The Cloud Kicks marketing team wants to view and report in Lightning or any opportunities created as a result of a Campaign.
Which two choices should a consultant recommend to meet the requirement? (Choose two.)

A. Enable Customizable Campaign Influence in Setup.

B. Add the Campaign Influence related list to the Opportunity page layouts.

C. Create a joined report between Opportunity and Campaign to show influence.

D. Use Data Loader to export Opportunity and Campaign Influence and merge the results.

How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?

A. All campaigns created within the last 60 days will be added to the campaign influence related list.

B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.

C. All contacts associated with campaigns will be added to the campaign influence related list.

D. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.

The VP of sales at Cloud Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.
Which two steps should a consultant take to create a solution? (Choose two.)

A. Create a roll-up summary formula.

B. Enable Feed Tracking.

C. Update a custom field using automation.

D. Create a report and dashboard.

Cloud Kicks requires its sales associates to record all customer interactions within Salesforce.
Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy?

A. Renewal Rate

B. Close Rate

C. Activity tracking

D. Forecast Accuracy

Cloud Kicks recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by opportunities generated by the sales representatives.
What can the Consultant recommend to measure sales user adoption?

A. Create a trend report to determine if there is an increase in deals closed.

B. Provide a report of user logins to show the increase in user adoption.

C. Refer back to the project plan to see if the goals were met.

D. Enable sales team and run an Opportunity report with teams to see how many Opportunities have team members on them.

A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own.
Which three reasons could explain the sales rep's experience? (Choose three.)

A. All provisioned Opportunity object permissions enable Read access with all accounts associated with the sales rep.

B. The organization-wide defaults for opportunities are set to Private.

C. Opportunity visibility allows view access to opportunities owned by others and associated with accounts they own.

D. Some opportunities associated with the sales rep’s account are owned by other users.

E. Sharing Rules for opportunities are set to Manager Groups.

Northern Trail Outfitters (NTO) is hiring additional sales representatives due to rapid sales growth. The NTO sales management team wants to develop more structure around sales territory.
Which two data points should be considered? (Choose two.)

A. Number of currencies needed to support each sales territory

B. Attributes needed to segment and categorize customers

C. Distance between customer headquarters and their sales representatives

D. Average number of customers managed by a sales representative

The sales manager at Cloud Kicks has proposed that the consultant hold one large discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption.
What are the three efficient approaches the consultant could recommend to the sales manager? (Choose three.)

A. Send a survey to all employees asking for a list of desired charges.

B. Ask all employees to email their ideas and feedback to the consultant.

C. Ask management to select which employees should participate in sessions.

D. Arrange multiple sessions with small groups of employees.

E. Meet with a large group of employees to listen to then feedback.

Cloud Kicks (CK) has an external ERP system which stores product order information. CK wants to view those orders as a related list on the account record in real time.
Which solution should the consultant recommend?

A. Create custom object product order information in Salesforce, run a nightly scheduler to get details from ERP, and add the custom object as a related list on the account.

B. Create a Lightning Component, and using REST integration, get the real-time product order information from ERP.

C. Implement Salesforce-to-Salesforce Connect to get real-time product order information and add it as a related list on the account.

D. Implement Salesforce Connect and an external object to get real-time product order information and add the custom object as a related list on the account.

Universal Containers' (UC) sales reps have said there are too many reports and dashboards that are unrelated to their roles which makes it hard to find what is important to them.
What should a consultant recommend that UC use to solve this issue?

A. Custom report types

B. Enhanced Folder Sharing

C. Dashboard Filters

D. Prioritize private folders

Northern Trail Outfitters (NTO) wants to share revenue from opportunities with multiple reps. A consultant recommends using opportunity splits.
Which two prerequisites should be considered before splits are enabled? (Choose two.)

A. Add customized split types before enabling splits.

B. Transfer opportunities owned by inactive users to active users.

C. Enable opportunity teams and add the opportunity owner as a team member.

D. Resolve any inactive currencies prior to enabling splits.

Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement? (Choose two.)

A. Set organization-wide defaults for opportunities to Public Read-Only.

B. Set opportunity access on the role to View All opportunities associated with their accounts.

C. Set Territory Management to grant Read access to opportunities owned by others.

D. Set organization-wide defaults for opportunities to Private.

The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationships.
Which two considerations should the consultant take into account? (Choose two.)

A. Account Hierarchy displays only the Accounts users have Read permission to view.

B. Accounts can be organized into different divisions based on specific criteria.

C. Account relationships are visible from Person Account records.

D. A Person Account can be either a parent or child in the Account Hierarchy.

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?

A. Use Tableau to geocode account addresses and display on a territory map.

B. Use Data Loader to export the accounts and make updates in Google Sheets.

C. Install the Territory Management Reporting Pack from the AppExchange.

D. Run the updated assignment rules in the Planning State and view the accounts on the territory detail page.

Cloud Kicks is implementing Enterprise Territory Management for its retail sales. The Sales Director wants to organize Territories based on their characteristics.
How can the Consultant meet this requirement?

A. Create a Territory Hierarchy, and set allocations and assignments.

B. Create a Territory Management Model with Territory Hierarchy and with priority.

C. Create a Territory Types with priority and then create a Territory based on Territory Types.

D. Create a Territory Model with Territory Hierarchy and set allocations.

The sales team at Cloud Kicks has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.
How should the consultant efficiently share these reports?

A. Create a Report folder, add members in a specific Queue, and share the Report folder.

B. Create a Report folder, add members to a Private Group, and share the Report folder.

C. Create a Report folder, add members in a specific Profile, and share the Report folder.

D. Create a Report folder, add members in a specific Role, and share the Report folder.

The Sales Director at Cloud Kicks noticed that while Lead conversion rates were high, Opportunities were not moving through the sales cycle. Many of the contacts that were converted had no phone, email, or background information captured.
Which three solutions can be used to improve the quality of Leads being converted? (Choose three.)

A. Mandate that all Lead data must be reviewed prior to being created in Salesforce.

B. Review Lead conversion mapping to ensure necessary fields are mapped correctly.

C. Create a validation rule to check that necessary information is complete upon Lead conversion.

D. Implement a trigger that warns the user of incomplete information during Lead conversion.

E. Update web-to-lead forms to require input fields be completed prior to submission.

F. Schedule a report that notifies Lead owners daily of Leads with incomplete information.

A consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period.
Which two considerations should the consultant keep in mind to ensure that predictions are displayed? (Choose two.)

A. Predictions are based only on the standard Close Date and Amount fields.

B. Predictions are only shown when data sync in Tableau CRM is enabled.

C. Predictions are only shown when the user is in the forecasting hierarchy.

D. Predictions are only shown when at least 12 months of Opportunity data exists.

During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is impacting adoption.
How should the consultant avoid this issue in the future?

A. Conduct a Beta review during the Validate phase.

B. Design a solution during the Build phase.

C. Develop test scripts during the Plan phase.

D. Gain buy-in during the Analyze phase.

A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called `Sales team.`
Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?

A. The record owner, all members of the public group, a public group called ג€Sales team,ג€ and anyone above any group member in the role hierarchy will be able to access the three records.

B. The record owner, all members of the public group, and a group called ג€Sales teamג€ will be able to access the three records.

C. The record owner will be the only person who is able to access the account, contact, and opportunity records.

D. The record owner and anyone above the record owner in the role hierarchy will be able to access the three records.

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, and share with all partner users.

B. Create a Chatter group that allows partners to post links to appropriate list views and reports.

C. Create the appropriate list views and report folders in the Partner Communities for all partner users.

D. Create a new tab in the Partner Communities to display the appropriate list views and report folders.

Cloud Kicks has requested a Statement of Work (SOW) that clearly states who will train users on new features and how the training will be delivered.
Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement? (Choose two.)

A. Terms and Conditions

B. Approach

C. Scope

D. Background

Cloud Kicks is currently going through a fast-paced growth of its sales department. The Sales Director notices that new sales executives are investing time connecting with existing contacts who are not influential in furthering the business relationship.
Which two potential solutions can the Consultant recommend? (Choose two.)

A. Implement the Account Contact Role feature.

B. Add an Influencing Contact multi-select picklist field on the Account.

C. Add a Lookup field to Contacts to indicate Influential Contacts.

D. Track time invested in a custom field for each contact.

Sales reps at Cloud Kicks are spending too much time coordinating meetings with prospective clients.
Which solution should a consultant recommend to schedule meetings more efficiently?

A. Create a site that clients can access to schedule meetings.

B. Ask clients to share their Outlook calendars.

C. Utilize the Insert Availability feature in Salesforce Inbox.

D. Share the sales reps Salesforce calendar with clients.

Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers.
Which two solutions should a consultant recommend to help product managers engage in sales deals? (Choose two.)

A. Use Process Builder to create a chatter post.

B. Use an assignment rule to notify product managers when opportunities are updated.

C. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.

D. Create a Chatter group to share product information with the sales team, product managers, and customers.

Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.
What should a consultant recommend to meet the requirement?

A. Use the existing Parent Campaign field.

B. Create a custom Campaign Group object.

C. Use a Marketing dashboard from the AppExchange.

D. Create a custom Campaign Purpose field.

Northern Trail Outfitters (NTO) uses channel partners for selling and servicing its products. As volume of leads has increased, NTO has noticed a decrease in satisfaction from partners on the quality of leads and a noticeable decrease in the lead conversion rate.
What should the consultant suggest in order to increase partner satisfaction with the leads being shared?

A. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.

B. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.

C. Create multiple validation rules to ensure that all fields on the lead record are populated with data.

D. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.

Cloud Kicks has 12 stages in its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting?

A. Create a custom object to be used in forecast reporting.

B. Align opportunity stages with probability and use collaborative forecasts for reporting.

C. Reduce the number of opportunity stages and report on probability.

D. Align forecast categories to multiple opportunity stages and report on forecast category.

Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month club. Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPs) also must approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements? (Choose two.)

A. Use How to automatically submit approvals over a 5% discount.

B. Use Flow to send an approval Task and email to the RSM and RVP.

C. Create two Approval Processes, one with the RSM and one with the RVP.

D. Create a two-step Approval Process with the RSM and RVP as approvers.

The Sales Manager at Cloud Kicks has asked an analyst to create a report when Opportunities reach a certain stage with an amount equal to $100,000 dollars.
The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with View access to the
Sales Manager roles. The Sales Manager wants to subscribe to the report.
Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?

A. Subscribe to Reports permission

B. Subscribe to Reports: Run Reports permission

C. Chatter Subscribe to Reports permission

D. Subscribe to Reports: Set Running User permission

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them.
Which two actions can forecast managers perform? (Choose two.)

A. They can share their forecast with any external user.

B. They can add territories to the hierarchy.

C. They can see all of their territory forecasts in a single-page summary view.

D. They can share their forecast with any Salesforce user.

E. They can share their summary view with any Salesforce user.

Which two solutions should a consultant recommend if a sales process requires opportunities to have associated product line items before moving the opportunity to the negotiation stage? (Choose two.)

A. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.

B. Ensure that all sales representatives have access to at least one PriceBook when creating product lines.

C. Define a workflow rule that automatically defaults to a PriceBook and product line item when selecting the negotiation stage.

D. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.

Cloud Kicks wants its sales operations team to place orders for United States customers in Sales Cloud. The sales ops team needs to calculate sales tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time.
What should the consultant recommend to meet the requirement?

A. A spreadsheet with formulas

B. A screen flow for orders

C. An app from the AppExchange

D. A formula field on the Order object

Northern Trail Outfitters (NTO) has over 20,000 Accounts and 75,000 Contacts. NTO wants to ensure the customer data is accurate and that the customers are still currently at their respective companies.
How can this be confirmed?

A. Use a data enrichment tool to verify account and contact data is up-to-date.

B. Create a workflow rule to mass email the contacts and capture any email bounces.

C. Create a workflow rule for the account and contact owner to confirm contact data.

D. Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.

Cloud Kicks (CK) wants to ensure Opportunities are associated with the relevant marketing Campaign. In the past, CK has struggled to evaluate marketing Campaign ROI.
Which process improvement should the consultant recommend?

A. Ensure the Opportunity is associated with an Account record.

B. Leverage the Probability(%) field on Opportunities to forecast revenue.

C. Ensure the Type field on Opportunities reflects the Campaign source.

D. Validate that the Primary Campaign Source field on Opportunity records is populated.

Which two use cases will protect the integrity of order data with activation limitations? (Choose two.)

A. Multiple reduction orders can be created for a single order.

B. Orders can be activated only if they include a product.

C. Products can be removed from Active Reduction Orders.

D. New Products can be added to Active Orders.

What are two considerations for enabling multiple currencies at Cloud Kicks? (Choose two.)

A. Once enabled, multiple currencies cannot be disabled.

B. Reports on these objects support multiple currencies: Accounts, Opportunities, Lead, Case, and Opportunity product schedules.

C. After enablement, primary currency displays in the parenthesis and the secondary amount displays as usual.

D. Changing the exchange rate automatically updates the converted amount on all records, except the closed Opportunities.

Northern Trail Outfitters' sales representatives have to be certified to sell items in its Professional catalog.
Which two ways should Salesforce be set up to prevent those who are NOT certified from adding these items to opportunities? (Choose two.)

A. Utilize a separate price book for the products requiring certification and only share the price book to users who are certified.

B. Utilize a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are NOT certified.

C. Utilize a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.

D. Utilize a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.

Cloud kicks marketing department is migrating from its email campaign and management  system to Salesforce. The marketing administrator wants to ensure that cloud kicks email templates are retained.
Which two Salesforce functions will allow the consultant to meet this requirement? (Choose two.)

A. Record Types

B. Opportunity Teams

C. Process Builder

D. Sales Processes

What are two capabilities of Data Loader? (Choose two.)

A. Extracts organization and configuration metadata

B. Runs one-time or scheduled data loads

C. Exports field history data

D. Prevents importing duplicate records

Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also want to receive email alerts when opportunities reach key metrics (e.g., stage progression) or a high probability. However, they want to control the frequency of their email alerts.
Which solution should a consultant recommend?

A. Configure Outlook Integration email settings to control alert frequency.

B. Define a workflow rule and email task that is triggered when the stage is updated to new values.

C. Create a report filtering for the desired criteria, and allow managers to subscribe to the report.

D. Subscribe to Chatter Feed Tracking to receive updates for the key metrics.

Management at Northern Trail Outfitters 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. Build a custom forecast report showing product groups.

B. Implement Collaborative Forecasting with quota attainment.

C. Build a forecast list view by product family group.

D. Implement Collaborative Forecasting with product family.

The Northern Trail Outfitters sales team has reported that many of the Leads they receive are missing an email address or phone number.
Which two approaches should a consultant recommend to address this problem? (Choose two.)

A. Require Phone and Email fields on the Lead page layout.

B. Configure Assignment Rules to only assign Leads with Phone or Email.

C. Require Phone and Email fields on the Lead object.

D. Create a Validation Rule that requires either a Phone or Email.

When a lead record is converted, Cloud Kicks wants the Account, Contact, Opportunity, and Product records to be automatically created with minimal user input.
Which strategy should the consultant use to meet this requirement?

A. Create a custom quick action that creates new records.

B. Override the standard Convert button with a custom Lightning Component.

C. Enable the customized lead conversion setting from Setup.

D. Utilize workflow rules to create records.

Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month club. Regional Sales Managers (RSM) must approve discounts greater than 5%. Regional Vice Presidents (RVP) must approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements? (Choose two.)

A. Create two approval processes, one for the RSM, and one for the RVP.

B. Create a process with Process Builder to automatically submit approval for discounts of 5% or larger.

C. Create a two-step approval process for the RSM and RVP as approvers.

D. Configure a Process Builder approval task and email to notify the RSM and RVP.

Cloud Kicks has 300K Account records and 16M Invoices. These were within a custom object in a master-detail relationship with the Account. Each Account record takes a long time to display because of the Invoice related list's lengthy rendering time.
What should the Consultant do to solve this issue?

A. Enable indexing on all the fields visible on the related list of Invoices, as this will allow the related list to load faster.

B. Enable ג€Load Individual Component Separatelyג€ at the Lightning record page of the Account object, as this will allow Account details to render while Invoice related list data will be visible after querying details from Invoices.

C. Enable ג€Separate Loading of Related Listsג€ setting from User Interface Settings, as this will allow the Account detail to render while Invoice related list data will be visible after querying details from Invoices.

D. Raise a case with Salesforce to enable Fast Loading of the related list of Invoices, as this will help to render Account details faster.

Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calendar applications. UC wants to report on these activities in Salesforce.
Which two actions should the consultant recommend? (Choose two.)

A. Implement Inbox to sync Outlook or Gmail calendar events.

B. Sync events between Outlook or Gmail calendars and Salesforce.

C. Log emails to records in Salesforce from Outlook or Gmail.

D. Report on contact data as it exists in Outlook or Gmail.

Universal Containers is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign Members? (Choose two.)

A. Leads, Contacts, and Business Accounts can be Campaign Members.

B. The Campaign ID is required in the import file.

C. The Marketing User feature license must be assigned.

D. The Status of the Campaign Member is optional.

At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization-wide defaults (OWD) for Contact are set to 'Controlled by Parent'.
Which solution should the consultant recommend to meet this requirement?

A. Add the Sharing button to the page layout so sales reps can share Contacts as needed.

B. Use Apex Managed Sharing to automatically share any new Contacts.

C. Change the Contact OWD to Private and create sharing rules to grant visibility.

D. Set up Account Teams with defaults for each sales rep.

Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in
Salesforce and has a custom object for `Policies` that needs to relate to both Person Accounts and business accounts.
What is the minimum configuration on the policy custom object needed to meet this requirement?

A. Create a contact lookup field and an account lookup field.

B. Create a master-detail contact relationship.

C. Create a master-detail account relationship.

D. Create a custom contact lookup field.