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Cloud Kicks has enabled territory forecasts to see how expected revenue compares
between sales territories, and to determine which territory has closed the most deals in a
month. The territory hierarchy has three branches with child territories, where forecast
managers may be assigned to a few
of them.
Which action can forecast managers perform?
A. Share the forecast with any Sales Cloud user.
B. Add territory forecast to the hierarchy.
C. Add a Forecasts tab to the Sales app.
Explanation: When using Collaborative Forecasts with Territory Management in
Salesforce, forecast managers play a crucial role:
Forecast Managers: Assigned to territories, they are responsible for managing and
submitting forecasts for their territories. They can view, adjust, and share forecasts
within their organization.
Reference: Salesforce Help - Share Forecasts
Adding Territory Forecasts: Only administrators can add territories to the territory
hierarchy or set up territory forecasts. Forecast managers do not have the capability to add
territory forecasts to the hierarchy.
Forecasts Tab: While users can customize their own tabs, adding a Forecasts tab to the
Sales app is typically an administrative task and not specific to forecast managers.
Therefore, the action that forecast managers can perform is sharing the forecast with
any Sales Cloud user.
A consultant is working with Cloud Kicks (CK) on its initial Sales Could implementation. CK
wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and
opportunities before its
global conference in 4 months.
What should the consultant recommend to meet the requirement?
A. Set obtainable metrics, goals, and milestones before the conference.
B. Implement Sales Cloud out of the box and iterate before the conference.
C. Reduce the scope and deploy Accounts and Contacts before the conference.
Explanation: To meet Cloud Kicks' requirement of having Sales Cloud ready in time for
the global conference, implementing Sales Cloud with its out-of-the-box features is the
most effective strategy. This allows the team to start using core features for tracking
accounts, contacts, and opportunities immediately. Iterative improvements can be made as
feedback is gathered, ensuring a usable solution is in place while enhancements are made
incrementally.
Setting metrics and reducing scope can be helpful, but implementing Sales Cloud in its
default form provides the quickest route to functionality. Salesforce supports iterative
deployment, especially in time-sensitive projects, to ensure initial usability while
refinements are underway.
How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?
A. Demo Sales Cloud to end users.
B. Establish KPIs for end users.
C. Observe end users.
Explanation: During the Discovery phase, observing end users in their natural work environment provides invaluable insights into their workflows, pain points, and needs. This approach helps consultants understand the context in which users operate, informing more tailored recommendations and configurations for the Sales Cloud implementation. Observing users can reveal specific requirements that might not surface through interviews alone, making it a foundational method for accurately determining the necessary capabilities for the implementation.
When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?
A. Matching Is based on the standard Email field.
B. Matching is based on any Email field.
C. Matching is based on Full Name and standard Email field.
Explanation: With Einstein Activity Capture, emails are matched to Sales Cloud records
based on the standard Email field. Here’s why:
Matching Logic: Einstein Activity Capture uses the email address in the standard
Email field of Lead or Contact records to automatically associate emails with
corresponding records. This ensures that communications are correctly linked to
relevant Sales Cloud data.
Standard Field Matching: By matching on the standard Email field, Salesforce
ensures consistency and accuracy in associating emails with Lead and Contact
records, facilitating better tracking and visibility into customer interactions.
Salesforce Best Practices: Salesforce’s documentation specifies that Einstein
Activity Capture uses the standard Email field for matching, which allows for
reliable and consistent syncing of email interactions.
References: Additional details on Einstein Activity Capture and Email Matching
can be found in Salesforce resources, which outline how emails are matched to
Lead and Contact records based on standard fields.
In summary, matching is based on the standard Email field (Option A) for associating
emails with Sales Cloud records when using Einstein Activity Capture.
Universal Containers has a large amount of data that currently lives in a system outside of
Sales Cloud. Users need to see a subset of this data.
Which consideration should the consultant take into account?
A. Salesforce Connect External Objects count against the limit of custom objects.
B. Salesforce Connect should be used with on-premises data systems.
C. Salesforce Connect allows real-time access to current data.
Explanation: Salesforce Connect is designed to provide real-time access to data stored
outside of Salesforce, allowing users to view and interact with external data as if it were
native within Salesforce. This is ideal for Universal Containers since they only need access
to a subset of the external data rather than migrating it entirely into Sales Cloud.
Real-Time Data Access: Salesforce Connect provides users with access to up-todate
information from external systems, which is especially useful for large
datasets that don’t need full integration.
Efficiency in Data Management: This approach avoids data duplication and
maintains external system performance by only referencing the necessary records.
Option A (external objects counting against custom object limits) is incorrect, as external
objects have their own limits separate from custom objects. Option B (using with onpremises
systems) is incorrect, as Salesforce Connect can work with both cloud and onpremises
data sources. For more, see the Salesforce Connect Overview.
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