Sales CLoud 1

Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?

• Assign all users to a region, build a report using user login history, and filter on region.

• Create an Opportunity report per region, filtering by User.

• Ask each regional sales manager to run the standard User Adoption report.

• Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.

Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales team wants a visual way to see the team's progress for the year. What should the consultant recommend meeting the requirement?

• Set up a Path based on the KPIs.

• Install a KPI Tracker app from the AppExchange.

• Modify a report based on KPIs.

• Set up a dashboard with the KPI reports.

The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org. Which three prerequisites must be met before the consultant can enable Person Accounts? Choose 3 answers

• User Profiles with Read access to Accounts must also have Read access to Contacts.

• At least one Record Type should be created for Accounts.

• The CK customer portal must be disabled to allow Person Account self-registration in the future.

• The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.

• The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.

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 answers

• Set Territory Management to grant Read access to opportunities owned by others.

• Set opportunity access on the role to view all opportunities associated with their accounts.

• Set organization-wide defaults for opportunities to Private.

• Set organization-wide defaults for opportunities to Public Read-Only.

Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.

What should the consultant recommend so opportunity stage reports always contain the data managers expect?

• Create an Auto launched flow to determine if required fields are missing.

• Mark the fields as required on the Page layout.

• Customize Path and create validation rules dependent on stages.

• Configure Path by checking the Key Field Required checkbox.

An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high-level process areas within the business. CK plans to use the diagram to show the context of a new area of the business within the overall business. What should the admin create to meet this requirement?

• Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram

• Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

• Value Stream Map

• Capability Model

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 answers

• Adjust currency conversion dynamically based on a given date range.

• Adjust currency rates on a set schedule.

• Show deal value in a user's default currency

• Implement org-wide reporting that displays deal values appropriately.

Universal Containers is working to expand its residential business in the U.S. Sales reps are being asked to canvas neighbourhoods in their areas, leveraging new door-to-door campaign materials to secure new customers. Internal studies have shown the most valuable residential customers typically have a household income range between $50,000 and $70,000. Which solution should the consultant recommend helping sales reps determine the best neighbourhoods to canvas?

• Salesforce Maps using the Demographic Context data source to display income ranges for regions within their territories

• Salesforce Maps with ESRI integration to display high density neighbourhoods

• A Salesforce Maps component plotting non-customers in residential neighbourhoods

• API integration with Salesforce Maps to plot existing customers on territory maps.

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease. Which two features should the consultant recommend for the sales team to use? Choose 2 answers

• Lightning Mobile Component

• Mobile Smart Actions

• Einstein Activity Capture

• Quick Actions

Multiple sales reps work together to close opportunities at Cloud Kicks. Management needs to know how much credit each sales rep receives on opportunities they close to maintain accurate quota reports. Which solution should a consultant recommend meeting the requirement?

• Create custom fields on the Opportunity object for sales reps to enter a credit percentage

• Enable Opportunity Splits and add the Opportunity Splits related list to Opportunity page layouts.

• Enable Opportunity Splits and add the Opportunity Splits related list to Opportunity page layouts.

• Set the organization-wide sharing default for the Opportunity object to Private.