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?

• Parent Campaigns

• Custom Picklist

• Campaign Hierarchies

• Record Types

. 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

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.

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.

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.

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.

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.

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?

• . Login lockouts

• .Data quality score

• License assignments

• Activities logged

. 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?

• An Apex trigger

• Einstein Activity Capture

• My Email to Salesforce

• Lightning for Gmail/Outlook

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 a product family.

• Activate the products

• Add the products to the price book.

• Share the products with sales reps.