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Sales-Cloud-Consultant PDF DEMO:
QUESTION NO: 1
Territory mgt is enabled. Users should be able to track account plans for each account they have access to
A. Create master detail relationship account -> account plan
B. Validation rule
C. Create lookup relationship account -> account plan
D. Review territory mananagement settings
Answer: A
QUESTION NO: 2
Match this tip with its design consideration. "Use the client's language"
A. Minimized redundant data entry
B. Workflow rules and approvals
C. Tab and field naming
D. Reduced clicks
E. Record types and page layouts
F. Search
Answer: C
QUESTION NO: 3
Universal containers wants to send out an email promotion on a monthly basis to a list of
50,000 leads. What should a consultant recommend to meet this requirement?
A. Use an email execution vendor to send emails for marketing campaigns
B. Create a lead assignment rule to send the email to the leads monthly
C. Use the standard salesforce mass email tool located on the leads tab
D. Create an email alert workflow rule to send the email to the leads monthly
Answer: A
QUESTION NO: 4
A business requirement specifies that opportunities with a discount between 10% and 25% must be approved by the Regional Sales Manager (RSM). Which approach addresses the business requirement?
A. Change the owner of the opportunity to the RSM upon save.
B. Create a workflow task and email notification to the RSM.
C. Create an approval step with the RSM as the approver.
D. Create an approval step and workflow rule to create a task for the RSM.
Answer: C
QUESTION NO: 5
Match this tip with its design consideration. "Users should not do things more than once because it takes time and may create dirty data"
A. Workflow rules and approvals
B. Tab and field naming
C. Record types and page layouts
D. Minimized redundant data entry
E. Search
F. Reduced clicks
Answer: D
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Updated: May 27, 2022