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Which two factors should the consultant consider when updating the sales territories and Account owners?
Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private. Which two factors should the consultant consider when updating the sales territories and Account owners? Choose 2 answersA . The organization-wide default should be set to Public before...
What should the consultant consider when evaluating Person Accounts?
The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team. What should the consultant consider when evaluating Person Accounts?A . Enabling the Person Accounts feature is Irreversible.B . Enabling...
Which of the following does NOT relate to the Orange County case?
Which of the following does NOT relate to the Orange County case?A . Where there are excess rewards, there must be risksB . The Know Your Customer ruleC . Strategies that are not possible to explain to third parties should not be employed by the risk averseD . Fractured organisational...
Which two methods should NTO use to correct how forecasts are managed?
Sales directors at Northern Trail Outfitters (NTO) cannot see or update their teams' forecasts. Sales representatives are constantly asked to provide the directors with their updated forecast information. Which two methods should NTO use to correct how forecasts are managed? (Choose two.)A . Create forecast Chatter groups where sales representatives...
What should a consultant recommend to ensure a successful implementation?
Universal Containers is moving from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud. What should a consultant recommend to ensure a successful implementation?A . Review the current system with all levels of users to understand their requirements.B . Review the current system with IT management to understand...
Which solution should the consultant advise?
Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches Negotiation/Review; however, sales representatives should not have editing rights at that stage. Which solution should the consultant advise?A . Create a workflow rule to enable...
How can these requirements be met?
Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?A . Create a custom field on the Lead and Account objects and configure mapping of these two fields...
What should be recommended?
The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly. What should be recommended?A . Schedule a custom forecast report to run weekly...
Which two actions does the owner of the ABC Corporation account have the right to take?
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities. Which two...
Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?
Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity. Which solution should a consultant recommend to facilitate the...
