Universal Containers wants to measure revenue based on when individual Products are sold.
What should a Consultant implement to meet this requirement?

A.

Forecasting by Order Amount

B.

Forecasting by Opportunity Amount

C.

Forecasting by Product Dates

D.

Forecasting by Schedule Date

Universal Containers sells two product lines that each use a distinct selling methodology.
Additionally, each product line captures different information that is used to sell the products.
What should a consultant recommend to support selling the two product lines?

A.

Create one page layout, two sales processes, and validation rules to capture relevant opportunity information.

B.

Create two page layouts, one opportunity record type, and one workflow rule to assign the correct
page layout to the record type.

C.

Create two sales processes and two page layouts; assign them to two different opportunity record
types for each product line.

D.

Create two page layouts and two sales processes; assign them to the respective product lines to
collect relevant information.

Universal Containers has set up a sales process that requires opportunities to have associated
product line items before moving to the negotiation stage.
Which two solutions should a consultant recommend to meet this requirement? Choose two
answers.

A.

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

B.

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

C.

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

D.

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

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 in the Partner Communities for all partner
users.

B.

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

C.

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

D.

Create the appropriate list views and report folders, and share with all partner users.

Universal Containers allows its sales representatives to negotiate up to a 5% discount for their
opportunities. Discounts greater than 5% must be sent to their Regional Sales Manager (RSM) to
approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for
approval.
Which approach would satisfy these requirements?

A.

Configure an approval process for the RSM and a workflow rule for the RVP.

B.

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

C.

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

D.

Configure a workflow approval task and email to notify the RSM and RVP.

The sales representatives at Universal Containers use various email applications and often receive
important customer emails where they are away from the office. Sales management wants to ensure
sales representatives are recording email activity with customers in Salesforce while they are away
from the office. Which solution should a consultant recommend to meet this requirement?

A.

Download and install a Salesforce universal connector for their smartphones and computers.

B.

Download and install the Salesforce for Outlook connector on their smartphones and computers.

C.

Forward emails using their Email-to-Salesforce email address from their smartphones and
computers.

D.

Copy and paste emails manually to the customer record in Salesforce from their smartphones and
computers.

Universal Containers requires its sales representatives to go through an internal certification process
to sell certain groups of products.
Which two actions prevent a sales representative from adding these products to opportunities if they
are NOT certified to sell them?
Choose two answers.

A.

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

B.

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

C.

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

D.

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

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight
deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?

A.

Create different record types and sales processes for each line of business, and assign different
stages to each page layout.

B.

Create different record types and sales processes for each line of business, and use workflow field
updates to assign stages.

C.

Create different record types and sales processes for each line of business, and assign different
page layouts to each record type.

D.

Create different record types and sales processes for each line of business, and assign different
sales processes to each page layout.

Universal Containers has enabled Social Accounts and Contacts. When a sales representative
accesses a contact within Salesforce, the representative is unable to see detailed information from
the contact’s social profiles.
What is preventing the sales representative from accessing this information?

A.

The fields configured by Universal Container’s administrator on the contact page layout are
missing.

B.

The information shown is based on the sales representative’s social connection with the contact.

C.

The link to the Facebook profile is NOT configured with the administrator password to access
detailed information.

D.

Universal Containers must install and APP Exchange package to access public profile information
for its users.

Universal Containers sells three unique products and each product has its own sales process. The
company qualifies prospects for the three products in a consistent manner; however, once the
customer has shown interest, the sales representatives must follow the relevant product’s sales
process.
Which two solutions should a consultant recommend to meet these requirements? Choose two
answers

A.

Configure opportunity record types for each sales process.

B.

Create sales stages that align with opportunity record types.

C.

Define sales processes to map to each opportunity record type.

D.

Define the default opportunity teams for each opportunity record type