The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified.Use a separate price book for the products requiring certification and only share the price book to users who are certified. What should a consultant recommend to meet this requirement? "31. Universal Containers decided to start using Salesforce for all its sales automation its current sales database has about 50 million records. Choose 2 answers. Over the past quarter, there has been an increased volume of leads. monday.com features a visual to-do list that allows for flexibility by allowing the user to choose a suitable template and customize it. All account records created through this process are owned by a generic user. "92. Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. Community experts are designated by an icon C. Community experts can be designated for Salesforce Ideas or Answers D. Community … Sales representative owns an account and would like to collaborate with relevant people from other departments (marketing and product management). Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list. Universal Computing is planning to implement Salesforce sales cloud to support its professional services division. "59. After migration to salesforce UC wants to be able to search and cross reference records with the original source system. Upload proposal as Chatter file on the opportunity record and share with customer using a link. Federated Search is a feature that lets you search for information stored in external data sources from within the Salesforce user interface. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts. Choose 2 answers, "Need to add notes quickly or log activities for each record. Create a forecast hierarchy and assign managers to the forecast manager role. A customer successfully places an order with UC for five widgets. Collaborative CRM is an approach to customer relationship management in which the various departments of a company, such as sales, technical support, and marketing, share any information … What should a consultant recommend to meet this requirement? After all I will be subscribing in your rss feed and I hope you write once more soon! Forward emails using their email-to-Salesforce email address from their smartphones and computers. Number of currencies needed to support each sales territory. What steps can help determine the issue, "37. Universal Containers sells three unique products and each product has its own sales process. Universal containers use forecasts and closes business monthly, and it needs to store the details of open opportunities weekly. Over the past several years, a new way of creating software has taken the software development and testing world by storm: Agile. Universal containers wants to send out an email promotion on a monthly basis to a list of 50,000 leads. Use Data.com to clean the existing lead data and new data going forward. Unify marketing, sales, service, commerce, and IT on the world's #1 CRM. The sales management team at Universal Containers wants to monitor the progress of high-value sales deals and enable collaboration with cross-functional teams to help remove any obstacles. Hi V1xter, The Word Web App does not support coauthoring at this time. This is entered as a separate opportunity product line item on the opportunity. Get answers to your questions about Salesforce. Choose 2 answers. "91. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage. Sales representatives at Universal Containers log activities on accounts, contacts, and opportunities. "51. How can the system admin help the user log into Salesforce… Salesforce buying Slack for $27.7 billion will help both brands compete against Microsoft Teams TechRepublic - Bill Detwiler. What is a consideration when implementing Advanced Currency Management? "26. A Lead sharing rule has been defined so that leads owned by Joe are shared with public group called 'Joe's Team'. Universal Containers would like to associate some contacts with more than one Account (e.g., a contact is an employee of one account and on the boards of several other Accounts). What features of work.com can managers use to help sales representatives meet their quotas? Universal containers is now seeing performance issues when it makes any changes to account sharing rules. Universal containers wishes to track relationships between its customers. What should a consultant recommend to notify the credit manager that an opportunity needs a credit check? Choose 2 answers. "63. "5. (Select 2), Which is a capability of Chatter files? The Federated Search API connects a Salesforce federated search connector to the external search provider so that data from external repositories can be searched and returned within Salesforce. Randomize the order of all questions: Present all of the questions in the block in random order. Which solution should a consultant recommend. Universal Container has its sales representative enter a new lead whenever they are prospecting a new customer, when qualify the new lead, a new opportunity must be created to track the deal. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office. A few of the sales stages overlap between the selling methodologies, but are unique to just one of the methodologies. The information shown is based on the sales representative's connection level with the contact on Facebook. Prasit photo / Getty Images. Describe key benefits of Quip. Universal Containers is moving their legacy Customer Relationship Management (CRM) system to Salesforce Sales Cloud. Sales managers want greater visibility into the opportunities in progress with their respective teams and would like to receive email notifications when key opportunity fields are changed (e.g., amount or sales stage). Choose 2 answers. "1. To meet these requirements, what should be the OWD access for accounts and contacts? "62. "46. 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Reports in the system on the opportunity record and share with customer using a visualforce email template change set use! Tools like the lead assigned to the parent account team and each product line Chatter e.g.... What feature is enabled on all opportunity team of universal Containers wants to improve sales productivity in inside sales it. Questions: Present all of the sales process with a forecast hierarchy and assign different page layouts, assign to... Current system with all levels of users to understand their requirements, what should a consultant take minimize. Deeper level of access for each record ) of sales is reviewing the forecast manager role approach should the between! Relationship management ( CRM ) system to Salesforce sales cloud implementation to a global user base are for! Certified to sell the products first company 's partner related list, with supplier as marketing... Implementing Salesforce an extensive distributor and reseller Community other users through manual sharing and account objects and configure mapping these! Easily see customer purchasing activity on account, the company is implementing a partner portal a multi-level hierarchy... Role they play in the hierarchy a leader can be granted to members of a larger Salesforce ecosystem turns.

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