Which two steps should theconsultant take to meet this requirement using standard functionality?
Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should theconsultant take to meet this requirement using standard functionality? Choose 2 answersA . Add child Campaigns of the primary Campaign source automatically.B . Add criteria to the...
Which Salesforce feature should the consultant use to meet this requirement?
Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK needs Salesforce to allocate credit to each sales rep to track against a sales quota. Which Salesforce feature should the consultant use to meet this requirement?A . Opportunity SplitsB . Sales AnalyticsC . Custom MetadataD ....
How should the consultantimplement a solution to meet the requirement?
Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records. How should the consultantimplement a solution to meet the requirement?A . Use a custom summary...
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...
What should a consultant recommend to yield better search results?
Users at Cloud Kicks (CK) saythe 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?A . Use quotation marks...
Which two steps should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
Cloud Kicks (CK) uses a sales model where pre defined groups of reps work collaboratively on Accounts. Each group is also responsible forspecific Accounts. CK has organization wide default access set to Public Read/1 for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their...
What should the consultant recommend to ensure data integrity?
Cloud Kicks has anintegration between the data warehouse and Salesforce. The VP of operations wants to synchronize customer data between the systems. What should the consultant recommend to ensure data integrity?A . Set up an External ID field on the Account object with Read only on the field security settings...
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 tools should a consultant recommend to meet the requirement?
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...
What are three steps for successful change and seasonal release management?
Cloud Kicks wants to release product enhancements effectively to drive user adoption mtd have the impact on the organization and users' day-to-day functions. What are three steps for successful change and seasonal release management? Choose 3 answersA . Prioritize executive requests.B . Train end users after deployment.C . Communicate updates...