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A. Add territory forecast to the hierarchy.
B. Add a Forecasts tab to the Sales app.
C. View the territory forecasts as a single-page summary.
D. Share the forecast with any Salesforce user.
A. Tell key stakeholders that the team is focused on other ideas,
B. Remind the team of the purpose and scope of this project.
C. Incorporate the new ideas into the solution design.
D. Invite only the subject matter experts to subsequent workshops.
A. Opportunity Representative Score
B. Sentiment Analysis
C. Follow-up Reminders
D. Deal Prediction
E. Key Moments
A. Account currency
B. Corporate currency
C. Opportunity currency
D. User currency
A. Create subfolders and give access to the root folder, keeping the top region foldersharing settings.
B. Create all new regional folders and move the reports to the respective region folder withviewer access.
C. Create grouped folders,keeping the top region folder sharing settings and limiting thesharing settings for the grouped folders.
D. Create all new regional folders and move the reports to the respective region folder withsubscribe access.
A. Create a report to show the volume of opportunities created in the last three monthscompared to a year ago.
B. Create a custom report type to show the use of mobile devices by users in the last threemonths.
C. Track sales results month-over-month for the last three months to show anincrease mthe average order site.
D. Leverage visualforce to show the use of mobile devices by users during the last threemonths.
A. Create the Campaigns related list on the Lead page layout, and associate new leadswith a Campaign.
B. Create a mufti-select picklist, and ask representatives to select which conference (s)influence the lead.
C. Create industry events as Campaigns, add leads as Campaign Members, and utilizeCustomizable Campaign influence.
D. Create a Slack channel for each industry conference and mention this channel on allnew leads.
A. The primary currency is automatically displayed in parentheses when using multicurrency.
B. Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules supportmulti-currency reporting.
C. When multi-currency is enabled, changes to exchange rates update the convertedamount on all records except closed opportunities.
D. The multi-currency enablement process is irreversible.
A. Dated exchange rates are used in Opportunity forecasting or currency fields in othertypes of reports.
B. Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.
C. Account Roll-up Summary fields will update from the Opportunity object.
D. Account cross-object formulas always use the dynamic conversion rate for currencyconversion.
A. Account relationships are visible from Person Account records.
B. A Person Account can be either a parent or child in the Account Hierarchy.
C. Account Hierarchy displays only the Amounts users have Read permission to view.
D. Accounts can be organized into different divisions based on specific criteria.
A. User Profiles with Read access to Accounts must also have Read access to Contacts.
B. At least one Record Type should be created for Accounts.
C. The CK customer portal must be disabled to allow Person Account self-registration inthe future.
D. The organization-wide default sharing is set so either Contact is Controlled by Parent orbothAccount and Contact are Private.
E. The organization-wide default for both Accounts and Contacts should be set to PublicRead/Write.
A. Assign all users to a region, build a report using user login history, and filter on region.
B. Create an Opportunity report per region, filtering by User.
C. Ask each regional sales manager to run the standard User Adoption report.
D. Install Salesforce Adoption Dashboards from the AppExchange and use the regionchart.
A. A formula fieldon the Order object
B. An app from the AppExchange
C. A screen flow for orders
D. A spreadsheet with formulas
A. Opportunity Quantity
B. Collaborative Forecasts
C. Forecast Types
D. A custom field
E. Product Revenue Schedules
A. Use Revenue Schedules to capture installment payment plan details for each Product.
B. Add a custom field to the Quotes object to capture the number of installments,
C. Set the default quantities to 12, 24, and 36 in a new Price Book forinstallment sales.
D. Create a Process Builder to create an Order for each installment payment.
A. Conduct another Discovery session.
B. Define and submit achange order for the new items.
C. Revise the timeline for the new items.
D. Continue work because it is covered by the warranty.
A. Custom report types
B. Private folders
C. Enhanced Folder Sharing
D. Dashboard Filters
A. Remove the related Product from all Opportunities and Quotes.
B. Archive the Product or Price Book and each related Price Book entry.
C. Edit the Product record and uncheck the Active field.
D. Create a Flow to automatically delete the Product from the Price Book.
A. Confirm the standard matching rule is inactivated.
B. Change the criteria for the standard Lead matching rule.
C. Change the criteria for the standard Contact matching rule.
D. Confirm the custom matching rule is activated.
A. Use Revenue Schedules to capture instalment payment plan details for each Product.
B. Create a Process Builder to create an Order for each instalment payment.
C. Add a custom field to the Quotes object to capture the number of instalments.
D. Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.
A. Use automation to send emails to sales reps with Guidance for Success
B. Configure a dashboard that shows opportunities that have remained in the same stagefor 30 days
C. Activate Path and add up to five key fields and Guidance for Success
D. Advise sales reps to collaborate on Slack to move opportunities along the pipeline.
A. Contacts without accounts need to be shared through sharing rules
B. Contacts without accounts are shared through the Role Hierarchy.
C. Contacts without accounts are private and only the owner and admin can view them.
D. Contacts without accounts need to be manually shared.
A. Sharing Rules for opportunities are set to Manager Groups.
B. Opportunity visibility allows View access to opportunities owned by others andassociated with accounts they own.
C. The organization-wide defaults for opportunities are set to Private.
D. All provisioned Opportunity object permissions enable Read access with all accounts thesales rep.
E. Some opportunities associated with the sales rep's account areowned by other users.
A. Create an Individual Lead Record Type.
B. Populate the Company field with ‘Person.
C. Enable Contacts to Multiple Accounts.
D. Leave the Company field blank.
A. Guidance for App Butter
B. Lightning usage App
C. Performance Analysis for App Builder
D. Real-Time Event Monitoring
A. Map the ERP unique ID to a custom external ID unique number field.
B. Create a text field and insert the ERP unique ID.
C. Use the ERP unique ID as the Salesforce ID.
D. Create an external ID unique number field in the ERP labeled ERP unique ID.'
A. Create a Custom Report Type.
B. Enable Forecast Adjustments.
C. Enable Show Quota % Attainment.
D. Create a quarterly snapshot
A. Sales Processes
B. Pipeline Inspection
C. Opportunity Splits
D. Record Types
A. Set each sales user's default currency to the Australian Dollar.
B. Enable parenthetical currencyconversion.
C. Create a formula field to perform a currency calculation.
D. Use USD for Australian Opportunity currencies.
A. Attach supporting information at the detail level.
B. Use symbols of different colors, arrows, and swim lanes for clarity.
C. Limit the number of activity boxes on the screen to 8 to 10.
D. Keep version control and change history at the diagram level.
A. Salesforce Service Cloud
B. Salesforce native CTI Connector
C. Salesforce High Velocity Sales
D. Salesforce Sales Cloud
A. Person Accounts with a redundant relationship can be merged using matching rules.
B. Person Accounts can be merged with other Person Accounts.
C. Person Accounts can be merged with contact records.
D. Person Accounts can be merged with any type of Account
A. Set the CEO access level to View, the CEO's assistant to Manage, and the salesmanager to Edit on ACO the folder.
B. Enable Manage Reports in Public Folders and give access to the CEO and theirsubordinates.
C. Set the CEO access level to View All, the CEO's assistant to Modify All, and the salesmanager public group to Create.
D. Enable Manage access for the CEO role and subordinates, and Manage access for theCEO'S assistant profile.
A. Capability Model
B. Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram
C. Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram
D. Value Stream Map
A. Set Territory Management to grant Read access to opportunities owned by others.
B. Set opportunity access on the role to view all opportunities associated with theiraccounts.
C. Set organization-wide defaults for opportunities to Private.
D. Set organization-wide defaults for opportunities to Public Read-Only.
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