Why are profiles important when managing security of records? (Select all that apply)

A. Profiles allow users Read permission only. To allow Create, Edit, or Delete permissions, an admin must change the default setting.

B. When custom applications are installed or created, you can manage access at the profile level.

C. Profiles define a user's permission to perform different functions within Salesforce.

D. Profiles manage data visibility based on where users are placed

You are setting up security for your client, UCI. UCI has a collaborative sales model and want to make sure all team members work together to meet the customer needs. They are likely to require an open sharing model that will allow them to cross- and up-sell opportunities.

A. True

B. False

The VP of Sales at Cloud Kicks wants to automate the process of reassigning Accounts when the Account owner gets transferred to a different team or region. The VP wants reassignment to be based on the Account status and confirmation that the new Account owner is informed of their new Account inheritance. Which two strategies can the consultant use to design the solution?

A. Use Process Builder for capturing Account details, define Account assignment rules to reassign the Account to new owner based on status, and send an email regarding Account inheritance.

B. Use Process Builder for capturing Account details, design workflow rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

C. Use Flow Builder for capturing Account details, design an element to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

D. Use Process Builder for capturing Account details, design an nodes to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

E. Use Flow Builder for capturing Account details, define Account assignment rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

UC manages its sales pipeline using Salesforce. However, when an opportunity moves to the closed lost stage, the company would like to enforce that the expected revenue value be $0 in reports. Which solution should a consultant recommended to meet this requirement?

A. Create a validation rule to verify that the forecast probability for closed/lost opportunities is 0%.

B. Define a workflow rule to set the forecast category to omitted when the opportunity stage is closed/lost.

C. Define a workflow rule to set the expected revenue field to $0 when the opportunity stage is closed/lost.

D. Create a dependency between stage and forecast category to enforce the omitted value for closed/lost stages.

The sales representatives at Universal Containers have been experiencing the following Challenges with sales data within their Salesforce application. It has been difficult to effectively reach contacts. There are many duplicate contacts. They are unable to segment account data. What should a consultant recommend to remedy all of these challenges?

A. Utilize Data.com to flag duplicates and update existing data.

B. Export contacts and accounts from Data.com and upload using data loader.

C. Utilize data loader to export data and flag duplicate records.

Universal Containers is bringing a new division under their existing Customer Service Contact Center. This will involve servicing several thousand new customers. Which method should a consultant recommend for importing this data into Universal Containers' Service Cloud instance?

A. Bulk Data transfer API

B. Data Integration via SOAP API

C. Java language Specific Toolkit

D. Cloud-to-Cloud Integration Toolkit

The Cloud Kicks sales team can create leads for both business and individual customers. Person accounts have been enabled in its Salesforce org. How can the consultant ensure that Leads are converted into either a business account or a person account where appropriate?

A. Populate the Company field with "Person'',

B. Leave the Company field blank.

C. Create separate record types for business account leads and person account leads.

D. Check the person account checkbox on the lead.

A consultant needs to migrate data in Sales Cloud and is considering using Data Loader. What are two capabilities of this migration tool? Choose 2 answers.

A. Extract organization and configuration data.

B. Prevent importing duplicate records.

C. Run one-time or scheduled data loads.

D. Export field history data.

Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes.

Which two steps should the consultant perform to maintain data integrity?

Choose 2 answers

A. Enable the Create Audit Fields permission to insert historically accurate records.

B. Use the Salesforce Approval Process clone feature to migrate approval processes.

C. Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes.

D. Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.

Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer?

Choose 3 answers

A. Embodying

B. Shadowing

C. Interviewing

D. Role Playing

E. Leading Workshops