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1 / 60

Cloud Kicks uses Chatter to collaborate corporate-wide. Sales representatives are getting too many items showing on their feed, so it’s hard to sort through to find items that are high priority or need the sales representative’s immediate attention.
Which solution should the Consultant recommend?

Increase Chatter Feeds bookmark limit

Create a Chatter Feed page layout

Create Chatter Streams.

Create Chatter topics

Increase the Chatter follower limit

2 / 60

Cloud Kicks wants to integrate back-end systems with Salesforce. They track the “Shoe of the Month” product shipments to each customer and the associated tracking information is stored in a back-end tracking system.
Which set of objects are critical for this integration?

Custom Lightning Component, Opportunity, Lead, Product

Custom object “Status”, Opportunity, Lead, Account, Product

Custom object “Status”, Opportunity line item, Product

Custom object “Status”, Opportunity, Product

Custom Lightning Component, Opportunity, Product

3 / 60

Cloud Kicks has purchased a list of prospects and wants sales representatives to begin to contact and measure the Return On Investment (ROI) of the people in the purchased list.
Which solution should the Consultant recommend?

Create a new custom object for purchased leads

Import the list as new leads using the import wizard

Create a campaign for this list, import the list as leads, and add them to the campaign

Import the list as new leads and update the lead source to “Purchased Lead”

4 / 60

Cloud Kicks’ VP of Technology wants to start using Salesforce for all of the sales team’s automation. 70 million records were all migrated from a legacy database to the data warehouse that will be synced with Salesforce. Cloud Kicks wants to be able to search and cross-reference records with the original source database.
What should a Consultant recommend to meet this requirement?

Use a custom External ID field and map this to the original record ID value

Use the standard External ID field and map this to the current record ID value

Use the standard External ID field and map this to the original record ID value

Use a custom field named External ID and map this to the current record ID value

5 / 60

Cloud Kicks has just completed a Sales Cloud implementation and the marketing team is creating campaigns. Cloud Kicks wants to gain feedback on the implementation.
What should the Consultant recommend?

Sign off on the Statement of Work

Undergo training

Complete a post-mortem

Upgrade to the latest Salesforce release

6 / 60

Cloud Kicks frequently has multiple sales representatives that collaborate on an Opportunity and needs Salesforce to allocate credit to each sales representative in order to track against a sales quota.
Which Salesforce feature satisfies this requirement?

Opportunity Splits

Opportunity Teams

Public Groups

Account Teams

7 / 60

Cloud Kicks is implementing Enterprise Territory Management for its retail sales. The Sales Director wants to organize Territories based on their characteristics.
How can the Consultant meet this requirement?

Create a Territory Management Model with Territory Hierarchy and with priority

Create a Territory Types with priority and then create a Territory based on Territory Types

Create a Territory Model with Territory Hierarchy and set allocations

Create a Territory Hierarchy, and set allocations and assignments

8 / 60

The Consultant at Cloud Kicks has noticed that sales data is quickly outdated and is having issue with keeping Account data updated.
What should the Consultant recommend to maintain up-to-date Account information?

Use the Salesforce-provided data to update and add records to Salesforce

Use the third-party data to update and add records to Salesforce

Enable the Automatic Account Update feature in Setup

Call the Contacts and Leads to get their updated information

9 / 60

Management at Northern Trail Outfitters wants to make sure their sales representatives are recording important email communication with customers while they are away from their offices. The sales representatives use various email applications.
Which solution should be recommended?

Forward emails using their Email-to-Salesforce email address from their smartphones and computers

Download and install a Salesforce universal connector for their smartphones and computers

Download and install the Salesforce for Outlook connector on their smartphones and computers

Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers

10 / 60

Northern Trail Outfitters wants to link contacts with more than one account.
What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?

Add the contact to the partners related list on the second account

Enable contacts to multiple accounts feature

Associate the contact to other accounts using a custom lookup field

Clone the contact record and add it to the second account

11 / 60

Northern Trail Outfitters uses Products in Salesforce and has a private security model.
What should a consultant recommend to allow product management employees the ability track the performance of a newly launched products if they do NOT have access to all opportunities?

Create a criteria-based sharing rule to add the product management team to relevant opportunities

Create a trigger to set the product manager as owner for opportunities on the new product

Create a new product and add it to the price book with the product manager as an owner

Create a trigger to add the product management team to the sales team of relevant opportunities

12 / 60

Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy.
When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy.

Which solution should a consultant recommend to meet this requirement?

Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy

Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts

Use Apex to update a custom field on the parent account with the total value of open opportunities from the child accounts

Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts

13 / 60

Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches Negotiation/Review; however, sales representatives should not have editing rights at that stage.
Which solution should the consultant advise?

Change the field-level security for sales representatives to restrict field access based on the sales stage

Create a workflow rule to enable field access for sales directors based on the sales stage

Modify the profile for sales directors to enable the “Modify All” object permission for opportunities

Create a validation rule to enforce field access based on the sales stage and a custom permission

14 / 60

Northern Trail Outfitters (NTO) uses channel partners for selling and servicing its products. As volume of leads has increased, NTO has noticed a decrease in satisfaction from partners on the quality of leads and a noticeable decrease in the lead conversion rate.

What should the consultant suggest in order to increase partner satisfaction with the leads being shared?

Create multiple validation rules to ensure that all fields on the lead record are populated with data

Use the lead score on the Find Duplicates button and assign the leads with a score in the high category

Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners

Assign all leads to the partner channel manager to validate the lead data and manually assign to partners

15 / 60

A salesperson at Northern Trail Outfitters (NTO) cannot view a contact's information from social profiles. NTO has Social Accounts and Contacts turned on in its account.
Why is the salesperson unable to access the information?

The information shown is based on the sales representative's social connection with the contact

Universal Containers must install an APP Exchange package to access public profile information for its users

The link to the Facebook profile is NOT configured with the administrator password to access detailed information

The fields configured by Universal Containers' administrator on the contact page layout are missing

16 / 60

Northern Trail Outfitters (NTO) wants to boost the importance of its sales stages and their role in NTO's sales methodology; they also want to enhance the precision of their sales forecast. How should the steps in the sales process be mapped so NTO's requirements are met?

Map forecast probability to opportunity probability; assign appropriate sales stage

Map opportunity stages to forecast categories; assign accurate probability to each stage

Map sales probability values to forecast categories; assign sales stages accurate percentages

Map appropriate sales stage to opportunity stage; assign accurate forecast probability

17 / 60

Channel sales representatives at Northern Trail Outfitters (NTO) need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. To meet this requirement, NTO plans to implement lead management functionality.
Which solution should a consultant recommend?

Create a task for a partner when a new lead is created and assign the task to the partner in the Partner Community

Add the leads tab to the Partner Community and configure partner profiles to access leads

Create a customized site where partners can self-register and access their leads

Configure a separate lead record type and page layout for the Partner Community

18 / 60

Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives.

Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?

My collaborative opportunities

My team-selling and my opportunities

My team-selling shared opportunities

My team's opportunities

19 / 60

Northern Trail Outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. NTO currently has a private sharing model. How should the documents be shared efficiently and securely?

Uploaded to a library that is shared with the field sales organization

Uploaded to Salesforce Files from the opportunity record

Emailed to the sales team on the opportunity record

Uploaded to Salesforce Files and shared with the field sales organization

20 / 60

The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity's active quote?

Reference the last modified date on the quotes

Reference the synced quote field on the opportunity record

Reference synced quote history on the opportunity

Follow the opportunity's quotes in Chatter

21 / 60

How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?

Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list

Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report

All contacts associated with campaigns will be added to the campaign influence related list

All campaigns created within the last 60 days will be added to the campaign influence related list

22 / 60

Universal Containers is moving from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud.
What should a consultant recommend to ensure a successful implementation?

Review the current system with executive management to understand their requirements

Review the current system and configure Sales Cloud to work in the same way

Review the current system with all levels of users to understand their requirements

Review the current system with IT management to understand their requirements

23 / 60

Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained.
What should be recommended for a successful migration?

Manually recreate the email and mail merge templates in Salesforce

Enable Email-to-Case and use the Import Wizard

Create an email template change set or use the Lightning Platform

Enable Email to Salesforce before sending email templates to Salesforce

24 / 60

What should a consultant recommend to show a dashboard with forecast by product family with quotas?

Customize quotas with product report, and add necessary fields

Build a joined report with closed opportunities, forecasting items, and quotas

Create an analytic snapshot to capture the opportunity forecast

Build a custom report type with forecasting quotas and forecasting items

25 / 60

Universal Containers wants to implement a sales methodology that focuses on identifying customer's challenges and addressing them with its offerings.
Which sales methodology is described above?

Relationship selling

Direct selling

Target account selling

Solution selling

26 / 60

Northern Trail Outfitters uses a third-party application for credit ratings. An external web-based credit application has to be launched from a customer's account record in Salesforce. The application uses a credit ID on the account object.
What should be created to meet this requirement?

A workflow rule to launch the product fulfillment application and pass the credit ID

A formula field that uses the hyperlink function to launch the credit application and pass the credit ID

A custom button that calls an Apex trigger to launch the credit application and pass the credit ID

A custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID

27 / 60

Northern Trail Outfitters has Advanced Currency Management enabled and needs reports that span time periods when the exchange rate was different.
What is the converted amount based on in this scenario?

On exchange rates that use the most current entry

On the exchange rates entered in the opportunity

On the historical exchange rate associated with the close date

On exchange rates that use the oldest entry

28 / 60

Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.
Which solution should the consultant recommend?

Lightning Components

Customer Community

Salesforce Mobile Sites

Lightning Platform

29 / 60

The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly.
What should be recommended?

Create a reporting snapshot to run daily and store the results in a custom object

Schedule a custom forecast report to run weekly and store the results in a custom report folder

Schedule a custom forecast report to run daily and store the results in a custom report folder

Create a reporting snapshot to run weekly and store the results in a custom object

30 / 60

The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.
Which reporting tool can help determine the issue?

Campaign dashboard by industry

Industry performance dashboard

Report on leads by source

Report on lead lifetime by industry

31 / 60

Universal Containers has automated the process of creating new account records in Salesforce. All accounts records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules.
What can Universal Containers do to address the issue without changing its integration?

Ensure that the generic user has the Modify All Data permission

Set the organization-wide defaults for accounts to public read/write

Ensure that the generic user has NOT been assigned to a role

Contact Salesforce support to add an index to the account object

32 / 60

Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in
Salesforce and has a custom object for "Policies" that needs to relate to both Person Accounts and business accounts.
What is the minimum configuration on the policy custom object needed to meet this requirement?

Create a master-detail contact relationship

Create a contact lookup field and an account lookup field

Create a custom contact lookup field

Create a master-detail account relationship

33 / 60

Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data for an upcoming new product launch but is concerned contacts may have moved to different companies.
What should a consultant recommend to ensure customer data is accurate?

Create a workflow rule to mass email the contacts and capture any email bounces

Create a workflow rule for an account and contact owner to confirm contact data

Use a data enrichment tool to verify account and contact data is up-to-date

Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts

34 / 60

A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called "Sales Team."
Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?

The record owner and anyone above the record owner in the role hierarchy will be able to access the three records

The record owner, all members of the public group, and a group called "Sales team", and anyone above any group member in the role hierarchy will be able to access the three records

The record owner will be the only person who is able to access the account, contact, and opportunity records

The record owner, all members of the public group, and a group called "Sales team" will be able to access the three records

35 / 60

Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a desiccated sales engineer.
The sales engineer will need access to their assigned sales representatives"™ accounts and opportunities.
What should a consultant recommend to meet this requirement?

Enable account teams selling and have each sales representative configure their default teams

Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers

Create a trigger to add the sales engineers to their sales representatives"™ account and opportunity teams

Create criteria-based sharing rules to share the accounts and opportunities with sales engineer

36 / 60

Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity.
Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?

Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities

Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming

Configure default opportunity teams for all lead sales representatives with team selling enabled

Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members

37 / 60

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?

Create an opportunity record type and sales process for reporting on these deals

Add "upsell" as a stage and create a summary by opportunity stage

Create a custom field on opportunity to flag and report on these sales

Create a separate page layout and report to flag and report on these deals

38 / 60

The Universal Containers sales team wants to track product shipments for each of its customers. The shipment tracking information is currently available in a back-end system, which the company plans to integrate with Salesforce. Which set of objects are relevant for this integration?

Lead, account, opportunity product, custom object-shipment status

Opportunity, opportunity product, campaign, custom object-shipment status

Lead, opportunity, product, custom object-shipment status

Opportunity, opportunity product, custom object-shipment status

39 / 60

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?

Create a reporting snapshot to run daily and store the results in a custom object

Schedule a custom forecast report to run daily and store the results in a custom report folder

Create a reporting snapshot to run weekly and store the results in a custom object

Schedule a custom forecast report to run weekly and store the results in a custom report folder

40 / 60

A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?

All contacts associated with campaigns will be added to the campaign influence related list

Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list

All campaigns created within the last 60 days will be added to the campaign influence related list

Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report

41 / 60

Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object

Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull value form the Account object

Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull value form the Contact object

Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two field for conversion. Use a trigger to update the Contact field with the Account value

42 / 60

Universal Containers uses PDF documents to help the Sales Team learn about new Products. Which feature should a Consultant recommend to store these documents?

Attachments

File Sync

Salesforce Files

File Contact for SharePoint

43 / 60

Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required.
Which solution should a consultant recommend?

Create a validation rule to enforce field access based on the sales stage and a custom permission

Change the field-level security for sales representatives to restrict field access based on the sales stage

Create a workflow rule to enable field access for sales directors based on the sales stage

Modify the profile for sales directors to enable the "Modify All" object permission for opportunities

44 / 60

Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contact detail pages.
What should a consultant recommend to meet this requirement?

Enable the Orders object in Salesforce to track customer purchases

Enable Salesforce Console for Sales to see customer purchasing activity

Create a custom object related to the account, contact, and contract objects

Create a global publisher action to view all customer purchasing activity

45 / 60

A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account"™s Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?

The User currency

The Corporate currency

The Opportunity currency

The Account currency

46 / 60

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?

Create is on the opportunity product using a Visualforce email template

Create is on the opportunity using a Visualforce email template

Create is on the opportunity using an HTML email template

Create is on the opportunity product using an HTML email template

47 / 60

Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection.
Which mobile solution is appropriate for the Universal Containers"™ sales team?

Custom hybrid App

SalesforceA App

Salesforce Touch App

Salesforce Mobile app

48 / 60

Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process.
How should the relationship between the various elements of the sales process be defined to meet these requirements?

Map forecast probability to opportunity probability; assign appropriate sales stage

Map opportunity stages to forecast categories; assign accurate probability to each stage

Map sales probability values to forecast categories; assign sales stages accurate percentages

Map appropriate sales stage to opportunity stage; assign accurate forecast probability

49 / 60

Universal Containers acquires sales leads each year through trade shows. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

Upload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records

Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported

Upload the leads using Data Import Wizard and select the appropriate field to match duplicates against existing records

Upload the leads using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records

50 / 60

Universal Containers plans to implement lead management functionality for channel sales representatives who need to push pre-qualified leads to their partners.
Partners need the ability to access and update the leads assigned to them. Which solution should a consultant recommend for this scenario?

Create a task for a partner when a new lead is created and assign the task to the partner in the Partner Community

Add the leads tab to the Partner Community and configure partner profiles to access leads

Create a customized site where partners can self-register and access their leads

Configure a separate leas record type and page layout for the Partner Community

51 / 60

Universal Containers wants to measure revenue based on when individual Products are sold.
What should a Consultant implement to meet this requirement?

Forecasting by Schedule Date

Forecasting by Order Amount

Forecasting by Opportunity Amount

Forecasting by Product Dates

52 / 60

Universal Containers allows its sales representatives to negotiate up to a 5% discount for their opportunities. Discounts greater than 5% must be sent to their
Regional Sales Manager (RSM) to approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?

Create two approval processes, one for the RSM and one for the RVP

Configure a workflow approval task and email to notify the RSM and RVP

Create the two-step approval process for the RSM and RVP as approvers

Configure an approval process for the RSM and a workflow rule for the RVP

53 / 60

Universal Containers uses a custom object named "Analysis", which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones.
What should a consultant recommend to meet this requirement?

Create an Action

Create a custom object tab

Create a Visualforce page

Create a related list button

54 / 60

Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.
How should Salesforce be configured to give resellers the correct level of access to reports?

Create a new tab in the Partner Communities to display the appropriate list views and report folders

Create the appropriate list views and report folders in the Partner Communities for all partner users

Create the appropriate list views and report folders, and share with all partner users

Create a Chatter group that allows partners to post links to appropriate list views and reports

55 / 60

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?

Create different record types and sales processes for each line of business, and assign different stages to each page layout

Create different record types and sales processes for each line of business, and use workflow field updates to assign stages

Create different record types and sales processes for each line of business, and assign different page layouts to each record type

Create different record types and sales processes for each line of business, and assign different sales processes to each page layout

56 / 60

The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer's account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?

Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID

Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID

Create a workflow rule to launch the product fulfillment application and pass the credit ID

Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID

57 / 60

Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products.
What should a consultant recommend to support selling the two product lines?

Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line

Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information

Create one page layout, two sales processes, and validation rules to capture relevant opportunity information

Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type

58 / 60

The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.
Which solution should a consultant recommend to meet this requirement?

Download and install a Salesforce universal connector for their smartphones and computers

Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

Download and install the Salesforce for Outlook connector on their smartphones and computers

Forward emails using their Email-to-Salesforce email address from their smartphones and computers

59 / 60

Universal Containers has enabled Social Accounts and Contacts. When a sales representative accesses a contact within Salesforce, the representative is unable to see detailed information from the contact's social profiles.
What is preventing the sales representative from accessing this information?

The link to the Facebook profile is NOT configured with the administrator password to access detailed information

The fields configured by Universal Container's administrator on the contact page layout are missing

Universal Containers must install and APP Exchange package to access public profile information for its users

The information shown is based on the sales representative's social connection with the contact

60 / 60

Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?

Clone the contact record and add it to the second account

Associate the contact to other accounts using a custom lookup field

Add the contact to the partners related list on the second account

Enable contacts to multiple accounts feature

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