Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents
are using a mobile device or a browser to access Salesforce.
What should the consultants do to efficiently analyze how users are logging in to Salesforce?
Universal Containers (UC) is going to kick off a Sales Cloud implementation project next month. In preparation for discovery workshops with the business stakeholders, the project manager has
asked for a list of key topics the team wants to ask the client about prior to the workshop.
Which topics will help the team get to know UC better?
Sales reps at Universal Containers want to know when a customer or prospect contact opens an email the reps sent so they can follow up with the contact shortly afterward.
Which tool should a consultant recommend to meet the requirement?
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?
The sales department at Cloud Kicks is growing quickly. New sales executives want to prioritize interacting with contacts who make or influence the decision to purchase Sales Cloud.
What should the consultant recommend to document the decision- makers and influencers?
During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?
Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.
What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?
Which prerequisite should the consultant consider before enabling Opportunity Splits?