The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often
the sales reps are creating these types of opportunities.
Which solution should the consultant recommend?
Cloud Kicks maintains products and price books on an external platform due to the high frequency of product pricing changes. Sales managers want to monitor pipeline by sales rep and
track team revenue to goal in Sales Cloud.
What should the consultant do to meet the requirement?
Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents
are using a mobile device or a browser to access Salesforce.
What should the consultants do to efficiently analyze how users are logging in to Salesforce?
Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for sales reps.
How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices?
Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information.
CK wants to view those orders as a related list on the Account record in real time.
Which best practice should the consultant recommend?
Cloud Kicks needs to associate some contacts with many accounts.
Which solution should a consultant recommend to meet this requirement?
The sales team 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 their
customers. The service team also wants to view this information.
What should the consultant do to meet this requirement?
Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company’s product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights.
What should the consultant do to meet the requirement?
Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the default lead owner.
What should the consultant validate when troubleshooting the issue?
The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality.
What should the consultant do to fulfill this request?