The VP of Sales at Cloudy Computing should be notified and approve every Opportunity with a discount greater than 30%. As the Administrator, what solution should you recommend?

• Send an email alert to the VP of Sales using Workflow
• Use Process Builder to create an approval record and assign to the VP of Sales
• Create an Approval Process with an entry criteria on the Discount % field on the Opportunity ✅
• Create an Approval Process with an entry criteria on the Amount field on the Opportunity

Correct Answers

Create an Approval Process with an entry criteria on the Discount % field on the Opportunity ✅

Explanation

An Approval Process should be created on the Opportunity object with entry criteria stating that the Discount % value must be greater than 30%.

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Cloudy Computing often deals with complex Cases that involve contacting multiple Contacts at an Account. What feature of Salesforce could be used to support this and keep track of all Contacts involved with a Case?

• Case Teams
• Contact Teams
• Contact Roles ✅
• Account Teams

Correct Answers

Contact Roles ✅

Explanation

Contact Roles enable you to define which Contacts are involved in a Case and what their roles are. This feature makes it easier to quickly identify who to contact and when.

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In addition to a score, what other information does Einstein Opportunity Scoring provide to assist sales users close deals? (Choose 2)

• Similar Deals
• Recommended Next Steps
• Top Positives ✅
• Top Negatives ✅

Correct Answers

Top Positives ✅

Top Negatives ✅

Explanation

As well as providing a score, Einstein will indicate both positive and negative factors that contributed to the score. To view these factors in Lightning, simply hover over the score.

Positive examples:

• Previous won opportunities with the related account
• Opportunity moving quickly through the stages
• High numbers of activities on the related account
• Opportunity has an open quote

Negative examples:

• Previous lost opportunities with the related account
• Close date overdue or being pushed out
• Low numbers of activities on the related account
• Low success rate in the industry assigned to the related account

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Activities in Salesforce are made up of which of the following? (Choose 2)

• Task: A task is a to-do item with no duration but that can optionally have a due date ✅
• Meeting: A meeting is a scheduled calendar meeting that has a duration and therefore requires a start time and an end time
• Event: An event is a scheduled calendar meeting that has a duration and therefore requires a start time and an end time ✅
• Checklist: A checklist is a to-do item with no duration but that can optionally have a due date

Correct Answers

Task: A task is a to-do item with no duration but that can optionally have a due date ✅

Event: An event is a scheduled calendar meeting that has a duration and therefore requires a start time and an end time ✅

Explanation

Activities in Salesforce include Tasks and Events. A task is a to-do item with no duration but may optionally have a due date. An event is a meeting that has a duration and therefore requires a start date/time and an end date/time.

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• Path can be used to visually track Campaign progress ✅
• All Salesforce users can can create, edit, and delete Campaigns
• Campaign Member Statuses can be customized per Campaign ✅
• The Send List Email feature can be used to send a message to selected Campaign Members ✅
• The Opportunity value will be added to the campaign statistics of all Campaigns related to the Opportunity

Correct Answers

Path can be used to visually track Campaign progress ✅

Campaign Member Statuses can be customized per Campaign ✅

The Send List Email feature can be used to send a message to selected Campaign Members ✅

Explanation

Orgs using Lightning Experience can take advantage of Path to visually track Campaign progress. Only users with the ‘Marketing User’ feature license can create and manage Campaigns. Campaign Member Statuses can be set per Campaign. To use the same set of statuses, you can clone a Campaign. The Send List Email feature can be used to send a message to selected Campaign Members. This can be done from the Campaign Member component or via a List View with the Campaign selected as a filter. When using Campaign Influence, multiple Campaigns can be associated with an Opportunity but only one may be the ‘Primary Campaign’. The Opportunity value will be added to the campaign statistics of the primary Campaign indicated in the Opportunity.

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