Admin Certification: Sales and Marketing Applications

A Sales user is trying to manage Campaign Members for an upcoming networking event. The user can view the campaign, but can’t add new Campaign Members or update Member Statuses. How can an administrator troubleshoot this problem ?. Create a permission set to allow the user to edit Campaign Members. Provide the user access to both Leads and Contacts to edit all Members. Make sure the Marketing User Checkbox is checked on the user record page. Run a Campaign report and update any Member information via Data Loader.

Cloud Kicks is introducing a new shoe model and wants to advertise on TV, radio, print, and social under the banner of a one called New Runners. In addition, total statistics for this marketing effort need to be aggregated and visible. Which feature should the administrator use to implement this functionality ?. Junction object. Parent campaign field. Lookup relationship. Master-detail relationship.

Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity Which tool should an administrator use to meet this requirement ?. Opportunity Processes. Dynamic Forms. Path Key Fields. Workflow Rules.

Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available for reporting. Which two options should the administrator configure to meet these requirements ? Choose 2 answers. Add the Opportunity Contact Role related list to the Opportunity page layout. Customize Campaign Member Role. Customize Opportunity Contact Role. Add the Campaign Member related list to the Opportunity page layout. Customize Campaign Role.

Sales reps miss key fields when filling out an opportunity record through the process. Reps need to move forward in stages but are unable to enter previous stage. (Win) Which three options should the administrator use to address this need ? Choose 3 answers. Use Validation Rules. Use Flow to mark fields required. Mark fields required on the page layout. Configure Opportunity Path. Enable guided selling.

Cloud Kicks executives have noticed the opportunity Expected revenue Field displays incorrect values. How Should the administrator correct this ?. Update the expected revenue associated with the stage. Change the probability associated with the stage. Adjust the forecast category associated with the stage. Modify the closed won value associated with the stage.

Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked the administrator to help sales reps prioritize and close more deals. What should the administrator configure to help with these issues ?. Einstein Search Personalization. Einstein Opportunity Scoring. Einstein Lead Scoring. Einstein Activity Capture.

Cloud Kicks wants to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal. What feature should the administrator use to meet this requirement ?. Stages. List Views. Splits. Queues.

Universal Containers wants to provide reseller partners with discounted prices on the products they purchase. How should an administrator configure this requirement ?. Add a Partner_Discount field to the Opportunity. Build separate reseller partner products. Use a different Opportunity record type. Create a separate PriceBook for reseller partners.

Northern Trail Outfitters has two different sales processes org for business opportunities with four stages and one for partner opportunities with eight stages. Both processes will vary in page layouts and picklist value options. What should an administrator configure to meet these requirements ?. Public groups to limit record types and sales processes for opportunities. Different page layouts that control the picklist values for the opportunity types. Separate record types and sales processes for the different types of opportunities. Rules that ensure that uses are entering accurate sales stage information.

Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams in the energy markets. The services team also wants to use Opportunity to track installation. All three teams will need to use different stages. How should the administrator configure this requirement ?. Create three sales processes. Create three record types and three page layouts. Create one sales process. Create three record types and three page layouts. Create three sales processes. Create three record types and one page layout. Create one sales process. Create one record type and three page layouts.

The Sales manager at Dream House Realty wants the sales users to have a quick way to see opportunities expected to close in the next 90 days. What should an administrator do to accomplish this request ?. Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities. Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements. Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop. Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria.

The marketing team at Ursa Major Solar wants to send a personalized email whenever a lead fills out the web-to-lead form on They want to send different messages based on the Lead Industry field value. What should an administrator configure to meet this requirement ?. Use a validation rule to trigger workflow to email the lead. Configure an auto-response rule to email the lead. Add a public group and Process Builder to email the lead. Create an assignment rule to email the lead.

An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities of $500,000. What should the administrator configure to meet this requirement ?. Set up Big Deal Alerts for the amount. Opportunity warnings in Kanban View. Key Deals component on the homepage. Enable Opportunity Update Reminders.