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Sales-Cloud-Consultant – Certified Salesforce Sales Cloud Consultant

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Showing 13–15 of 20 questions

Question 13

The sales managers at Universal Containers (UC) believe that many of the sales reps' deals that are being lost to competitors are getting less attention than deals that are won.

What should a consultant build so management can assess whether its belief is correct and monitor it going forward?

Select an option, then click Submit answer.

  • ○

    Create formula fields on Opportunity and Activity.
  • ○

    Install an AppExchange app for tracking Lead conversion.
  • ○

    Build a report on Opportunities and Activities.
  • ○

    Build a report on Leads and Activities.
Question 14

Cloud Kicks (CK) is migrating Account and Contact information from a legacy CRM system into Salesforce using Data Loader. Accounts in the legacy system have a unique ID field that is used to related Contacts to Accounts in the legacy system, CK wants to automatically match these Contacts to the relevant Accounts when loading Contacts into Salesforce.

What should a consultant recommend to meet the requirement?

Select an option, then click Submit answer.

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    Create Mater-Detail on Contact.
  • ○

    Create Master-Detail on Account.
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    Create External ID on Contact.
  • ○

    Create External ID on Account.
Question 15

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?

Select an option, then click Submit answer.

  • ○

    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.