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•UniversalContainersisexperiencingadropinprofitabilitydueto•UniversalContainersisexperiencingadropinprofitabilityduetoexcessiveWhatcanUniversalContainersdotomonitorandcontrolChoose2••••LimitthenumberofproductsthatcanbeaddedtoanPublishanapprovalmatrixdocumenttoacentralizedEvaluatethedifferencebetweenlistedpriceanddiscountedpriceonopportunities.Ensurethatsalesmanagementhasapprovalauthorityonrequested•Duetorecentorganizationalchanges,UniversalContainersareconsideringWhichareaoftheapplicationshouldbeevaluatedbeforeenablingChoose2••••Whethermulti-currencyisThesharingmodelforquotesandordersThesharingmodelforaccountsandUniversalContainersisintheplanningstagesofdeployingSalesorganization.Theprojectmanagerhasaskedforabreakdownoftheexpecteddeliverablesthatwillneedsign-offineachphaseoftheproject.Matchthedeliverableontheleftwiththeappropriateprojectphaseonthe52341Design设Projectplan项目计3Plan计Projectplan项目计3Plan计4AnalyzeFunctionalspecification功能规5Validate确•UniversalContainersinimplementingtheSalesCloudtoimprovethesalesteam’stoclosedeals.Theorganizationisglobal,sellsproductsindifferentcurrencies,andhasdifferent,complexsalesprocesseswithineachbusinessregion.Whichtrainingapproachshouldberecommendedtooptimizedeploymentsuccesspromoteuser••••Online,self-pacedtrainingforapplicationendStandardizedvirtualtrainingclassesdeliveredbyUniversalContainersInstructor-ledclassroomtrainingcustomizedforeachregionStandardizedcoursecontentdeliveredgloballyviaTraintheTrainer•UniversalContainersisdeployingtheSalesforceSalesCloudto500salesusers.implementationteamispreparinganendusersupportplanforthefirstweekoftheWhichitemshouldbeincludedintheChoose2••••MeetingscheduletoreviewopenissuesandescalationsProcessforuserstoreportissues•AconsultantisworkingonaSalesforceSalesCloudimplementationprojectandtheindicatesthattheimplementationwillonlybesuccessfulifeverysalesuserlogsSalesforcethreetimesaHowshouldtheconsultant••SalesforcethreetimesaHowshouldtheconsultant••••EngageinaconversationabouttheunderlyingCreateareporttocountthenumberofloginspersalesuser.ImportanadoptiondashboardfromtheAppExchange.Finalizetherequirementsforalogin•UniversalContainersislaunchinganewproductandhasplannedanumberofactivitiestosupportthelaunch,includingpressreleases,emails,webinars,tradeshows,andcustomerconferences.Whichsolutionshouldaconsultantrecommendtomeetthese•CreateaneventforeachactivityagainsttheleadrecordsandupdatethestatusCreateasinglecampaignandaddaneventonthecampaignforeachCreatemultiplecampaigns,addmembers,updatethememberstatus,andassociatewithaparentcampaign.Createacampaignforeachactivityandmarkeachcampaignasinactiveastheeventsarecompleted.••••UniversalContainersrequiresanopportunityrecordbecreateduponleadHowcanthisrequirementbe••••CreatevalidationrulesontheopportunityCreatevalidationrulesontheaccountOverridetheconventbuttontousecustomleadconventlogic.Makeopportunitystagearequiredfield.•UniversalContainershasidentifiedtwodistinctsellingmethodologiesthatitssalesteamsmustfollowtoclosebusinessafterqualifyingaWhichsolutionwillmeetthisChoose2•WhichsolutionwillmeetthisChoose2••••DefineacampaigncodeforeachCreateleadrecordtypesforeachmethodology.Definesalesstagesforeach14.UniversalContainersellstobothindividualconsumersandcorporations.representativesontheenterprisesalesteamselltocorporationsonlyandreportingthattheconsumeraccountsareclutteringtheirsearchresults,whichmakesitmoredifficultforthemtoeffectivelysearchthedata.WhichoptionshouldbeexploredtohelpimprovetheuserChoose2••••EvaluatewhetheraprivatesharingmodelwithsharingrulescanbeDisablepersonaccountsandtreattheconsumerrecordsascontactsCreateapublicgroupfortheenterprisesalesteam.Considerenablingthedivisions15.UniversalContainerswouldliketolimitthetypesofopportunitiesassalesusercreate,butallowsalesuserstoviewopportunitiesofanyWhichapproachwillaccomplish•Settheorganization-widedefaultforopportunitiestoprivateandcreatesharingCreateaworkflowruletopreventsalesusersfromselectingtheincorrectrecordtype.Assigntheappropriateopportunityrecordtypestoeachsalesuserprofile.•••16.UniversalContainersneedstensurethatproductsareassociatedwithopportunitiesorderfortheopportunitytomoveintoorpassthequotingstageinthesalesWhatshouldaconsultantrecommendtomeetthisWhatshouldaconsultantrecommendtomeetthis••••Enablethe“Promptuserstoaddproductstoopportunities”Createaworkflowruletoassignatasktoaddproductsuponopportunitycreation.CreateacustomopportunityentrywizardusingVisualforce.17.UniversalContainersneedstopreventduplicateleadsfrombeingcreatedinLeadsaredeemedduplicateiftheymatchonfirstname,lastname,phone,andemailWhichsolutionshouldberecommendedtopreventduplicate••••CreateavalidationruleontheleadCreateanApextriggerontheleadSelectthe“PreventDuplicates”checkboxintheleadsettings.Exposethe“FindDuplicates”buttonontheleadpage18.UniversalContainersneedstoensurethatwhenaproductisassociatedwithopportunity,theappropriateproductspecialistsareaddedtothesalesWhichsolutionwouldmeetthisbusiness••••CreateanApextriggerontheopportunitylineCreateaworkflowruleontheCreateaworkflowrulesontheopportunitysalesteam.CreateanApextriggerontheopportunity.19.UniversalContainershasastrictdataaccesspolicyrelatedtoopportunities.managementneedsvisibilityintowhichteammembersareworkingoneachdeal.Asalesrepresentativecollaborateswiththesamegroupofpeoplefromotherdepartmentsoneverysalesdeal.TheusersfromotherdepartmentsdoNOThaveaccesstotheopportunitiescreatedbythesalesWhichapproachshouldaconsultantrecommendtomeetthereportingrequirement•Setupadefaultsalesteamforthe•SetupadefaultsalesteamforthesalesrepresentativethatisautomaticallyaddedCreateapublicgroupfortheextendedteamandshareopportunitiesownedbythesalesrepresentativewiththegroup.AddeachteammemberindividuallytotheaccountteamwhencreatinganShareopportunitiesownedbyusersinthesalesrepresentative’srolewitheachoftheteammembers’roles.•••20.AregionalSalesManager’s(RSM)directreportsarefrequentlyaddedassalesopportunitiesforwhichtheRSM’sdirectreportsare••••Myteam-sellingMyteam-sellingandmyMyteam’steam-sellingandtheirMyteam’s21.UniversalContainershassetupSalesforcetoSalesforcewithoneofitspartnersasatosharedealswiththeChoose2••••AbilitytomanageinternalandchannelsalesinoneAutomatedopportunityassignmenttothepartnerVisibilityintopartnerupdatesonsharedrecords.Accesstoapartner’sreportsanddashboards.22.UniversalContainerevaluatessalesmanagementontheoveralllengthofthesalesintheirrespectiveregions.Salesmanagersarerequiredtoreviewdealsincertainstagesbeforedealscanadvancetothenextstage.Salesmanagementhasobservedthatdealsaregettingstuckinthe“DeterminingPriceOptions”stageofthesalesprocess.WhichstepshouldaconsultantrecommendtoimprovetheefficiencyWhichstepshouldaconsultantrecommendtoimprovetheefficiencyofthesalesChoose2••••AddanapprovalSetupproductschedules.Adda“NeedManagerApproval”23.ItisunclearhowthemoneyspentonmarketingcampaignsishelpingContainersgrowitssalesWhatisthebestwayforUniversalContainerstocaptureareturnon••••TrackthevalueofclosedwonopportunitiesgeneratedbyeachDeterminethenumberofopportunitiesgeneratedbyeachcampaign.Countthenumberofleadsgeneratedfromeachcampaign.24.ThemarketingteamatUniversalContainersrunscampaignsusingavarietyofsuchasprint,email,andonline.EachmediacampaignhasauniqueURLforanonlinecontactformandacontactnumber.UniversalContainersneedstodeterminethereturnoninvestment(ROI)acrosstheWhatshouldbeevaluatedbythemarketingteamtodeterminecampaign•Comparethebudgetedcostbycampaigntypetothetotalamountofallopportunitiesbyleadbyleadsource.Comparetheactualcostbycampaigntypetothetotalamountforallclosed-wonopportunitiesbyleadsource.Comparethetotalleadsconvertedtothetotalnumberofcampaignmembersbycampaigntypeandleadsource.•••25.UniversalContainershasexperiencedamonth-over-monthincreaseinthem=numbernewleadsgeneratedthroughnumerousmarketingcampaignsandsalesevents.Asaresult,ithasbeendifficultforthesalesorganizationtoprioritizewhichleadstopursue.ThePresidentofSalesOperationshasaskedthataleadscoringenginebedeployedtohelpsalesexecutivesprioritizetheleads.WhichtechniqueshouldbeimplementedtoprioritizeleadsfortheWhichtechniqueshouldbeimplementedtoprioritizeleadsforthesales•CalculatethenumberofproductsrelatedtoaleadandassignleadsbasedontheofCapturerelevantdataontheleadformandcalculateascoretobeusedwhenprioritizingEnablethe“ScoreMyleads”settingtodisplayaleadscoretobeusedwhenroutingleads.Assignleadstosalesexecutivesbasedonsenioritywithinthesalesorganization.•••28.UniversalContainershasbeenawardedagovernmentcontracttosupplymaterialsforallregionallocations.Thereare12regionalofficesandeachofficehasasingleindividualwhoisresponsiblefororderingboxes.EachregionalofficeismanagedbyaregionalsalesteamandeachofficeshouldbeinvoicedWhichapproachshouldaconsultantrecommendtosetupthedatain•Createasinglepatentaccountrecord,addall12contactstotheaccount,andcreatechildaccountCreate12leadsandusethestandardleadsconversionprocesstocreateaccountsandCreate12accountrecords,addeachcontacttthecorrespondingaccount,andassociateall12accountswithaparentaccount.Createasingleaccountrecord,addeachcontacttotheaccount,andcreateacustomobjecttotrackeachoffice.•••33.UniversalContainerhasaprivatesharingmodelandisusingaccounthierarchiestorelationshipsbetweenparentandchildaccounts.Thecompanyneedstoseethetotalmarketshareofallchildaccountsontheparentaccount,evenifthechildaccountisinaccessibletotheuserviewingthe•UseApextoupdatetheTotalMarketSharefieldontheparentaccountwiththemarketsharevaluesfromallchildUsearoll-upsummaryfieldtocalculatethevalueofopportunitiesrelatedtothechildaccountsandrollthemtotheparentaccount.Useroll-upsummaryfieldstocalculatethemarketshareonthechildaccountsandrollthemuptotheparentaccount.•••CreateareporttosummarizetheMarketSharefield•CreateareporttosummarizetheMarketSharefieldforallaccountsinthehierarchy,addalinktothereportfromtheaccount34.AsalesrepresentativemanagestheUniversalContainersaccount,whichhassubsidiaries:UniversalStorageandUniversalMovers.Bothofthesubsidiaryaccountsareownedbyothersalesrepresentativesoutsideofhisterritoryandtheorganization-widedefaultforaccountsisprivate.Thesalesrepresentativeneedstoreportonallofthesales-relatedactivitiesforalloftheaccountsinthehierarchy.Whatwouldaconsultantrecommendtograntthesalesrepresentativevisibilitytotherelatedactivitiesfortheaccount••••SetthesalesrepresentativeasthedelegatedapproverfortheaccountAddthesalesrepresentativetotheaccountteamforthesubsidiaryaccounts.AddthesalesrepresentativetothesalesteamforthesubsidiaryrelatedWhichcapabilitiescanJigsawChoose3•••••AbilitytoreportonthecompletenessofAbilitytoqualifyAbilitytotrackaccountperformanceAbilitytoremoveduplicatecontacts37.UniversalContainershasasubscription-basedsalesmodelandisusingopportunitiesWhichprocessshouldaconsultantrecommendtosalesuserswhencreating••••UsetherenewalopportunitywizardandselecttheoptiontocopylineOpentheoriginalopportunityandusetheClonewithProductsUseanApextriggertocopytheoriginalopportunityandassociatedproducts.CreatearenewalopportunityandusetheCopyProductsselectionpage.38.UniversalContainersneedstohaveopportunity38.UniversalContainersneedstohaveopportunitypricingapprovedbyamemberofexecutivemanagementteambeforeitcanprogresstothenextstageinthesalesprocess.Thedesignatedapproverisdeterminedbyseveralattributesontheopportunityrecordandmustbeautomaticallypopulatedbeforetherecordissubmittedforapproval.Howcanthisrequirementbemetin•therecordissubmittedforCreateaworkflowruletoassignanactivitytothedesignatedapproveroncetheopportunityisreadyforapproval.Createaformulafieldandvalidationruletorequirethedesignatedapproverbeforetheopportunityissubmittedforapproved.CreateanapprovalmatrixanduseApextopopulateauserlookupfieldusedbythestandardapprovalprocess.•••39.UniversalContainerhasimplementedanapprovalprocesstomanagenon-discountingonquotes.Salesmanagementneedstoviewmetrics,suchasthenumberofquotedcurrentlyintheapprovalqueue,rejectedquotes,andnumberofapprovalsbyWhatisrequiredtosupportthis••••Createaroll-upsummaryfieldforapprovalrelatedtoCreateanapprovalprocessesreportandfilterbyquoteAddfieldupdatestotheapprovalprocesstocapturethecurrentstatusandapprover.Createacustomreporttypetoallowreportingonquoteswithapprovals.40.UniversalContainerusesaconsistentsetofsalesstagesandprobablypercentagesinsalesprocessacrossallproductlines.Theproductlinesmustbealignedwithspecificforecastcategories,andsalesmanagementmustforecastdifferentproductlineusingdifferentforecastWhichstepmustbetakentosupportthis••Createaworkflowruletoupdatethesalesprocessforthe••CreateaworkflowruletoupdatethesalesprocessfortheCreateaworkflowruletoupdatetheforecastcategoryfieldwhentheopportunityisManuallyselectthecorrectrecordtypewhencreatingtheUsefield-levelsecuritytoensurethattheforecastcategorymatchesthesales•••UniversalContainersusersSalesforcetomanageitssalespipeline.Theforecastandprobabilityfieldsareeditableonthepagelayoutforsalesusers.Forreportingpurposes,UniversalContainersrequiresthattheprobabilityofallclosed/lostopportunitiesmustthezeroaftertheopportunityisclosed.Howcanthisrequirementbe•••Exportallclosed/lostopportunities;updatetheprobabilityfieldtozero,andAssigntheclosed/loststageaprobabilityofzerowhensettingupthesalesprocess.Createavalidationruletovalidatethattheprobabilityforclosed/lostopportunitiesiszero.Createareporttoincludeallclosed/lostopportunitieswithaprobabilitygreaterthanzero.••ThestandardquotefunctionalityhasbeenimplementedforsalesusersatWhichsolutionshouldaconsultantrecommendtokeepopportunityproductlinesynchronizewiththe•TrainuserstoclicktheStartSyncbuttononthequotetheywanttosynchronizequoteproductlineCreatetriggerontheopportunityproductandquotetheywanttosynchronizedwheneverachangeismade.Trainuserstoadd/update/deleteaquotelineitemanytimetheymakechangestoopportunityproductitems.Createworkflowrulesonopportunityproductandquotelineitemobjectstoensuretheystaysynchronizedwheneverachangeismade.••••ASalesrepresentativeatUniversalContainersisworkingonanopportunityandcreatedseveralquotes.Asalesteammemberisunsureofwhichquoteisactiveforthesalesrepresentative.HowcanthesalesteammemberidentifytheappropriateChoose2•••LookforthesyncingcheckboxonthequoterelatedReviewthelastmodifieddateonthe•Reviewthelastmodifieddateonthe•Themarketing•Reviewthelastmodifieddateonthe•ThemarketingdepartmentatUniversalContainershasbeenrunningseveraltotargetexistingcontactswithinasalesThemarketingdepartmentneedstoknowtheeffectofthecampaignsonWhichsolutionshouldberecommendedtothemarketingChoose2•AddtheContactRolesrelatedlisttoincludeassociatedcampaignsintheAddaformulafieldonopportunitiesthatreferencestheassociatedcampaigns.Addopportunityrecordsascampaignmemberstoidentifycampaigninfluence.AddtheCampaignInfluencerelatedlistandruntheCampaignswithinfluencedopportunitiesreport.••••ThesalesdepartmentatUniversalContainersdefinesitssalespipelineasallopportunitiesanditsforecastasopportunitieswitha75percentorgreaterprobabilityofbecomingclosed/won.Thesalesdepartmentneedstomonitorthisinformationbyregionandrevenueamountclosingeachmonth.Whichsolutionshouldaconsultant••InstructsalesoperationsandtheregionalleadstobuildmonthlyanalyticCreateamatrixreportofopportunityamountbyregionandclosemonth,andfilterbyprobability.Enabletheregionalpipelineandforecastingdashboard,andscheduleamonthlyCreateaworkflowruletonotifysalesoperationswhenanopportunityexceeds75percentprobability.•••UniversalContainershasimplementedCustomizableforecastinginsalesforce.representativescanrolluptomanybranchesinthesaleshierarchybasedontheproductbeingsold.Whichsolutionwouldallowasalesrepresentativestosubmitmultipleforecastsforpositiontheyoccupyinthe•AllowsalesrepresentativestoselectadifferentroleinthehierarchydependingtheSetupmultiplepricebookswithseparateforecastforeachproduct.Configureterritorymanagementtoenablesalesrepresentativestoassignopportunitiestoterritories.Setupmultipleopportunityrecordtypesandmapeachtypetoa••••ThesalesmanagementteamatUniversalContainers•ThesalesmanagementteamatUniversalContainerstravelsfrequentlyandisunabletologintotheapplicationtoreviewtheirpendingWhichoptionshouldaconsultantrecommendtofacilitatetheapprovalChoose2••••CreateareportofallpendingapprovalsandaddtothehomeScheduleandemailadashboardofallpendingapprovals.EnableMobiletoallowapprovalsviamobiledevicesEnableapprovalsbyemailforeachapprovalprocess49.Universalcontainersneedtounderstandandinfluencesalessituationswhenkeycompetitorsareinvolved.Whichfeatureontherightwillmeetthebusinessrequirementonleft?•NotifythecompetitiveintelligenceteamwhenacompetitorisidentifiedonanViewdealslosttocompetitors,competitorswiththemostwins,andcompetitordealsinthepipeline.HighlightwhenthecompetitorfieldonanopportunityisHelpauseridentifyotheropportunitiesthatinvolvedthesame•••••••OpportunityChatterfeedtracking3Dashboardwithtablecomponents2Workflowwithemailalerts1SimilaropportunitiesUniversalContainershasacomplexsuiteofproductsandpricingstructure,whichcanbechallengingfornewersalesrepresentatives.TheVPofSaleswouldliketofacilitatecollaborationbetweennewandmoreexperiencedsalesrepresentativesinordertoimprovetheonboardingprocessandtoenablenewsalesrepresentativestobecomeproductivefaster.Whichfeaturesshouldaconsultantrecommendedtofacilitate•Choose3•••••EnableContentandsharedocumentsusingEnableContentandsharedocumentsusingcontentdeliveriesEnableSimilarOpportunitiesEnableChatterfeedtrackingon•SalesusersatUniversalContainersuseMicrosoftOutlooktocommunicate•SalesusersatUniversalContainersuseMicrosoftOutlooktocommunicatecontacts.ThesystemadministratorhasinstallConnectforOutlooktosynchronizesalesusers’data.Salesusersarereportingtheissueslisted••DuplicatecontactrecordsarebeingcreateinTasksandeventsbetweenOutlookandSalesforcedoNOT•OnewaysynchronizationfromSalesforcetoOutlookforcontactsandtwosynchronizationforOnewaysynchronizationfromOutlooktoSalesforceforcontactsandtwowaysynchronizationforactivitiesTwowaysynchronizationbetweenSalesforceandOutlookforallrecordsOnewaysynchronizationfromSalesforcetoOutlookforallrecords••••UniversalContainersrecentlyenabledChatterandhasfounditextremelyhelpfulinsalesprocess.Giventhesuccess,UniversalContainerswouldliketobringthecompetitiveintelligenceteamintoSalesforcetoleverageChattertocollaborateonopportunitieswhenkeycompetitorsareidentified.WhichstepshouldbeconsideredwhensettingupthecompetitiveintelligenceChoose2•••SetupeachmemberofthecompetitiveintelligenceteamwithChatterFreeAddthecompetitiveintelligenceteamtoChattergroupsorganizedbycompetitorSetupeachmemberofthecompetitiveintelligenceteamwithstandarduserCreateasingleuserforthecompetitiveintelligencereamto••AsalesrepresentativeatUniversalContainersiscreatingacontentdeliveryforaprofileprospectthatcontainssensitiveinformationintheformofapricingquotewithtermsanddiscountWhichshouldthesalesrepresentativedobeforesendingthecontentdeliveryURLtheChoose3••SetanexpirationdateforthecontentCreateaworkspaceforthecontentdeliveryandaddtheprospectasalibraryRequireapasswordonthecontentdeliverybeforeitcanbeSendapreviewemailofthecontentdeliverytoensurethelinkworkscorrectly.PreviewtheURLtoensurethattheformattingintheoriginalfiledisplayproperlyin•••theonline•UniversalContainersneedstocreatetwocommunitiesforcustomerssotheonline•UniversalContainersneedstocreatetwocommunitiesforcustomerssothattheyshareanddiscussideasrelatedtoUniversalContainersproducts.Therequirementsforeachcommunityarelistedbelow•CommunityAwillbeapubliccommunitywithideasandcommentsthataretoCommunityBwillbeaprivatecommunityrestrictedtoUniversalContainersmoststrategiccustomers•WhichoptionwillallowUniversalContainerstomeetthetheseCreatetwocustomerportals,mapeachcommunitytoitsrespectiveportal,andexposeCommunityAusingSitesConfigureuniquecategoriesforeachcommunityandensuretheproperaccessSetthesharingmodelforCommunityAtopublicandthesharingmodelforCommunityBtoprivateSetuptwoSitesandmapCommunityAtoapubliclyaccessibleURLandCommunityBtoahiddenURL•••••UniversalContainersisenablingthepartnerportaltoallowpartnerstoupdateopportunitiesinSalesforce.PartnersshouldonlyhaveaccesstoSpecificopportunitylistviewsandopportunityreportsHowcanthislevelofaccessbeenforcedforpartnerportalChoose2•RemovepermissionforexistinglistviewsandreportfoldersthatshouldNOTsharedwithpartnerCreatelistviewsandreportfoldersinthepartnerportalsetupsotheyareavailabletoallpartnerusersCreatetheappropriatelistviewsandreportfoldersandsharewithallpartnerusersCreateanewtabinthepartnerportaltodisplaytheappropriatelistviewsandreportfolders••••TheVPofSalesatUniversalContainersisreviewingsalesteammemberandeffectivenessandneedstoknowtherelationshipbetweentherepresentatives’levelofengagementondealsandthedealcloseChoose2•••AverageopportunitystagedurationbyeachsalesTotalnumberofopportunity-relatedactivitiesbyeachsalesrepresentativeTotalnumberoflead•••AverageopportunitystagedurationbyeachsalesTotalnumberofopportunity-relatedactivitiesbyeachsalesrepresentativeTotalnumberoflead,account,andopportunityrecordscreatedbyeachsalesAveragenumberofactivitiesassociatedwithclosed/wonversusclosed/lost•UniversalContainershasobservedaseasonalslowdowninsales.Toaddresstheissue,thecompanyisrunningacontestforthesalesteamasdescribedbelow••••IncreasethenumberofleadsqualifiedIncreasethenumberofactivitiespersalesdealIncreasetheopportunitycloseratioWhichsolutionwillprovidetherequiredCreateadashboardtotrackthemetrics,settheVPofSalesastherunninguser,andscheduleadailyrefreshtobeemailedCreateadashboardtotrackthemetrics,settheVPofSalesastherunninguser,andsetitasthedefaultdashboardforallsalesusersCreateacustomreporttypetojoinleads,activities,andopportunitiesinasinglereport,andscheduleadailyrefreshtobeemailed.Createthreereportstotrackthemetricsandscheduleadailyrefreshtobe•••••UniversalContainershasenablemulti-currencyinHowcantheVPofGlobalSalessummarizethepipelinefrommultiplecurrenciesincorporate••CreateasetofreportsforeachcurrencyandexporttoexcelaggregatetheEnableadvancedcurrencymanagementtosetthedefaultreportcurrencytothecorporatecurrencySetupdisplaycurrencyforthereporttothecorporateModifythereportfiltertoonlydisplayopportunityrecordsinthecorporate•••UniversalContainersreceivesanaverageof100,000leadsfromanexternalsourceonmonthlybasisandneedstoimporttheseintoWhichapproachcanaconsultantsuggestforimportingChoose2•UseabatchApex•••Useimportwizardfor•••UseimportwizardforUsethedataloaderinbulk-APImode•UniversalContainerssellsalargesuiteofproductsanditsproductpricingfrequently.ThecompanymanagestheproductandpricinginformationinanEnterpriseResourcePlanning(ERP)systemandwouldliketomanagesalesopportunitiesinSalesforceandleveragetheproductandpricingdatafromtheERPsystem.Whichfactorsshouldaconsultantevaluatebeforesuggestinga•beusedinawebVolumeandfrequencyofproductandpricingdataupdatesandabilityoftheERPsystemtocallaWebserviceFrequencyofproductandpricingdataupdatesandabilityoftheERPsystemtoprocessoutboundmessagesVolumeandfrequencyofproductandpricingdataupdatesandabilityoftheERPsystemtohostaWebservice••••UniversalContainersisimplementingSalesforceandplanstomigrateseveralcampaignsfromalegacyWhichapproachwouldaconsultantrecommendtoensurethatthecampaigndataisaccuratelyCreateexternalIDfieldsforcampaigns,leads,andcontactsCreateexternalIDfieldsforcampaigns,leads,andaccountsCreateexternalIDfieldsforcampaigns,campaignmembers,and•••••Universalcontainersdeterminethatopportunitiesaretakinglongertoclosethaninthepast.WhichactionshouldsalesmanagementtaketodeterminethebehindtheadditionaltimetoChoose3examinebehindtheadditionaltimetoChoose3examineuserloginratesandtheactivityonopenopportunitybuildsadashboardtodisplayopportunitystageevaluatewhetherleadconversionrateshavedecreasedoverreviewthebudgetallocatedtoEvaluatewhetherthecomplexityofdealshaschangedoverUniversalContainerswouldliketouseSalesforcetomanagesalesWhatshouldbeanalyzedtodeterminethecorrectterritoriesmanagementChoose3••••••Howsalescommissionsarecalculatedforsalesrepresentatives.Alignmentofoverlaysalessupportteamswithdirectsalesteams.Dataaccessrulesforaccountsandopportunities.Methodsusedtorecognizecurrencieswhenforecasting.Attributesusedtoassignaccountstoterritories.•Howcanaconsultminimizethenumberofunexpectedapplicationchangesduringtheconfigurationandthedevelopmentphraseofaproject?Choose3••InvolvesubjectmatterexpertstovalidatethedesignAssignthecustomerconfigurationworkbecauseoftheirfamiliaritywiththebusinessrequirements.DocumentthedecisionsmadeduringdesignreviewRequirecustomersignoffonthedesigndocumentpriortothestartoftheSendthedesigndocumentstoawildgroupofapplicationandusersfor••••UniversalContainersisdeployingSalesforceforleadandopportunitymanagement.Severalareaso
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