Sales cloud SU23

After creating a brand new sneaker product record for CK, the admin is unable to add this product to any price book. Add the product to price schedule. Edit the sharing settings of the product. Set a standard active price. Delete and re-assign product object level permissions.

CK has enable the enstein lead scoring feature and rolled oyt sales cloud enstein to pilot users. The pilot users are unable to view the lead score field on the lead Record page. Which two steps should the consultant take to fis this issue?. Add the lead score field to the leade page layout. Assign the Sales cloud enstein permission set. Assign the enstein lead scroing permission set. Add the lead score field to the lead list view.

NTO is ready to start the next phase of its salesforce implementation. A Consultant recommends using universal process notation to document this business process maps nto will use as its guide. As nto maps out its processes, which two jey principals of upn should the team keep in mind? choose 2. Attach supporting information at the detail level. Use symbols of different colors, arrows, and swin lanes for clarity,. Keep version control and change history at the diagram level. Liit the number of activity boxes on the screen to 8 to 10.

CK wants sales reps to shaare key documents directly with customers without setting up an Expreience cloud site. Which Salesforce feature satisfies this requirement?. Chatter links. email template. report subscription. Content deliveries.

CK wants to implement sharing rules Which three considerations should the consultant explain to CK? Choose 3: When a sharing rule is deleted, the sharing access created by that rule must be manually removed. CK can explaid access beyond the org wide default levels with sharing rules. Sharing rules apply only to new records that meet the definition of the source data set. Orf wide defaults must be public read only or private to create sharing rules. When multiple sharing rule are assigned, the user is assigned the las restrictive access.

Universal C. has four products lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should follow the product-specific sales cycle. Which two actions shoudl a consultant recommend to meet these requirements? Choose 2. Define opp team for each product line. Create opp record type for each product line. Use flow to create product-specific sales processes. Implement sales processes that map to each opp record type.

The marketing teams is using a separate platoform for managing prospects and wants to hand off qualified prospects to the sales team How should the consultant meet this requirements?. Recommend an integration with the marjeting platform with lead in salesforce. Reccommend an integration with marjeting platform to salesforce that generates tasjs with lead informations. Create salesforce users for the marketing team so they can enter leads directy into sf. Create a report of SF lead and compare it with marketing data on a regular basis.

CK uses territory management to assigna ccounts to sales reps. There are several high-value accounts in NY city that must always remainwith the same sales rep after terrotory assignment rules are run. What should a consultant reccoment CK implement to allow the high valye assignmenets to remain and allow the rest of the assignements to be made. Validation rule on account. Custom field on territory. Record-triggered flow on account. Territory2objectexclusion object.

UC is creating a new program to allow customers to pay for large orders over the course of 1 to 3 year in monthly installmetns beginning in the month the products are sold. The admin needs to configure sales cloud to accommodate the new pricing terms and to help the finance deparment forecast easily. What should the consultant recommend to meet the requirement?. Use revenue schedules to capture installment payment plan details for each product. Create a flow to create an order for each installment payment. Add a custom field to the quotes object to capture the number of installments. Set the default uantities to 12,24 and 36 in a niew price book for installment sales.

Sales management at CK wants to track the following information: OPEN OPP IN THE CURRENT QUARTER BY SALES REP ACCOUNTS THAT ARE CURRENT CUSTOMERS. OPEN CASES IN THE LAST QUARTER FOR OPEN OPP WHAT SHOYLD A CONSULTANT RECOMMEND TO MEET THEWE REQUIREMENTS?. Create a dynamic dashboard. Create a summary report with cross filters. Create a joined report. Create a reporting snapshot.

The admin at UC has been getting complaints from sales reps about duplicate leads within SF. The admin has already set up matching rule for leads. What shoydl the consultant recommend to resolve the issue?. Change the criteria for the standard lead matching rule. Change the criteria for the standar contact matching rule. Confirm the custom matching rule is activated. Confirm the standard matching rule is inactivated.

Multiple sales reps work together to close opps at CK. Management needs to know hoy much credit each sales rep receives on opp they close to maintain accurate quota reports. Which solution should a consultant recommend to meet the requirement.?. Set the org wide sharing default for the opp object to private. Enable opp team selling and create a report grouped by opp teams member. Create custom fields on the opp object for sales reps to enter a credit precentage. Enable opp slips and add the opp splits realted listto opp page layout.

UC is growing ints internation business. Domestic account executivves believe that the standard price boo has become difficult to use because there are too many records reflecting different currencies and country-specific product variations. What should the consultant recommend to improve usability for account exectuvie?. Use custom price book for domestic and interational customers. Update the prdocut naming conventions to include the currency in the product name. Create product families to enable users to filter by continet and country. Use separate product catalogs for domestic and international customers.

A consultant is woriking with CK on its initial slaes cloud implementation. CK wants its sales reps to be able to use Sales cloud to track accounts, contacts, and opp before its global conference in 4 months. What shoudl the consultant recomment to meet the requirement?. Implement additional features to make the team more productive. Set obtainable metrics goals and milestones for the deadline. Deploy the salesforce mobile app to hte team prior to the event. Reschedule the event to ensure funcionality is compelte.

Sales reps at CK often receive important customr emails they want the record as activies related to contacts in salesfoce. 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?. Lighting console for sales. Salesforce for outlook. Salesforce console for sales. Enstein activity capture.

CK requires its sales reps to go through as internal certifiaction process on enablement sites (mytrailhead) before they can add specific groups of products to opps. Which twot solutions shoyld be used to validate that sles reps hace completed the enablement..?. Use a flow builder on products marked as requiring the enablement sites... Use validation rule on opp products. Use a validation rule on products marked... Use a separate price nook for the products.

CK wants to know how many closed won opps a campaing has generated over the last 30 days. Which 2 steps shoudl the consultant take to meet this requirement using standard functionality? choose 2. Ask the admin to enable customizable campaign influence. Add criteria to the auto associate settings. Add child campaign of the primary campaign. Define rules for campaign to add opps..

Sales reps want to review pricing on historical contrcts when working on new opps at CK. Contracts are created from the account page. Sales reps need to view all contracts for the account on the oppr record. What should a consultant implement to meet the requirement?. Use rhe related list - sigle component. Add the contracts related list to each of the opp. Build a custom opp lookup field to contract. Create an objetc specific.

Sometimes, sels reps need to create contracts withoy accounts based on business processes. What should the consultant take into consideration about these contacts?. Contacts whithout acounts need to be maually shared. Contacts without accounts are private and only the owner and admin can view them. Contacts without accounts need to be shared though sharing rules. Contacts wihtout accounts are shared through the role hierarchy.

CK wants to implement team selling to share differing levels of access to accounts and associated records, such as opps, contracts and cases based on team member responsabilities. Which capability should the consltant reccomend?. Role hierarhy. Sharing rules. Opp teams. Account teams.

The sales departmanet at CK is growing quickly. New sales executives should priorize interacting with existing contacts who are decision makers and inlfuencers to furher the business realtionship. Which solution should be the consultant recommend?. Add a contact lookup field to the opp. Add a multiselect picklist field on the opp object. Use contact roles on the opp. Use a junction object between the opp an contact.

The CK team need to quickly look up contacts, accounts and opp and easly log calls from their mobile phones. Due to limited coverage in certain geographic areas. The team wants access to customer information while out of the office and when they are without conection. Choose 2. Download the salesforce mobile app. Enable mobile SDK. Enable cachin and offlie edit. Enable salesforce inbox.

During the las requirement meeting, CK team member said they will be attending a conference the next week. What should a consultant do in response to this news?. Update the solutions design while the team is out the office. Update the project plan and communicate it to skateholder. Set yo two requirements workshop for the following week. Ask the client to sign off on requirement..

Universal containers' sales operations team need to provide visibility on sales pipeline changes on a mmonth basis, How shuould consultant this requirement?. Create a custom pipeline date range field and display it on the forecasting tab. Create a sales pipeline dashboard that includes filter for opp date ranges. Create an opp history report for open pipeline opps. Create training on how to use date filters on reports.

To properly plan for company frowth, CK needs to forecast montly revenue projections from the sales of its annual subscription service. What should the consultat configure to met this requirement?. Opp products with formula field for each months value. Opp dasboarding sjowing opp. Opp daschboard showing products. Opp products with monthly product shedules.

During a discovery session at CK, a topic is highlihted that is outside the statemnet of work . How should the consultat proceed?. Conduct another discovery session. Continue work because it is overed by the warranty. Define and submit a cange order for the new items. Revise the timeline for the new items.

CK has a custom object. Projec__c, that has a lookup relationship to the opp. The CK project manager has requested a report that includes both data. What shoudl the consultatn use to include data?. Cross-object filters. Custom report type. Matrix reports. Junction reports.

CK marketing deparment is migrating from its email campaign and management system to salesforce. The marketing admin wants to ensure htat CKs email template are retained. Which two solutions should do?. Enable email import and use the import wizard. Create and deploy an email template change set. Manually recreate the email and mail merge templates in salesforce. Import email template with the data loader.

CK plans to implement Advance currency management for its salesforce implementation. CK has roll-up summary fields on the account and opp. What shoydl CK consider when enabling advane.. Opp roll-up summary fields will update from the opp line item object. Accoynt cross- object formulas always use the dynamic conversion rate for currency conversion. Account roll-up summary fields will update from the opp object. Dated exhange rates are used in opptu.

When emails are synched into SF by enstein activity capture, how are the emails matched to sf lead and contact record data?. Matching is based on first name, las name, and the standard email fiels. Mathing is based on the standar email field. Matching is based on last name and the standard email fields. Matching is based on standard email and customfields with a type of email.

A user at CK owns more than 12.000 records. The CK admin has noticed that making changes to the sharing model is taking increaslignly more time. What are two solutions the consultant could implement to resolve the issue?. Move the users to the top of the role hierarchy. Move the users to the bottom of role H. Mass transfer the records to another role in the role h . Remove the usrs from the role h.

CK sells online subscription for its leading shoe of the month clun. Customers can make a signle paument or pay weekly, montly or quarterly. CK wants to use Opp to track and report on these subscription deals. What sjould a consultant recomment to meet this requier.?. Enable schedules on the product object. Enable schedules on the order object. Enable sh. on he contracto object. Enable on the opp object.

Access to opp at CK should be restricted. Sales users shoyld only hace access to 2 categories of opps: opp they own and opp that are tied to accoutns they own. select 2: Set organization wide defaults for opp to private. Set territoty mangement o grant read access to opp owned by orthers. Set org wide defautls for opp to public read only. Set opp access on the role to view all opp associate with their accounts.

SM at CK have noticed that information in some opp reports in incomplete. A consultant has performed an analysis and determined that opp stage reports ofther lack key information that sales managers expect at each stage because sales reps have yet to enter the data. .. Create an autolaunched flow to determine if required field are missing. Mark the fields as required on the page layout. Configure patch by cheking the key field required. Customize pathc and create validation rule dependent on stage.

UC deplowed sales cloyd three months ago to the NA sales teams. On of the reasons UC slected sales cloud its mobile support which provides flexil¡bility for sales reps. ... Create a report to show the volume on opp create in the last three months compared to a year ago. Create a custom salesforce report type to show the use a mobile. Track slaes results moth over moths for the last three months to show. Leverage visualforce to whoe the use of mobile devices.

The consultat at CK has noticed that sales data is quickly outdated and wants to keep account data current. What... Use third-party data services to update and add records to salesforce. Email the contacts and leads. Build a weekly data update from.. Enable automated accont.

CK has an external resource planning system that stores product order information. CK wants to view those orders as a related list on the account.. Implement salesfore connect and an externa.. Create a lighthing component, and get the real time product.. Create external object product order information in salesforce.. Implement salesforce to salesforce to get real time product.

CK has identified the kpi0s it wants to track for the yea. The inside sales team wants a visual way to see the teams progress for the year.. Install a kpi traker app. modify a report based on kpi. set up path based on he kpis. set up a dashboard with the kpi reports.

CK is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. choose 3. Embodying. shadowing. leading workshop. Interviwing. Demonstrating.

The UC management team wants to help sales reps determine the night time to contact prospects. Implement sales dialer. Enable email traking with reporting. create a formula field to determine .. configure ensteing lead scoring..

The ck global sales teams are distributed accross regions. Sales leadership wants to give access to dashboard base on region. For example, users within the region should have access to regional dashboards, while the leadrship team should have access to global dashboard. Create one dashboard folder for all regional sales team and one dashboard folder to the leadership team. Create dashboard folders for all regional sales team and one dashboard folder to the leadership team. Create region-based sales groups, one leadrship group and one.. Create one dashboard folder...

An executive CK has asjed its admib to create a diagram to show the high level processes within the business. CK plans owerall business as a whole. Strenghts, ... Value stream map. Suppliers, imports, process, outputs, customers. Capacility model.

UC is realigning sales territories and needs to update ownership across its 400.000 accounts. The org wide default for account is private. Which two factors shoyld the consultant consider... The team can defer sharing calculations to decrease the risk of lock errors during the data update. The data update will cause sharing recalculations and should be completed during off peak-hours. The SF platform can update up to 200 accounts at a time. The orf wide default be set to public before the update.

Northern trail outfiters dibished implementing Sales cloyd for a mid-market sales team. Sales management wants to track data trends and adoption. What should the consultant recommend... User login report. Salesforce optimizer. Adoption dashboard pack. System overview page.

CL wants to migrate data from its existing enterprise resource planning system to salesforce. CK wants to organize its data using the unique id that is a number type in the erp. what should the consultant... Create an externad id unique... Use the ERP unique id as the SF id. Create a text field and insert the erp unique id. Map the erp inique id to a custom external id unique number field.

CK has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opp are being lost. What is the most efficient... Create a new record type on the opp object. Create a competitor channel in slack to share ... Create a new custom filed on the opp object. Create a new custom object to track competitors.

CK has the enterprise edition and plans to integrate its email system with salesforce and wants to show the las 2 months of email activity to its 75 sales reps. Sales cloud console. Sales cloud enstein. Enstein activity capture standard. Email to salesforce.

CK each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specilist and sales engineer have access to the correct accounts. The OWD for contact are set to controlled by parent. Set up account teams with default for each sales rep. Add the sharing button to the page layout so sales reps can share contacts as needed. Change the contact owd to private and create sharing rules to grant visibility. Use apex managed sharing to automatically share any new contacts.

Users at CK say the global search is returning too manu results when searching for contacts. CK's admin confirmed that users have the correct permissions and record access for the contacts they want to see. Add company name net to contact's full name in the search window. Add like keyword next to contact's full name in the search window. Use parentheses operator to limit search to the contacts object. Use qutation marks operator around contact's first and las name.

A consultant for UC is preparing to migrate the company's legacy CRM to slaesforce. The admin for the previous system is enthusiastic about SF and drivinf the ibjectives of the implementation but end users have expressed dissatisfaction about moving to a new platform... choose 2: Interview top-level executives to undestand the kpis for end users. Conduct technical review with developers to eveluate solutions designed for end users. Enlist the help of a champion to ensure that SF is meeting end users needs. Validate the solution plans and implementation with end users.

A sales rep owns an opp and can view the associated account, but is unable to view contacts on that account... Add opp owners to the opp teams and configure contact sharing. Transfer contact ownership from themselves to the opp owner. Transfer account ownership from themsevlves to the opp owner. Add opp owner to the account team and configure contact sharing.

A consultant is configuring einstein forecasting to help the sales team predict how much they will sell by the end of a forecasting period... choose 2. Predictions are based only on the standard close date and amount fields. Predictions are only shown when data sync in tableau crm is anbled. Predictions are only shown when at least 12 months of opp data exists. Prediction are only when the user is in the forecasting hierarchy.

UC recently implemented sales cloud. Stakeholders want insight into how logging interactions with customers impacts the number of won sales deales. Closed won opp by accounts. Closed won opp by the sales tea,. Closed won opp with activies. Closed won opp with recommendations.

Sales reps al CK need to see the opp amount with the account's discount field. CK sales reps are located in different regions and use different currecies. Aconsultant creates a custom formula field on the opp... Corporate currency. Account currency. Opp currency. User currency.

UC is working to expand its residential business in the us sales reps are being asked to canvas neghborhoods in their areas, leveraging new door to door campaing materials to secure new customres. Interanl studies have shown the most valuable residential customers typically have a household income range between 50-70K. ... A maps component plotting non customers in residential... Maps using the demographic context data source to display... Maps with esri integration to dispaly high density.. Api integration with maps to plot existing customers on territory maps.

Sales managers at CK need to visualize all open opp based on the location of the related account. Create a dashboard that uses reports grouping opp by account. Using maps, configure a data layer showing open opp. Enable location services... Using tableau crm, import a data lens with the state and city for all opp.

The CK it team wants to enable person accounts in tis sF org. Choose 3: User profiles with read access to accounts must also have read access to contacts. The ck customer portal must be disable to allow persona ccount self-registration in the future. The OWD sharing is set so either contact is controlled by parent or both account and contact are private. The OWD for both account and contacts hoyld be set to public read/Write. At least on recor type should be created for accounts.

CK sales reps want to see all the of their current opp, and the full details, with a minimal amount of navifation or clicks to cycle through them. Create a "My team opp" report and open each opp in new browser. From the "My opp" list vew, select the split view option. Construction a new lsaes console app including opp. Create a "My opp" report and open each opp in a new browser tab.

What are two capabilites of data loadeer?. Prevents importing duplicate records. Export field history data. Runs one time or sheduled data loads. Extracts organization and configuration metadata.

The CK sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes bedaore converting the lead into an opp. Choose 3. Create a new profile and only assign one lead record type to it. Create distributor and retailer lead record type. Create status picklist values specific to each lead type. Create retailer and distributor lead processes. Add leads to different campaigns based on lead type.

CK has completed the discovery stage, and leadership has aligned on the project's business goals. What should the consultant formalize with stakeholders before moving to the next project stage?. Onboard team member to start development of the solution. Define jew metrics to identify how success will be measured. Create user staries to present for prioritization. Develop wireframes to visualize the product end state.

The enterprise architect for CK wants to understand how objects in slaes cloud are connected to one another. Select 2. Use schema builder to show a visual of related objects. Review the object manager tab in setup with the customer. Obtain an export of object data from the current system. Explain the types of object relationship in SF.

CK is preparing to deploy to deplow its configurations. The chosen release date is during a salesforce release window, the current configuration is in a non-preview sandbox. Choose 2. Deploy before the SF release. Test new configuration in a non preview sandbox. Deploy after the salesforce rlease. Test new configuration in a preview sandbox.

UC has implemented SF for all of its sales associates. All sales associates are required to select the win or loss status on every closed opp. Managers like to measure the win ratio for all of the sales associates. Ensure that all managers have access to the standard win/loss report. Build a custom lighhing component to show the win ratio based on won opp. Create a custom formula field on opp to capture the win ratio for opp. Build a custom report on opp with custom summary formulas to show win/loss ratio.

CK uses an external enterprise resource plnning application to process its orders. This erop application needs to receive data about opp when the opp closes. Choose 2: Connected app. Rest callout. Single sign-on. Outbond message with trigger flow.

During the last requirements meeting, CK team members said thwy will be atending a conference nthe newxt wee. Update the solution design while the teams is out of office. Update the project plan and comunnicate it to stakeholders. Set up two requirements workshops for the following week. Ask the lient to sign off on requirements and start the build.