Universal Containers uses a seven-step selling methodology.
Each sales stage corresponds with a step in the methodology.
The first stage is a preliminary qualification step, and opportunities in this stage should not contribute to the forecast.
What should a consultant recommend for this scenario?
Choose 2 answers

• A.Configure the first stage with the omitted forecast category.
• B.Instruct sales users to enter $0 for the opportunity amount.
• C.Assign 0% probability to the first sales stage.
• D.Override the forecast to be $0 for first stage opportunities.

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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?

• A.Use Customizable Campaign Influence for reporting.
• B.Create a formula field to track Campaign Influence.
• C.Create a reporting snapshot for Campaigns.
• D.Use sharing rules to give access to Campaign members.

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Universal Containers allows to its Sales Rep to negotiate up to 5% discount for their opportunities. Discount
more than 5% must be send to their Regional Sale Manager (RSM) for the approval. Discount greater than
15% must be able to send to Regional Vice President (RVP) for the approval. What should a consultant
recommended to meet these requirement?

• A.Configure a workflow approval task and email to RSM and RVP.
• B.Create two approval processes one for RSM and one for RVP.
• C.Configure an approval process for the RSM and workflow for the RVP.
• D.Create two step approval processes for the RSM and RVP as approvers.

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Northern Trail Outfitters (NTO) wants to send out an email promotion on a monthly basis to a list of 50,000 leads. What should a consultant recommend to meet this requirement?

• A.Create a lead assignment rule to send the email to the leads monthly
• B.Create an email alert workflow rule to send the email to the leads monthly
• C.Use the standard salesforce mass email tool located on the leads tab
• D.Use an email execution vendor to send emails for marketing campaigns

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Sales manage travels frequently - how to review pending approvals? Choose 2 answers:

• A.Schedule & email dashboard results
• B.Enable mobile
• C.Approvals by email
• D.Schedule & email report results

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