What are two actions the consultant can take to meet the requirement?
Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company’s product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights. What are two actions the consultant...
Which two Salesforce functions will allow the consultant to meet this requirement?
Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages. Which two Salesforce functions will allow the consultant to meet this requirement? Choose 2 answersA . Sales ProcessesB . Pipeline InspectionC . Opportunity SplitsD . Record TypesView AnswerAnswer:...
Which two recommendations should the consultant make?
Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories. Which two recommendations should the consultant make? Choose 2 answersA . Include the Forecast Manager field on the Territory page layout.B . Include the Forecast Manager field on...
Which two Einstein Activity Capture (EAC) capabilities should the consultant consider?
Universal Containers wants to minimize the need for sales reps to manually create meetings and events that are stored on their calendars. Which two Einstein Activity Capture (EAC) capabilities should the consultant consider? Choose 2 answersA . EAC a two-way sync for events and contacts.B . EAC events are unable...
What are two functionalities the consultant should apply to ensure that key fields are populated?
Sales reps at Cloud Kicks are responsible for creating leads manually and entering relevant details. The marketing department has noticed that some leads are missing important information. What are two functionalities the consultant should apply to ensure that key fields are populated? Choose 2 answersA . An assignment rulesB ....
How should a consultant meet the requirement?
Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates. How should a consultant meet the requirement?A . Build a custom...
How should the consultant meet the requirement?
The Cloud Kicks CEO needs to run reports from the sales team’s reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary. How should the consultant meet the requirement?A . Set the CEO access level to View, the CEO's...
Which two strategies should a consultant recommend?
Cloud Kicks is preparing to deploy its configurations. The chosen release date is during a Salesforce Release window. The current configuration is in Non-Preview Sandbox. Which two strategies should a consultant recommend? Choose 2 answersA . Deploy before the Salesforce ReleaseB . Test new configurations in a Non-preview SandboxC ....
What should the consultant recommend meeting the requirement?
Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help...
What should the consultant recommend?
Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption, What should the consultant recommend?A . Add an Approvals process to the Opportunity object to enforce data standards.B . Conduct a requirements workshop to gather user...