Which action should be taken to convert a lead into a Person Account?
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org. Which action should be taken to convert a lead into a Person Account?A . Create an Individual Lead Record Type. B. Populate the Company field with ‘Person....
Which three approaches should a consultant use to learn about and empathize with the customer?
Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer? Choose 3 answersA . Embodying B. Shadowing C. Interviewing D. Role Playing E. Leading...
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 Splits B. Sales Analytics C. Custom Metadata D....
How should the consultant migrate Account Team configuration to Production?
Cloud Kicks has configured Account Teams and is ready to go live in Production. How should the consultant migrate Account Team configuration to Production?A . Push with Workbench. B. import with Data Loader. C. Create manually. D. Deploy with Change Sets.View AnswerAnswer: D
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...
Which recommendation meets this requirement?
A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own localAccounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all Accounts...
Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy?
Cloud Kicks requires its sales associates to record all customer interactions within Salesforce. Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy?A . Close Rate B. Renewal Rate C. Forecast Accuracy D. Activity TrackingView AnswerAnswer: D
Which capability shouldthe consultant recommend?
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities. Which capability shouldthe consultant recommend?A . Opportunity Teams B. Role hierarchy C. Account Teams D. Sharing rulesView AnswerAnswer: C
Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?
Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groupsof Products to Opportunities. Which two solutions should be used to validate that sales reps have completed the myTrailhead badge? Choose 2 answersA . Use a validation rule on Opportunity Products...
What are two aspects a consultant should consider for this migration?
Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year, What are two aspects a consultant should consider for this migration? Choose 2answersA . Access to a territory model is controlled through profiles or permission sets. B. Territories can inherit assignment rules...