Salesforce Implementation Quiz
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Salesforce Implementation Quiz

Created by
@ProgressiveCantor

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.

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    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.

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