Question 161

Sales representatives at Cloud Kicks often receive important customer emails they want to record as activities related to Contacts in Salesforce. Cloud Kicks has Office 365, and there is a policy preventing users from Installing anything directly on their computers. Which solution should a Consultant recommend to meet this requirement?
  • Question 162

    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?
  • Question 163

    Match this tip with its design consideration. "Use the client's language"
  • Question 164

    Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK project manager has requested a report that includes both Project__c and Opportunity data.
    What should the consultant use to include data from both the Project__c and Opportunity objects in one report?
  • Question 165

    What should you keep in mind when designing a solution to improve Sales Rep productivity? (Select all that
    apply)