When a lead is created, Cloud Kicks wants to implement rules to assign the lead to the appropriate user. The new record should have the assignee's default record type.
Which approach should the consultant recommend to meet the requirement most efficiently?
Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These contractors change companies often, and CK wants to retain its company history through Accounts.
What should the consultant recommend?
Management at Universal Containers wants to identify duplicate Leads in its org so marketing reps can clean them up later.
What should a consultant do to ensure clean leads for the marketing reps?
Which prerequisite should the consultant consider before enabling Opportunity Splits?
Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a
custom formula field on the Opportunity.
Which currency will the custom formula use for its value if the opportunity and account records have different currencies?
Richard Mitchell
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