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NEW QUESTION 1
Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.
How should Salesforce be configured to give resellers the correct level of access to reports?

  • A. Create the appropriate list views and report folders in the Partner Communities for all partner users.
  • B. Create a new tab in the Partner Communities to display the appropriate list views and report folders.
  • C. Create a Chatter group that allows partners to post links to appropriate list views and reports.
  • D. Create the appropriate list views and report folders, and share with all partner users.

Answer: D

NEW QUESTION 2
What are two capabilities of Data Loader? Choose two answers.

  • A. Ability to extract organization and configuration data.
  • B. Ability to prevent importing duplicate records.
  • C. Ability to export field history data
  • D. Ability to run one-time or scheduled data loads

Answer: CD

NEW QUESTION 3
Universal Containers is moving from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud. What should a consultant recommend to ensure a successful implementation?

  • A. Review the current system with all levels of users to understand their requirements.
  • B. Review the current system with executive management to understand their requirements.
  • C. Review the current system with IT management to understand their requirements.
  • D. Review the current system and configure Sales Cloud to work in the same way.

Answer: A

NEW QUESTION 4
The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.
Which solution should a consultant recommend to meet this requirement?

  • A. Download and install a Salesforce universal connector for their smartphones and computers.
  • B. Download and install the Salesforce for Outlook connector on their smartphones and computers.
  • C. Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
  • D. Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

Answer: C

NEW QUESTION 5
Universal Containers has its sales representatives enter a new lead whenever they are prospecting a new customer. After qualifying the new lead, a new opportunity must be created to track the deal.
Which three actions should a consultant recommend to enforce data quality and accuracy? (Choose three.)

  • A. Enable validation rules on the opportunity.
  • B. Map custom lead fields to corresponding custom opportunity fields.
  • C. Create an Apex trigger to perform data quality checks.
  • D. Enable validation rules on the lead.
  • E. Enable the lead conversion permission.

Answer: BDE

NEW QUESTION 6
Universal Containers has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage.
Which two solutions should a consultant recommend to meet this requirement? Choose two answers.

  • A. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.
  • B. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.
  • C. Ensure that all sales representatives have access to at least one PriceBook when creating product lines.
  • D. Define a workflow rule that automatically defaults to a PriceBook and product line item when selecting the negotiation stage.

Answer: AC

NEW QUESTION 7
Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required.
Which solution should a consultant recommend?

  • A. Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.
  • B. Change the field-level security for sales representatives to restrict field access based on the sales stage.
  • C. Create a validation rule to enforce field access based on the sales stage and a custom permission.
  • D. Create a workflow rule to enable field access for sales directors based on the sales stage.

Answer: C

NEW QUESTION 8
Universal Containers does NOT have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, these has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?

  • A. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.
  • B. Create multiple validation rules to ensure that all fields on the lead record are populated with data.
  • C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.
  • D. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.

Answer: C

NEW QUESTION 9
Universal Containers uses Products in Salesforce and has a private security model. The product management employees do NOT have access to all opportunities but wants to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product?

  • A. Create a trigger to add the product management team to the sales team of relevant opportunities.
  • B. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
  • C. Create a trigger to set the product manager as owner for opportunities on the new product.
  • D. Create a new product and add it to the price book with the product manager as an owner.

Answer: B

NEW QUESTION 10
Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy. Which solution should a consultant recommend to meet this requirement?

  • A. Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.
  • B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
  • C. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
  • D. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.

Answer: A

NEW QUESTION 11
Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity.
Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?

  • A. Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.
  • B. Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members.
  • C. Configure default opportunity teams for all lead sales representatives with team selling enabled.
  • D. Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming.

Answer: C

NEW QUESTION 12
The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.
Which reporting tool can help determine the issue?

  • A. Report on leads by source
  • B. Campaign dashboard by industry
  • C. Report on lead lifetime by industry
  • D. Industry performance dashboard

Answer: C

NEW QUESTION 13
Universal Containers wants to track the campaigns that influence won opportunities.
Which two actions should a consultant recommend to meet this requirement using standard functionality? Choose two answers.

  • A. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
  • B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that fails before the opportunity close date.
  • C. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
  • D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.

Answer: AC

NEW QUESTION 14
Universal Containers’ management wants to see forecast numbers by all sales representatives and by multiple product groups.
Which two actions should a consultant recommend to meet these requirements? (Choose two.)

  • A. Implement Collaborative Forecasting with product family.
  • B. Build a custom forecast report showing product groups.
  • C. Build a forecast list view by product family group.
  • D. Implement Collaborative Forecasting with quota attainment.

Answer: AD

NEW QUESTION 15
Universal Containers uses a custom object named “Analysis”, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?

  • A. Create a Visualforce page.
  • B. Create an Action.
  • C. Create a related list button.
  • D. Create a custom object tab.

Answer: D

NEW QUESTION 16
Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?

  • A. Create different record types and sales processes for each line of business, and assign different stages to each page layout.
  • B. Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.
  • C. Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
  • D. Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.

Answer: C

NEW QUESTION 17
Which three considerations should be addressed when implementing Advanced Currency Management? (Choose three.)

  • A. Currency roll-up summary fields from opportunities to an account use the static conversion rate.
  • B. Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate.
  • C. The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
  • D. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed.
  • E. Advanced Currency Management dated exchange rate are automatically updates in a monthly basis.

Answer: BCD

NEW QUESTION 18
Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products.
What should a consultant recommend to support selling the two product lines?

  • A. Create one page layout, two sales processes, and validation rules to capture relevant opportunity information.
  • B. Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.
  • C. Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.
  • D. Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information.

Answer: C

NEW QUESTION 19
The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the “sampling” stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email?

  • A. Create is on the opportunity product using an HTML email template.
  • B. Create is on the opportunity using a Visualforce email template.
  • C. Create is on the opportunity product using a Visualforce email template.
  • D. Create is on the opportunity using an HTML email template.

Answer: B

NEW QUESTION 20
The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? Choose two answers.

  • A. Report on campaign return on investment (ROI)
  • B. Report on the discount approval time for quotes
  • C. Dashboard of month-over-month trend of lead conversions
  • D. Dashboard of opportunity stage duration

Answer: BD

NEW QUESTION 21
Universal Containers allows its sales representatives to negotiate up to a 5% discount for their opportunities. Discounts greater than 5% must be sent to their Regional Sales Manager (RSM) to approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?

  • A. Configure an approval process for the RSM and a workflow rule for the RVP.
  • B. Create two approval processes, one for the RSM and one for the RVP.
  • C. Create the two-step approval process for the RSM and RVP as approvers.
  • D. Configure a workflow approval task and email to notify the RSM and RVP.

Answer: C

NEW QUESTION 22
Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection. Which mobile solution is appropriate for the Universal Containers’ sales team?

  • A. Salesforce Mobile app
  • B. SalesforceA App
  • C. Custom hybrid App
  • D. Salesforce Touch App

Answer: A

NEW QUESTION 23
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.
Which two actions does the owner of the ABC Corporation account have the right to take? Choose two answers.

  • A. View, edit, and delete activities owned by other users directly related to the account.
  • B. View, edit, and delete related contacts and opportunities owned by other users.
  • C. Share the account with other users through manual sharing and account teams.
  • D. Transfer ownership of related contacts and opportunities owned by other users.

Answer: AC

NEW QUESTION 24
Universal Containers recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by the number of daily logins. Which two measures of sales user adoption should be considered? Choose two answers.

  • A. Number of reports exported to Excel for analysis
  • B. Number of neglected opportunities over time by role
  • C. Completeness of records entered into the new system
  • D. Overall effectiveness of mass email campaigns

Answer: BC

NEW QUESTION 25
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