Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

• A.Create a reporting snapshot to run daily and store the results in a custom object.
• B.Create a reporting snapshot to run weekly and store the results in a custom object.
• C.Schedule a custom forecast report to run daily and store the results in a custom report folder.
• D.Schedule a custom forecast report to run weekly and store the results in a custom report folder.

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Northern Trail Outfitters (NTO) currently uses the customizable forecasting feature. A sales representative at NTO has four opportunities for the current quarter that are detailed below: * $3,500 opportunity in the Best Case forecast category * $2,000 opportunity in the Commit forecast category * $1,000 opportunity that has been dosed/won * $1,000 opportunity that has been lost What are the sales representatives Best Case forecast for the current quarter?

• A.$6,500
• B.$3,500
• C.$5,500
• D.$2,000

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The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the "sampling" stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email?

• A.Create is on the opportunity product using an HTML email template.
• B.Create is on the opportunity using a Visualforce email template.
• C.Create is on the opportunity product using a Visualforce email template.
• D.Create is on the opportunity using an HTML email template.

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Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.
Which two steps should the consultant take to fix this issue?
Choose 2 answers

• A.Assign the Sales Cloud Einstein permission set.
• B.Add the Lead Score field to the Lead Page layout.
• C.Assign the Einstein Lead Scoring permission set.
• D.Add the Lead Score field to the Lead List View.

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Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?

• A.Use Data Loader to export the accounts and make updates in Google Sheets.
• B.Install the Territory Management Reporting Pack from the AppExchange.
• C.Run the updated assignment rules in planning State and view the accounts on the territory detail page.
• D.Use Tableau to geocode account addresses and display on a territory map.

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