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The Sales Director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the account already exists prior to creating a new Account.
Which organization-wide default should the consultant recommend?
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Sometimes sales reps need to create Contacts without Accounts based on business processes.
What is a consideration for Contacts that are created without Accounts?
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Cloud Kicks has enabled Quotas in collaborative forecasts.
In which three ways can Quotas be managed for all users in the forecast hierarchy?
Choose 3 answers
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A Consultant is implementing a new Sales Cloud instance for Cloud Kicks that has a public sharing model for Accounts. Different sal.. Accounts that create a multi-level Account Hierarchy. Cloud Kicks needs to see the total number of closed won Opportunities and the.. in the hierarchy when viewing a parent Account.
Which recommendation will meet this viewing requirement?
OptionsMultipleChoice
Universal Containers agents often need to access the same cases, contacts, and orders multiple times per day. What should a consultant recommend to meet this requirement?
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Cloud Kicks has a custom object, Projects, that has a Lookup relationship to the Opportunity object. How can the Consultant build a report that a report that contains data from both the Project and Opportunity objects?
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The Consultant at Cloud Kicks has noticed that sales data is quickly outdated and is having issue with keeping Account data updateD. What should the Consultant recommend to maintain up-to-date Account information?
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Sales management at Cloud Kicks wants to track the following information:
A . Number of open Opportunities in the current quarter by sales representatives
B . Number of Accounts that are current customer
C . Number of open cases in the last quarter for open Opportunities.
What should a Consultant recommend to meet these requirements?
OptionsMultipleChoice
A consultant needs to migrate data in Sales cloud and is considering using Data Loader What are two capabilities of the migration tool? Choose 2 answers
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Sales management at Cloud Kicks wants to track the following information:
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