What should a consultant recommend to meet this requirement?
The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer’s account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?A ....
Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?
A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account’s Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?A . The Account currencyB . The User currencyC . The...
Which two steps should a sales representative take to securely send this information using content delivery?
A premier customer for Universal Containers needs access to confidential product roadmap information. Which two steps should a sales representative take to securely send this information using content delivery? Choose two answers.A . Remove access to content after a specified date.B . Require the customer to enter a password to...
What should a consultant recommend to meet this requirement?
Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contact detail pages. What should a consultant recommend to meet this requirement?A . Enable Salesforce Console for Sales to...
What should a consultant recommend to meet this requirement?
Universal Containers uses a custom object named “Analysis”, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What...
Which solution should a consultant recommend to meet this requirement?
The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office. Which solution should a consultant...
What should a consultant recommend to prevent duplicate leads in the system?
Universal Containers acquires sales leads each year through trade shows. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?A . Upload the leads to Data.com to remove the duplicates and...
Which two solutions should a consultant recommend to meet this requirement?
Universal Containers has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage. Which two solutions should a consultant recommend to meet this requirement? Choose two answers.A . Configure a validation rule that tests the Has Line Item and Stage...
What should a consultant recommend to support selling the two product lines?
Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products. What should a consultant recommend to support selling the two product lines?A . Create one page layout, two sales processes, and validation rules...
How should Salesforce be configured to give resellers the correct level of access to reports?
Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities. How should Salesforce be configured to give resellers the correct level of access to reports?A . Create the appropriate list views and report folders in the Partner Communities for all partner users.B ....