Northern Trail Outfitters (NTO) wishes to track relationships between its customers. For
example, some customers are suppliers for other customers. What should a consultant
recommend to track multiple customer relations?
A.
Add the related company to the first company's account team, with supplier as the role.
B.
Add the related company to the first company's custom supplier lookup field as a value.
C.
Add the related company to the first company's partner related list, with supplier as a
value.
D.
Add the related company to the first company's contact roles related list, with supplier as
a value
Add the related company to the first company's partner related list, with supplier as a
value.
Northern Trail Outfitters (NTO) requires that each of its products is sold with 12 months of
product maintenance. There is a separate opportunity product line item on the opportunity.
Once an opportunity is closed/won and the order has been shipped to the customer, the
service manager manually records the maintenance line item in the assets object and
sends an alert 90 days prior to the expiration date. What should a consultant recommend to
streamline this process?
A.
Turn on the sync asset feature from the asset settings to create an asset record once an
opportunity is closed/won.
B.
Create a trigger on the asset object once an opportunity is closed/won, and add a button
to the opportunity layout.
C.
Request the sync order to asset feature from salesforce to create an asset record once
an opportunity is closed/won
D.
Install an AppExchange app or create a trigger to automatically create an asset record
once an opportunity is closed/won.
Install an AppExchange app or create a trigger to automatically create an asset record
once an opportunity is closed/won.
Cloud Kicks has just completed a Sales Cloud implementation and the marketing team is
creating campaigns. Cloud Kicks wants to gain feedback on the implementation. What
should the Consultant recommend?
A.
Undergo training
B.
Upgrade to the latest Salesforce release
C.
Sign off on the Statement of work
D.
Complete a post-mortem
Complete a post-mortem
Cloud Kicks has two sales divisions: • a franchise sale division and • a public sales
division. The sales representatives for each division have their own user profiles and
person Accounts. The franchise sales division sales representatives cannot create person
Accounts, and they should only be able to set up franchise Accounts. What should the
Consultant recommended to meet this requirement?
A.
Remove person Account record types from the franchise sales division's sales
representative user profile
B.
Hide the Person Account checkbox from the franchise sales division's sales
representative user profile through Field-level Security.
C.
Utilize Divisions to hide person Account from the franchise sales division's sales
representative user profile
D.
Ensure that the "Disable Person Accounts" permission on the franchise sales division's
sales representative user profile is checked
Remove person Account record types from the franchise sales division's sales
representative user profile
Cloud Kicks is implementing Enterprise Territory Management for its retail sales unit. The
sales director wants a detailed roll-up forecast for Territories to be provided. Which two
recommendations should the Consultant make? Choose 2 answers
A.
Include the Forecast Manager field on the Territory page layout
B.
Create Apex class code to roll up forecast details for a Territory
C.
Include the Formula field in the Territory page layout.
D.
Assign a Forecast Manager to a Territory
Include the Forecast Manager field on the Territory page layout
Assign a Forecast Manager to a Territory
Resellers for Northern Trail Outfitters (NTO) 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 a chatter group that allows partner to post item appropriate list view and report.
B.
Create the appropriate list views and report folder, and share with all partner users.
C.
Create the opportunity list view and report folder in the partner communities for all
partners.
D.
Create a new tab in the partner communities to display the appropriate list view and
report folder.
Create the opportunity list view and report folder in the partner communities for all
partners.
Cloud Kicks wants to sell to both consumer and Business. There will be a consumer sales
team and a business sales team. Which two Salesforce functions will allow the Consultant
to meet this requirement? Choose 2 answers
A.
Record Types
B.
Process Builder
C.
Opportunity Teams
D.
Sales Processes
Record Types
Sales Processes
On larger opportunity, multiple sale, representative at Universal Container, collaborate on a single Opportunity to complete the sale. Revenue for the Opportunity « divided among
sales representatives. Additionally, technical sale, managers receive a percentage of the
sales credit.
How should the consultant meet this business requirement?
A.
Create a formula field on the Opportunity to track revenue attributed to technical sales
managers.
B.
Enable Opportunity Teams and ask opportunity owners to add a sales team.
C.
Use adjustments In Collaborative Forecasting to track the appropriate revenue for each
Opportunity.
D.
Enable Opportunity splits, enable revenue splits for sales representatives, and overly
splits for technical. sales managers.
Enable Opportunity splits, enable revenue splits for sales representatives, and overly
splits for technical. sales managers.
Which method should be used to automate repeat opportunities when regular customers
are classified as a repeat account type?
A.
Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the
sales representative when it reaches closed/won stage
B.
Develop an Apex trigger to set an opportunity revenue schedule that automatically sets
up a new opportunity for repeat accounts when it reaches closed/won stage
C.
Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for
the sales representative when it reaches closed/won stage
D.
Configure a workflow rule for repeat accounts that sends a reminder task to the sales
representative to create a new opportunity when it reaches closed/won stage
Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the
sales representative when it reaches closed/won stage
A sales manager at Northern Trail Outfitters (NTO) needs to give the another manager
access to an account as well as its four child accounts. NTO has account hierarchies with a
private sharing model. How should the sales manager enable access?
A.
Add the user manually to the parent account team and each of the child account teams
B.
Add the user to the account team on the parent account; the child accounts will inherit access
C.
Add the user to a public group for that account and share all child accounts to this
group.
D.
Add the user to each child account team; visibility will then roll up to the parent account.
Add the user manually to the parent account team and each of the child account teams
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