How should the consultant show sales operations what the data will look like after the change?
Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or...
Which attribution method should the consultant recommend?
Cloud Kicks wants to enable sales reps to view an individual team member's split percentage when the split percentage is less than 100% of the revenue amount. Which attribution method should the consultant recommend?A . Opportunity Percentage SplitB . Opportunity Amount SplitC . Opportunity Overlay SplitView AnswerAnswer: A Explanation: The...
What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?
A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals. What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?A . Create a Sales Engagement report.B . Customize Sales Path.C . Enable Sales...
Which solution should a consultant recommend?
Sales managers at Cloud Kicks need to visualize all open opportunities within a 10-mile radius based on the location of the related account. Which solution should a consultant recommend?A . Leverage Salesforce Maps to show open opportunities on a Data Layer.B . Create a dashboard that uses a report grouping...
What happens if a sales rep has access to a parent account?
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?A . Access to child account records is granted via the Account Hierarchy.B...
Which option should the consultant recommend?
Cloud Kicks (CK) is starting to plan its first Salesforce Release. CK would like to put together a comprehensive preview of the release to communicate the upcoming changes and new features to the leadership team, stakeholders, and end users. CK has asked a consultant for guidance. Which option should the...
What is the most efficient solution that the consultant should implement to meet the requirement?
Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive. The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts. What is the most...
What should the consultant do first?
It is challenging for the sales operations team to provide Universal Containers with accurate and insightful reports due to the poor quality and high volume of Account, Contact, and Lead data. As the team performs data cleansing, productivity has been impacted, leading to inefficiency and low adoption. What should the...
Which solution should the consultant recommend to meet the requirement?
Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view. Which solution should the consultant recommend to meet the requirement?A . Create a Lightning Web Component.B . Use Deal Insights In Pipeline InspectionC . Create a screen flow.View AnswerAnswer: B Explanation: Pipeline Inspection with Deal...
What should a consultant recommend to meet the requirement?
Cloud Kicks needs to implement a group of campaigns that are related to a specific marketing initiative to report on success. What should a consultant recommend to meet the requirement? A. Create a custom Campaign Purpose field. B. Use the existing Parent Campaign field. C. Create a custom Campaign Group...