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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...
Which solution should the consultant recommend?
Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to sales cloud. Which solution should the consultant recommend?A . Batch ApexB . Data Import WizardC . Data LoaderD . Third-party toolView AnswerAnswer: D Explanation: Using a third-party tool...
Which three reasons could explain the sales rep’s experience?
A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own. Which three reasons could explain the sales rep’s experience? Choose 3 answersA . Sharing Rules for opportunities are set to Manager...
What should the consultant recommend to ensure data integrity?
Cloud Kicks has an integration 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 a Process Builder process on the Account object to check for unique values on a...
Which two actions should the consultant recommend?
Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calender applications. UC wants to report on these activities in Salesforce. Which two actions should the consultant recommend? Choose 2 answersA . Implement Inbox...
Which three solutions should the consultant consider?
Cloud Kicks needs to set sales quotas for all sales reps. Which three solutions should the consultant consider? Choose 3 answersA . Use the Data Import Wizard.B . Enable Forecast Quotas from Setup.C . Use the API.D . Assign Quota values by profile.E . Use Data Loader.View AnswerAnswer: BCE Explanation:...
How should a consultant troubleshoot this issue efficiently?
After completing a successful Sales Cloud rollout to a new business unit at Universal Containers, sales forecasting within Salesforce is inaccurate. Upon closer inspection, some opportunities appear in the incorrect forecast category. How should a consultant troubleshoot this issue efficiently?A . Write a conditional validation rule on the Forecast Category...
Which attribution method should the consultant recommend?
Cloud Kicks wants to enable representatives to view the individual team member's split percentage, where the split percentage is less than 100% of the revenue amount. Which attribution method should the consultant recommend?A . Opportunity Percent fieldB . Opportunity Overlay SplitC . Opportunity Currency fieldD . Opportunity Revenue SplitView AnswerAnswer:...
Which approach should a consultant recommend allowing the support agent to edit the Account, while still enforcing the Public Read Only OWD?
Universal Containers has configured the Account organization-wide default (OWD) sharing as Public Read Only. All customer Accounts are owned by the customer success manager . When a customer calls support to update their contact information, the support agent on their Account team is unable to edit the Account. Which approach...
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 local Accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all...
