Cloud Kicks is expanding to international markets. Sales reps are unable to find specific products in the international price book. Which two steps should the consultant take to resolve this issue? Choose 2 answers

Add the products to the price book.

Add the products to a product family.

Share the products with sales reps.

To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue projections from the sales of its annual subscription service. What should the consultant configure to meet this requirement?

Opportunity products with monthly product Schedules

Opportunity dashboard showing opportunities closed each month

Opportunity products with formula fields for each month's value

. Opportunity dashboard showing products sold each month

Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior management has concerns about adoption. What should a consultant recommend to encourage adoption?

.Establish goals and key metrics.

Plan a first release with minimum features

Give users access to a Sandbox environment.

A sales rep at Cloud Kicks must have access to all child Accounts of the Accounts they own. The organization-wide default setting for Account is Private. What happens if a sales rep has access to a parent Account?

The sales rep will have access to child Account records.

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

Access to child Account records will need to be manually added

The sales rep will have access to all Accounts if Grant Access using Hierarchies is enabled.

The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team. How should the consultant meet this requirement?

Recommend an integration with the marketing platform that creates leads in Salesforce.

Create a report of Salesforce leads and compare it with marketing data on a regular basis

Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.

Create Salesforce users for the marketing team so they can enter leads directly into Salesforce.

Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts. Which Salesforce product should the consultant recommend?

. Salesforce native CTI Connector

A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners?

Add opportunity owners to the Account Team and configure contact sharing.

Transfer account ownership from themselves to the opportunity owner.

Add opportunity owners to the Opportunity Team and configure contact sharing

Transfer contact ownership from themselves to the opportunity owner.

. Cloud Kicks has an integration between the data warehouse and Salesforce. The VP of operations wants to synchronize customer data between the systems. What should the consultant recommend to ensure data integrity?

Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the admin profile.

Set up a Process Builder process on the Account object to check for unique values on a monthly basis.

Set up an encrypted field on the Account object with Read Only on the field security settings for all profiles except the admin profile.

Set up an import of the data from the data warehouse on a monthly basis using Data Loader

Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities. What should the consultant recommend to the account executives?

Add specific users as Opportunity team members with a role that grants Read/Write access

Share Opportunities with specific users by granting Read access to Opportunities in their portfolio

Add specific users as Account team members with a role that grants Modify All access.

.Share Accounts with specific users and their respective teams.

Cloud Kicks wants the sales operations team to be able to process customer credit card payments within Salesforce. Which approach should the consultant recommend to meet this requirement?

. Utilize an application from the AppExchange

Schedule a nightly batch job to find and post daily charges

Create a flow to alert the finance team to manually charge the account.

Develop Apex to connect with the Authorized.net API.

The consultant 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 Best Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category. How should the consultant ensure opportunities appear in the correct forecast categories?

Map opportunity stages to the appropriate forecast categories.

Create a field update with Flow to update the forecast category based on the opportunity stage.

Edit the probability percentage on opportunity stage picklist values.

Update the opportunity stage picklist value labels to match the category to which they should be assigned.

Cloud Kicks' sales productivity is on the decline, while its competitors are more successful. The consultant has suggested Einstein Insights. Which three insights can this provide? Choose 3 answers

Opportunity Representative Score

Cloud Kicks has enabled Orders to track and manage customer requests for products. The sales team has requested a process to return and reduce the quantity of activated Orders. Which two Salesforce features should a consultant recommend to meet this requirement? Choose 2 answers

Enable Negative Quantity for Order Products.

.Enable Orders without Price Books.

Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date. Which two solutions should the consultant recommend to meet the requirement?Choose 2 answers

Use Flow with a scheduled action and an email alert.

Enable Einstein Opportunity Insight

Instruct sales reps to follow their opportunities.

Add sales reps to the Opportunity Team.

Sales reps at Universal Containers have found that leads they have been pursuing contain outdated and missing information. What should a consultant recommend to obtain current lead information?

Use a company insights and data enrichment app from the AppExchange.

Create a Web-to-Lead form to capture required data.

Upload Sales Cloud data on a daily basis for more complete information.

Use Mass Delete to remove leads with invalid data.

. Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to pilot users. The pilot users are unable to view the Lead Score field on the Lead record page. Which two steps should the consultant take to fix this issue? Choose 2 answers

Assign the Sales Cloud Einstein permission set.

Add the Lead Score field to the Lead Page layout.

Add the Lead Score field to the Lead List View.

Assign the Einstein Lead Scoring permission set.

Cloud Kicks has organization-wide defaults set to Private for Account. With the rollout of Opportunity Teams, what should a consultant consider?

. The Opportunity's Account will be implicitly Read for the team.

Opportunity should be set to Public Read/Write first.

The Opportunity will be implicitly write for the team

Account should be set to Public Read first

Northern Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year. What are two aspects a consultant should consider for this migration? Choose 2 answers

Only one territory model can be active at any given time.

Access to a territory model is controlled through profiles or permission sets.

Territory user assignments are migrated to the new model

Territories can inherit assignment rules from other territories higher in the model.

The project is almost finished, and now it's time to test the changes and updates that have been made before go-live. A Partial or Full Sandbox is unavailable. How should the consultant recommend testing be conducted?

Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases

. Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.

. Create a new Sandbox and ask volunteers to test it with use cases.

.Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.

Cloud Kicks is preparing to deploy its configurations. The chosen release date is during a Salesforce Release window. The com configuration is in a Non-preview Sandbox. Which two strategies should a consultant recommend?Choose 2 answers

Deploy after the Salesforce Release.

Test new configurations in a Preview Sandbox.

. Deploy before the Salesforce Release

Test new configurations in a Non-preview Sandbox

A consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period. Which two considerations should the consultant keep in mind to ensure that predictions are displayed? Choose 2 answers

Predictions are based only on the standard Close Date and Amount fields

.Predictions are only shown when at least 12 months of Opportunity data exists

Predictions are only shown when data sync in Tableau CRM is enabled. Tableau

Predictions are only shown when the user is in the forecasting hierarchy.

Cloud Kicks has hired a consultant to help with its quoting process. The consultant has determined that some Quote custom fields should be viewed from the Opportunity. What should a consultant consider when implementing the custom fields?

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

Opportunity fields are inaccessible when configuring a Quote Template.

. Related Opportunity Line Items remain when a synched Quote Line Item is deleted.

Only standard fields on the Quote object sync to the Opportunity.

Which two use cases will protect the integrity of order data with activation limitations? Choose 2 answers

. Orders can be activated only if they include a Product.

Multiple reduction orders can be created for a single order

. New Products can be added to active orders

Products can be removed from active reduction orders.

Cloud Kicks currently supports three business lines within a single Salesforce instance: Running, Athleisure, and Celebrity Co-Branded 15 VP of Athleisure controls a large budget and is often able to re-prioritize business stories and 'shadow projects' into releases ahead of groups. This topic comes up frequently and often derails the monthly project management meeting, which limits the amount of time available to cover other critical topics. Which two strategies should the consultant recommend to address these issues? Choose 2 answers

Create a weekly All-Hands call, including business and technology resources, to review direction and priority of development.

Divide the development team into three units/tracks to support each line of business independently.

Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably

Change the project management meeting to weekly, and keep the focus on action items, project risks, and resource requests.

. A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own. Which three reasons could explain the sales rep's experience? Choose 3 answers

Some opportunities associated with the sales rep's account are owned by other users.

Opportunity visibility allows View access to opportunities owned by others and associated with accounts they own.

The organization-wide defaults for opportunities are set to Private.

All provision d Opportunity object permissions enable Read access with all accounts associated with the sales rep.

Sharing Rules for opportunities are set to Manager Groups.

The Cloud Kicks global sales teams are distributed across regions. Sales leadership wants to give access to dashboards based on region. For example, users within the region should have access to regional dashboards, while the leadership team should have access to global dashboards. What should the consultant recommend to meet this requirement?

Create Dashboard folders for each regional sales team and one Dashboard folder for the leadership team.

Create one Dashboard folder for all regional sales teams and one Dashboard folder for the leadership team.

Create one Dashboard folder for all regions for sales and leadership teams with View access

Create region-based sales groups, one leadership group, and one Dashboard folder with View access.

The sales department at Cloud Kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship. Which solution should the consultant recommend?

Use Contact roles on the Opportunity object.

Add a multi-select picklist field on the Opportunity object.

Use a junction object between the Opportunity and Contact.

Add a contact lookup field to the Opportunity.

The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple project meetings. What should the consultant recommend to the project manager?

. Revisit the communication plan and set up more frequent check-ins

Validate that the statement of work (SOW) is realistic.

Write a solution design and obtain approval.

. Educate the customer on scope and risk management

Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly fre their email and calendar applications. UC wants to report on these activities in Salesforce. Which two actions should the consultant recommend? Choose 2 answers

. Implement Inbox to sync Outlook or Gmail calendar events.

Log emails with records in Salesforce from Outlook or Gmail

. Sync events between Outlook or Gmail calendars and Salesforce

Report on contact data as it exists in Outlook or Gmail.

A consultant is implementing a new instance of Sales Cloud for Cloud Kicks (CK). CK has a global sales presence that supports a customer base throughout the world. CK wants to set up an appropriate structure to track customers with subsidiaries. Which approach should the consultant recommend to meet the requirement?

Location-specific Account structure with Account Hierarchies

Global Account structure that links all Contacts with one global Account

Global Contact structure that links all Contacts with one global

.Account Location-specific Account structure without Account Hierarchies

. Cloud Kicks is concerned that the sales team is taking longer to close opportunities in comparison to the same time last year. The VP of wants to determine the number of dosed deals on a monthly basis and compare the month-over-month results. Which two actions should the consultant take to meet the requirement? Choose 2 answers

Create a report based on the Opportunity reporting snapshot.

. Schedule a reporting snapshot of the Opportunity object to run monthly

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

Schedule a reporting snapshot of the Opportunity History object to run monthly.

. A sales manager for one of Cloud Kicks' sales territories is unable to see a forecast for the current quarter. How should the consultant resolve this issue?

.Set the sales manager as the Forecast Manager for this territory.

Add the sales manager to the Forecasting public group

Configure the date filter on the forecast and assign it to the sales manager.

Select the correct forecast on the sales manager's user record

4. Universal Containers has implemented Salesforce for all of its sales associates. All sales associates are required to select the win or loss status on every closed Opportunity. Managers like to measure the win ratio for all of the sales associates. How should a consultant meet the requirement?

Build a custom report on Opportunity with custom summary formulas to show win/loss ratio.

Build a custom Lightning component to show the win ratio based on won Opportunities.

Create a custom formula field on Opportunity to capture the win ratio for Opportunities.

Ensure that all managers have access to the standard Win/Loss report

3. Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality? Choose 2 answers

Add criteria to the auto-association settings and limit it to the past 30 days

. Ask the admin to enable Customizable Campaign Influence.

Add child Campaigns of the primary Campaign source automatically.

Define rules for Campaigns to add Opportunities and then lock after 30

Cloud Kicks has enabled Multi-Currency in its organization. All of the rates are set. What is the impact if the exchange rates are adjusted?

All opportunities with conversion rates will use the new rate.

New opportunities will use the new conversion rate and old opportunities will remain the same.

. All newly closed opportunities will use the new conversion rate

Opportunities created this month will use the new conversion rate and old opportunities will remain the same.

. Cloud Kicks has enabled Multi-Currency in its organization. All of the rates are set. What is the impact if the exchange rates are adjusted?

. All opportunities with conversion rates will use the new rate

A.New opportunities will use the new conversion rate and old opportunities will remain the same.

All newly closed opportunities will use the new conversion rate

Opportunities created this month will use the new conversion rate and old opportunities will remain the same.

Sales Cloud Consultant Quiz

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134 questions

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MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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?

Parent Campaigns

Custom Picklist

Campaign Hierarchies

Record Types

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

. Cloud Kicks has just deployed all of its configurations. The admin wants to build a separate process but uses most of the objects deployed. What is the best practice a consultant should recommend to the admin?

. A.Build in a Developer Sandbox and test changes in a test release environment

Build in a test release environment and test changes in Production.

. Build in a test release environment and test changes in a test release environment.

Build in a Developer Sandbox and test changes in Production

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team. What should the consultant consider when evaluating Person Accounts?

The Person Account object must have at least two record types.

. Person Account records only count toward Account storage.

.Enabling Person Account requires a Public Read/Write sharing model.

. Enabling the Person Accounts feature is irreversible.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

Universal Containers has four product lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should fall on the product-specific sales cycle. Which two actions should a consultant recommend to meet these requirements? Choose 2 answers

Use Process Builder to create product-specific sales processes.

Define Opportunity Teams for each product line.

Implement sales processes that map each Opportunity record type.

.Create Opportunity record types for each product line.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

During the Discovery phase of a Sales Cloud implementation, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answer

Set project milestone

B.Establish project goals

Define sales processes.

D.Create implementation plan

Define success metrics.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK? Choose 3 answers

CK can expand access beyond the organization-wide default levels with sharing rules.

When a sharing rule is deleted, the sharing access created by that rule must be manually removed.

When multiple sharing rules are assigned, the user is assigned the least restrictive access.

Sharing rules apply only to new records that meet the definition of the source data set.

Organization-wide defaults must be Public Read Only or Private to create sharing rules.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices. Which two actions should the consultant recommend to work around the issue?Choose 2 answers

Enable the system permission to store offline data in Salesforce

Enable caching in Salesforce

Enable the connect offline feature in Salesforce.

Enable offline create, edit, and delete in Salesforce.

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Sales Cloud Consultant Quiz

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?

. Cloud Kicks has just deployed all of its configurations. The admin wants to build a separate process but uses most of the objects deployed. What is the best practice a consultant should recommend to the admin?

The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team. What should the consultant consider when evaluating Person Accounts?

Universal Containers has four product lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should fall on the product-specific sales cycle. Which two actions should a consultant recommend to meet these requirements? Choose 2 answers

During the Discovery phase of a Sales Cloud implementation, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answer

Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK? Choose 3 answers

The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices. Which two actions should the consultant recommend to work around the issue?Choose 2 answers

Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate. Which two additional key metrics should the consultant recommend?

. Universal Containers (UC) wants to improve its sales productivity by updating its email solution. UC wants to automatically log incoming and outgoing emails to related Salesforce records and sync user calendars to Salesforce. Which tool should a consultant recommend to meet this requirement?

Cloud Kicks is expanding to international markets. Sales reps are unable to find specific products in the international price book. Which two steps should the consultant take to resolve this issue? Choose 2 answers

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