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| Section | Objectives |
|---|---|
| Reports and Dashboards | |
| Account and Contact Management | |
| Industry Knowledge | |
| Collaboration and Integration | |
| Implementation Strategies | |
| Data Management | |
| Sales Lifecycle Management | |
| Sales Productivity and Management | |
| Opportunity Management |
1. 営業担当者は商談を所有しており、関連するアカウントを閲覧することはできますが、そのアカウントの連絡先を閲覧することはできません。
コンサルタントは、アカウント所有者がアカウントの連絡先を商談所有者と選択的に共有できるようにするには、どのようなことを推奨すべきでしょうか?
A) 商談の所有者を商談チームに追加し、連絡先の共有を設定します。
B) 連絡先の所有権を自身から商談の所有者に譲渡します。
C) 商談の所有者をアカウントチームに追加し、連絡先の共有を設定します。
2. Cloud Kicksには複数の事業部門があり、それぞれが商談オブジェクト上で独自の販売段階、項目、ページレイアウトを必要としています。コンサルタントはどのような提案をすべきでしょうか?
A) 事業部門ごとにSalesforce組織を分ける
B) すべてのフィールドが表示された単一ページレイアウト
C) 対応する販売プロセスとページレイアウトを備えたレコードタイプ
3. Cloud Kicks社は、営業チーム向けにSales Cloudの導入を進めている。しかし、経営陣は導入の可否について懸念を抱いている。
コンサルタントは、導入を促進するためにどのようなことを推奨すべきでしょうか?
A) サンドボックス環境でトレーニングを実行します。
B) 目標と主要指標を設定する。
C) 販売プロセスを再定義する。
4. Cloud Kicksは、特定のマーケティング施策に関連した一連のキャンペーンを実施し、その成果を報告する必要がある。
コンサルタントは、その要件を満たすためにどのようなことを推奨すべきでしょうか?
A) 既存の親キャンペーンフィールドを使用します。
B) カスタムキャンペーン目的フィールドを作成します。
C) カスタムキャンペーングループオブジェクトを作成します。
5. Northern Trail Outfittersは、アカウントに関連付けられたカスタムオブジェクト「苦情」を作成しました。組織全体のデフォルト設定は「非公開」となっています。苦情スペシャリストの公開グループに属するユーザーのみが、苦情レコードを表示および編集できます。
コンサルタントは、要件を満たすためにどの選択肢を推奨すべきでしょうか?
A) 苦情処理スペシャリスト公開グループに読み取り/書き込みアクセスを許可する基準ベースの共有ルールを作成します。
B) 苦情オブジェクトのデフォルトの可視性を設定し、苦情スペシャリスト公開グループに属するユーザーのみがレコードにアクセスできるようにします。
C) Apex 管理共有を使用して、苦情専門家公開グループのユーザーにレコードアクセス権を付与します。
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: C | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: B |
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