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Cloud Kicks wants to implement a methodology to determine which current leads have the
most in common with leads that have successfully been converted in the past.
How should the consultant meet this requirement?
A. Use Lead Conversion Reporting.
B. Use Einstein Lead Scoring.
C. Create Cadence Steps.
Explanation: Einstein Lead Scoring in Salesforce uses machine learning to analyze
historical data and identify which lead attributes are most predictive of successful
conversions. This tool can help Cloud Kicks by determining which current leads share
similarities with leads that have historically been converted. By leveraging this scoring
system, Cloud Kicks can prioritize leads with the highest likelihood of success based on
past data, optimizing their lead management strategy.
For more on Einstein Lead Scoring, see: Einstein Lead Scoring Overview.
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.
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.
During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the
current statement of work (SOW). The addition to the project scope is necessary but will be
difficult to
implement.
How should the consultant proceed?
A. Create a change request for the new items.
B. Revise the timeline to accommodate the new Items.
C. Conduct another discovery session to define the new items.
Explanation: When a new requirement arises outside the original scope of the project, the best practice is to initiate a change request. This formal process evaluates the new requirement's impact on the project’s scope, timeline, and budget. Creating a change request allows all stakeholders to review and agree on the scope expansion before implementation, ensuring transparency and proper resource allocation for the added items. For guidance on managing project scope changes, refer to: Salesforce Change Management Best Practices.
Cloud Kicks has a Public Read Only Opportunity sharing model. A sales rep noticed they
can edit some opportunities associated with accounts they own, but are unable to edit other
opportunities associated with accounts they own.
Which reason explains the sales rep's experience?
A. Some opportunities associated with these accounts are owned by other users.
B. Sharing rules for Opportunities are set to a public group for managers.
C. The user is a member of an Account Team with Read/Write access on Opportunities.
Explanation: Cloud Kicks has a Public Read Only sharing model for Opportunities. A sales
rep can edit some opportunities associated with accounts they own but cannot edit others.
Account Teams:
Scenario Analysis:
Why Other Options Are Less Suitable:
Option A: Ownership of the account does not grant edit access to all related
opportunities if the opportunities are owned by other users and sharing settings
are restrictive.
Option B: Sharing rules for managers would not directly impact a sales rep's ability
to edit opportunities unless they are part of that public group, which isn't indicated
in the scenario.
Salesforce Sales Cloud References:
Account Teams Overview: Salesforce Help - Account Teams
Setting Up Account Teams: Salesforce Help - Set Up Account Teams
Opportunity Access via Account Teams: Salesforce Help - Grant Access Using
Account Teams
By being a member of an Account Team with Read/Write access on Opportunities, the
sales rep gains the ability to edit certain opportunities associated with accounts they own.
After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable
to activate all of the features.
Which step should the consultant take to troubleshoot the issue?
A. Confirm users have the feature license assigned.
B. Reconfigure the Einstein Lead Scoring app.
C. Check the Sales Insights Integration User profile configuration.
Explanation: Sales Cloud Einstein features require specific feature licenses for users to
access and activate certain functionalities. When encountering issues with activating
Einstein features, the first step is to confirm that the necessary feature licenses have been
assigned to the appropriate users. Without these licenses, users will not have access to
Einstein functionalities like Lead Scoring, Opportunity Insights, or Account Insights.
Assigning these licenses can be managed through Salesforce Setup under Permission Set
Licenses, ensuring that each user who needs access to Einstein features has the correct permissions. This is a common troubleshooting step for Einstein-related issues, as access
to these features is contingent upon proper licensing
Sales Cloud Einstein features require specific feature licenses for users to access and
activate certain functionalities. When encountering issues with activating Einstein features,
the first step is to confirm that the necessary feature licenses have been assigned to the
appropriate users. Without these licenses, users will not have access to Einstein
functionalities like Lead Scoring, Opportunity Insights, or Account Insights.
Assigning these licenses can be managed through Salesforce Setup under Permission Set
Licenses, ensuring that each user who needs access to Einstein features has the correct
permissions. This is a common troubleshooting step for Einstein-related issues, as access
to these features is contingent upon proper licensing
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