Special Summer Sale - Special 70% Discount Offer - Ends in 0d 00h 00m 00s - Coupon code: 70dumps

Sales-Cloud-Consultant Questions and Answers

Question # 6

Cloud Kicks wants to send an email notification to the VP of sales whenever any opportunity with an amount of $100,000 or more reaches a probability of 75% or more.

Which solution should the consultant recommend?

A.

Configure a flow with an email alert for the opportunity.

B.

Change the stage on the opportunity.

C.

Create a Lightning Email Template for the opportunity.

Full Access
Question # 7

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?

A.

Use a custom object to represent the previous companies.

B.

Implement the Contacts to Multiple Accounts feature.

C.

Implement Person Accounts to represent the relationship.

Full Access
Question # 8

Access to Opportunities at Cloud Kicks should be restricted.

Sales users should only have access to two categories of Opportunities:

* Opportunities they own

* Opportunities that are tied to accounts they own

Which action should a consultant take to meet the requirement?

A.

Set organization-wide defaults for Accounts and Opportunities to Private.

B.

Set organization-wide defaults for Accounts and Opportunities to Public Read- Only.

C.

Set Opportunity access on the role to View All Opportunities associated with the owner's accounts.

Full Access
Question # 9

Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of

them.

What should the consultant recommend to fill in the missing franchises?

A.

Utilize Sales Engagement to add an External ID to the data.

B.

Implement a data enrichment package from AppExchange.

C.

Download the Data Quality Analysis Dashboard from AppExchange.

Full Access
Question # 10

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?

A.

Release in a Box

B.

Release Matrix

C.

Release Notes

Full Access
Question # 11

Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be

routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.

Which solution should the consultant recommend when CK sets up the new account process?

A.

Place the user in 4 separate role at the highest level! of the role hierarchy.

B.

Assign the Modify All Data permission to the user.

C.

Add the user to a separate role at the lowest level of the role hierarchy.

Full Access
Question # 12

The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality.

What should the consultant do to fulfill this request?

A.

Create a custom report type for Sales Cloud Einstein records.

B.

Add the Einstein prediction column to the forecast list view.

C.

Add a standard dashboard for Sales Cloud Einstein.

Full Access
Question # 13

Cloud Kicks (CK) is developing its organizational change management (OCM) and rollout strategy. The consultant has emphasized the value of leveraging the experiences of partners and customers within the Salesforce ecosystem.

Which resource should the consultant recommend to help CK reach its goal?

A.

End user feedback

B.

Salesforce Premier Success

C.

Trailblazer Community

Full Access
Question # 14

Universal Containers (UC) has acquired another company that uses Sales Cloud and is migrating its legacy data, email alerts, and approval processes.

Which steps should the consultant perform to maintain data integrity?

A.

Use the Sales Cloud clone feature to migrate email alerts and approval processes into UC's Sales Cloud org.

B.

Merge data from the existing Sales Cloud org into UC's Sales Cloud org, migrate email alerts, approval processes, and then users.

C.

Insert users and migrate email alerts and approval processes into UC's Sales Cloud org.

Full Access
Question # 15

Cloud Kicks has purchased a list of prospects and wants sales reps to contact and measure the return on investment (ROI) of the purchased list.

Which solution should the consultant recommend?

A.

Import the list as new Leads and update the Lead Source to “Purchased Lead”.

B.

Import the prospects as Contacts and assign them to Accounts.

C.

Import the list as new Leads and map the Campaign during import.

Full Access
Question # 16

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What is a justification for using AppExchange data services?

A.

To use Salesforce Surveys to update customers’ data

B.

To create customer segments with personas and scoring

C.

To activate customizable sales forecasting and lead scoring

Full Access
Question # 17

A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation.

What should the consultant do during the planning stage to ensure a successful implementation?

A.

Identify which Salesforce features and functions to use.

B.

Design a prototype of the suggested solution.

C.

Define goals, metrics, project schedule, and sales processes.

Full Access
Question # 18

The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often

the sales reps are creating these types of opportunities.

Which solution should the consultant recommend?

A.

Run the Opportunity Pipeline standard report to view the upcoming opportunities by stage.

B.

Configure a report that displays opportunities that have an earlier closed date then created date.

C.

Implement automation to update the opportunity to the first stage in the sales process.

Full Access
Question # 19

A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established and the requirements still need to be defined.

Which project management methodology should a consultant recommend to ensure the implementation is successful?

A.

Agile

B.

Waterfall

C.

Kanban

Full Access
Question # 20

Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to Sales Cloud.

Which solution should the consultant recommend?

A.

Third-party tool

B.

Data Loader

C.

Data Import Wizard

Full Access
Question # 21

It is a priority at Cloud Kicks to implement logic and automation to qualify top leads. The company has captured significant data points on converted leads and won opportunities.

What should the consultant do first to ensure a best practices implementation?

A.

Identify a recommended base Lead score, evaluate the results, and adjust the score accordingly.

B.

Review converted lead data with sales and marketing to understand the interaction patterns that led to conversion.

C.

Configure a qualification screen flow to help sales reps quickly determine which leads are most important.

Full Access
Question # 22

A consultant for Cloud Kicks is migrating data from an on-premises system to Salesforce. The consultant has imported Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW.

What is causing these records to fail?

A.

Updates to child records that have the same parent records are being processed simultaneously.

B.

Contact records should be imported in the same batch as Account records.

C.

An Apex trigger on the Account object is firing on insert and causing the Contact import to fall.

Full Access
Question # 23

Sales managers at Cloud Kicks want to create a sales dashboard of key performance indicators (KPIs) to measure day-to- day operations.

Which key metric should the consultant include in the dashboard?

A.

Number of outbound calls made over a period of time

B.

Number of updated opportunities

C.

Number of marketing qualified leads (MQL)

Full Access
Question # 24

The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live.

Partial and Full sandboxes are unavailable.

Where should the consultant recommend testing be conducted?

A.

Create a new Developer Edition org and populate it with data.

B.

Create test accounts and opportunities in a new Trailhead Playground org.

C.

Create a new Developer sandbox and populate it with data.

Full Access
Question # 25

A consultant is working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its

global conference in 4 months.

What should the consultant recommend to meet the requirement?

A.

Set obtainable metrics, goals, and milestones before the conference.

B.

Implement Sales Cloud out of the box and iterate before the conference.

C.

Reduce the scope and deploy Accounts and Contacts before the conference.

Full Access
Question # 26

During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the current statement of work (SOW). The addition to the project scope is necessary but will be difficult to

implement.

How should the consultant proceed?

A.

Create a change request for the new items.

B.

Revise the timeline to accommodate the new Items.

C.

Conduct another discovery session to define the new items.

Full Access
Question # 27

The sales director at Cloud Kicks wants to prevent users from viewing each other’s Opportunities but wants them to check to see that the Account already exists prior to creating a new Account.

Which organization-wide default should the consultant recommend?

A.

Set Account and Opportunity to Public Read Only.

B.

Set Account to Public Read Only and use & criteria-based sharing rule on Opportunity.

C.

Set Account to Public Read Only and set Opportunity to Private.

Full Access
Question # 28

The sales team at Cloud Kicks needs to track the number of retail locations for each of its leads. Once the lead is converted, the sales team wants to see the number of retail locations related to their

customers. The service team also wants to view this information.

What should the consultant do to meet this requirement?

A.

Create a custom object related to the Account and Lead objects to store the retail locations.

B.

Map the custom field from the Lead object to the custom field on the Account object during lead conversion.

C.

Add roll-up summary fields to calculate the number of retail locations related to the Account and Lead objects.

Full Access
Question # 29

Cloud Kicks has recently hired a new inside sales team. Management wants to ensure that steps in the sales process are clear and adhered to by the team. Each step must have clear guidelines, support materials, and coaching tips.

What should the consultant recommend to support the new sales team and management?

A.

Create validation Rules on the Opportunity Stage field.

B.

Create a flow paired to each of the Opportunity stages.

C.

Create a Path on the Opportunity object.

Full Access
Question # 30

During end-to-end testing, users report that a key business process is missing a step.

What should a consultant do first to resolve the issue?

A.

Work with key stakeholders to determine if a change to the requirements is necessary to go-live,

B.

Revise the test scripts and ask users to repeat the testing.

C.

Change the solution to meet the needs of the users and update the training materials.

Full Access
Question # 31

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CK has implemented dated exchange rates by using Advanced Currency Management.

How is the converted currency amount calculation on opportunities determined?

A.

The close date only when the opportunity stage is closed

B.

The date the opportunity stage is closed regardless of the close date

C.

The close date regardless of the opportunity stage

Full Access
Question # 32

It is challenging for the sales operations team to provide Universal Containers with accurate and insightful reports due to the poor quality and high volume of Account, Contact, and Lead data. As

the team performs data cleansing, productivity has been impacted, leading to inefficiency and low adoption.

What should the consultant do first?

A.

Install and configure a data cleansing app from AppExchange.

B.

Create a data management plan and a data quality dashboard.

C.

Use Duplicate Rules to identify and report data quality issues.

Full Access
Question # 33

Northern Trail Outfitters published detailed activity measures for its sales teams 6 months ago. The VP of sales has noticed that the number of sales activities reps have logged has increased to meet the new standards, but the actual number of booking activities remains low. The VP suspects that sales reps misunderstand the activity measures process.

What should the consultant recommend?

A.

Deploy Sales Engagement and use Cadences.

B.

Train the reps on targeted interactions.

C.

Reevaluate Opportunity stages.

Full Access
Question # 34

Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.

Which stage of the project lifecycle does this fall under?

A.

Initiate

B.

Plan

C.

Execute

Full Access
Question # 35

Universal Containers (UC) sales reps want to be assigned quality leads.

Which action should the consultant recommend to improve UC's process to produce higher quality leads?

A.

Identify business metrics and factors, then use picklists and formula fields to ensure data consistency.

B.

Create 4 custom field on the Lead object to generate a lead score to determine lead quality.

C.

Analyze historical data on closed leads and conversions to improve the quality of leads.

Full Access
Question # 36

Cloud Kicks (CK) sells formal and athletic footwear lines. using Product Families on Products to associate each product to corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.

A.

consultant is assessing how CK can divide its forecasts by footwear line.

Which solution should the consultant recommend to improve CK's forecasts?

B.

Configure separate stages and sales processes for each Product Family.

C.

Configure a new Forecast Type on Opportunity Product grouped by Product Family.

D.

Configure a new Forecast Type on Opportunity grouped by Product Family.

Full Access
Question # 37

Cloud Kicks manages prospects for lead generation in a marketing application.

To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?

A.

All prospects

B.

Contacted prospects

C.

Qualified prospects

Full Access
Question # 38

The Sales Cloud implementation at Cloud Kicks (CK) is now live.

End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process.

What should the consultant do?

A.

Suggest that CK purchase a support agreement.

B.

Recommend that the admin attend Salesforce instructor-led training.

C.

Conduct a knowledge transfer with the admin.

Full Access
Question # 39

The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated to an Opportunity.

What should the consultant recommend to resolve the issue most efficiently?

A.

Create a flow to delete the Product from the Price Book.

B.

Archive the Product and each related Price Book entry.

C.

Edit the Product record and uncheck the Active field.

Full Access
Question # 40

Cloud Kicks has a Public Read Only Opportunity sharing model. A sales rep noticed they can edit some opportunities associated with accounts they own, but are unable to edit other opportunities associated with accounts they own.

Which reason explains the sales rep's experience?

A.

Some opportunities associated with these accounts are owned by other users.

B.

Sharing rules for Opportunities are set to a public group for managers.

C.

The user is a member of an Account Team with Read/Write access on Opportunities.

Full Access
Question # 41

The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks.

Which guideline should a consultant consider when cloning an order with products?

A.

A cloned order must have a later end date from the associated contract.

B.

A cloned order must be associated with the same contract as the original order.

C.

A cloned order's start date must fall between the associated contract's start and end dates.

Full Access
Question # 42

Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company’s product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights.

What should the consultant do to meet the requirement?

A.

Enable Default Account Teams for each product line.

B.

Enable Default Opportunity Teams for the Opportunity.

C.

Create criteria-based opportunity sharing rules for each product line.

Full Access
Question # 43

The sales manager at Universal Containers has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales opportunities on

assignments to specific ZIP codes.

Which solution should the consultant recommend?

A.

Sharing Rules

B.

Sales Territories

C.

Account Teams

Full Access
Question # 44

Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasts to all sales users.

What should a consultant consider when rolling out forecast?

A.

Single Category or Cumulative Forecast Rollup should be defined.

B.

Multiple Forecast Types must be created and activated.

C.

Opportunity Splits must be enabled at the same time.

Full Access
Question # 45

The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption?

A.

Run the Salesforce Optimizer.

B.

Open the Lightning Usage App.

C.

Create a custom report.

Full Access
Question # 46

What is a consideration when enabling Multiple Currencies?

A.

Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multiple currencies reporting.

B.

When Multiple Currencies Is enabled, changes to exchange rates update the converted amount on all records except closed opportunities.

C.

If any issues arise during implementation, Multiple Currencies can be disabled.

Full Access
Question # 47

Sometimes, Universal Containers sales reps need to create contacts without accounts based on business processes.

What should the consultant take into consideration?

A.

Contacts are private and shared through sharing rules.

B.

Contacts are private and shared through the role hierarchy.

C.

Contacts are private and only the owner and admin can view them.

Full Access
Question # 48

Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each

account on the Salesforce account detail page.

Which option should a consultant recommend to meet this requirement?

A.

Salesforce Data Pipelines

B.

Einstein Discovery

C.

Sales Engagement

Full Access
Question # 49

Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.

What should the consultant recommend?

A.

Include the Forecast Manager field on the Account page layout.

B.

Assign a Forecast Manager to each region.

C.

Assign a role for each manager in the user role hierarchy.

Full Access
Question # 50

As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and

assign it to opportunities.

Which approach should the consultant recommend to meet this requirement?

A.

Enable sharing access to the Account to assign any active territory to opportunities.

B.

Use default Sales Territories to assign any active territory to the opportunity.

C.

Update the profile with the Manage Territory permission.

Full Access
Question # 51

Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.

What should the consultant do?

A.

Create three account teams.

B.

Create three opportunity stages.

C.

Create three sales processes.

Full Access
Question # 52

Universal Containers has been using Sales Cloud for the last 5 years to manage leads, accounts, contacts, and opportunities.

The SVP of sales recently attended a conference and learned about Sales Cloud Einstein features. The SVP is very interested in Einstein Lead Scoring and Einstein Deal Insights. The SVP hired a consultant to create an implementation immediately.

Which step should the consultant take first?

A.

Run the Einstein Readiness Assessor in a sandbox.

B.

Enable Einstein Activity Capture In a developer org.

C.

Enable both Einstein features In production.

Full Access
Question # 53

Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also

want to receive emails when opportunities reach key metrics (for example, stage progression) or a high probability. However, they want to control the frequency of their emails.

Which solution should a consultant recommend?

A.

Subscribe to Chatter Feed Tracking to receive updates.

B.

Define a record-triggered flow when the stage is updated to new values.

C.

Create a report filtering for the criteria and allow managers to subscribe to the report.

Full Access
Question # 54

Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they've been assigned.

Sales reps will run specific product upsell processes.

Which action should the consultant take to support a successful sales team transition?

A.

Meet with territory sales leadership to design territory assignment rules.

B.

Meet with sales reps to review products they are assigned and implement Opportunity Teams.

C.

Meet with executive sales leadership to understand the requirements for record sharing.

Full Access
Question # 55

Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the past.

How should the consultant meet this requirement?

A.

Use Lead Conversion Reporting.

B.

Use Einstein Lead Scoring.

C.

Create Cadence Steps.

Full Access
Question # 56

Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting is lost deals.

What should the consultant recommend to resolve the issue?

A.

Allow sales reps to mark the contact on each opportunity as ‘’Primary’’ to indicate the decision maker.

B.

Require sales reps to add the stakeholder as the decision make on each opportunity before the rep can progress the stage.

C.

Enable Opportunity Teams so sales reps can track the decision maker for each opportunity.

Full Access
Question # 57

Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost.

What is the most efficient way for a consultant to meet this requirement?

A.

Create a Competitors channel in Slack to share insights and stories.

B.

Create a new custom object and automation to track competitors.

C.

Create a new custom field on the Opportunity object.

Full Access