Question: 1
Each year, representatives from Universal Containers attend two major industry conferences that generate a large volume of leads. After Leads have been converted to Opportunities, a few months later, the team wants to determine the ROI for each industry conference.
Which solution should the consultant recommend?
Question: 2
The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open Opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category.
How should a consultant ensure Opportunities appear in the correct forecast categories?
Question: 3
Universal Containers wants to automatically add emails and events that sales reps send and receive from Gmail to the activity timeline of related records.
What should the consultant recommend to meet the requirement?
Question: 4
Universal Containers (UC) has implemented Opportunity Teams. As part of the sales process, tasks are used to track all customer interactions. UC wants any available team member to handle these tasks as soon as possible.
Which Salesforce functionality should the consultant recommend to meet the requirement?
Question: 5
A consultant is meeting with a new client for the first time to design a rollout strategy for its Sales Cloud implementation.
What should the consultant do during the planning phase to ensure a successful implementation?