Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.

What should a consultant recommend to build this report?

Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasts to all sales users.

What should a consultant consider when rolling out forecast?

How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?

Cloud Kicks (CK) is developing its organizational change management (OCM) and rollout strategy. The consultant has emphasized the value of leveraging the experiences of partners and customers within the Salesforce ecosystem.

Which resource should the consultant recommend to help CK reach its goal?

Sales reps at Universal Containers want to know when a customer or prospect contact opens an email the reps sent so they can follow up with the contact shortly afterward.

Which tool should a consultant recommend to meet the requirement?

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What is a justification for using AppExchange data services?

Northern Trail Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year.

Which aspect should a consultant consider for this migration?

Sales reps at Cloud Kicks are responsible for creating leads manually and uploading leads. The marketing department has noticed that some leads are missing important information.

Which functionality should the consultant apply to ensure that the main fields are populated?

Universal Containers is in the planning phase of its Sales Cloud implementation. In a recent discussion, the CEO expressed a desire to measure the return on investment (ROI) of its sales and marketing efforts by location.

Which solution should the consultant recommend?

Cloud Kicks recently launched Sales Cloud. Admins need to know the pages with the highest traffic.

Which option should a consultant recommend to meet this 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?

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to log as records related to Contacts in Salesforce. CK has Office 365, as well as a policy that prevents users

from installing anything directly on their computers.

Which solution should a consultant recommend to meet this requirement?

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.

What should the consultant do?

A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account.

What should the consultant recommend to allow Account owners to selectively share an Account ' s Contacts with Opportunity owners?

The Northern Trail Outfitters sales team has reported that many of the leads they receive are missing an email address or phone number.

Which approach should a consultant recommend to address this issue?

Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC ' s Sales Cloud org because sales reps are unaware of

them.

What should the consultant recommend to fill in the missing franchises?

The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated to an Opportunity.

What should the consultant recommend to resolve the issue most efficiently?

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?

Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting is lost deals.

What should the consultant recommend to resolve the issue?

It is a priority at Cloud Kicks to implement logic and automation to qualify top leads. The company has captured significant data points on converted leads and won opportunities.

What should the consultant do first to ensure a best practices implementation?

The sales team at Cloud Kicks needs to track the number of retail locations for each of its leads. Once the lead is converted, the sales team wants to see the number of retail locations related to their

customers. The service team also wants to view this information.

What should the consultant do to meet this requirement?

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 consultant for Cloud Kicks is migrating data from an on-premises system to Salesforce. The consultant has imported Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW.

What is causing these records to fail?

Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the default lead owner.

What should the consultant validate when troubleshooting the issue?

The sales manager at Cloud Kicks has proposed that the consultant hold a discovery meeting with 250 employees who use Sales Cloud currently to gain information to improve adoption.

Which approach should the consultant recommend to the sales manager to meet this goal efficiently?

Sometimes, Universal Containers sales reps need to create contacts without accounts based on business processes.

What should the consultant take into consideration?

Cloud Kicks has organization-wide defaults set to Private for Account.

With the rollout of Opportunity Teams, what should a consultant consider?

The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks.

Which guideline should a consultant consider when cloning an order with products?

Cloud Kicks uses an external Enterprise Resource Planning (ERP) application to process its orders. The ERP application needs to receive data about opportunities when the opportunity closes.

Which solution should the consultant recommend?

Cloud Kicks has recently set up Sales Cloud and wants to measure the health of an account by comparing the amount of emails

that are exchanged in a month.

What should the consultant recommend?

Cloud Kicks want to track the return on investment (ROI) of its marketing campaigns for trade shows and customer webinars.

What should the consultant recommend?

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few

of them.

Which action can forecast managers perform?

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 factor should the consultant consider when updating the sales territories and Account owners?

Cloud Kicks (CK) acquired a shoe distribution partner. The marketing and sales directors want to migrate the existing sales and marketing data into CK ' s Sales Cloud instance.

Which aspect should the consultant consider first before proceeding with the data migration?

Universal Containers (UC) has acquired another company that uses Sales Cloud and is migrating its legacy data, email alerts, and approval processes.

Which steps should the consultant perform to maintain data integrity?

When addressing challenges within Cloud Kicks ' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?

An executive at Cloud Kicks (CK) has asked its admin to create a diagram showing the high-level processes within the business. CK plans to use the diagram to show the context of a new

process within the overall business.

What should the admin create to meet this requirement?

Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered.

Which section of a SOW should the consultant discuss with CK to meet the requirement?

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?

The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead.

What should the consultant do to help marketing improve the process?

Cloud Kicks has just deployed all of its configurations. The admin wants to build a new process using objects that were deployed.

Which best practice should a consultant recommend to the admin?

Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be

routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.

Which solution should the consultant recommend when CK sets up the new account process?

What is a consideration when enabling Multiple Currencies?

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?

Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each

account on the Salesforce account detail page.

Which option should a consultant recommend to meet this requirement?

Northern Trail Outfitters has created a Complaints custom object related to Accounts. The organization-wide default has been set to Private. Only users within the Complaints Specialist public group should be able to view and edit any Complaint record.

Which option should a consultant recommend to meet the requirements?

Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the

sales reps to focus on the leads most likely to result in a sale.

What should the consultant recommend to meet this requirement?

Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they ' ve been assigned.

Sales reps will run specific product upsell processes.

Which action should the consultant take to support a successful sales team transition?

Cloud Kicks (CK) sells formal and athletic footwear lines. using Product Families on Products to associate each product to corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.

Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is also responsible for specific accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited accounts outside their scope of responsibility. CK wants to allow reps to view any account, but restrict editing to only reps who are responsible for those specific accounts.

Which step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?

The Contact Us form on the Cloud Kicks website creates leads that sales reps need to contact in a timely manner. The VP of sales wants to know when the lead status is still new a day after the

lead was created. Sales reps want a simple way to contact these leads.

Which action should the consultant take to meet the requirements?

The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live.

Partial and Full sandboxes are unavailable.

Where should the consultant recommend testing be conducted?

During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the current statement of work (SOW). The addition to the project scope is necessary but will be difficult to

implement.

How should the consultant proceed?

Universal Containers (UC) sales reps want to be assigned quality leads.

Which action should the consultant recommend to improve UC ' s process to produce higher quality leads?

Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.

What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?

Some of the large accounts at Northern Trail Outfitters have many contacts. Sales reps want to see how these contacts relate to each other and understand the reporting structure.

Which feature should the consultant recommend to meet this requirement?

A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization-wide default setting for Account is Private.

What happens if a sales rep has access to a parent account?