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What should the consultant use to gather requirements using an Agile methodology?
A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting. What should the consultant use to gather requirements using an Agile methodology?A . Linear processB . Quip spreadsheetC . User storiesD . Forecast hierarchyView AnswerAnswer: C Explanation: User stories are a way of capturing requirements using...
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...
What are two actions a consultant can take to meet the requirement?
Access to opportunities at Cloud kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own. What are two actions a consultant can take to meet the requirement? Choose 2 answersA . Set opportunity...
What should the consultant take into consideration about these contacts?
Sometimes, sales reps need to create contacts without accounts based on business processes. What should the consultant take into consideration about these contacts?A . Contacts without accounts need to be shared through sharing rulesB . Contacts without accounts are shared through the Role Hierarchy.C . Contacts without accounts are private...
What are two steps the consultant can take to troubleshoot the issue?
Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled. What are two steps the consultant can take to troubleshoot the issue? Choose 2 answersA . Check Sales Cloud Einstein permission set assignments.B . Validate...
Which two actions should the consultant recommend working around the issue?
The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices. Which two actions should the consultant recommend working around the issue? Choose 2 answersA . Enable the connect offline...
Which two steps should a consultant take to create a solution?
The VP of sales at Good Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won. Which two steps should a consultant take to create a solution? Choose 2 answersA . Enable Feed Tracking.B . Create a roll-up summary formula.C . Update a...
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 solution should the consultant recommend?
The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes. Which solution should the consultant recommend?A . Sharing RulesB . Territory ManagementC . Account TeamsD . Sales Cloud EinsteinView...
How should a consultant meet the requirement?
Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates. How should a consultant meet the requirement?A . Build a custom...
