Sales Cloud Cerification

UC would like to record performance about the conference and people who attended them. A contact would potentially attend multiple conference. The company would like to display this information on the contact layout using the standard configuration. How should the system should be designed to meet the company's requirement?

Use campaign for conference and a custom object to record attendee information

Create a custom object for conference and a custom object to record attendee information

Create a custom object for conference and a custom lookup field to conference on Contact

Use campaign for conference and add Campaign member to record attendee information

Universal Containers has implemented account hierarchies with a private sharing model. A sales representative would like to give another user access to one of the accounts she owns and the three child accounts. How can the sales representative provide this access?

Add the user manually to the parent account team and each of the child account teams.

Add the user to each child account team; visibility will then roll up to the parent account.

Add the user to a public group for that account and share all child accounts to this group.

Add the user to the account team on the parent account; the child accounts will inherit access.

Universal Containers has configured a private sharing model for accounts and opportunities. As part of its sales strategy, each sales representative collaborates with the same set of Individuals for each opportunity. What should a consultant recommend to grant a Sales Rep the appropriate access to an opportunity?

Enable opportunity team selling and have each sales representative configure his or her default opportunity team.

Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.

Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.

Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.

Arrange the steps to set a passcode, in the correct order (using Salesforce Classic). 1. Enter your passcode again for confirmation 2. Enter your passcode when prompted to create a passcode 3. Ensure that the Salesforce Classic application is installed and all your Salesforce records are downloaded to your device

1, 2, 3

2, 1, 3

3, 2, 1

2, 3, 1

What are the main challenges that Marketing faces when trying to drive more business? Choose 4 answers.

Website integration: Lack of website integration, which delays entry of leads into CRM

Mail Marketing: Difficult to track and report on effectiveness of emails that were sent

Search Marketing: No reportable relationship between search words and closed sales

Campaign Management: No way to accurately report on campaign ROI

Reporting: Must create reports manually, which slows down lead generation

Partners: Lack of partners who will do mass emailing per customer specification

Put the following steps in order to set up Google AdWords to work seamlessly with Salesforce. 1. Convert leads into new customers 2. Advertise your business on Google 3. Capture leads on your website

1,2,3

2,1,3

3,1,2

2,3,1

Your org-wide defaults for access rights to Price Books are set to "Use", but only Sales Reps should have access to Price Books. What should be your first step?

Change the org-wide default setting to "No Access"

Change the org-wide default setting to "View Only"

Leave the org-wide default setting, but change the Sales Reps' access rights

Change the Sales Reps' access rights to "Use"

Which pair of reports is best associated with the business driver "Improve Sales Rep productivity"?

"# of Face-to-Face Meetings" and "# of Deals Won, Lost, and In-Progress"

"Stage Duration Age" and "Forecast by Sales Rep"

"Closed Opportunities by Lead Source" and "Reasons for Lead Disqualification"

Which of the following descriptions best describe Content?

A tool for extending pricing proposals to customers

A content management tool for users who seek information

A library that allows access to documents

A collaboration tool

A data enrichment tool that maintains updated data

Which of the following stage should be matched with the Forecast Category "Pipeline"?

When editing a quote, you can edit which of the following? Choose 3 answers.

The discount to apply to the entire quote including all line items

The quote name and status

The expiration date of the quote

The contact and address information of the customer

What are the main challenges that marketing faces when trying to align with sales? (Choose 2 answers.)

Inefficient handoff from marketing to sales

Lack of feedback from marketing to sales

Slowing down of lead velocity

Sales cannot keep up with leads from marketing

Think about UP's biggest pain points around leads. What would you recommend to improve the quality of leads passed from marketing to sales? (Choose 2 answers.)

Create custom fields to capture critical lead information.

Create a workflow rule to send email alerts to the sales manager.

Implement validation rules for leads.

Create web-to-lead auto-response rules.

Which of the following steps accurately describe the process map in sales and marketing organizations?

Lead generation, revenue management (forecasting), lead qualification

Lead generation and qualification, opportunity conversion, revenue management (forecasting)

Lead generation, lead qualification, revenue management (forecasting)

Lead generation, lead qualification, opportunity conversion

You have an Opportunity in the Value Proposition stage, for an amount of $1,000 that has a 50% Probability of closing. If all goes well, and this Opportunity closes, how much revenue will be realized?

$500

$750

$900

$1000

A sales rep at UC is creating a content delivery for a high-profile prospect that contains sensitive information in the form of a pricing quote with terms and discount. What should the sales rep do before sending the content delivery URL to the prospect? (Choose 3 answers.)

Send a preview email of the content delivery to ensure the link works correctly.

Preview the URL to ensure that the formatting in the original file displays properly in the online version.

Require a password on the content delivery before it can be viewed.

Set an expiration date for the content delivery.

Create a workspace for the content delivery and add the prospect as a library member.

The VP of sales at UC wants to be able to see a visual representation of sales by month for each account in salesforce1 mobile app. What should a consultant recommend to meet this requirement?

Embed a chart on the account page, no other customization needed

Create a visualforce page with an embedded chart component for each account.

Create a dashboard component and use chatter feed on the account on salesforce1

Embed a chart on the account page and use a custom link to filter by account

The management at universal containers noticed that the lead conversion ratio has remained the same for the hospitality industry despite increase in lead creation. What steps can help determine the issue

Report on lead by source

Campaign dashboard by industry

Industry performance dash board

Report on lead lifetime by industry

Think about the data access requirements for leads. UP wants all sales and marketing users to be able to see all leads, but only the Marketing Specialist should be able to create and modify lead data. What organization-wide defaults would you use for the Lead object to meet this requirement?

Public Read-Only

Public Read-Write

Public Read/Write Transfer

Private

UC has a large customer base of over 15,000 Accounts and 60,000 contacts. The marketing manager wants to use the customer data for an upcoming new product launch but its concerned contact may have moved to other organization (Contact's email has changed) what should a consultant recommend to ensure customer data is accurate?

Use a data cleaning tool and the stay-in-touch feature of salesforce to email contact

Create a vf rule to mass email contacts and capture any email bounce

Create a workflow rule for the account and contact owner to confirm contact data

Use data enhancement tool to verify that account and contact data is up-to-date

Which of the following describes the Stage field?

Identifies where a deal is in relation to actually being closed.

Determines the row in your Forecast where the amount will be aggregated.

The numeric prediction that the revenue from an opportunity will be realized.

In addition to setting the standard price, what must you also do in order to add a Product to a Custom Price Book?

Enter a Product Code

Enter a Product Description

Select a Product Family

Check the Active checkbox

Universal Finance has two sales divisions. Sales Division As customers are individuals: In Sales Division B customers are businesses. Of Each division's sales representatives have their own user profiles and person accounts are enabled. Sales Division B's sales representatives should not be able to create person accounts; they should only be able to create business accounts. What solution should a consultant recommended to meet these requirements?

Use Divisions to hide person accounts from the Division B sales representative user profile.

Remove person account record types from the Division B sales representative user profile.

Check the "disable person accounts" permission on the Division B sales representative user profile.

Use field-level security to hide the "Is Person Account" Checkbox from the Division B sales representative user profile.

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