How should the consultant meet the requirement?
Universal Containers compensates its sales team based on their achievement of the company's sales revenue goals. The sates ops team needs to track the sales reps' performance against these goals. How should the consultant meet the requirement?A . Construct Opportunity Reports with custom formulas to show attainment.B . Build automation...
Which approach should a consultant recommend?
A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in Quip. Which approach should a consultant recommend?A . Use Salesforce Chatter groups and enable access to the sales team.B . Utilize Salesforce Notes standalone related list in Lightning Experience.C . Connect a...
What should a consultant recommend that use to solve this issue?
Universal Containers’ (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is important to them. What should a consultant recommend that use to solve this issue?A . Custom report typesB . Private foldersC . Enhanced Folder SharingD . Dashboard FiltersView...
Which currency will the custom formula use for its value if the opportunity and account records have different currencies?
Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account’s discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a custom formula field on the Opportunity. Which currency will the custom formula use for its value if...
Which approach should the consultant use for the source data migration?
Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce. Which approach should the consultant use for the source data migration?A...
Which two recommendations should the consultant make?
Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines. Which two recommendations should the consultant make? Choose 2 answersA . One set of opportunity stagesB . One record typeC ....
Which data migration sequence should consultant recommend for the objects?
Which data migration sequence should consultant recommend for the objects?A . Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:B . Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, CampaignsC . Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases.D . Accounts, Contacts, Opportunities, Products, Product Line...
What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?
Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce? Choose 2...
What will happen if the exchange rates are adjusted?
Cloud Kicks has enabled multi-Currency in its organization. All the rates are set. What will happen if the exchange rates are adjusted?A . All newly closed opportunities will use the new conversion rate.B . Opportunities created this month will use the new conversion rate and old opportunities will remain the...
Which two actions should a consultant recommend to meet these requirements?
Universal Containers has four product lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should follow the product-specific sales cycle. Which two actions should a consultant recommend to meet these requirements? Choose 2 answersA . Implement sales processes that map to each Opportunity record...