What is the recommended approach to relate a Person Account to another Account?

1. A. Add the Person Account to the Contact Roles.
2. B. Add the Person Account to the Account owner’s default team.
3. C. Add the Person Account to the Partners Related List.
4. D. Add the Person Account to the Account Team.

Correct Answer: C

A premier customer for Universal Containers needs access to confidential product roadmap information. Which two steps should a sales representative take to securely send this information using content delivery?
Choose two answers.

1. A. Remove access to content after a specified date.
2. B. Require the customer to enter a password to view the content.
3. C. Require the customer to enter a security token to download the content.
4. D. Require the recipient to log into Salesforce to access the content.

Correct Answer: AB

Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company wants to track and report on these deals separately from other deals.
What should a consultant recommend to meet this requirement?

1. A. Create a custom field on opportunity to flag and report on these sales.
2. B. Create an opportunity record type and sales process for reporting on these deals.
3. C. Create a separate page layout and report to flag and report on these deals.
4. D. Add “upsell” as a stage and create a summary by opportunity stage.

Correct Answer: B

Universal Containers is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure. Which two data points should the sales management team consider when developing the new sales territories? Choose two answers.

1. A. Attributes needed to segment and categorize customers.
2. B. Distance between customer headquarters and their sales representatives
3. C. Average number of customers managed by a sales representative.
4. D. Number of currencies needed to support each sales territory.

Correct Answer: AD

Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and want to receive email notifications when opportunities reach key metrics ( e.g. progress to a certain stage or reach a specific probability). However, individuals want to control the frequency of their email notifications. Which two solutions should a consultant recommend? Choose two answers.

1. A. Configure the individual Salesforce for Outlook email settings to control notification frequency.
2. B. Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are looking for.
3. C. Create a report filtering for the desired criteria and individuals subscribe to the report.
4. D. Define a workflow rule and email task that is triggered when key fields are updated to new values.

Correct Answer: BC