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NEW QUESTION # 187
As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and assign it to opportunities.
Which approach should the consultant recommend to meet this requirement?
Answer: B
NEW QUESTION # 188
A consultant has successfully deployed Sales Cloud at Cloud Kicks.
What is the final step in completing an engagement?
Answer: B
Explanation:
The final step in a Salesforce Sales Cloud implementation engagement is to obtain stakeholder sign-off. This step is essential as it signifies formal acceptance from the client that the implementation meets the agreed-upon requirements and project objectives. Sign-off indicates that stakeholders are satisfied with the deployment and that the project is ready for closure.
Activating users and validating the implementation are important tasks but occur earlier in the deployment process. Obtaining sign-off ensures all project deliverables have been met and that the consultant can officially conclude the engagement.
Salesforce Documentation Reference:
Project Closeout and Sign-off
Implementation Engagement Checklist
NEW QUESTION # 189
Cloud Kicks (CK) frequently works with contractors for marketing focus groups.
These contractors change companies often, and CK wants to retain its company history through Accounts.
What should the consultant recommend?
Answer: C
Explanation:
To retain the company history of contractors who change companies often, the consultant should recommend implementing the Contacts to Multiple Accounts feature. This feature allows a contact to be related to multiple accounts without creating duplicate records. This way, CK can track the relationship between a contractor and all the companies they have worked with. The consultant can also create a custom role field on the account contact relationship object to indicate the role of the contractor at each company.
NEW QUESTION # 190
Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company's product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement?
Choose 2 answers
Answer: A,C
Explanation:
Explanation
A: Create criteria-based opportunity sharing rules for each product line. This allows you to specify criteria for sharing an Opportunity with a specific user or group of users. For example, you could create a rule that shares an Opportunity with the product engineer when the Opportunity has a certain product line assigned to it. B.
Enable Default Opportunity Teams for the Opportunity. This allows you to set a default Opportunity Team for an Opportunity, which will automatically assign the product engineer to the Opportunity when it is created.
This is useful when you need to assign a specific user to multiple Opportunities.
NEW QUESTION # 191
Cloud Kicks needs to associate some Contacts with many Accounts. Which solution should a consultant recommend meeting this requirement?
Answer: B
NEW QUESTION # 192
......
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