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NEW QUESTION 27
The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly.
What should be recommended?

  • A. Schedule a custom forecast report to run daily and store the results in a custom report folder.
  • B. Create a reporting snapshot to run daily and store the results in a custom object.
  • C. Create a reporting snapshot to run weekly and store the results in a custom object.
  • D. Schedule a custom forecast report to run weekly and store the results in a custom report folder.

Answer: C

 

NEW QUESTION 28
The sales at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information. Which two actions should the Consultant take to meet this requirement? Choose 2 answers

  • A. Update the Account with number of retail locations after it has been converted.
  • B. Map the custom field from the Lead object to the standard field on the Account object during lead conversion.
  • C. Create custom fields on the Account and Lead objects to store the number of retail locations.
  • D. Create a rollup field on the Account to calculate the number of retail locations.
  • E. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.

Answer: C,E

 

NEW QUESTION 29
Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK project manager has requested a report that includes both Project__c and Opportunity data.
What should the consultant use to include data from both the Project__c and Opportunity objects in one report?

  • A. Matrix reports
  • B. Custom report types
  • C. Cross-object filters
  • D. Junction reports

Answer: B

 

NEW QUESTION 30
Universal Containers' current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams' forecasts and are NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? Choose two answers.

  • A. Create a forecast hierarchy and assign managers to the forecast manager role.
  • B. Create forecast Chatter groups where sales representatives can post and share their forecasts.
  • C. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
  • D. Enable override forecast permission in the Manager's profile.

Answer: A,D

 

NEW QUESTION 31
Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK's admin confirmed that users have the correct permissions and record access to the contacts they want to see.
What should a consultant recommend to yield better search results?

  • A. Add LIKE keyword next to contact's full name in the search window.
  • B. Add company name next to contacts full name in the search window.
  • C. Use parentheses operator to limit search to the Contacts object.
  • D. Use quotation marks operator around contact's first and last name.

Answer: A

 

NEW QUESTION 32
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