Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model.
What will a user without access to the Amount field on the Opportunity object observe?
Answer : C
In Einstein Opportunity Scoring, if a user lacks access to a field (such as the Amount field) that is used as a contributing factor, that field is omitted from the scoring details that the user sees. Salesforce respects field-level security settings, so users without permission to view certain fields will not see those fields in the contributing factors section. Instead, the scoring model will still display, but without the restricted fields in the breakdown of contributing factors.
The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales Cloud.
Which option should the consultant recommend?
Answer : C
Using a collaboration tool to gather feedback is an effective way to improve user adoption of Sales Cloud. Such tools allow users to share their experiences, voice concerns, and suggest improvements in real time. By actively involving users in the process and addressing their feedback, Cloud Kicks can enhance user engagement, identify and resolve adoption barriers, and ultimately increase satisfaction with Sales Cloud.
Salesforce suggests utilizing collaboration tools like Chatter or third-party tools for ongoing feedback and communication, which supports continuous improvement and user-centric development practices.
Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK
wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.
Which action should the consultant recommend?
Answer : C
When merging two organizations, it is critical to understand and document the existing business practices of each entity. Conducting discovery sessions with senior managers helps identify differences, overlaps, and potential integration points between the companies' processes. This step provides a comprehensive view of each organization's needs and lays the foundation for creating a cohesive project plan that aligns with both companies' goals.
Salesforce recommends discovery sessions as a best practice during mergers and acquisitions, as they facilitate thorough understanding and ensure that the integrated solution meets the combined organization's requirements.
A consultant for Cloud Kicks is migrating data from an on-premises system to Salesforce. The consultant has imported Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW.
What is causing these records to fail?
Answer : A
The 'UNABLE TO LOCK ROW' error typically occurs when multiple processes attempt to update child records that share the same parent record at the same time. In this case, when importing Contacts associated with Accounts, the Data Loader is likely attempting to update several Contacts for the same Account simultaneously, causing row-level locking issues.
Salesforce's documentation explains that row locks can occur when related records are updated concurrently. To avoid this, it is recommended to batch imports so that child records with the same parent are processed sequentially rather than simultaneously.
Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to Influential campaigns.
Which feature will allow for revenue share with standard and custom attribution models?
Answer : B
The Customizable Campaign Influence feature in Salesforce allows users to assign revenue attribution to campaigns that have influenced Opportunities. It supports both standard and custom attribution models, enabling users to define how much influence a campaign had on the Opportunity's success. This feature is ideal for assigning specific percentages of revenue to influential campaigns, which can then be reported and analyzed to understand their impact.
Salesforce's documentation on Campaign Influence details how Customizable Campaign Influence supports complex attribution models and offers flexible reporting capabilities, making it the right choice for revenue sharing in scenarios like Cloud Kicks' campaign.
Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of
them.
What should the consultant recommend to fill in the missing franchises?
Answer : B
A data enrichment package from AppExchange can help identify and fill in missing data, such as unlisted franchises, by integrating external data sources to supplement Salesforce records. These packages typically use third-party data services to provide additional account information, ensuring that sales reps have a more complete view of account hierarchies.
This approach aligns with Salesforce's recommendations for managing account data and enhancing the quality of CRM records, as data enrichment tools can automatically update and add missing entries.
A consultant has conducted discovery sessions with Cloud Kicks stakeholders and is ready to begin gathering use cases for deal processes.
Which group should provide content for the use cases?
Answer : A
The business development team is typically involved directly with deal processes, as they are responsible for prospecting and managing new business opportunities. They have first-hand insights into the workflows, challenges, and interactions that are part of the sales process. Gathering use cases from the business development team ensures that the implemented solution will address the actual needs and scenarios encountered during sales activities.
According to Salesforce's best practices, involving the business development team helps align the solution with real-world practices and provides actionable insights to build effective deal processes.