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| Section | Weight | Objectives |
|---|---|---|
| Consulting Practices | 7% | - Project lifecycle and delivery - Requirements gathering and analysis - Solution design and validation |
| Data Management | 8% | - Data migration and integration planning - Data quality and scalability considerations - Manage large data volumes and cross-system data flows |
| Sales Lifecycle | 23% | - Build reports and dashboards for sales KPIs - Align solutions with business requirements, KPIs and challenges - Design sales and marketing processes - Apply Sales Cloud features and related products |
| Sales Productivity and Integration | 8% | - Collaboration and mobile solutions - Third-party application integration - Email and productivity tools integration |
| Implementation Strategies | 15% | - Determine deployment and change management approaches - Plan and manage implementation projects - Evaluate declarative vs custom development options |
| Practical Application of Sales Cloud Expertise | 33% | - Lead management and conversion - Opportunity management, products, price books and quotes - Security and sharing configuration - Account and contact management - Territory management and forecasting |
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NEW QUESTION # 163
The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring.
How should the consultant meet the requirement?
Answer: A
Explanation:
This is how the consultant can meet the requirement of excluding a custom field from Einstein Lead Scoring.
Einstein Lead Scoring is a feature that uses artificial intelligence to assign scores to leads based on how likely they are to convert into opportunities. The scores are calculated based on a scoring model that analyzes various fields on leads and historical conversion data. Users can customize the scoring model by selecting or omitting fields that they want Einstein to consider or ignore when scoring leads. By omitting the custom field from the scoring model, the consultant can ensure that it does not affect the lead scores. Verified References:
[Customize Your Scoring Model]
NEW QUESTION # 164
Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is also responsible for specific accounts. CK has organization-wide default access set to Public Read
/Write for Accounts. CK discovered this caused issues with data quality where reps edited accounts outside their scope of responsibility. CK wants to allow reps to view any account, but restrict editing to only reps who are responsible for those specific accounts.
Which step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
Answer: A
Explanation:
To restrict edits to only those responsible for specific Accounts while still allowing visibility to all, changing the organization-wide defaults to Public Read-Only is recommended. This setting enables all users to view Accounts but restricts editing capabilities. Subsequently, CK can grant additional Read/Write access to specific groups or users through Account Teams or sharing rules based on responsibility.
Salesforce best practices suggest adjusting organization-wide defaults to align with the least privilege principle, which enhances data integrity by limiting access to only what is necessary.
NEW QUESTION # 165
Universal Containers uses contracts in Salesforce to record fixed pricing structures from dosed/won opportunities. The contracts expire throughout the year. To ensure the company is not missing Potential renewal revenue, sales management wants to implement the following Process.
- 30 days before a contract is due to expire, a lead is automatically created with contract renewal as the source.
- All leads go to a pre-sales team who qualify and convert them to opportunities.
- When leads are converted to opportunities and closed/won, an alert is sent to the account team.
What features of Salesforce should a consultant use to meet this requirement?
Answer: B
NEW QUESTION # 166
A Consultant arrives for a requirements workshop, but key resources are absent.
What is the likely reason the key resources are absent?
Answer: D
NEW QUESTION # 167
Universal Containers recently deployed a Salesforce Knowledgeimplementation, but is looking to evaluate the quality of the articles being produced.
What should the Consultant recommend to gather information on Knowledge article usefulness?
Answer: B
NEW QUESTION # 168
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