How should the consultant meet the requirement?
The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring. How should the consultant meet the requirement?A . Clear the custom field values on Lead records.B . Omit the custom field from the Scoring Model.C . Remove...
What should a consultant recommend?
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office. What should a consultant recommend?A . Enable Conversions for the Salesforce mobile app In Lead Conversion settings.B . Create a Global Action to convert leads via the Salesforce mobile app.C ....
What should the consultant do to meet the requirement?
Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company’s product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights....
Which best practice should the consultant recommend?
Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information. CK wants to view those orders as a related list on the Account record in real time. Which best practice should the consultant recommend?A . Create a Lightning component, Get the real-time product order...
Which best practice should the consultant use to refocus the meeting and stay on topic?
During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate into the current project. Which best practice should the consultant use to refocus the meeting and stay on topic?A . Remind the team of the purpose and scope of...
Which solution should the consultant recommend?
The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities. Which solution should the consultant recommend?A . Run the Opportunity Pipeline standard report...
What should the consultant create to provide this high-level view?
The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new business processes will work. CK's process is complex and requires multiple slides. What should the consultant create to provide this high-level view? A. Value Stream Map B. Universal Process Notation...
Which strategy should the consultant recommend to improve Approval Processes?
Cloud Kicks wants to streamline the approval process and give sales managers more efficient ways to approve opportunities in a timely manner. Which strategy should the consultant recommend to improve Approval Processes?A . Allow managers to approve or reject requests via an email.B . Configure Einstein Opportunity Insights to approve...
Which functionality should the consultant recommend?
Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them. Which functionality should the consultant recommend?A . Develop a new Sales Console app including opportunities.B . Select the Split View option from the...
Which step should the consultant take to troubleshoot the issue?
After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable to activate all of the features. Which step should the consultant take to troubleshoot the issue?A . Confirm users have the feature license assigned.B . Reconfigure the Einstein Lead Scoring app.C . Check the Sales Insights Integration...