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| Section | Objectives |
|---|---|
| Topic 1: Data Management | |
| Topic 2: Reports and Dashboards | |
| Topic 3: Opportunity Management | |
| Topic 4: Collaboration and Integration | |
| Topic 5: Sales Lifecycle Management | |
| Topic 6: Account and Contact Management | |
| Topic 7: Industry Knowledge | |
| Topic 8: Implementation Strategies | |
| Topic 9: Sales Productivity and Management |
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NEW QUESTION # 102
Cloud Kicks wants to enable Person Accounts.
What does the consultant need to do before enabling Person Accounts?
Answer: A
Explanation:
Before enabling Person Accounts, Salesforce requires that at least one Account Record Type is created. This is because Person Accounts function as a hybrid of both Account and Contact objects, with specific configurations required to distinguish between business and person accounts. Without setting up a record type, Person Accounts cannot be enabled.
Salesforce documentation states that enabling Person Accounts will impact data models and certain configurations within the system. Therefore, it's crucial to review these prerequisites carefully. Disabling access to Experience Cloud sites and modifying account sharing settings are not prerequisites specifically tied to enabling Person Accounts.
Salesforce Documentation References:
* Enable Person Accounts
* Person Accounts Overview
NEW QUESTION # 103
Universal Containers has been using Sales Cloud for the last 5 years to manage leads, accounts, contacts, and opportunities. The SVP of sales recently attended a conference and learned about Sales Cloud Einstein features. The SVP is very interested in Einstein Lead Scoring and Einstein Deal Insights. The SVP hired a consultant to create an implementation immediately. Which step should the consultant take first?
Answer: A
NEW QUESTION # 104
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 # 105
Universal Containers (UC) hired a consulting company to implement Sales Cloud. This will be the third CRM application UC has used in the past years. Employees have failed to adopt the previous two applications. Which step should be part of UC's plan to help drive adoption of Sales Cloud?
Answer: A
NEW QUESTION # 106
A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation. What should the consultant do during the planning stage to ensure a successful implementation?
Answer: C
NEW QUESTION # 107
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