During end-to-end testing, users report that a key business process is missing a step.
What should a consultant do first to resolve the issue?
Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the
sales reps to focus on the leads most likely to result in a sale.
What should the consultant recommend to meet this requirement?
Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.
What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?
Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is also responsible for specific accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited accounts outside their scope of responsibility. CK wants to allow reps to view any account, but restrict editing to only reps who are responsible for those specific accounts.
Which step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to
be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam on forms.
What should the consultant recommend as the first line of defense before republishing the form?