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Sales-Cloud-Consultant Sample Questions Answers

Questions 4

The Sales Director at Cloud Kicks mandated that implementing logic and automation to quality top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years. Which two actions can the Consultant first take to ensure a best practices implementation? Choose2:

Options:

A.

Begin with recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.

B.

Configure a qualification screen-based flow to assist Sales Reps in quickly determining which Leadsare high priority.

C.

Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.

D.

Work with subject matter experts to define the key attributes of the ideal customer for Cloud Kicks' products.

E.

Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the result and adjust the Grade accordingly.

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Questions 5

Which roll-up summary fields are supported between two AdvancedCurrency Management objects when enabling Advanced Currency Management?

Options:

A.

Opportunity line object to Product object in the default currency of the organization

B.

Opportunity object to Account In the default currency of the user's manager

C.

Opportunity object to Opportunity object

D.

Opportunity line object to Opportunity object

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Questions 6

A Consultant for Cloud Kicks notices that the Deploy date for the Sales Cloud project is also the same weekend of a Salesforce release. What should the Consultant recommend?

Options:

A.

Stop all work because the impact of the Salesforce release is unknown

B.

Let Cloud Kicks know that there is a Salesforce release and that it may take longer

C.

Complete the project sooner and push before the Salesforce release

D.

Update the project plan for the following week and communicate the change

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Questions 7

Up to this point, two sales reps have had separate Accounts and Opportunities. Sales rep A wants to Include sales rep B in a few Opportunities on one Account. Which two things will happen if Account Teams are enabled and used for this Account? Choose 2 answers

Options:

A.

Rep A can let rep B view one of the Opportunities on the Account.

B.

Rep A can let rep B edit all Opportunities on the Account

C.

Rep A can let rep B view the Account but keep private Contacts.

D.

Rep A can let rep B view the Account but keep private Activities.

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Questions 8

Cloud Kicks wants to see how many closed won opportunities a campaign hasgenerated over the last 30 days. They have implemented a campaign influence model that uses the primary campaign source. Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers

Options:

A.

Add campaigns to opportunitieswhen the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.

B.

Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days.

C.

Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date

D.

Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date

E.

Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity

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Questions 9

In the last requirements meeting, Cloud Kicks team member mention that they will be taking the next week off for a conference. What should a Consultant do in response to this news?

Options:

A.

Set up two requirements workshops the following week

B.

Have the client sign off on requirements and startthe build

C.

Update the solution design while they are at the conference

D.

Update the project plan and communicate it to all the stakeholders

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Questions 10

Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want tomigrate the existing sales and marketing data into Cloud Kicks' Salesforce instance. Which three aspects should the Consultant consider before proceeding with the data migration? Choose 3 answers

Options:

A.

Classic feature that have been improved by Lightning Experience

B.

Total number of records being imported compared to the Salesforce edition

C.

Criteria to apply to records that should be archived before migration

D.

Volume of customer, partner, and prospect data from existing system

E.

Number ofmarketing campaign licenses required for the migration

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Questions 11

Cloud Kicks frequently has multiple sales representatives that collaborate on an Opportunity and needs Salesforce to allocate credit to each salesrepresentative in order to track against a sales quota. Which Salesforce feature satisfies this requirement?

Options:

A.

Opportunity splits

B.

Account teams

C.

Public Groups

D.

Opportunity Teams

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Questions 12

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director wants a detailed roll-up forecast for territoriesto be provided.

Which two recommendations should the consultant make?

Choose 2 answers

Options:

A.

Assign a forecast manager to a territory.

B.

Include the forecast manager field on the territory page layout.

C.

Create Apex class code to roll up forecast details for a territory.

D.

Include the formula field in the territory page layout.

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Questions 13

What should a Consultant recommend to meet these requirements?

Options:

A.

Create a summary report with cross filters.

B.

Create a joined report.

C.

Create a dynamic dashboard.

D.

Create a reporting snapshot

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Questions 14

Cloud Kicks has enabled quotas in collaborative forecasts. In which three ways can the quotas be managed for all users in forecast hierarchy? Choose 3 answers.

Options:

A.

Add/update quotas using the Data Import Tool

B.

Add/update quotas using DataLoader

C.

Setup -> Forecast Settings -> Configure

D.

Setup -> Quotas -> Forecast Quotas

E.

Upload quotas using API

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Questions 15

A Sales Rep at Cloud Kicks has a requirement to have access to all child Accounts of the Accounts they own. The Organization-wide Default setting for Account is private. What happens if a user has access to a parent Account?

Options:

A.

The user will access to All Accounts if "Grant Access using Hierarchies" is enabled.

B.

Access can be granted by setting up a sharing rule via Account Hierarchy.

C.

Access to child Account will need to be manually added.

D.

The user will have access to child Account records.

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Questions 16

Cloud Kicks is considering using person Accounts to manage costumers, while using business Accounts to manage companies. What should the Consultant advise?

Options:

A.

Person Accounts cannot be related to Accounts in a hierarchy.

B.

Person Accounts can be disabled from Setup.

C.

Account hierarchy allows person Accounts.

D.

Person Accounts can only be child Accounts.

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Questions 17

Cloud Kicks uses Chatter to collaborate corporate-wide. Sales representatives are getting too many items showing on their feed, so it's hard to sort through to find items that are high priority or need the sales representative's immediate attention. Which solution should the Consultant recommend?

Options:

A.

Create Chatter topics

B.

Increase the Chatter follower limit

C.

Increase Chatter Feeds bookmark limit

D.

Create Chatter Streams

E.

Create a Chatter Feed page layout

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Questions 18

Cloud Kicks wants to allow a single view of Contacts that belong to the same Account Hierarchy chain. How should the Consultant meet this requirement?

Options:

A.

Navigate to the default Contact Hierarchy Lightning Component on the parent Account.

B.

Create a report to display all related Contacts

C.

Navigate to the Account hierarchy page to view all related Contacts

D.

Enable the View All Child Contacts feature

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Questions 19

Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month is comparison to the same time last year. The VP Sales wants to determine the number of closed deals on a monthly basisand compare the month-over-month results. Which two actions should the Consultant take to create a solution? Choose 2 answers

Options:

A.

Schedule an analytic snapshot of the Opportunity object to run monthly.

B.

Create a custom Opportunity report usingcustom formula fields for the stage closed/won.

C.

Create a dashboard component; schedule the dashboard to refresh monthly.

D.

Create a report based on the Opportunity snapshot.

E.

Schedule an analytic snapshot of the Opportunity history object runmonthly.

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Questions 20

Cloud Kicks uses channel partners for selling and servicing its "Shoe of the Month" club. As the number of Leads has increased, Cloud Kicks has seen a decrease in partner satisfaction regarding the quality of Leads, and a noticeable decrease in the Lead conversion rate. What can be done to increase partner satisfaction with the Leads being shared?

Options:

A.

Configure a custom lead score field to assess Lead quality, that assign the Leads that exceed thisscore to partners

B.

Utilize the Partner Lead Validator to populate a Lead store and assign to a partner channel queue

C.

Utilize the lead score on the Find Duplicates button, and then assign the Leads with a score in the high category

D.

Configure a cross-object validation rule to ensure that all fields on the Lead record are populated with data.

E.

Configure Einstein Insights prior to Leads routing to the partner channel.

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Questions 21

Cloud Kicks needs to forecast on monthly business that closes and details of open opportunities on aweekly basis. The VP of Sales asks the business analyst to review how the sales funnel is changing month over months. Which two actions should the Consultant take to meet this requirement? Choose 2 answers

Options:

A.

Schedule a custom forecast report to run weekly

B.

Configure a reporting snapshot to run daily.

C.

Create a custom object to store the results in

D.

Create a custom report folder to store the results in.

E.

Configure a report snapshot to run weekly.

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Questions 22

A sales manager at Cloud Kicks is reviewing teams opportunities in the forecast tab. The sales manager wants to split an opportunity with two sales representatives in different regions.Which three actions should the Consultant recommend to meet these requirements? Choose 3 answers

Options:

A.

Enable Opportunity Splits.

B.

Create a custom Opportunity currency field.

C.

Enable Overlay Splits

D.

Enable Opportunity Teams.

E.

Createcustom Product Families.

F.

Create Revenue Split Types.

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Questions 23

Cloud Kicks wants to boost importance of its sales stages and its role in the company's salesmethodology. Cloud Kicks also wants to enhance precision of its sales forecast. Which 2 steps should be taken to ensure the Sales process is mapped to meet the requirements? Choose 2 answers

Options:

A.

Map sales probability values to forecast categories.

B.

Mapforecast probability to Opportunity probability.

C.

Map Opportunity stages forecast categories.

D.

Assign appropriate sales stages

E.

Assign forecast percentages.

F.

Assign accurate probability to each stage

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Questions 24

Northern Trail Outfitters (NTO) has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?

Options:

A.

Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.

B.

Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.

C.

Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.

D.

Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.

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Questions 25

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

How Cloud Kicks support this requirement?

Options:

A.

Create a Lead Rollup Summary Field.

B.

Use Einstein Lead Scoring.

C.

Use Lead Conversion Reporting.

D.

Create a joined report.

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Questions 26

Northern Trail Outfitters (NTO) uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforce1 mobile app and want to easily create new insight records from their phones. What should a consultant recommend to meet this requirement?

Options:

A.

Create a custom object tab

B.

Create a publisher action

C.

Create a related list button

D.

Create a Visualforce page

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Questions 27

The operations manager wants to synchronize the customer list from the back office systems with Salesforce. What should the consultant recommend to ensure data integrity?

Options:

A.

Create a webservice connection between the Salesforce instance and the back office system.

B.

Create a unique ID field on the Opportunity object.

C.

Create an Apex trigger to exchange data between the Salesforce instance andthe back office system.

D.

Create an External ID field on the Account object

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Questions 28

Northern Trail Outfitters (NTO) has recently started using forecasting in collaboration with salesstages to better understand pipeline. All sales reps have submitted their forecasting numbers for approval. The VP pf sales is reviewing the forecast and sees that the open opportunity pipeline report contains a total of $25,000. The VP of sales then notices that there is $15,000 that is not included in the pipeline forecast summary. What should a consultant suggest as a possible reason for exclusion?

Options:

A.

The $15,000 is business that is too new and has been assigned to the Omitted forecast category

B.

The $15,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary

C.

The $15,000 is business that is in the Best case category, which is excluded from the pipeline forecast summary

D.

The $15,000 is business thatis in the commit category, which is excluded from the pipeline forecast summary*

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Questions 29

Northern Trail Outfitters (NTO) sells two product lines that each use a distinct selling methodology. Additionally each product line captures different information that is used to sell the products. What should a consultant recommend to support selling thetwo product lines?

Options:

A.

Create two sales processes and two page layouts, assign them to two different opportunity record types for each product line

B.

Create two page layouts and two sales processes, assign them to the respective product lines to collect relevant information.

C.

Create one page layout, two sales processes, and validation rules to capture relevant opportunity information

D.

Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.

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Questions 30

The sales management team at Northern Trail Outfitters (NTO) wants to monitor the progress of high-value sales deals and enable collaboration with cross-functional teams to help remove any obstacles. Which feature should a consultant recommend to meet these requirements? Choose 2 answers:

Options:

A.

Enable Big Deal Alerts.

B.

Enable Chatter feed on similar opportunities.

C.

Allow Chatter feed tracking on opportunities.

D.

Use opportunity update reminders.

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Questions 31

Cloud Kicks recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by opportunities generated by the sales representatives. What canthe Consultant recommend to measure sales user adoption?

Options:

A.

Refer back to the project plan to see if the goals were met

B.

Create a trend report to determine if there is an increase in deals closed.

C.

Enable sales teams and run an opportunity report with teams to see how many Opportunities have team member on them

D.

Provide a report of user logins to show the increase in user adoption

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Questions 32

What should a consultant recommended to show a dashboard with forecast by product family with quotas?

Options:

A.

Build a joined report with closed opportunities, forecasting items and quotas

B.

Customize quotas with product report, and add necessary fields

C.

Build a custom report type with forecasting quotas and forecasting items

D.

Create an analytic snapshot to capture the opportunity forecast

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Questions 33

Northern TrailOutfitters (NTO) is preparing for the launch of its new sales cloud implementation to a global user base. With previous sales automation application, the company had slow adoption of the new solution. What factor should be considered with the sales cloud deployment to help ensure the adoption? Choose 3 answers

Options:

A.

Maintenance release schedule

B.

Management communications

C.

Training in local language

D.

Type of training delivered

E.

Sales rep quota targets

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Questions 34

Northern Trail Outfitters' partners need the new quoting functionality that was recently implemented for sales representatives. What should be recommended?

Options:

A.

Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.

B.

Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.

C.

Update the partner sales process to include stages for managing and submitting partner quotes.

D.

Enable quotes and content in the Partner Communities to allow partners to store their PDF quotes.

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Questions 35

Northern Trail Outfitters (NTO) is a large insurance company with a customerbase that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce. It has a custom object for policies that needs to relate to both Person Accounts and Business Accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?

Options:

A.

Create a custom contact lookup field

B.

Create a contact lookup field and an account lookup field

C.

Create a master-detail account relationship

D.

Create a master-detail contact relationship

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Questions 36

A sales representative at Northern Trail Outfitters needs to securely send confidential product roadmap information to a premier customer. Which two steps should be taken to send this information using content delivery? Choose 2 answers

Options:

A.

Remove access to the content after a specified date

B.

Require the customer to enter a security token to download the content

C.

Require the recipient to log into Salesforce to access the content

D.

Require the customer to enter a password to view the content

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Questions 37

Northern Trail Outfitters uses Products in Salesforce and has a privatesecurity model. What should a consultant recommend to allow product management employees the ability to track the performance of a newly launched products if they do NOT have access to all opportunities?

Options:

A.

Create a trigger to add the product managementteam to the sales team of the relevant opportunities

B.

Create a criteria based sharing rule to add the product management team to relevant

opportunities.

C.

Create a trigger to set the product manager as owner for opportunity on the new product.

D.

Createa new product and add it to the price book with the product manager as the owner

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Questions 38

Cloud kicks sells onlinesubscription for its leading shoe of the month club. Customers can make a single payment or setup a weekly and monthly or quarterly. Cloud kicks wants to use opportunities to track and import on the subscription deals.

What should a consultant recommendedto meet this requirement?

Options:

A.

Use contacts with lookup to the opportunity object

B.

Enable schedules on the product object

C.

Use assets with lookup with opportunity object

D.

Enable schedules on the opportunity object

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Questions 39

Theconsultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open Opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the BestCase category. Opportunities in the Negotiation/Review stage should appear in the Commit category.

How should a consultant ensure Opportunities appear in the correct forecast categories?

Options:

A.

Map Opportunity stages to the appropriate forecast categories.

B.

Create a field update with Process Builder to update the forecast category based on the Opportunity stage.

C.

Edit the probability percentage on Opportunity stage picklist values.

D.

Update the Opportunity stage picklist value labels to match the categoryto which they should be assigned.

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Questions 40

How should Cloud Kicks prepare for its first meeting to discuss its Salesforce implementation with a consultant?

Options:

A.

Gather key stakeholders. Establish goals and key metrics. Set up the communication plan. Define the sales process.

B.

Gather key stakeholders. Establish goals and key metrics. Plan for users. Define the sales process

C.

Establish key metrics. Set up profiles. Define the sales process. Gather key stakeholders. Set up the communication plan.

D.

Establish goals and key metrics.Define the sales process. Plan for users. Identify the admin.

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Questions 41

A consultant needs to migrate data in Sales Cloud and is considering using Data Loader. What are two capabilities ofthis migration tool? Choose 2 answers.

Options:

A.

Extract organization and configuration data.

B.

Prevent importing duplicate records.

C.

Run one-time or scheduled data loads.

D.

Export field history data.

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Questions 42

Northern Trail Outfitters ' (NTO) consumer business has grown to more than 500,000 contracts. NTO stores all individual contracts under a single account called 'Consumer'. Mass updates are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported. Which two actions should be recommended to improve performance? Choose 2 answers

Options:

A.

Enable person accounts and migrate the contact data.

B.

Ensure that no single account has more than 10,000 contacts.

C.

Add an index to the account field on the contact object.

D.

Remove the account assignment for all contacts.

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Questions 43

Which two solutions should a consultant recommend if a sales process requires opportunities to have associated product line items before moving the opportunity to the negotiation stage? Choose2 answers.

Options:

A.

Configure a validation rule that types the Has Line Item and Stage fields for the correct condition.

B.

Define a workflow rule that automatically defaults to a pricebook and product line item when selecting the negotiation stage.

C.

Ensure that all sales representatives have access to at least one pricebook when creating product lines.

D.

Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.

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Questions 44

Northern Trail Outfitters hasa lead qualification team that does the following: • Qualifies opportunities • Converts lead into opportunities During lead conversion, the new opportunity must be assigned to the account owner. What should be created in order to meet this requirement?

Options:

A.

A workflow on the opportunity

B.

An assignment rule on the account

C.

A trigger on the opportunity

D.

An assignment rule on the opportunity

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Questions 45

Cloud Kicks want to track different details for trade shows and customer webinars.

Which capability enables the use of custom fields, contextual validation rules, and varied layouts?

Options:

A.

Parent Campaigns

B.

Custom Picklist

C.

Campaign Hierarchies

D.

Record Types

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Questions 46

Universal Containers is planning to migrate two million account records and 10 million

contact records from its existing legacy CRM application tosales cloud.

Which solution should the consultant recommend?

Options:

A.

Partner tool

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Questions 47

Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groupsof Products to Opportunities.

Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?

Choose 2 answers

Options:

A.

Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge.

B.

Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the Products with sales reps who have completed the badge.

C.

Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being added to an Opportunity.

D.

Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales reps who have completed the badge-

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Questions 48

An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high level processes the business. CK plans to use the diagram to show the context of a new process within the overall business whole.

What should the admin create to meet this requirement?

Options:

A.

Capability Model

B.

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

C.

Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram

D.

Value Stream Map

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Questions 49

Northern Trail Outfitters finishedimplementing Sales Cloud for a mid market sales team. Sales management wants to track data trends and adoption.

What should the consultant recommend to measure core Sales Cloud record data?

Options:

A.

Adoption Dashboards Pack

B.

User Login Report

C.

SystemOverview Page

D.

Salesforce Optimizer

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Questions 50

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

Which two steps should the consultant perform to maintain data integrity?

Choose 2 answers

Options:

A.

Enable the Create Audit Fields permission to insert historically accurate records.

B.

Use the Salesforce Approval Process clone feature to migrate approval processes.

C.

Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes.

D.

Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.

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Questions 51

Universal Containers has four product lines, each with its unique sales cycle. Once the

prospectis qualified, the sales reps should follow the product-specific sales cycle.

Which two actions should a consultant recommend to meet these requirements?

Choose 2 answers

Options:

A.

Implement sales processes that map to each Opportunity record type.

B.

Create Opportunity record types for each product line.

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Questions 52

Northern Trail Outfitters allows its sales representative to negotiate up to a 1 discount for their opportunities. Discounts greater than 1 must be sent to their Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval. Which approach would satisfy these requirements?

Options:

A.

Create two approval processes one for RSM and one for RVP.

B.

Configure an approval process for the RSM and workflow for the RVP.

C.

Configure a workflow approval task and email to RSM and RVP.

D.

Create two step approval processes for the RSM and RVP as approvers.

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Questions 53

Universal Containers wants todivide the revenue of the closed Opportunities between

sales reps that worked on the deal. Additionally, on some deals, the sales reps work with

technical sales managers and want a way to credit them for their support.

How should the consultant meet this requirement?

Options:

A.

Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.

B.

Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager

C.

Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

D.

Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.

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Questions 54

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.

Which two recommendations should the consultant make?

Choose 2 answers

Options:

A.

One set of opportunity stages

B.

Onerecord type

C.

Three record types

D.

Three sets of opportunity stages

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Questions 55

Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.

Which Salesforce feature should the consultant recommend to meet these requirements?

Options:

A.

Use a junction object between Accounts and Contacts.

B.

Use the Contacts to Multiple Accounts feature.

C.

Create a custom lookup from Accounts to Contacts.

D.

Create a reverse lookup from Contacts to Accounts.

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Questions 56

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

Options:

A.

Define company vision.

B.

Finalize integrations.

C.

Prioritize goats.

D.

Define KPIs.

E.

Analyze competitors.

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Questions 57

The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers

Options:

A.

Create retailer and distributor lead processes.

B.

Create a new profile and only assign one lead record type to it.

C.

Add leads to different campaigns based on lead type.

D.

Create Status picklist values specific to each lead type.

E.

Create distributor and retailer lead record types.

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Questions 58

Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.

Which feature should a consultant recommend building this report?

Options:

A.

Custom report type

B.

Joined report

C.

Custom filter

D.

Cross filter

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Questions 59

A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia. The company has multicurrency enabled and has added the Australian Dollar as an available currency.

How should the consultant allow the sales team to report on Australian deal values in U.S. Dollars (USO)?

Options:

A.

Set each sales user's default currency to the Australian Dollar.

B.

Enable parenthetical currency conversion.

C.

Create a formula field to perform a currency calculation.

D.

Use USD for Australian Opportunity currencies.

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Questions 60

A consultant is beginning a new project with Cloud Kicks toimplement collaborative forecasting.

What should the consultant use to gather requirements using an Agile methodology?

Options:

A.

Linear process

B.

Quip spreadsheet

C.

User stories

D.

Forecast hierarchy

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Questions 61

Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales team wants a visual way to see the team's progress for theyear.

What should the consultant recommend to meet the requirement?

Options:

A.

Modify a report based on KPIs.

B.

Set up a dashboard with the KPI reports.

C.

Set up a Path based on the KPIs.

D.

Install a KPI Tracker app from the AppExchange.

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Questions 62

Cloud Kicks wants to send a notification to sales reps when their opportunities remain openpast the close date.

Which two solutions should the consultant recommend to meet the requirement?

Choose 2 answers

Options:

A.

Add sales reps to the Opportunity Team.

B.

Instruct sales reps to follow their opportunities.

C.

Enable Einstein Opportunity Insights.

D.

Use Flow with a scheduled action and an email alert.

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Questions 63

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

How is the converted currency amount calculation on Opportunities determined?

Options:

A.

The close date regardless of the opportunity stage

B.

The close date only when the stage is closed

C.

The current exchange rate regardless of the close date

D.

The exchange rate at the time the opportunity is closed

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Questions 64

Cloud Kicks (CK) has an external enterprise resource planning(ERP) system that

stores product order information. CK wants to view those orders as a related list on the account

record in real time.

Which best practice should the consultant recommend?

Options:

A.

Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.

B.

Create a Lightning component, and get the real-time product order information from ERP using REST integration.

C.

Create external object product onto" information in Salesforce, run a nightly batch to get details from ERP, and add the external object as a related fist on the Account.

D.

Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.

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Questions 65

Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view allcontracts for the Account on the Opportunity record.

What should a consultant Implement to meet the requirement?

Options:

A.

Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.

B.

Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.

C.

use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.

D.

Create an object-specific action to create a Contract record fromthe Opportunity page layouts used by sales.

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Questions 66

Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.

Which Salesforce functionality should the consultant recommend to meet the requirement?

Options:

A.

Create Opportunity Teams to manage Tasks.

B.

Leave the Task'sAssigned To held bank

C.

Use workflows to create a Task for each team member.

D.

Assign Tasks to a queue to share work efficiently.

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Questions 67

Cloud Kicks has hired a consultant to help with its quoting process. The consultant

has determined that some quote custom fields should be viewedfrom the Opportunity.

What should a consultant consider when implementing the custom fields?

Options:

A.

Related Quote items on all Quotes are impacted when an Opportunity Line Item is deleted.

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Questions 68

A consultant it 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?

Options:

A.

Set obtainable metrics, goals, and milestones for the deadline.

B.

Deploy the Salesforce mobile app to the team prior to the event.

C.

Reschedule the event to ensure functionality is complete.

D.

Implement additional features to make the team more productive-

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Exam Code: Sales-Cloud-Consultant
Exam Name: Certified Salesforce Sales Cloud Consultant (SP22)
Last Update: Aug 7, 2022
Questions: 455
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