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| Section | Objectives |
|---|---|
| Data Management | |
| Reports and Dashboards | |
| Sales Productivity and Management | |
| Opportunity Management | |
| Implementation Strategies | |
| Sales Lifecycle Management | |
| Industry Knowledge | |
| Collaboration and Integration | |
| Account and Contact Management |
Question 1
Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps. How should a consultant meet the requirement?
A. Create 3 custom formula field on Opportunity to capture the win ratio for opportunities.
B. Ensure that all managers have access to the standard Win report.
C. Build a custom report on Opportunity with custom summary formulas to show win ratio.
Question 2
The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks. Which guideline should a consultant consider when cloning an order with products?
A. A cloned order's start date must fall between the associated contract's start and end dates.
B. A cloned order must be associated with the same contract as the original order.
C. A cloned order must have a later end date from the associated contract.
Question 3
Cloud Kicks needs its Account Owners to automatically become part of a defined team (with consistent roles) whenever a new opportunity is created under that account. What should the consultant recommend?
A. Public Group sharing only
B. Default Opportunity Team combined with Account Teams
C. Manual Chatter follow
Question 4
Cloud Kicks needs to associate some contacts with many accounts. Which solution should a consultant recommend to meet this requirement?
A. Use the Contact Roles related list on Accounts.
B. Add multiple custom Account lookup fields on the Contact.
C. Use the Contact to Multiple Accounts feature.
Question 5
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 Forecasting.
Solutions:
| Question 1 Answer: C | Question 2 Answer: A | Question 3 Answer: B | Question 4 Answer: C | Question 5 Answer: C |
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