one or more of the following:

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.

Explanation

Question 46 of 60

1

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

Select one or more of the following:

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

Explanation

Question 47 of 60

1

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

Select one or more of the following:

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.

Explanation

Question 48 of 60

1

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?

Select one of the following:

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.

Explanation

Question 49 of 60

1

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

Select one or more of the following:

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.

Explanation

Question 50 of 60

1

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?

Select one of the following:

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.

Explanation

Question 51 of 60

1

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

Select one or more of the following:

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

Explanation

Question 52 of 60

1

UC needs to show a dashboard with forecast by product family with quotas. What solution should consultant recommend?

Select one of the following:

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 (...)

Explanation

Question 53 of 60

1

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?

Select one of the following:

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.

Explanation

Question 54 of 60

1

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

Select one or more of the following:

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.

Explanation

Question 55 of 60

1

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.

Select one or more of the following:

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.

Explanation

Question 56 of 60

1

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?

Select one of the following:

$5,500
$3,500
$2,000
$6,500

Explanation

Question 57 of 60

1

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?

Select one of the following:

Report on lead by source.
Report on lead lifetime by industry
Campaign dashboard by industry
Industry performance dash board

Explanation

Question 58 of 60

1

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?

Select one of the following:

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.

Explanation

Question 59 of 60

1

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?

Select one of the following:

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

Explanation

Question 60 of 60

1

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?

Select one of the following:

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

	Created by Anderson Souto over 8 years ago

http://www.cram.com/flashcards/sales-cloud-consultant-question-set-2013-5608918

Sales Cloud Quizz 3

Question 1 of 60

Select one of the following:

Explanation

Question 2 of 60

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)

Select one or more of the following:

Explanation

Question 3 of 60

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)

Select one or more of the following:

Explanation

Question 4 of 60

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?

Select one of the following:

Explanation

Question 5 of 60

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)

Select one or more of the following:

Explanation

Question 6 of 60

Select one or more of the following:

Explanation

Question 7 of 60

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Explanation

Question 8 of 60

Select one of the following:

Explanation

Question 9 of 60

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?

Select one of the following:

Explanation

Question 10 of 60

Select one or more of the following:

Explanation

Question 11 of 60

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?

Select one of the following:

Explanation

Question 12 of 60

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?

Select one of the following:

Explanation

Question 13 of 60

Select one of the following:

Explanation

Question 14 of 60

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?

Select one of the following:

Explanation

Question 15 of 60

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

Select one or more of the following:

Explanation

Question 16 of 60

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?

Select one of the following:

Explanation

Question 17 of 60

Select one of the following:

Explanation

Question 18 of 60

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:

Select one or more of the following:

Explanation

Question 19 of 60

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Explanation

Question 20 of 60

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?

Select one of the following:

Explanation

Question 21 of 60

UC is moving their legacy CRM system to salesforce sales cloud

Select one of the following:

Explanation

Question 22 of 60

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?