A consultant wants to confirm requirements are collected during the project planning stage.
Which three customer information data points should be requested? 

A.

List of stakeholders with roles and titles

B.

Key reports from the current system.

C.

List of required objects and fields

D.

Company financial information

The Cloud Kicks global sales team has asked for a simpler way to view andmanage its
Opportunity pipeline. The team is often responsible for hundreds of deals at a time across
multiple countries and currencies. The account executive has suggested using the Kanban
view. What are three considerations? Choose 3 answers

A.

The Kanban view can show rollup summaries for currency fields.

B.

The Kanban view can summarize records by currency fields

C.

The Kanban view displays amounts in the user's currency

D.

The Kanban view can display a maximum of 200 records

E.

The Kanban cards display up to 10 fields

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 2
answers

A.

They can share their forecast with any external user.

B.

They can share their forecast with any Salesforce user.

C.

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

D.

They can share their summary view with any Salesforce user.

Cloud Kicks has a complicated sales process and is currently using 12 stages for
Opportunities. Sales representatives often have difficulties deciding when to move
Opportunities through the various stages. Which solution should the Consultant
recommend?

A.

Use Process Builder to send emails to sales representatives when Opportunities reach
key stages, providing detailed information on what they need to do move the Opportunities
to the next stage(s).

B.

Use Path to provide guidance for key Opportunity stages

C.

Advise sales representatives to post on Chatter so the sales team can collaborate to
move Opportunities along the pipeline quickly

D.

Configure a dashboard that shows Opportunities that have not moved stage for 30 days,
and provide training to those Opportunities owners

Cloud Kicks uses a custom object named GumShoe. GumShoe is the child in a masterdetail
relationship with the Opportunity object. Staff members use this object to create
requests for supporting research. They want to easily generate new GumShoe records
from their phones by using the Salesforce Mobile App. What should a Consultant
recommended to meet the requirements?

A.

Create a Quick Action.

B.

Createa Lightning Component for mobile

C.

Create a custom hyperlink to a related list

D.

Create a custom Process Builder process

Cloud Kicks has sales teams distributed across global regions, The direction from sales
leadership is to define access based on region. For example, users within the region have
access to regional dashboards, while the leadership team has access to global
dashboards. What should the Consultant recommend to meet this requirement?

A.

Create region-based sales groups, one leadership group, and one Dashboard folder
with View access.

B.

Create Dashboard folder for all regions' sales team and one Dashboard folder for the
leadership team.

C.

Create one Dashboard folder for all regions for both sales and the leadership team with
View access.

D.

Create Dashboard folders for each regional sales team and one Dashboard folder for
leadership team.

Northern Trail Outfitters (NTO) is preparing for the launch of its new sales cloud
implementation to a global user base. With previous sales automation application, the
company had slow adoption of the new solution. What factor should be considered with the
sales cloud deployment to help ensure the adoption? Choose 3 answers

A.

Maintenance release schedule

B.

Management communications

C.

Training in local language

D.

Type of training delivered

E.

Sales rep quota targets

Northern Trail Outfitters (NTO) is devising a separate sales methodology to upsell service
contracts to its existing customer base. The company would like to track and report on
these deals separately from other deals. What should a consultant recommend to meet this
requirement?

A.

Add upsell as a stage and create a summary report by opportunity stage

B.

Create separate page layout and report to flag and report on these deals

C.

Create an opportunity record type and sales process for reporting on these deals

D.

Create a customer filed on opportunity to flag and report on these deals.

Northern Trail Outfitters (NTO) currently uses the customizable forecasting feature. A sales
representative at NTO has four opportunities for the current quarter that are detailed below:
• $3,500 opportunity in the Best Case forecast category • $2,000 opportunity in the Commit
forecast category • $1,000 opportunity that has been dosed/won • $1,000 opportunity that has been lost What are the sales representatives Best Case forecast for the current
quarter?

A.

$6,500

B.

$2,000

C.

$5,500

D.

$3,500

Northern Trail Outfitters (NTO) wants to improve sales productivity in inside sales and it
has been advised to consider Salesforce Console for sales. What use case will satisfy this
requirement? Choose 2 answers

A.

Need to chat with customer in real time with chatter

B.

Need to prioritize search results for contacts and opportunities

C.

Need to add notes quickly or log activities for each record

D.

Need to see records and related items as tabs under one screen