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| Section | Objectives |
|---|---|
| Topic 1: Sales Lifecycle Management | |
| Topic 2: Industry Knowledge | |
| Topic 3: Reports and Dashboards | |
| Topic 4: Account and Contact Management | |
| Topic 5: Data Management | |
| Topic 6: Collaboration and Integration | |
| Topic 7: Implementation Strategies | |
| Topic 8: Opportunity Management | |
| Topic 9: Sales Productivity and Management |
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) Ensure that all managers have access to the standard Win report.
B) Create 3 custom formula field on Opportunity to capture the win ratio for opportunities.
C) Build a custom report on Opportunity with custom summary formulas to show win ratio.
2. Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive. The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts. What is the most efficient solution that the consultant should implement to meet the requirement?
A) Enable the Contact to Multiple Accounts feature.
B) Create a new lookup field on the Contact record.
C) Create a new Contact record related to the nonprofit account.
3. Cloud Kicks is in the process of implementing Sales Cloud for its sales teams. Senior management has concerns about adoption. What should a consultant recommend to encourage adoption?
A) Establish goals and key metrics.
B) Re-define the sales process.
C) Run training in a sandbox environment.
4. The sales manager at Universal Containers has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales opportunities on assignments to specific ZIP codes. Which solution should the consultant recommend?
A) Sales Territories
B) Account Teams
C) Sharing Rules
5. Cloud Kicks want to track the return on investment (ROI) of its marketing campaigns for trade shows and customer webinars. What should the consultant recommend?
A) Use the Primary Campaign Source field on the Opportunity object.
B) Enable Campaign Influence and add It to the Opportunity page layout.
C) Create a custom field on the Opportunity object to capture Campaign details.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: A |
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