SF Sales Cloud Quiz 2

Cosmic Solutions follows two different sales processes depending on the customer. For small customers, they sell via phone. For larger customers, they organize sales visits and provide formal quotes. What are some considerations regarding the sales processes in this situation?

• Only one sales process can be active in Salesforce at any given time

• Multiple sales processes can be configured in Salesforce

• The sales process can be adjusted by the Account Reps

• Once set, an opportunity's sales process cannot be changed

The sales director of Cosmic Innovation would like to understand how responsive the sales team in at reaching out to new leads on each day of the week and how long leads remain open before they are worked on. What can be done to help him understand how the number of open leads varies over the week?

• Create a reporting snapshot that runs daily and includes the date of the open leads.

• Create a Lead report and schedule it to run each week.

• Create a trigger that populates the number of leads created each day into a custom object, and report on that.

• Create a custom Visualforce report.

Cosmic Fitness Solutions uses person accounts for storing data related related ti individual customers, and business accounts for companies that place bulk orders for fitness equipment. A sales manager at the company las complained that not all their concerted Leads are visible in the Person Account list view. What could be the reason for this behavior?

• Some leads have the Account field populated

• There is an error in the Lead conversion mapping

• Leads are always covered to Business Account Contacts

• Some Leads had the Company field populated

As a Sales Cloud Consultant managing a brand new implementation of Salesforce, what activities and deliverables should be included in the plan phase?

Choose 3

• Integration strategy

• Milestone schedule

• Project kickoff

• High-level solution design

• Communication and training plan

The Salesforce Administrator of Cosmic Solutions in setting up a Salesforce Console for Sales in Salesforce Classic to enable productivity in the organization. Which of the following customizations are possible for the console?

Choose 2

• Setting up interaction logs

• Turning on the Knowledge sidebar

• Implementing Chat

• Setting up macros

Easy Finance has enabled multi-currency and has two active currencies USD and CAD. Prices have been maintained in a single price book in USD. In order to maintain opportunities in CAD, what action in required?

• If the opportunity currency is set to CAD, USD prices in the price book will be automatically converted to CAD

• Price book entries need to be created for the products using CAD prices

• Advanced Currency Management needs to be enabled

• A new price book needs to be created with prices in CAD

A number of custom fields have been created on the Lead object. What is true regarding how these fields can be mapped during lead conversion?

Choose 2

• Custom Lead fields can only be mapped to Account, Contact, or Opportunity standard fields

• Custom Lead fields can only be mapped to Account, Contact, or Opportunity cost fields

• Custom Lead fields can be mapped to Account, Contact, or Opportunity standard or custom fields

• Custom Lead fields can be mapped to any custom fields on Account, Contact, or Opportunity, however the field type must be compatible

Cosmic Innovations is considering rolling out the Salesforce mobile app for sales reps, but is concerned about the possibility of duplicate Accounts and Contacts being created when Leads are converted. How can duplicate records be avoided?

• An error will appear on the Salesforce mobile app during lead conversion if there is a duplicate record, and the lead will not be converted

• If enabled, Duplicate management can alert users if duplicates are found when converting Leads in the Salesforce mobile app

• The Salesforce mobile app will automatically perform duplicate checking when Leads are converted and provide an alert if a duplicate is found

• Ask sales rep to do a global search prior to converting Leads to check for duplicates

The system administrator at Cosmic Circle Financial noticed that the Parent Account field is not available to be added to the Person Account page layout. What could be the reason for this behavior?

• Account Hierarchy is not enabled in Organization Settings

• Account Hierarchy is not enabled in Account Settings

• Account Hierarchy is not supported for Person Accounts

• Divisions are enabled

Global Consulting wants to ensure that all new opportunities created by sales reps automatically follow the naming conversion: Account Name - Opportunity Type - Opportunity Name. What would a Sales Cloud consultant suggest to meet this requirement?

• Create a validation rule to check the Opportunity name

• Modify the default name for Opportunity records in the Object Manager under Setup

• Create a flow to update the Opportunity name referencing the related Account

• Create a trigger to update the Opportunity name when the Opportunity is created