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The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.
What should a consultant recommend?
A. Create a Global Action to convert leads via the Salesforce mobile app.
B. Enable Conversions for the Salesforce mobile app In Lead Conversion settings.
C. Install an AppExchange package to convert leads via the Salesforce mobile app.
Answer: A
Explanation:
Creating a Global Action specifically for lead conversion enables sales reps to convert leads directly from the Salesforce mobile app. This approach provides a seamless experience that leverages native Salesforce functionality, without the need for additional installations or configurations. By setting up a Global Action, the consultant ensures that lead conversion is accessible on the go, which is ideal for Cloud Kicks' traveling sales team.
While enabling conversions in Lead Conversion settings provides configuration options, it does not by itself create mobile access. AppExchange solutions are useful but often introduce additional overhead and are unnecessary when native Salesforce functionality meets the requirement.
Salesforce Documentation References:
* Salesforce Mobile App Global Actions
* Lead Conversion on Mobile
NEW QUESTION # 95
Cloud Kicks has completed the discovery stage and leadership has aligned on the project's business goals.
What should the consultant formalize with stakeholders before moving on to the next project stage?
A. Define key metrics to identify how success will be measured.
B. Create user stories to present for prioritization.
C. Onboard team members to start development of the solution.
Answer: A
Explanation:
Before advancing from the discovery phase, it's essential to have a clear understanding of how success will be evaluated. By formalizing key metrics with stakeholders, Cloud Kicks can ensure that all parties agree on what constitutes project success. This step aligns with Salesforce best practices, as it helps maintain focus on business goals throughout the project lifecycle and provides measurable benchmarks for tracking progress and outcomes.
The Salesforce project management guidelines emphasize that defining metrics at this stage is critical to guiding the implementation process, assessing the impact of Sales Cloud, and ensuring alignment between the solution and business objectives.
NEW QUESTION # 96
Universal Containers is in the planning phase of its Sales Cloud implementation. In a recent discussion, the CEO expressed a desire to measure the return on investment (ROI) of its sales and marketing efforts by location.
Which solution should the consultant recommend?
A. Track total cases submitted by lead source and location.
B. Track total accounts created by lead source and location.
C. Track total opportunity pipeline by lead source and location.
Answer: C
Explanation:
To measure ROI on sales and marketing efforts by location, it is crucial to track the opportunity pipeline based on both lead source and geographic location. This approach directly ties sales outcomes (opportunities) to the sources that generated those leads, offering a clear picture of ROI across different locations.
* Opportunity Pipeline as an ROI Indicator: Opportunities are directly tied to potential revenue, making them a key metric for evaluating sales success. By segmenting this data by lead source and location, Universal Containers can assess which locations are generating the most valuable sales leads.
* Leveraging Opportunity Data: Salesforce enables filtering and reporting on opportunities by lead source and location, which aligns with the CEO's interest in understanding ROI geographically.
Option B (tracking accounts created) would not directly measure sales revenue, and Option C (tracking cases) is not relevant to sales and marketing ROI. For more on opportunity tracking, see Salesforce Opportunity Management documentation.
NEW QUESTION # 97
Cloud Kicks manages prospects for lead generation in a marketing application.
To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?
A. Contacted prospects
B. Qualified prospects
C. All prospects
Answer: B
Explanation:
To ensure data quality, only qualified prospects should be migrated from the marketing application to Salesforce as lead records. This approach reduces clutter and ensures that only leads with a higher potential for conversion are brought into Sales Cloud, aligning with Salesforce best practices for lead management.
Qualified prospects typically meet predefined criteria that make them more likely to convert, thereby supporting sales efficiency and data integrity.
NEW QUESTION # 98
Sometimes, Universal Containers sales reps need to create contacts without accounts based on business processes.
What should the consultant take into consideration?
A. Contacts are private and only the owner and admin can view them.
B. Contacts are private and shared through sharing rules.
C. Contacts are private and shared through the role hierarchy.
Answer: A
Explanation:
In Salesforce, when contacts are created without being associated with an account, they are referred to as
"Private Contacts." Private Contacts are visible only to the record owner and system administrators, and they do not inherit sharing settings from accounts because they aren't linked to any. Since these contacts are not associated with accounts, they remain isolated from standard sharing rules or role hierarchies, emphasizing that only the owner and admin can view them.
For further details, see: Salesforce Private Contacts.
NEW QUESTION # 99
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