What should a consultant recommend to show a dashboard with forecast by product family with quotas?
What should a consultant recommend to show a dashboard with forecast by product family with quotas?A . Build a joined report with closed opportunities, forecasting items, and quotas.B . Create an analytic snapshot to capture the opportunity forecast.C . Customize quotas with product report, and add necessary fields.D . Build...
Which solution should a consultant recommend to meet these business requirements?
Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle. Which solution should a consultant recommend to meet these business requirements?A . Create different record types and sales processes for each line...
What should the consultant suggest in order to increase partner satisfaction with the leads being shared?
Northern Trail Outfitters (NTO) uses channel partners for selling and servicing its products. As volume of leads has increased, NTO has noticed a decrease in satisfaction from partners on the quality of leads and a noticeable decrease in the lead conversion rate. What should the consultant suggest in order to...
What should a consultant recommend to meet this requirement?
Universal Containers uses a custom object named “Analysis”, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What...
Why is the salesperson unable to access the information?
A salesperson at Northern Trail Outfitters (NTO) cannot view a contact's information from social profiles. NTO has Social Accounts and Contacts turned on in its account. Why is the salesperson unable to access the information?A . Universal Containers must install an APP Exchange package to access public profile information for...
How should the documents be shared efficiently and securely?
Northern Trail Outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. NTO currently has a private sharing model. How should the documents be shared efficiently and securely?A . Emailed to the sales team on the opportunity recordB...
How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?
How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?A . All campaigns created within the last 60 days will be added to the campaign influence related list.B . Sales...
What are two capabilities of this migration tool?
A consultant needs to migrate data in Sales Cloud and is considering using Data Loader. What are two capabilities of this migration tool? (Choose two.)A . Extract organization and configuration dataB . Prevent importing duplicate recordsC . Run one-time or scheduled data loadsD . Export field history dataView AnswerAnswer: CD
Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?
A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called “Sales team.” Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined...
Which solution should the consultant recommend?
Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team. Which solution should the consultant recommend?A . Customer CommunityB . Lightning PlatformC . Lightning ComponentsD . Salesforce...