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Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view.
Which solution should the consultant recommend to meet the requirement?
A. Create a Lightning Web Component.
B. Create a screen flow.
C. Use Deal Insights In Pipeline Inspection
Answer: C
Explanation:
Pipeline Inspection with Deal Insights offers a visual way to identify stalled opportunities and provides actionable insights directly within the Sales Cloud. This tool highlights opportunities that haven't progressed in a set amount of time, making it easy for sales reps to identify and act on these opportunities in a single view.
While custom Lightning Web Components or screen flows could potentially be built to identify stalled opportunities, using Deal Insights in Pipeline Inspection is a more efficient and native Salesforce solution designed specifically for this purpose.
Salesforce Documentation References:
* Pipeline Inspection and Deal Insights
* Identifying Stalled Opportunities with Deal Insights
NEW QUESTION # 14
Cloud Kicks (CK) plans to implement Advanced Currency Management in Sales Cloud. CK has roll-up summary fields on the Opportunity.
What should CK consider when enabling Advanced Currency Management in its Sales Cloud org?
A. Opportunity roll-up summary fields will update from the Opportunity Line Item object.
B. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.
C. Opportunity cross-object formulas always use the dynamic conversion rate for currency conversion.
Answer: A
Explanation:
Cloud Kicks (CK) plans to implement Advanced Currency Management and has roll-up summary fields on the Opportunity object. When enabling Advanced Currency Management, CK should consider that Opportunity roll-up summary fields will update from the Opportunity Line Item object, but with certain limitations.
Key Points:
* Advanced Currency Management (ACM): ACM allows organizations to manage dated exchange rates for Opportunities and Opportunity-related objects, which is essential for accurate reporting over time in multi-currency environments.
* Roll-Up Summary Fields Limitations:
* Roll-up summary fields that SUM currency amounts from related records (like Opportunity Products/Line Items) use the static conversion rate rather than the dated exchange rate.
* This means that when using ACM, roll-up summary fields on the Opportunity that aggregate Opportunity Line Item amounts may not reflect the expected values based on dated exchange rates.
* Considerations for CK:
* CK should be aware that roll-up summaries may not align with the dated exchange rates applied to Opportunities when using ACM.
* CK may need to adjust their reporting or consider alternative solutions, such as custom formulas or Apex triggers, to achieve the desired calculations.
Why Other Options Are Less Suitable:
* B. Opportunity cross-object formulas always use the dynamic conversion rate for currency conversion:
* Cross-object formulas do not support dated exchange rates; they use the static conversion rate.
Therefore, this statement is inaccurate.
* C. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports:
* Dated exchange rates are not used in forecasting, custom formula fields, or currency fields in other objects. They are only applied to Opportunities, Opportunity Line Items, and related standard reports.
Salesforce Sales Cloud References:
* Advanced Currency Management Overview: Salesforce Help - Advanced Currency Management
* Limitations with Roll-Up Summary Fields: Salesforce Help - Considerations for Advanced Currency Management
* "Advanced currency management isn't supported in cross-object formula fields or roll-up summary fields."
* Implications for Reporting: Organizations must plan for these limitations when implementing ACM to ensure financial data accuracy.
By understanding that Opportunity roll-up summary fields will update from the Opportunity Line Item object but may not use dated exchange rates, CK can address potential discrepancies and make informed decisions when enabling Advanced Currency Management.
NEW QUESTION # 15
Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a master-detail relationship to the Account. End users have stated that each account record takes a long time to display.
What should the consultant do to reduce the amount of time it takes to load pages and increase adoption?
A. Move the invoice related list to a separate tab on the record page and communicate the change to users.
B. Convert the Invoice master-detail into a lookup relationship and tell the users it Is a required field.
C. Enable indexing on all visible fields on the Invoice related Iist and create a training plan for the users.
Answer: A
Explanation:
With Cloud Kicks having a large number of Account records and a substantial volume of Invoice records linked via a master-detail relationship, page load performance can be affected when a large related list is displayed. Moving the Invoice related list to a separate tab on the Account record page can help alleviate this issue by reducing the initial data load required when viewing the Account record.
* Optimizing Page Layouts for Performance: By placing the related list on a separate tab, Salesforce loads the tab's contents only when accessed, rather than at the initial page load. This can significantly improve page performance, especially with large data volumes.
* User Experience and Adoption: Communicating this change ensures that users understand where to find the Invoice information while benefiting from faster page load times.
Option A (converting to a lookup relationship) could alter the data model and existing functionality, and Option C (indexing) may not address initial page load performance directly. Salesforce recommends using custom page layouts and tabs to manage large related lists as part of performance optimization best practices, detailed in Salesforce Large Data Volume Considerations.
NEW QUESTION # 16
When a lead is created, Cloud Kicks wants to implement rules to assign the lead to the appropriate user. The new record should have the assignee's default record type.
Which approach should the consultant recommend to meet the requirement most efficiently?
A. Use Lead settings to set the record type of the assignee.
B. Create a flow to update the lead record type of the assignee.
C. Match the record type of assignee in the User settings.
Answer: C
NEW QUESTION # 17
Cloud Kicks want to track the return on investment (ROI) of its marketing campaigns for trade shows and customer webinars.
What should the consultant recommend?
A. Create a custom field on the Opportunity object to capture Campaign details.
B. Use the Primary Campaign Source field on the Opportunity object.
C. Enable Campaign Influence and add It to the Opportunity page layout.
Answer: B
Explanation:
Campaign Influence allows tracking multiple marketing campaigns that have impacted an opportunity, making it an ideal solution for measuring the ROI of marketing efforts such as trade shows and webinars. By enabling Campaign Influence, Cloud Kicks can associate opportunities with one or more campaigns, thus measuring the influence and ROI of each campaign.
* Tracking Campaign ROI: Campaign Influence enables users to see how campaigns contribute to closed deals. It allows for custom attribution models, giving flexibility in how influence is measured.
* Visibility on Opportunity Records: By adding Campaign Influence to the Opportunity page layout, sales reps can easily view which campaigns influenced an opportunity, which supports ROI analysis.
Option A (Primary Campaign Source) limits tracking to a single campaign, and Option C (creating a custom field) would not provide the multi-campaign tracking flexibility available with Campaign Influence. For more on setting up and using Campaign Influence, refer to Salesforce Campaign Influence documentation.
NEW QUESTION # 18
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