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Answer : A

Given that Cloud Kicks uses Advanced Currency Management (ACM):

Limitations with Roll-Up Summary Fields: With ACM enabled, roll-up summary fields cannot aggregate currency amounts over time due to dated exchange rates. This makes roll-up summaries ineffective for this requirement. Reference: Salesforce Help - Advanced Currency Management Considerations

Record-Triggered Flow Solution: A record-triggered flow can calculate the total amount of all open Opportunities related to an Account and update a custom field on the Account record. This flow can handle currency conversions and respect ACM settings. Reference: Salesforce Help - Create a Record-Triggered Flow

Custom Formula Fields Insufficient: A formula field on the Opportunity object cannot perform the necessary aggregation and display it on the Account page layout.

By implementing a record-triggered flow, the consultant ensures accurate total amounts are displayed on the Account, complying with ACM constraints.

Answer : B

To enhance the lead qualification process, developing a Lead score and grade in the marketing automation tool is the most effective approach. Here's why:

Automated Qualification: By using lead scoring and grading, the marketing automation tool can evaluate leads based on key attributes and activity history. This helps identify which leads meet the criteria for sales readiness, streamlining the handoff to sales.

Improved Lead Quality: Scoring and grading allow the marketing team to prioritize high-quality leads based on factors that indicate a higher likelihood of conversion, which aligns with the sales director's specifications for an ideal lead.

Salesforce Best Practices: Salesforce recommends using lead scoring and grading to automate and refine the lead qualification process, improving efficiency and alignment between marketing and sales.

In summary, developing the Lead score and grade in the marketing automation tool (Option B) provides an automated method to qualify leads based on specific criteria, improving the overall lead management process.

Answer : B

When deploying Collaborative Forecasts with varied sales stages across product lines, creating and activating multiple Forecast Types is essential. Here's why:

Multiple Forecast Types for Different Product Lines: With different sales stages across product lines, each product line may require a unique forecast type to reflect its distinct stages. Salesforce allows the creation of multiple forecast types, which can be configured to cater to specific sales processes.

Accurate Forecasting: By setting up multiple forecast types, Cloud Kicks can ensure that forecasts align with the unique sales processes for each product line, enabling accurate and actionable forecasting.

Salesforce Best Practices: Salesforce recommends defining multiple forecast types when organizations have varied sales stages, as this allows for customized forecast management that aligns with business requirements.

In summary, creating and activating multiple Forecast Types (Option B) is necessary to accurately roll out forecasts across varied product lines at Cloud Kicks.

Answer : A

To facilitate the handoff of qualified prospects from the marketing platform to the sales team, integrating the marketing platform with Sales Cloud to create leads is the recommended approach. Here's why:

Streamlined Lead Handoff: By integrating the two platforms, qualified prospects can be automatically converted into leads in Sales Cloud. This ensures a seamless transition from marketing to sales without manual entry, reducing errors and improving efficiency.

Real-Time Data Transfer: Integration allows for real-time transfer of qualified leads, ensuring that the sales team receives up-to-date lead information as soon as prospects meet the criteria set by marketing.

Salesforce Best Practices: Salesforce recommends using integration tools to connect marketing platforms to Sales Cloud for an automated lead handoff. This approach helps maintain data accuracy and supports timely follow-ups by the sales team.

In summary, recommending an integration with the marketing platform that creates leads in Sales Cloud (Option A) is the most efficient and scalable solution for transferring qualified prospects to the sales team.

Answer : C

To allow users to manually search for and assign territories to opportunities, updating the profile with the Manage Territory permission is necessary. Here's why:

Permission Requirements: The Manage Territory permission allows users to access and assign territories within active territory models. This enables them to search for and manually assign the correct territory to opportunities.

Manual Territory Assignment: Granting this permission allows the user to interact with the territory management features directly and assign territories as required.

Salesforce Best Practices: Salesforce recommends using profile and permission set adjustments to control access to territory management features, ensuring users have appropriate permissions to perform their tasks.

In summary, updating the profile with the Manage Territory permission (Option C) enables users to manually search and assign territories within an active territory model.