Cloud Kicks has hired a consultant to help with its quoting process. The consultant has determined that some quote custom fields should be viewed from the Opportunity. What should a consultant consider when implementing the custom fields?

1. A. Opportunity fields are inaccessible when configuring a Quote Template.
2. B. Related Opportunity Line Items remain when a synched Quote Line Item is deleted.
3. C. Related Quote Items on all Quotes are impacted when an Opportunity Line Item is deleted.
4. D. Only standard fields on the Quote object sync to the Opportunity.

Correct Answer: C

During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate4 into the current project.
Which best practice should the consultant use to refocus the meeting and stay on topic?

1. A. Tell key stakeholders that the team is focused on other ideas,
2. B. Remind the team of the purpose and scope of this project.
3. C. Incorporate the new ideas into the solution design.
4. D. Invite only the subject matter experts to subsequent workshops.

Correct Answer: B

Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.
Which two actions should the consultant take to meet the requirement? Choose 2 answers

1. A. Create a report based on the Opportunity reporting snapshot.
2. B. Create a dashboard component and schedule the dashboard to refresh monthly.
3. C. Schedule a reporting snapshot of the Opportunity History object to run monthly.
4. D. Schedule a reporting snapshot of the Opportunity object to run monthly.

Correct Answer: AD

Cloud Kicks has a private sharing model on Accounts. Account executives need to
ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.
What should the consultant recommend to the account executives?

1. A. Share Opportunities with specific users by granting Read access to Opportunities in their portfolio
2. B. Add specific users as Account team members with a role that grants Modify All access.
3. C. Add specific users as Opportunity team members with a role that grants Read/Write access
4. D. Share Accounts with specific users and their respective teams.

Correct Answer: C

Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support.
How should the consultant meet this requirement?

1. A. Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.
2. B. Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager
3. C. Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.
4. D. Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.

Correct Answer: D