Which of the following stage should be matched with the Forecast Category "Commit"?
A. Early pipeline stages
B. Mid pipeline
C. Late pipeline stages
D. Closed and Won
E. Closed and Lost
The quotes syncing process synchronizes updates between:
A. Different sales reps working on the same quote.
B. Various products in an opportunity
C. A quote and the opportunity it was created from
D. Different quotes created from the same opportunity
Which of the following is good Chatter Etiquette? (Select all that apply)
A. Connect with co-workers by letting them know about your weekend
B. Direct users to a subject matter experts
C. Ask questions to gain vertical expertise
D. Ask questions about bonus schedules
Cloud Kicks want to track different details for trade shows and customer webinars.
Which capability enables the use of custom fields, contextual validation rules, and varied layouts?
A. Parent Campaigns
B. Custom Picklist
C. Campaign Hierarchies
D. Record Types
The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring. How should the consultant meet the requirement?
A. Exclude the custom field from all page layouts.
B. Omit the custom field from the scoring model.
C. Clear the custom field's values on all records.
D. Make the custom field Read-Only on all profiles.
Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these documents?
A. Files sync
B. Salesforce Files
C. Document lists
D. Salesforce Knowledge
Universal Containers (UC) has launched Salesforce Chat and staffed its contact center with agents to chat with website visitors who ask questions aboutcommercial containers. When UC used to outsource its contact center work, reports from the vendor showed that about 15% of chat conversations would result in a new lead. Management wants better visibility into Chat's influence on lead creation in order tocontinue the program.
How can the consultant provide the insights UC needs to justify using Chat with internal contact center staff?
A. Install the Chat (Live Agent) Dashboard package from the AppExchange. Add a chart to the dashboard to show the number ofagent chats associated to new leads compared to the total number of agent chats for the period.
B. Add a custom field on the Chat Transcript object so agents can check a checkbox when a conversation results in a new lead. Create a report using the customfield.
C. Create a lead report that identifies the number of new leads with the lead source "Chat".
D. Ask the marketing department to provide the program with Google Analytics data for the commercial containers web pages.
At Universal Containers, credit for revenue generated on an Opportunity may be shared among several sales reps. When product support reps are involved in a deal, they should receive a credit of 50% of the revenue. What should the consultant consider when designing a revenue sharing solution?
A. Revenue splits are required in order to use overlay splits.
B. Splits can be assigned to any user with the appropriate profile.
C. Enabling opportunity splits creates a split record for every Opportunity.
D. Overlay splits allocated on an Opportunity must total 100%.
Universal Containers uses contracts in Salesforce to record fixed pricing structures from closed won opportunities. The contracts expire throughout the year. To ensure the company is not missing Potential renewal revenue, sales management wants to implement the following Process, 30 days before a contract is due to expire, a lead is automatically created with contract renewal as the source. All leads go to a pre-sales team who qualify and convert them to opportunities. When leads are converted to opportunities and closed/won, an alert is sent to the account team. What features of Salesforce should a consultant use to meet this requirement?
A. Lead assignment, Apex, and opportunity assignment.
B. Workflow, reports, queues, and lead assignment.
C. Apex, workflow, lead assignment, and queues.
The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. What analytics tool can the sales management team leverage to help determine the cause? Choose 2 answers
A. Dashboard of opportunity stage duration
B. Report on the discount approval time for quotes
C. Dashboard of Month-over-month trend of lead conversions
D. Report on campaign return on investment (ROI)