Salesforce Sales-Cloud-Consultant Quiz 99 Topic 5 Questions 491-495

Question: 1

UC has set accounts, contacts and opportunities to private. Sales Rep manage the account for which they are the account owner. The company also employs sales specialist to assist sales rep on deals. What should a consultant recommended to allow sales specialist to see account information and any opportunity information associated with the account?

AAssign the sales specialist to the same profile as Account owner.

BAssign the sales specialist to the same role in the role hierarchy as account owners.

CAdd the sales specialist to the account team and assign them read access to the opportunity.

DShare opportunity manually with the sales specialist and assign them read access.

Show Answer

Question: 2

UC has a private sharing model. Sales representatives are required to collaborate with the same group of people from other departments for every deal; however, the individuals in the group will vary for each representative. What solution should a consultant recommend to ensure correct record visibility and collaboration?

ASet up a default opportunity team for each sales rep that is automatically added to every opportunity.

BConfigure a criteria-based sharing rule to add sales team member records automatically.

CAdd all team members to a private Chatter group for each opportunity.

DConfigure a public group for each sales rep that is manually shared for each opportunity.

Show Answer

Question: 3

UC manages its sales pipeline using Salesforce. However, when an opportunity moves to the closed lost stage, the company would like to enforce that the expected revenue value be $0 in reports. Which solution should a consultant recommended to meet this requirement?

ACreate a validation rule to verify that the forecast probability for closed/lost opportunities is 0%.

BDefine a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost.

CDefine a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost.

DCreate a dependency between stage and forecast category to enforce the omitted value for closed/lost stages.

Show Answer

Question: 4

UC uses an approval process on Opportunity to streamline approvals. Sales management needs to analyse the numbers of opportunities at each step in the approval Process. What Solution will support this request?

ACreate an approval process report and group by opportunity and approval step.

BCreate an opportunity with approvals report and filter by approval step.

CUse a field update to capture the approval step on the opportunities for reporting.

DAdd a roll-up summary field for approvals related to opportunities for reporting.

Show Answer

Question: 5

UC requires credit checks for all opportunities greater than$50000. The credit management team members are all Salesforce users. What should a consultant recommend to notify the credit manager that an opportunity needs a credit check?

AUse workflow to send an email to the credit manager profile.

BUse a validation rule to send an email to the credit manager role.

CUse an Apex trigger to create a task for the credit manager user.

DUse workflow to assign a task to the credit manager user.

Show Answer

Salesforce Sales-Cloud-Consultant Quiz:99 Topic:5 Questions:491-495