Sales Cloud Solution Design Part 2 (Sales Cloud)

Your client has enabled Opp team selling. How would they be able to report on opps for which they own or are a member of the opp team in SF classic or lightning report builder? A. Set the report filter to [My Team-selling and my opps] B. Set the report filter to [My Opps] C. Set the report filter to [My Teams Opps] D. Set the report filter to [My Team-selling opps]

A. Set the report filter to [My Team-selling and my opps]

Your company has a custom-built app called order management, which groups together multiple objects related to order processing. End users complained that they cannot see this custom out in the Salesforce app. What could be the reason? A. The Salesforce app does not group tabs by apps B. the order management app was not built using lightning components C. the order management app was not added to the Salesforce app settings D. the order management app was not added to the navigation menu of the Salesforce app

A. The Salesforce app does not group tabs by apps

What are valid use cases for Enterprise territory management? Choose two answers A. account sharing depends on account attributes B. leads are managed by sales territories C. opportunity access is managed by sales territories D. sales rep should have a maximum number of accounts assigned to them

A. account sharing depends on account attributes C. opportunity access is managed by sales territories

Your organization is considering how email can be used as part of the sales process. Which of the following are true? Choose two answers A. email sent to internal users are not counted against the daily email limit B. email sent be a workflow are not counted in the email total each day C. there is no limit on the number of mass emails that can be sent each day D. there is no limit on how many e-mails can be sent to individual leads and contacts each day

A. email sent to internal users are not counted against the daily email limit D. there is no limit on how many e-mails can be sent to individual leads and contacts each day

The sales organization has just been reorganized. A sales manager would like all of the account managers in his team to work collaboratively on all their opportunities. He would also like them to be able to share the commission on any opportunities that are closed as a team. Which of the following would you need to consider or enable? Choose 3 A. opportunity splits would need to be enabled B. opportunity revenue-sharing would need to be enabled C. each account manager would need to setup a default opportunity team D. if enabled, a default opportunity team can be automatically added to an opportunity upon creation E. opportunity team members will have read but not edit access to the opportunities to which they are a member

A. opportunity splits would need to be enabled C. each account manager would need to setup a default opportunity team D. if enabled, a default opportunity team can be automatically added to an opportunity upon creation

The sales reps of global insurance are often in the field while interacting with customers. They are currently capturing these interactions using Excel spreadsheets. Since they travel to remote areas a lot, internet access can be limited. What configuration options are available within Salesforce to address these requirements? Choose two answers A. when internet access is not available, data should still be entered in an Excel spreadsheet to prevent data loss B. Salesforce data can be cashed went off on access is enabled C. most recently accessed ass can be edited or deleted offline from the first page of my task list D. reps can enter limited data via the Salesforce mobile application, some updates need to be made once a rep is at a desktop

B. Salesforce data can be cashed went off on access is enabled C. most recently accessed ass can be edited or deleted offline from the first page of my task list

Global Insurance Sales Group Insurance directly to corporate customers and also negotiate agreements with financial advisor groups to sell General Insurance. The sales process for each is very different and the dealing with advisor groups is more complex and a lengthy process. What is true in the situation? Choose 3 A. as there is a default [ master] record type, only one additional record type is required B. Two record types need to be created C. a sales process will be associated with each opportunity record type D. two sales processes configured with Stage picklist values that suit the sales process are required E. picklist values that suit the cells process are configured on the record types

B. Two record types need to be created C. a sales process will be associated with each opportunity record type D. two sales processes configured with Stage picklist values that suit the sales process are required

You have been asked by customer to set up team roles for account and opportunity teams. Of the following all are true, except: A. team roles, wants to find, can be edited and replaced B. a user can be associated with more than one team role within an account C. account team roles have no impact on visibility or data access D. account and opportunity team share the same team role values

B. a user can be associated with more than one team role within an account

At bright Paints, the sales administrator assist certain sales reps with their opportunities. The sharing model is private. How can you meet the requirement to allow the sales administrator to view details on the accounts and opportunities of certain sales reps? A. Use assignment rules to automatically add the sales administrator to each account and opportunity B. ask they required sales reps to add the sales administrator to their default account team C. add the sales administrator to the default opportunity team ask the sales reps to add the sales administrator to the account team D. for each account and opportunity team for each opportunity

B. ask they required sales reps to add the sales administrator to their default account team

Two organizations have merged, each with their own client pool and cells process. The CEO would like to view and monitor the overall business, including both organizations activities, but would like user accounts and activities to be kept the same as before the merger (i.e. separate and private). the sales teams need to work together, but the org wide setting for account is private. Accountant opportunity teams have been activated to enable teams to share their information when required. Which of the following statements are true? choose two answers A. a user can only add team members to the account team if they are the record owner or have read access B. if a user is added to an account team, they can have no access read-only access or read-write access to related opportunities C. the access level to the record cannot be more restrictive than the or org wide settings D. if a user is added to an account team, he will automatically have access to the opportunities related to the account

B. if a user is added to an account team, they can have no access read-only access or read-write access to related opportunities C. the access level to the record cannot be more restrictive than the or org wide settings

Which of the following conditions need to be met, if an active order needs to be deleted? Choose two answers A. order must not have any contracts associated B. order must not have any reduction order associated C. order must be deactivated D. user must have modify all data permission

B. order must not have any reduction order associated C. order must be deactivated

The following should be considered before activating orders and reduction orders. There are three correct answers A. You can activate orders for inactive contracts B. you can activate orders for active contracts C. you can activate reduction orders for order products that result in negative quantities on the orders D. You can activate reduction orders for order products that result in positive quantities on the orders E. To delete an order, reduction orders must be deactivated and deleted first.

B. you can activate orders for active contracts D. You can activate reduction orders for order products that result in positive quantities on the orders E. To delete an order, reduction orders must be deactivated and deleted first.

What's an order is ready to be shipped, it should be locked and user should not be allowed to add or remove products. Which capability of the order object can assist with this requirement? A. Verify the order B. approving the order C. activating the order D. locking the order

C. activating the order

The senior leadership team has decided to implement an approval process for any sales discounts over 40%. They would like the approval process to be automatically started when an opportunity is saved. The senior leadership team should immediately be notified and be able to approve the sales discount through the Salesforce Mobile app. All of the following are required to make this possible, except? A. A Salesforce app user notification settings B. process Builder C. and activated workflow email notification D. an active approval process E. [receive approval request emails] user setting

C. and activated workflow email notification

The system administrator of cosmic Solutions has enabled account teams and sells horse. A sales manager of the company who was using Salesforce classic would like to view the accounts on by his subordinates and the accounts for which they are on an account team. Which filter can be used in an account report for this requirement? A. My team's account teams B. my team's accounts and their account teams C. my team's account team and their own accounts D. my team's accounts

C. my team's account team and their own accounts

As a Salesforce consultant you were explaining how Salesforce order management works. All of the items described below are correct except? A. An order must have at least one product Associated to it prior to activation B. after an order product has been reduced, you can no longer delete the order product C. orders are automatically created when contracts are activated D. after an order has been activated, order products cannot be deleted

C. orders are automatically created when contracts are activated

Alex, a sales rep, has raised an issue that while using the [ add default team] button on an opportunity, he finds an entirely different set of users being added to the team, rather than the default team to find on his user profile. What could be the issue? A. Alex's default team consists of users who are higher and the role hierarchy B. Alex is default team is not added to the opportunity record type C. the associated account has a different set of team members D. Alex is not the opportunity owner

D. Alex is not the opportunity owner

To process a return on a shipped order, what feature would be used? A. Negative orders B. Return Authorization Orders C. Return Orders D. Reduction Orders

D. Reduction Orders

What is true regarding orders? A. An order is intended to represent a legally binding agreement for purchase of goods or services B. orders are intended to be used for products only, not services C. the order management functionality is intended to replace system such as Oracle and sap D. orders capture a commitment to purchase a certain quantity of goods or services with a known quantity, price and date

D. orders capture a commitment to purchase a certain quantity of goods or services with a known quantity, price and date

From an opportunity, quotes are generated and emailed to the customer. Once a quote is accepted, the opportunity is updated to close one and a contract is created. Once the contract is finalized, and order is created and activated. For the sales process described, what features would be required to develop a solution that will increase productivity and reduce errors? A. Standard quote functionality, Apex triggers B. standard quote functionality, workflow rules and validation rules C. configure price quote (CPQ) appexchange product D. standard quote functionality, process Builder, flow

D. standard quote functionality, process Builder, flow

Your client has an able team selling for account. They find it cumbersome that a user has to enter the same set of users, to every new account that they create. What would your recommendation be for this problem? A. Utilize workflow rules to add the users to the account team B. utilize process Builder to add the users to the account team C. utilize the default account team feature from administrator settings D. utilize the default account team from personal settings

D. utilize the default account team from personal settings