NEW QUESTION 1
Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity.
Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?

• A. Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.


• B. Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members.


• C. Configure default opportunity teams for all lead sales representatives with team selling enabled.


• D. Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming.

Answer: C

NEW QUESTION 2
Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?

• A. Enable contacts to multiple accounts feature.


• B. Clone the contact record and add it to the second account.


• C. Add the contact to the partners related list on the second account.


• D. Associate the contact to other accounts using a custom lookup field.

Answer: C

NEW QUESTION 3
Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products.
Which two actions prevent a sales representative from adding these products to opportunities if they are NOT certified to sell them?
Choose two answers.

• A. Use a validation rule on opportunity products to prevent them from adding products marked as required certification if they are NOT certified.


• B. Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.


• C. Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.


• D. Use a separate price book for the products requiring certification and only share the price book to users who are certified.

Answer: AD

NEW QUESTION 4
Universal Containers wants to track the campaigns that influence won opportunities.
Which two actions should a consultant recommend to meet this requirement using standard functionality? Choose two answers.

• A. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.


• B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that fails before the opportunity close date.


• C. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.


• D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.

Answer: AC

NEW QUESTION 5
Sales management at Universal Containers is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which two solutions will help sales management identify and address the issue? Choose two answers.

• A. Run the opportunity pipeline standard report to view the upcoming opportunities by stage.


• B. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.


• C. Create a report that displays opportunities that have a closed date less than or equal to the created date.


• D. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.

Answer: BC

NEW QUESTION 6
Universal Containers uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should NOT contribute to the forecast. Which two actions should a consultant recommend to meet these requirements? Choose two answers.

• A. Instruct sales users to enter 0$ for the opportunity amount.


• B. Configure the first stage with the omitted forecast category.


• C. Override the forecast to be 0$ for first stage opportunities.


• D. Assign 0% probability to the first sales stage.

Answer: BD

NEW QUESTION 7
Universal Containers has its sales representatives enter a new lead whenever they are prospecting a new customer. After qualifying the new lead, a new opportunity must be created to track the deal.
Which three actions should a consultant recommend to enforce data quality and accuracy? (Choose three.)

• A. Enable validation rules on the opportunity.


• B. Map custom lead fields to corresponding custom opportunity fields.


• C. Create an Apex trigger to perform data quality checks.


• D. Enable validation rules on the lead.


• E. Enable the lead conversion permission.

Answer: BDE

NEW QUESTION 8
Universal Containers wants to improve sales productivity in inside sales and is has been advised to consider Salesforce Console for Sales.
Which two use cases justify this recommendation? (Choose two.)

• A. Need to add notes quickly while talking to the client.


• B. Need to view the caller ID on screen and quickly make calls with one click.


• C. Need to prioritize search results for contacts and opportunities.


• D. Need to chat with customers in real time with Chatter.

Answer: AB

NEW QUESTION 9
A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?

• A. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.


• B. All contacts associated with campaigns will be added to the campaign influence related list.


• C. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.


• D. All campaigns created within the last 60 days will be added to the campaign influence related list.

Answer: A

NEW QUESTION 10
Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter report would allow the sales representatives to see all opportunities they are involved with?

• A. My team-selling and my opportunities


• B. My team-selling shared opportunities


• C. My team’s opportunities


• D. My collaborative opportunities

Answer: A

NEW QUESTION 11
Universal Containers needs to show a dashboard with forecast by product family with quotas. Which solution should a consultant recommend?

• A. Build a joined report with closed opportunities, forecasting items, and quotas.


• B. Customize quotas with product report, and add necessary fields.


• C. Build a custom report type with forecasting quotas and forecasting items.


• D. Create an analytic snapshot to capture the opportunity forecast.

Answer: D

NEW QUESTION 12
Universal Containers has enables Advanced Currency Management.
How is the converted amount data reported on a report that spans time periods when the exchange rate was different?

• A. Converted amounts are based on exchange rates that use the oldest entry.


• B. Converted amounts are based on the exchange rates entered in the opportunity.


• C. Converted amounts are based on exchange rates that use the current entry.


• D. Converted amounts are based on the historical exchange rate associated with the close date.

Answer: D

NEW QUESTION 13
Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.
Which solution should the consultant recommend?

• A. Lightning Platform


• B. Salesforce Mobile Sites


• C. Lightning Components


• D. Customer Community

Answer: D

NEW QUESTION 14
Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy. Which solution should a consultant recommend to meet this requirement?

• A. Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.


• B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.


• C. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.


• D. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.

Answer: A

NEW QUESTION 15
Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team.
How can the documents be shard efficiently and securely?

• A. The documents should be uploaded to Salesforce Files and shared with the field sales organization.


• B. The documents should be emailed to the sales team on the opportunity record.


• C. The documents should be uploaded to Salesforce Files from the opportunity record.


• D. The documents should be uploaded to a library that is shared with the field sales organization.

Answer: A

NEW QUESTION 16
Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required.
Which solution should a consultant recommend?

• A. Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.


• B. Change the field-level security for sales representatives to restrict field access based on the sales stage.


• C. Create a validation rule to enforce field access based on the sales stage and a custom permission.


• D. Create a workflow rule to enable field access for sales directors based on the sales stage.

Answer: C

NEW QUESTION 17
Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data for an upcoming new product launch but is concerned contacts may have moved to different companies.
What should a consultant recommend to ensure customer data is accurate?

• A. Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.


• B. Create a workflow rule for an account and contact owner to confirm contact data.


• C. Create a workflow rule to mass email the contacts and capture any email bounces.


• D. Use a data enrichment tool to verify account and contact data is up-to-date.

Answer: A

NEW QUESTION 18
Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company wants to track and report on these deals separately from other deals.
What should a consultant recommend to meet this requirement?

• A. Create a custom field on opportunity to flag and report on these sales.


• B. Create an opportunity record type and sales process for reporting on these deals.


• C. Create a separate page layout and report to flag and report on these deals.


• D. Add “upsell” as a stage and create a summary by opportunity stage.

Answer: B

NEW QUESTION 19
Universal Containers uses Products in Salesforce and has a private security model. The product management employees do NOT have access to all opportunities but wants to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product?

• A. Create a trigger to add the product management team to the sales team of relevant opportunities.


• B. Create a criteria-based sharing rule to add the product management team to relevant opportunities.


• C. Create a trigger to set the product manager as owner for opportunities on the new product.


• D. Create a new product and add it to the price book with the product manager as an owner.

Answer: B

NEW QUESTION 20
Universal Containers uses PDF documents to help the Sales Team learn about new Products. Which feature should a Consultant recommend to store these documents?

• A. File Sync


• B. Salesforce Files


• C. Attachments


• D. File Contact for SharePoint

Answer: B

NEW QUESTION 21
Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

• A. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two field for conversio


• B. Use a trigger to update the Contact field with the Account value.


• C. Create a custom field on the Lead and Account object


• D. Create a custom formula field on the Contact object to pull the value from the Account object.


• E. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversio


• F. Create a custom formula field on the Contact object to pull value form the Account object.


• G. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversio


• H. Create a custom formula field on the Account object to pull value form the Contact object.

Answer: C

NEW QUESTION 22
Universal Containers is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure. Which two data points should the sales management team consider when developing the new sales territories? Choose two answers.

• A. Attributes needed to segment and categorize customers.


• B. Distance between customer headquarters and their sales representatives


• C. Average number of customers managed by a sales representative.


• D. Number of currencies needed to support each sales territory.

Answer: AD

NEW QUESTION 23
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