Question # 1
Cloud Kicks' (CK) global sales operations team has to export reports from Salesforce and
manipulate them in Excel to convert regional deals to the correct currency conversion. CK
wants to
generate accurate reporting directly in Sales Cloud.
After enabling Advanced Currency Management, what should the consultant do next? | | A. Update currency values manually on a weekly basis. | | B. Show deal values in a user's default currency. | | C. Adjust currency conversion dynamically based on date range. |
C. Adjust currency conversion dynamically based on date range.
Explanation: Enabling Advanced Currency Management in Salesforce allows Cloud Kicks
to manage dated exchange rates, which are essential for accurate reporting on global sales
in multiple currencies. This feature enables dynamic adjustment of currency conversions
based on the date of the transaction, providing more precise financial reporting that reflects
currency fluctuations over time.
Using Advanced Currency Management: This feature enables Salesforce to apply
the correct exchange rate based on the close date of an opportunity, ensuring that
financial reports in Salesforce accurately reflect historical and current exchange
rates.
Accuracy in Global Reporting: With dynamic currency conversion adjustments, CK
can eliminate the need to manually convert currencies, enhancing both the
efficiency and accuracy of reporting.
Option A (manual updates) would be inefficient and error-prone, and Option B (showing in
user’s default currency) does not address currency conversion for reporting purposes.
More information on setting up currency management can be found in Salesforce
Advanced Currency Management documentation.
Question # 2
| What should the consultant take into consideration when activating Orders? | | A. Orders can be activated only if they include a Product. | | B. New Products can be added to active orders. | | C. Products can be removed from active reduction orders. |
A. Orders can be activated only if they include a Product.
Explanation: In Salesforce Sales Cloud, an order can only be activated if it has at least
one product associated with it. This requirement ensures that all active orders are tied to
specific products, which is essential for order processing and fulfillment. Without products,
the order would not have any items to fulfill, making it ineligible for activation. This rule
helps enforce data integrity within the order management process.
For more details, refer to Salesforce’s documentation on Activating Orders.
Question # 3
The admin at Universal Containers is attempting to retire a Product that is being replaced
by a newer version, but they are receiving an error because the Product is associated to an
Opportunity.
What should the consultant recommend to resolve the issue most efficiently? | | A. Create a flow to delete the Product from the Price Book. | | B. Archive the Product and each related Price Book entry. | | C. Edit the Product record and uncheck the Active field. |
C. Edit the Product record and uncheck the Active field.
Explanation: To retire a Product that is associated with an Opportunity, the most efficient
solution is to edit the Product record and uncheck the Active field. Here’s why:
Deactivating the Product: Unchecking the Active field will effectively remove the
Product from availability without requiring deletion from price books or the system.
This ensures that the Product is no longer available for new opportunities but
remains intact for historical records.
Salesforce Best Practices: Salesforce recommends deactivating Products when
they should no longer be available for selection in new records. This method
preserves data integrity while making the Product inactive for future transactions.
References: Salesforce documentation on Product Management outlines how to
manage product availability using the Active checkbox.
In summary, editing the Product record and unchecking the Active field (Option C) is
the most straightforward way to retire a Product associated with existing opportunities.
Question # 4
The sales director of retail products at Cloud Kicks wants to allow sales reps to clone
orders to avoid repetitive tasks.
Which guideline should a consultant consider when cloning an order with products? | | A. A cloned order must have a later end date from the associated contract. | | B. A cloned order must be associated with the same contract as the original order. | | C. A cloned order's start date must fall between the associated contract's start and end
dates. |
C. A cloned order's start date must fall between the associated contract's start and end
dates.
Explanation: When cloning an order with products, Salesforce enforces guidelines to
ensure the cloned order’s dates are valid relative to the contract it is associated with.
Specifically, the cloned order’s start date must be within the contract’s start and end dates. This ensures that the cloned order remains aligned with the terms of the contract and is
valid for fulfillment under the existing contract constraints. This rule maintains consistency
and accuracy in order and contract management.
For more on order and contract management, review Salesforce's Order Guidelines.
Question # 5
During the requirements gathering workshops at Cloud Kicks, the project team and subject
matter experts bring up new ideas to incorporate into the current project.
Which best practice should the consultant use to refocus the meeting and stay on topic? | | A. Remind the team of the purpose and scope of this project. | | B. Incorporate the new ideas into the solution design. | | C. Invite only the subject matter experts to subsequent workshops. |
A. Remind the team of the purpose and scope of this project.
Explanation: During requirements gathering workshops, it’s common for new ideas to
surface. However, to maintain focus and stay on topic, it is essential to remind the team of
the project’s purpose and scope. This practice ensures that the project remains on track and within scope, reducing the risk of scope creep. Redirecting the conversation back to
the agreed-upon project objectives helps the team prioritize the current requirements while
acknowledging that new ideas can be explored in future phases.
For more on best practices for managing workshops and requirements gathering, see:
Salesforce Project Management Best Practices.
Question # 6
Sales reps at Universal Containers want to know when a customer or prospect contact
opens an email the reps sent so they can follow up with the contact shortly afterward.
Which tool should a consultant recommend to meet the requirement? | | A. Salesforce Inbox | | B. Enhanced Email | | C. Einstein Activity Capture |
A. Salesforce Inbox
Explanation: Salesforce Inbox provides email tracking capabilities, allowing sales reps to
see when recipients open emails, click links, or reply. This real-time tracking enables reps
to follow up promptly after a customer or prospect has interacted with an email, which
aligns with Universal Containers' requirement for immediate insights on email engagement.
Real-Time Email Tracking: Salesforce Inbox offers insights into customer
interactions, giving reps timely information on when emails are opened, which can
help prioritize follow-up actions.
Integration with Sales Cloud: It integrates directly with Sales Cloud, enabling reps
to manage customer interactions seamlessly from their inbox.
Option B (Enhanced Email) and Option C (Einstein Activity Capture) lack direct email
open tracking, which is specifically offered by Salesforce Inbox. More information on
Salesforce Inbox can be found in Salesforce Inbox documentation.
Question # 7
Universal Containers (UC) is going to kick off a Sales Cloud implementation project next
month. In preparation for discovery workshops with the business stakeholders, the project manager has
asked for a list of key topics the team wants to ask the client about prior to the workshop.
Which topics will help the team get to know UC better? | | A. Goals, values, Initiatives, strategies, and obstacles | | B. Specific, measurable, achievable, relevant, and time-bound | | C. Budget, authority, need, and time |
A. Goals, values, Initiatives, strategies, and obstacles
Explanation: During the preparation phase for a Sales Cloud implementation project,
understanding Universal Containers' goals, values, initiatives, strategies, and obstacles is
essential for aligning Salesforce solutions with business needs. These topics help the
consulting team to understand the organization's overarching priorities, challenges, and
long-term objectives.
Understanding Business Context: By discussing goals and values, the team gains
insight into what drives UC’s business. This context helps in designing solutions
that align with the company's mission and key objectives.
Assessing Current and Future Strategies: Learning about ongoing initiatives and
strategies provides clarity on what UC is currently focused on and what they aim to
achieve. Identifying obstacles helps in foreseeing potential challenges in
implementation.
Option B (specific, measurable, achievable, relevant, and time-bound) pertains to goalsetting
frameworks, and Option C (budget, authority, need, and time) is specific to sales
qualification rather than discovery workshops for understanding an organization's business
context. For guidance on preparing for discovery workshops, refer to Salesforce's
Discovery Process Best Practices.
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