Universal Containers is using Collaborative Forecasts and wants to show sales reps their
individual numbers for opportunities they are predicted to win based on amounts for all
forecast categories
over the next quarter.
What should a consultant recommend to meet this requirement?
A. Use a formula field based on the forecast category.
B. Add the Forecast Summary component to the page.
C. Enable Cumulative Forecast Rollups.
Cloud Kicks has completed the discovery stage and leadership has aligned on the project's
business goals.
What should the consultant formalize with stakeholders before moving on to the next
project stage?
A. Create user stories to present for prioritization.
B. Onboard team members to start development of the solution.
C. Define key metrics to identify how success will be measured.
Explanation: Before advancing from the discovery phase, it’s essential to have a clear
understanding of how success will be evaluated. By formalizing key metrics with
stakeholders, Cloud Kicks can ensure that all parties agree on what constitutes project
success. This step aligns with Salesforce best practices, as it helps maintain focus on
business goals throughout the project lifecycle and provides measurable benchmarks for
tracking progress and outcomes.
The Salesforce project management guidelines emphasize that defining metrics at this
stage is critical to guiding the implementation process, assessing the impact of Sales
Cloud, and ensuring alignment between the solution and business objectives.
Reference: Salesforce Project Management and Metrics
Cloud Kicks wants to enable Person Accounts.
What does the consultant need to do before enabling Person Accounts?
A. Disable access to Experience Cloud sites during the cutover.
B. Set default sharing of Account to Public Read/Write.
C. Create at least one Account record type.
Explanation: Before enabling Person Accounts, Salesforce requires that at least one
Account Record Type is created. This is because Person Accounts function as a hybrid of
both Account and Contact objects, with specific configurations required to distinguish
between business and person accounts. Without setting up a record type, Person Accounts
cannot be enabled.
Salesforce documentation states that enabling Person Accounts will impact data models
and certain configurations within the system. Therefore, it’s crucial to review these
prerequisites carefully. Disabling access to Experience Cloud sites and modifying account
sharing settings are not prerequisites specifically tied to enabling Person Accounts.
Cloud Kicks wants its sales operations team to place orders United States customers in
Sales Cloud. The sales ops team needs calculate sales tax on the orders. Sales tax is a
complex calculation based on tax law that may change at any time.
What should the consultant recommend to meet the requirement?
A. An app from AppExchange
B. formula field on the Order object
C. screen flow for orders
Explanation: For calculating complex sales tax that varies based on tax law, an app from
the Salesforce AppExchange is the most effective solution. Here’s why:
Complexity of Tax Calculation: Sales tax calculations can be intricate, especially in
the United States, where tax rates and regulations differ by state, county, and
sometimes city. Using an AppExchange app designed for tax calculations ensures
compliance with these frequently changing laws without manual updates.
Real-Time Updates: Many AppExchange apps are specifically built to handle tax
calculations and stay up-to-date with changes in tax regulations. These apps often
have partnerships with tax authorities or access to updated databases, ensuring
that Cloud Kicks’ sales operations team remains compliant.
Automation and Integration: Tax calculation apps from the AppExchange integrate
seamlessly with Salesforce Orders, automating the process, reducing errors, and
improving efficiency compared to manual calculations or formula fields, which would not account for complex or changing tax rules.
References: Salesforce’s AppExchange offers a variety of tax calculation apps like
Avalara and TaxJar, which are commonly used for sales tax management. These
apps are featured as solutions in Salesforce documentation for handling tax
calculations.
In summary, an AppExchange app (Option A) is recommended for automating complex
sales tax calculations within Sales Cloud, ensuring accuracy and compliance with evolving
tax laws.
A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud
implementation.
What should the consultant do during the planning stage to ensure a successful
implementation?
A. Identify which Salesforce features and functions to use.
B. Design a prototype of the suggested solution.
C. Define goals, metrics, project schedule, and sales processes.
Explanation: During the planning stage of a Sales Cloud implementation, defining goals,
metrics, project schedules, and sales processes is critical for a successful rollout. This
foundational step ensures that the implementation aligns with the client's business
objectives and provides clear criteria for measuring success. Salesforce recommends that
implementation planning includes establishing a timeline, setting achievable goals, and
documenting existing and desired sales processes. These elements form the basis for
effective project management and help in aligning the solution with the client’s business
needs.
Identifying Salesforce features and designing a prototype are valuable steps, but they
typically occur after establishing clear goals and requirements. Proper planning sets the
stage for these subsequent tasks.
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