Which Salesforce functionality should the consultant recommend to meet the requirement?
Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible. Which Salesforce functionality should the consultant recommend to meet the requirement?A ....
What should the consultant recommend to meet the requirement?
Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to CK wants to organize its data using the unique ID that is a number type in the ERP. What should the consultant recommend to meet the requirement?A . Map the ERP unique ID to...
Which solution should the consultant recommend to meet this requirement?
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...
Which three actions should a consultant recommend to meet this requirement?
The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity. Which three actions should a consultant recommend to meet this requirement? Choose 3 answersA...
Which solution should a consultant recommend?
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?A . Using Tableau CRM, import a data lens with the State and City for all opportunities.B . Enable Location Services and add the Account Address...
Which two steps should the consultant perform to maintain data integrity?
Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes. Which two steps should the consultant perform to maintain data integrity? Choose 2 answersA . Enable the Create Audit Fields permission to insert historically accurate records.B . Use the Salesforce...
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
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 stages often lack key information that sales managers at each stage because sales reps have yet to enter the data. What should the consultant recommend...
Which contacts should the consultant migrate from the marketing application to leads in Salesforce?
Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce. Which contacts should the consultant migrate from the marketing application to leads in Salesforce?A . New contactsB . Active contactsC...
What should the admin create to meet this requirement?
An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high level processes the business. CK plans to use the diagram to show the context of a new process within the overall business whole. What should the admin create to meet this requirement?A...
What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners?
A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners?A . Add opportunity owners to the Opportunity Team and configure contact...