多选题 Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
Which two recommendations should the consultant make?
Choose 2 月案s

A、 Include the Forecast Manager field on the Territory page layout.
B、 Include the Forecast Manager field on the Opportunity page layout.
C、 Assign a forecast-enabled forecast manager to each territory.
D、 Assign a role for each manager in the user role hierarchy.
下载APP答题
由4l***4m提供 分享 举报 纠错

相关试题

多选题 A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own. Which three reasons could explain the sales rep's experience?
Choose 3 答案s

A、Sharing Rules for opportunities are set to Manager Groups.
B、Opportunity visibility allows View access to opportunities owned by others and associated with accounts they own.
C、The organization-wide defaults for opportunities are set to Private.
D、All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.
E、Some opportunities associated with the sales rep's account are owned by other users.

单选题 Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team. Which approach should a consultant recommend to streamline forecast reporting?

A、Create a custom object to be used in forecast reporting.
B、Reduce the number of opportunity stages and report on probability.
C、Align opportunity stages with probability and use collaborative forecasts for reporting.
D、Align forecast categories to multiple opportunity stages and report on forecast category.

多选题 Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company's product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement?
Choose 2 月案s

A、Manually assign a product-specific role to each product engineer.
B、Create criteria-based opportunity sharing rules for each product line.
C、Enable Default Opportunity Teams for the Opportunity.
D、Enable Default Account Teams for each product line.

单选题 ass="qusetion-title" style="font-family: k69081606a33a7e5e2a277ad4b3377d52;">单敢题
CK wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly.
Which solution should the consultant recommend to meet the requirement?

A、Enable schedules on the Product object.
B、Configure assets with a lookup to the Opportunity object.
C、Implement contracts with a lookup to the Opportunity object.
D、Activate schedules on the Opportunity object.

单选题 ass="qusetion-title" style="font-family: k69081606a33a7e5e2a277ad4b3377d52;">单敢题

To properly plan for company growth, CK needs to forecast monthly revenue projections from the sales of its annual subscription service.

What should the consultant configure to meet this requirement?

A、Opportunity dashboard showing opportunities closed each month
B、Opportunity products with formula fields for each month's value
C、Opportunity dashboard showing products sold each month
D、Opportunity products with monthly product Schedules

单选题 Sometimes, sales reps need to create contacts without accounts based on business processes. What should the consultant take into consideration about these contacts?

A、Contacts without accounts need to be shared through sharing rules
B、Contacts without accounts are shared through the Role Hierarchy.
C、Contacts without accounts are private and only the owner and admin can view them.
D、Contacts without accounts need to be manually shared.

多选题 ass="qusetion-title" style="font-family: k37e480e8bd851f791c01de512e5cfae9;">每选题
CK has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deats in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them.
Which two actions can forecast managers perform?
Choose 2 answers

A、Share the forecast with any Salesforce user.
B、View the territory forecasts as a single-page summary.
C、Add a Forecasts tab to the Sales app.
D、Add territory forecast to the hierarchy.

单选题 The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts. The team can often easily identify duplicates and wants to merge them.
What should the consultant explain to the team about Person Account merges?

A、Person Accounts with a redundant relationship can be merged using matching rules.
B、Person Accounts can be merged with other Person Accounts.
C、Person Accounts can be merged with contact records.
D、Person Accounts can be merged with any type of Account