Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a
master-detail relationship to the Account. End users have stated that each account record
takes a long
time to display.
What should the consultant do to reduce the amount of time it takes to load pages and
increase adoption?
A. Convert the Invoice master-detail into a lookup relationship and tell the users it Is a required field.
B. Move the invoice related list to a separate tab on the record page and communicate the change to users.
C. Enable indexing on all visible fields on the Invoice related Iist and create a training plan for the users.
Explanation: With Cloud Kicks having a large number of Account records and a
substantial volume of Invoice records linked via a master-detail relationship, page load
performance can be affected when a large related list is displayed. Moving the Invoice
related list to a separate tab on the Account record page can help alleviate this issue by
reducing the initial data load required when viewing the Account record.
Optimizing Page Layouts for Performance: By placing the related list on a separate
tab, Salesforce loads the tab’s contents only when accessed, rather than at the
initial page load. This can significantly improve page performance, especially with
large data volumes.
User Experience and Adoption: Communicating this change ensures that users
understand where to find the Invoice information while benefiting from faster page
load times.
Option A (converting to a lookup relationship) could alter the data model and existing
functionality, and Option C (indexing) may not address initial page load performance
directly. Salesforce recommends using custom page layouts and tabs to manage large
related lists as part of performance optimization best practices, detailed in Salesforce Large
Data Volume Considerations.
Northern Trail Outfitters (NTO) wants to start tracking orders accounts in Sales Cloud. NTO
has hired a consultant to complete the project.
What should the consultant take into account when implementing sales orders?
A. Contract Number is a required field on the Order page layout.
B. Order line items can be added or removed after an order is activated.
C. Orders can be activated for active and inactive contracts.
Explanation: Northern Trail Outfitters (NTO) wants to start tracking orders in Sales Cloud
and has hired a consultant for implementation.
Orders and Contracts Relationship:
Implementation Considerations:
Why This Matters:
Why Other Options Are Less Accurate:
Option B: Once an order is activated, order line items cannot be added or
removed. This is to maintain the integrity of the order.
Option C: Orders can only be activated if the associated contract is active. Orders
cannot be activated for inactive contracts.
Salesforce Sales Cloud References:
Orders Overview: Salesforce Help - Orders
Activating Orders: Salesforce Help - Activate Orders
Required Fields on Orders: Documentation specifies that certain fields, like
Contract Number, may be required depending on configuration.
By acknowledging that Contract Number is a required field on the Order page layout, the
consultant ensures that NTO's implementation of sales orders aligns with Salesforce best
practices and data requirements.
Universal Containers is realigning sales territories and needs to update ownership across
its 400,000 accounts. The organization-wide default for Accounts is Private.
Which factor should the consultant consider when updating the sales territories and
Account owners?
A. The organization-wide default should be set to Public before the update can be performed.
B. The Salesforce recycle bin needs to be emptied prior to realignment.
C. The operations team can defer sharing calculations to decrease the risk of lock errors during the data update.
Explanation: When updating account ownership on a large scale, deferring sharing
calculations is a key consideration to minimize lock errors. Here’s why:
Lock Error Mitigation: With a Private sharing model, frequent updates can trigger
recalculations of sharing rules, increasing the risk of lock errors due to high
processing demand. Deferring these calculations can reduce system strain and
ensure smoother updates.
Efficiency in Large Updates: Deferring sharing calculations temporarily during the
update allows for faster processing. Once the updates are complete, recalculations
can be performed in a controlled manner.
Salesforce Best Practices: Salesforce recommends deferring sharing calculations when updating large data sets, particularly with Private sharing settings, to
optimize performance and reduce errors.
References: Detailed guidance on Managing Data Changes and Reducing Lock
Errors can be found in Salesforce documentation for large-scale data
management.
In summary, deferring sharing calculations (Option C) is the recommended approach to
efficiently update account ownership across many records in a Private sharing model.
It is a priority at Cloud Kicks to implement logic and automation to qualify top leads. The
company has captured significant data points on converted leads and won opportunities.
What should the consultant do first to ensure a best practices implementation?
A. Identify a recommended base Lead score, evaluate the results, and adjust the score accordingly.
B. Review converted lead data with sales and marketing to understand the interaction patterns that led to conversion.
C. Configure a qualification screen flow to help sales reps quickly determine which leads are most important.
Explanation: To implement an effective lead qualification process, it is essential to first
analyze historical data on converted leads and won opportunities. Collaborating with sales
and marketing teams to understand patterns and interactions that drove successful
conversions provides valuable insights into what constitutes a high-quality lead. This
information can then inform the design of scoring models or qualification criteria, ensuring
that the automation aligns with real-world success factors.
For guidance on lead qualification best practices, see: Lead Management Best Practices.
The Sales Cloud implementation at Cloud Kicks (CK) is now live.
End user training is complete. IT stakeholders have signed off on the technical aspects of
the project. The CK admin continues to call the consultant with questions about the sales
process.
What should the consultant do?
A. Suggest that CK purchase a support agreement.
B. Recommend that the admin attend Salesforce instructor-led training.
C. Conduct a knowledge transfer with the admin.
Explanation: Since the Cloud Kicks admin continues to reach out with questions about the
sales process, the consultant should facilitate a knowledge transfer session.
Key Points:
Knowledge Transfer Importance: A knowledge transfer ensures the admin
understands the configurations, customizations, and rationale behind the
implemented sales processes.
Empowerment: By thoroughly educating the admin, they become more selfsufficient
and capable of supporting end-users effectively.
Tailored Learning: The session can address specific questions and scenarios
relevant to CK, providing immediate value.
Post-Implementation Support: Knowledge transfer is a critical component of a
successful implementation, ensuring long-term sustainability.
Salesforce Sales Cloud References:
Training and Adoption: Salesforce emphasizes the importance of training and
knowledge sharing in its Adoption Best Practices.
Administrator Resources: Salesforce Administrator Resources
Why Options A and B are Incorrect:
Option A: Purchasing a support agreement may not provide the personalized
assistance the admin needs and could incur unnecessary costs.
Option B: While formal training is beneficial, it may not address immediate
concerns and is less personalized than a knowledge transfer session.
Conducting a knowledge transfer with the admin addresses their questions directly and
ensures they have the necessary understanding to manage the sales process effectively.
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