Question: 1
Cloud Kicks Sales Team Folder needs to be shared with the following:
The CEO role, so that view access is granted
The CEO's assistant, so that view, share, save, rename, and delete are granted
The Sales Manager for each region, so that view and save are granted.
How should the Consultant configure sharing?
Question: 2
A Salesforce partner regularly works with Salesforce Account Executives to close deals with clients that are looking for a partner to implement Sales Cloud. As new partner sales reps are on-boarded, they spend quite a bit of time trying to determine which Account Executive maps to which Accounts and Opportunities. What should the Consultant recommend when rolling this out?
Question: 3
Cloud Kicks wants to be able to forecast revenue on a quarterly basis. Which date field should the Consultant recommend to ensure accurate forecasting?
Question: 4
As part of Enterprise Territory management implementation, Cloud Kicks wants the user to manually search for territory in an active territory model and assign to Opportunities. Which approach should the Consultant suggest to meet this requirement?
Question: 5
A Consultant for Cloud Kicks Sales Cloud has proposed implementing an Account Hierarchy. What impact could the redesign have on the org?