Salesforce CRT-251 Quiz 9 Topic 8 Questions 41-45

Question: 1

Cloud Kicks manages its sales pipeline using Salesforce. When an opportunity moves to the closed/lost stage, the company wants to enforce that the expected revenue value be $0 in reports and dashboards.

Which solution should a consultant recommend to meet this requirement?

ADefine an approval process to set the expected revenue field to $0 when the opportunity stage Is closed/lost.

BDefine a Process Builder process to set the forecast category to omitted when the Opportunity stage Is closed/lost.

CEnsure there Is a dependency between stage and forecast category picklists to enforce the closed value for closed/lost stages.

DCreate a validation rule to verify the forecast probability for closed/lost opportunities is 0% and omit the forecast category for closed/lost.

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Question: 2

A consultant is meeting with a nonprofit client for the first time to discuss implementing the Salesforce Nonprofit Success Pack. The client outlines their current processes, including the standard and custom objects they use in Salesforce.

What two topics should the consultant consider during the analyze phase of the implementation?

Choose 2 answers

AIdentify stakeholders and create a project team.

BDiscuss implementation timelines and potential barriers.

CEstablish specific topics for end user admin training.

DSuggest a new process for gathering lead and campaign data.

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Question: 3

Universal Containers (US) wants to deploy Sales Cloud to all of its users around the globe, but UC is connected that the projected is to complex to be successfull.

What should a consultant do to minimize this concern?

ABuild a complete project calendar with due dates.

BSet project milestones to track progress.

CSet a firm Go Live date,

DDivide the project into separate teams.

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Question: 4

On larger opportunity, multiple sale, representative at Universal Container, collaborate on a single Opportunity to complete the sale. Revenue for the Opportunity divided among sales representatives. Additionally, technical sale, managers receive a percentage of the sales credit.

How should the consultant meet this business requirement?

ACreate a formula field on the Opportunity to track revenue attributed to technical sales managers.

BEnable Opportunity Teams and ask opportunity owners to add a sales team.

CUse adjustments In Collaborative Forecasting to track the appropriate revenue for each Opportunity.

DEnable Opportunity splits, enable revenue splits for sales representatives, and overly splits for technical. sales managers.

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Question: 5

Cloud Kicks' (CK) high value opportunities are becoming delayed in the approval process because sales manager's approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.

Which two strategies should the consultant recommend to improve the approval process?

Choose 2 answers

ACreate a dashboard of pending approvals and add it to the Chatter feed.

BEnable approvals by email for the approval process for high-value opportunities.

CEnable one-d.ck approval from report results that returns high value opportunity

DAllow managers to approve or reject request via the Approval Requests tab.

ECreate a Process Builder to automatically approve high-value opportunities.

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Salesforce CRT-251 Quiz:9 Topic:8 Questions:41-45