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After a Solution Architect presents the Salesforce User Attribute Chart, the project owner has some concerns and questions regarding the Role Hierarchy choices for the executive assistant who reports to all of the VPs. There are also questions about the ideal license given to the CEO who provides executive oversight and reviews the Executive Dashboard at the end of each accounting period. There are some restrictions on budget spend for overall licenses, and the user base is forecasted to continue to grow.
Which two explanations should the Solution Architect use to address the concerns and gain final acceptance? Choose 2 answers

  1. The CEO should have a Platform Plus license given that the role is a consumer of information and should be at the top of the Role Hierarchy.
  2. The CEO should have a Sales Cloud license given that the role is a processor of information and should be at the top of the Role Hierarchy.
  3. The Role Hierarchy should mirror the organization chart. Therefore, sharing settings need to be put in place for the executive assistant given the need to have access to the data of all of the VPs being supported.
  4. Given that the executive assistant will need access to the data for all of the VPs being supported, the assistant should be placed higher up in the Role Hierarchy than the VPs.

Answer(s): B,C

Explanation:

A Sales Cloud license is suitable for users who need full access to standard CRM and Force.com AppExchange apps. The CEO should have this type of license since they are a processor of information and need to review the Executive Dashboard. a role hierarchy is a mechanism to control the data access to the records on a Salesforce object based on the job role of a user. Users can access the data of all the users directly below them in the hierarchy. Therefore, the role hierarchy should mirror the organization chart, and sharing settings need to be put in place for the executive assistant who reports to all of the VPs.


Reference:

https://www.salesforce.com/resources/guides/salesforce-user-management-guide/



Refer to the images below:



As part of its solution to accelerate overall sales. Universal Containers (UC) has chosen to implement a CPQ solution using Salesforce CPQ. As part of the CPQ solution, there is a requirement to retain UC's ERP as the Pricing and Product master.
UC's business process results in Products and Pricing being updated sporadically once a week, and then on a much larger scale on a monthly basis, which could result in a large amount of records that need to be updated in Salesforce.
Which strategy should the Solution Architect choose to handle this scenario?

  1. Option A, utilizing a VF/Lightning component in combination with an Apex Controller to make a REST call to the external service
  2. Option B, utilizing Process Builder and Platform Events to communicate with the external services Subscriber Listener
  3. Option C, utilizing a VF/Lightning component in combination with an Apex Controller to make a call utilizing the Streaming API
  4. Option D, utilizing an external ETL tool to batch load the records into Salesforce

Answer(s): D

Explanation:

Salesforce CPQ is an extension of the Salesforce CRM that automates the generation and processing of quotes, orders, and contracts. It enables your sales team to create quotes quickly and with minimal errors and efforts.
Salesforce CPQ can be integrated with ERP systems by converting Salesforce CPQ lead-to-order data into transactional data. This allows ERP systems to take over matching data and use it for accounting functions.
an external ETL tool can be used to batch load the records into Salesforce from the ERP system. This can handle large amounts of records that need to be updated sporadically or on a monthly basis.


Reference:

https://www.rapidionline.com/blog/salesforce-cpq-data-integration-increase-sales https://www.salesforce.com/products/cpq/resources/what-is-salesforce-cpq/



A shipping and logistics company uses Sales Cloud, Service Cloud, and Marketing Cloud. It relies on Salesforce standard reports for its current KPIs. However, the company wants to see report trends and complex analytics. It also wants the reports to be visible to salesforce users as well as non- Salesforce users.
Which recommendation should a solution Architect make to meet the company's needs?

  1. Sales Cloud Einstein
  2. Reporting snapshots
  3. CRM Analytics
  4. Standard Dashboards

Answer(s): C

Explanation:

CRM Analytics is a platform that provides advanced analytics and AI capabilities for Salesforce users. It allows users to create interactive dashboards and visualizations, explore data with natural language processing, and discover insights with predictive modeling. https://www.salesforce.com/products/crm-analytics/overview/
CRM Analytics provides an enterprise-level, on-demand reporting solution that empowers users to access, analyze, and act upon critical business data in real-time. It includes pre-built dashboards, reporting tools, and data models to provide advanced analytics and insights. It can also be configured to allow non-Salesforce users to access the reports.



The Northern Trail Outfitters (NTO) sales department currently uses Sales Cloud for its Sales team. The management team decided that the Sales team needs to start creating quotes based on the input from the finance department. NTO would like to implement quotes, contracted pricing, and invoicing for its customers. Invoicing will be done based on an agreed billing cycle. The finance department would like to see a report on the invoices sent and track the details of the payments received. NTO also has a need for partners to be able to self-service their pipeline and quoting through a portal.
NTO's internal team decided to use Revenue Cloud and Experience Cloud as its solution.
What should a Solution Architect recommend as NTO begins its implementation?

  1. Advise the client to start with Experience Cloud.
  2. Select an AppExchange product focused on contract lifecycle management.
  3. Develop an architectural plan to incorporate Revenue Cloud and Experience Cloud.
  4. Advise the client that Revenue Cloud is the starting point.

Answer(s): C

Explanation:

Revenue Cloud is a product suite that enables businesses to streamline their revenue processes, such as quoting, contracting, billing, and invoicing. It also allows businesses to create new revenue streams and improve revenue efficiency.
Experience Cloud is a digital experience platform that allows businesses to create personalized and connected sites and portals for their customers, partners, and employees. It also enables businesses to leverage their CRM data in Salesforce and integrate with other services. implementing Revenue Cloud and Experience Cloud can provide many benefits for businesses, such as faster and easier buying process, better visibility of revenue performance, increased customer satisfaction and loyalty, and enhanced partner collaboration. Therefore, a Solution Architect should recommend developing an architectural plan to incorporate Revenue Cloud and Experience Cloud for NTO's implementation. This way, NTO can leverage both products' capabilities to meet its needs for quotes, contracted pricing, invoicing, reporting, payments tracking, and partner self-service.


Reference:

https://www.salesforce.com/products/cpq/overview/
https://www.salesforce.com/news/stories/introducing-revenue-cloud/






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