Salesforce Implementation Quiz
5 Questions
0 Views

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide. As NTO maps out its processes, which two key principals of UPN should the team keep in mind? Choose 2 answers

  • Keep version control and change history at the diagram level. (correct)
  • Use symbols of different colors, arrows, and swim lanes for clarity.
  • Limit the number of activity boxes on the screen to 8 to 10. (correct)
  • Attach supporting information at the detail level.
  • Cloud Kicks has hired a consultant to help with its initial Salesforce implementation. Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running? Choose 3 answers

  • Finalize integrations
  • Analyze competitors
  • Prioritize goals (correct)
  • Define company vision & Define KPIs. (correct)
  • When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?

  • Matching is based on Full Name and standard Email field.
  • Matching is based on any Email field.
  • Matching is based on the standard Email field. (correct)
  • Cloud Kicks (CK) is starting to plan its first Salesforce Release. CK would like to put together a comprehensive preview of the release to communicate the upcoming changes and new features to the leadership team, stakeholders, and end users. CK has asked a consultant for guidance. Which option should the consultant recommend?

    <p>Release in a Box</p> Signup and view all the answers

    Cloud Kicks wants to enable sales reps to view an Individual team member's split percentage when the split percentage is less than 100% of the revenue amount. Which attribution method should the consultant recommend?

    <p>Opportunity Percentage Split</p> Signup and view all the answers

    Study Notes

    Salesforce Implementation at NTO

    • Northern Trails Outfitters (NTO) is progressing in Salesforce implementation.
    • A consultant has advised the use of Universal Process Notation (UPN) for process documentation.

    Key Principles of Universal Process Notation (UPN)

    • Clarity and Simplicity: UPN emphasizes the importance of clear and straightforward representations of processes, making it easier for team members to understand and follow.
    • Consistency in Symbols: Using standardized symbols in UPN ensures uniformity across process documentation, facilitating clear communication among stakeholders and reducing errors during interpretation.

    Studying That Suits You

    Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

    Quiz Team

    Description

    This quiz focuses on the key principles of Universal Process Notation (UPN) as Northern Trails Outfitters (NTO) prepares for its Salesforce implementation. Test your understanding of UPN concepts that are crucial for effective business process mapping.

    More Like This

    Phagocytosis: Universal Biological Process
    5 questions
    Universal Molding (Mu) Quiz
    10 questions
    Proceso Administrativo
    8 questions

    Proceso Administrativo

    SeasonedIndianapolis avatar
    SeasonedIndianapolis
    Use Quizgecko on...
    Browser
    Browser