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WorksheetsSF Sales Cloud Practice Exam 1
Total questions: 60
Worksheet time: 56mins
You have a financial services client, whose website holds information regarding multiple products. The client has managed to Implement web-to-lead and they have exposed lead capture forms on multiple product pages. What would be your recommendation to ensure that Lead Source can to tracked appropriately?
Utilize a hidden field on the web page that holds the lead source value and map to Lead Source
Configure web to lead settings to recognize the originating IP
Expose the Lead Source field on the web to lead form
Create an Apex Trigger to populate the Lead Source based on originating IP
The sales director of Cosmic Enterprises would like to view the number of follow-ups performed for each opportunity to understand if the number influences the opportunity closure rate. Which reporting solution should be recommended to meet this requirement?
Create a Visualforce report that shows the number of activities related to opportunities.
Create a roll-up summary field to count the number of activities related to opportunities and create a custom opportunity report that includes the field.
Create a custom report based on a custom report type with 'Activities' as the primary object and 'Opportunities' as the related object.
Create a custom report based on a custom report type with 'Opportunities' as the primary object and 'Activities' as the related object.
Universal Insurance has noticed that system and report performance has decreased and timeouts are becoming more frequent when accessing data in the application. What areas should a consultant investigate to improve performance?
Choose 2
Ensure filters are applied to Reports to selectively retrieve data
Reduce the number of master-detail relationships in the application
Ensure appropriate Indexes are in place
Ensure that there are not more that 100,000 Accounts in the system
Online marketing campaigns are generating more leads than the sales team can manage. What would you suggest to assist the sales team in prioritizing which leads to follow up?
Choose 2
Add formula fields to the lead object to score the leads
Add fields to the online form that could be used to qualify and score the leads
Implement round robin lead assignment to ensure all even distribution of leads
Outsource lead follow up to an external call center
Last Finance targets corporate lean customers. They had a goal of increasing sales rep productivity by implementing Sales Could. How can the success of achieving this goal be measured using Salesforce 3 months after the implementation?
Choose 2
Lead conversion report
Opportunity pipeline report
Opportunity-related activities
Quota attainment report
How can product returns be dealt with?
By adding a new product to the order with a negative quantity
By creating a return order from the original order
By creating a reduction order from the original order
By reducing the product quantity on an activated order
A sales manager has noticed that certain Opportunities are supposed to close this month, but they are not being incorporated into the forecast. The organization currently uses a forecast type based on Opportunity revenue, and the 'Close Date' values are correct for this month. What could be the reason behind this issue?
There are Opportunity Splits on these Opportunity records
The 'Forecast Category' value on the Opportunity record in 'Omited'
The Opportunity is in the incorrect territory
Opportunity stages have not been correlated to forecast categories yet
Cosmic Gemina is a transportation company that has sales divisions in three countries, namely, France, Germany, and Italy. Each sales division has a sales manager who should be able to view and edit custom sales reports that have been created for their division. A separate report folder has been created for each sales division and shared with the Sales Manager. Which user permission and folder access level should be assigned to each manager for this requirement?
'Manage Reports' permission and 'Collaborator' access level
'Customize Reports' permission and 'Collaborator' access level
'Create and Customize Reports' permission and 'Editor' access level
'Report Builder' permission and 'Editor' access level
Bright Paints has recently implemented Salesforce and is considering how to measure the success of a project, particularly with the sales team. What could the Salesforce Administrator use to measure the adoption of the system?
Choose 3
Number of cases created
Number of logins
Number of activities created
Number of work orders created
Number of opportunities created
Universal Containers uses the multi-currency feature in their org. The Global Head has been monitoring a tabular report that shows a list of all global opportunities with amounts shown in different currencies. In order to compare deals, he wishes to see all the amount fields displayed in USD. His personal currency in set to AUD. What would help him achieve this?
Use the standard 'Amount' field in reports, and specify report currency as USD
Use the 'Amount' (converted)' field in the report, and specify the currency as USD
Change the corporate currency to USD
Change hid personal currency to USD
Global Insurance is planning to implement a custom object [Policy] that will have missions of records and is concerned about query performance. As a Sales Cloud Consultant, what would you need to consider regarding using indexes to speed up queries?
Choose 2
Indexes are created automatically on External ID fields
Custom Indexes can be created on custom fields by contacting Salesforce support
Salesforce automatically creates an index on the Name field only
Custom Indexes cannot be created on Standard fields
Easy Finance currency tracks all opportunities in USD. They are considering enabling Multiple Currencies so that the Canadian salespeople can maintain opportunity amounts in CAD. However, they are concerned about how a single pipeline report could be produced. What is true with regards to how opportunity amounts are shown in reports when currencies are used in an org?
Choose 2
Report totals are only displayed in the user's personal currency
Opportunity amounts are shown in the corporate currency
Opportunity amounts are shown in the records' currency
Reports totals can be displayed in any active currency
Cosmic Innovation would like to use multiple currencies in Salesforce, such as USD, GBP, and CAD. Several sales users of the company will need to create and new reports based on currency fields. Which of the following are important considerations related to the enablement of multiple currencies for this use case?
Choose 3
The primary currency always reflects the primary currency specified on the 'Manage Currencies' page in Setup.
The primary currency may reflect the default corporate currency.
The primary currency may reflect the currency selected for the record.
The secondary currency always reflects the personal default currency of the user running the report.
The secondary currency reflects the personal default currency of the user running the report, or the currency specified in the report criteria.
you are a salesperson at Bright Paints, and have updated the stage of your Opportunity. What could be affected by your update to the stage?
Forecast Category
Deal Amount
Activities
Case Owner
Cosmic Investment Group has multiple business account types for different types of corporate organizations. After enabling Person Accounts, how can you ensure that one group of users can only create business accounts and another can create business accounts or person accounts?
Modify the user settings of the users who require person accounts
Create a profile for each user group, and assign the permission to create person accounts to one of the profiles
Create a profile for each user group, and assign the person account record type to the profile that requires person accounts
Once enabled, person account creation is controlled by the object permissions on the account object
As a Sales Cloud consultant managing a new Sales Cloud implementation, what milestones and deliverables should be included in the project plan?
Choose 3
Data Preparation
Configuration and Build
Requirements Workshop
Regression Testing
Salesforce Proof of Concept
A company's Salesforce usage policy requires the creation of all accounts through lead conversion. The sales manager of the company would like the field sales reps to use the Salesforce mobile app for lead conversion. What considerations should be kept in mind for this requirement?
Choose 2
The 'Convert' publisher action should be added to the lead page layout.
A custom lead conversion process needs to be defined and then exposed as a global action.
Lead conversion should be enabled for the Salesforce mobile app in 'Lead Settings'.
Salesforce Customer Support needs to be contacted to enable lead conversion via the Salesforce mobile app.
Cosmic Solutions is rolling out a native Force.com portage calculator app that uses Visualforce and standard page layouts. The client would like sales reps to be able to use this application via Salesforce on their mobile phones. Which of the following use cases would require minimal build effort?
Using a custom Android or iOS app to access the app
Using the Salesforce mobile app to access the app's functionality
Using a custom Heroku app to access the app's functionality
Using the app via Salesforce in the mobile browser
When an opportunity ic closed and won, asset records should be created for each opportunity product and linked to the account on the opportunity. A follow-up task should also be created for the associated account owner. What would be required to fulfill this requirement?
Flow
Trigger
Process Builder
AppExchange App
The marketing department of MG insurance has created an online campaign that directs leads to a landing page with an online form to complete. How can a consultant use the marketing capabilities of Salesforce to support the sales process in this situation?
Choose 3
automatically detect duplicate leads within a campaign before creating a new lead
Automatically calculate the total value of opportunities generated from the online campaign
Automatically create a new campaign when the first lead completes the online form
Calculate the number of responses to the campaign
Automatically associate leads created with an existing campaign
Global Finance has an inside sales team that qualifies and converts leads into opportunities. When a lead is converted, it should have an Opportunity stage set is different from the default Opportunity Stage. How can this requirement be met?
Create a custom field mapping between Lead and Opportunity, and use Process Builder.
Create an Apex trigger on Opportunity.
Set the value manually during Lead conversion.
Create a flow that updates the Opportunity Stage value.
The Sales Manger has noticed that sales reps could save significant time if they did not have to switch between their email and Salesforce when they check the email responses they receive and the relevant Salesforce records. What feature would you recommend to address this situation?
Web-to-Case
Web-to Lead
Collaborative Forecasts
Outlook Integration
Which of the following challenges can be addressed with the help of Salesforce Sales Cloud?
Choose 3
Sales representatives do not receive sufficient training
Quarterly forecasts are reported inaccurately
Users have not been entering all the required information on cases
Leads are not being qualified effectively
Marketing and sales efforts are incorrectly measured
Fast Finance had a goal of increasing revenue and generating a higher number of quality leads by implementing Sales Cloud. Which metrics should be analyzed to determine the success of this goal?
Choose 2
Lead-to-opportunities conversion rate
Deal-related activites
Opportunity pipeline
Total number of leads by source
Cosmic Innovation would like to start using Sales Cloud in their organization. Which of the following are required as outputs of the analysis phase in the implementation process?
Choose 2
Solution design sign-off
Prioritized and confirmed requirements
Requirements document sign-off
Project plan sign-off
Cosmic Innovations would like to make sure that the sales process implemented in Salesforce reflects a methodology that focuses on outstanding the complete needs of a customer instead of just promoting the products offered by the company. Which sales methodology would be suitable?
Value selling
Solution selling
Target account selling
SNAP selling
Fast Finance would like sales reps to be able to finalize sales contracts while on the road. They are planning a custom development that would create a pdf version of a contract and email it to the customer foe endorsement. Further development would be required for follow ups and tracking. What would you suggest in this situation?
Use a 3rd party Appexchange app for managing contract endorsement
Use a customer community to manage the contract process with customers
Develop an integration to an external contract management solution
Custom develop the required functionality within Salesforce as planned
Cosmic Technologies is a software development company that has B2B customers in several countries. Sales reps of the company primarily use Gmail to communicate with customers via emails. They are already using Gmail integration to see related Salesforce data while viewing emails. However, they are currently adding inbound and outbound emails to related records like accounts and contacts manually in Salesforce. Which feature of Sales Cloud Einstein can be utilized to automate this process?
Einstein Insights
Einstein Automated Emails
Einstein Activity Capture
Einstein Email Sync
What is the correct order for data migration of Sales Cloud data?
Contacts, Accounts, Opportunities, Leads, Products, Assets, Campaigns
Accounts, Contacts, Opportunities, Leads, Campaigns, Contracts, Assets
Opportunities, Accounts, Contacts, Leads, Contracts, Campaigns, Products
Leads, Contacts, Accounts, Opportunities, Contracts, Products, Assets
After internal analysis, the VP of Sales has concluded that the closure of an opportunity is directly proportional to the number of activities per week. A weekly report needs to be generated and it should contain the number of different types of activities, split across the 3 opportunity record types the company has. What is the best way to meet this requirement?
A report in Matrix format scheduled as a weekly email
A report in summary format schedules as a weekly email
A report in tabular format schedules as a weekly email
A weekly export of the Opportunity and Activity data to produce the report in Excel
What would a user notice after multi-currency has been enabled on opportunities?
Choose 3
The opportunity amount shown in parentheses uses the user's personal default currency
The primary currency of the opportunity is always the default corporate currency
The opportunity amount shown in parentheses uses the record's primary currency
Existing opportunity records are stamped with the corporate currency code
The currency code can be selected when creating new records
Which of the following are important to consider with regard to training users for a Sales Cloud deployment?
Choose 3
Training should only be developed for users who perform tasks related to administration
Management and end users should be trained together to ensure consistency
Multiple training sessions may be required for different types of users
Multiple formats may be required to deliver training to users
Training materials should be developed based on the characteristics of the target learning audience
Your company has noticed that the lead conversion percentage has decreased over the last few months. Which factors would you investigate to understand this?
Choose 2
Number of opportunities created per month
The sales pipeline
Lead Quality
Lead Source
Worldwide Containers has set up an approval process that requires a zonal manager to approve every Opportunity before it is marked as 'Closed Won.' However, it is turning out to be a bottleneck since the zonal managers are always on the move. What should be recommended to best address this scenario?
Build a custom mobile application to display push notifications when an Opportunity is submitted for approval
Recommend to use Salesforce via mobile browser
Use the Salesforce mobile app and enable push notifications for when Opportunities are submitted for approval
Configure a workflow rule to send out an email when an Opportunity is submitted approval
Global Telecom manages agreement records and documentation in Salesforce. During the negotiation process, the company would like to share files with the customer and receive feedback. What solution could a Sales Cloud Consultant recommend for this requirement?
Create a private Chatter group and invite the customer to join
Add the files to the record feed of the Agreement record
Add the file to a content library
Share the files via Link
A customer has sought to return a blender and a microwave, both of which were recently purchased. These times were bought through 2 separate orders in Salesforce, both of which are still active. How should this customer request be facilitated in Salesforce?
Merge the 2 orders, and create 1 reduction order
Create 1 reduction order, since both order belong to same account
Create 1 reduction order, and utilize Related Orders section
Create 2 separate reduction orders
One of the Sales Mangers would like to discuss a sales proposal with a few selected Account Managers. They want to make sure that the discussion related to it are available in one place and remain secure. Which options should the Salesforce Administrator Consider?
Choose 2
Create an unlisted Chatter group
Create an unshared Chatter group
Create a private Chatter group
Create a public Chatter group
Which of the following organizations should use Person Accounts?
Choose 2
Platinum Fitness Gym
Fueldex Petrochemicals
Main St. Community Bank
Enterprise Software Solutions
As part of the sales process, Unique Parts sends a sample of a customized part to the prospect. The account manager then changes the stage of the related opportunity to 'Sample Requested'. The account manager would like an automatic email to let the customer know that the sample is on the way. The email should include details of the opportunity products. How can a Salesforce Administrator meet this requirement?
Choose 2
Create an Apex trigger that executed when an opportunity is updated, sends an email, and retrieves the details of the opportunity products
Create a workflow rule on 'Opportunity Product' that sends an email using an HTML email template
Implement a workflow action on 'Opportunity' to send an email alert using a Visualforce template
Use a flow to send an email alert using Visualforce template when the opportunity is updated
Vermillion Homes and Pewter Towers are subsidiaries of City Properties, and both use Salesforce . It has been found recently that they have some customer overlap, and they see a benefit in sharing the data of the common customers between their two organizations. Only the common customers and certain account fields should be shared. What is the best approach for this situation?
Share the records using a customer community
Link and share selected records using Salesforce to Salesforce
Create an integration using two-way outbound messages on selected account records between the. two Salesforce orgs
Share the records using a partner community
A sales cloud consultant at Cosmic Insights has enabled Social Accounts, Contacts, and Leads. Which of the following is true about accessing Twitter information related to a particular lead in Salesforce?
Depends on the Lead record sharing settings
Depends on each Salesforce user's Twitter account
Depends on the Twitter account of the company
Depends on each Salesforce user's Profile settings
Universal Satellites has a complex pricing model that includes fixed and variable charges. Some charges are one-time, and some are monthly. In order to calculate the opportunity value, a combination of roll-up summary fields and formula fields are used to calculate a deal amount. They would like to use forecasting but are concerned the forecasting amounts will be based on the opportunity amount and not the calculated deal amount. Which solution should a consultant recommend?
Export opportunity information and use Excel for forecasting
Use a third-party forecasting system from the AppExchange
Use Collaborative Forecasting, as forecasting can be based on custom fields
Use Collaborative Forecasting and override the forecast amounts with the deal amount manually every time
What is the most efficient solution for adding leads from Outlook to Salesforce if the organization is already using Outlook integration and Lightning Sync?
Sync the Leads from Outlook to Salesforce
Copy the details from Outlook to create Lead records in Salesforce
Create the Lead records directly from Outlook using the 'Add to Salesforce' link
Export the lead details from Outlook and import Salesforce
Cosmic Sporting Goods would like to improve the productivity of its sales representatives by reducing the amount of time spent by them on navigation in Salesforce. A Sales Cloud Consultant has suggested the implementation of a sales console. If the sales representatives use only Lightning Experience, which of the following capabilities of a sales console can help the company achieve its objective?
Choose 3
A console app always opens with the tabs and lists that were last opened
Related records open as subtabs under the original record
Table view allows working with a list view while still working on other records
The 'History Footer' component allows viewing recently visited primary tabs
Multiple records can be opened at a time as workspace tabs
Which of the following are true about Enterprise Territory Management?
Choose 2
Territories organize accounts and users who work with those accounts
Users in a territory can always view and edit accounts associated with the territory
An account may bt assigned to more that one territory
Territory Type has an impact on record visibility
Cosmic Circle Financial has found that sales reps are wasting a lot of time trying to contact leads and even existing customers because of outdated information. They are considering using a Lightning Data service from the AppExhange. How could it assist in this situation?
Choose 2
Update Lightning Data with Salesforce data if the Salesforce data is believed to be more accurate
Automatically cleanse existing data on a daily basis
Enrich the existing data in real time
Determine on a field-by-field basis to keep the Salesforce data value or use the data from the data service
Fast Finance would like to identify Opportunities created from Leads. What approach would you suggest?
Opportunities created from Leads can be determined by the Opportunity name.
Create a custom checkbox field on Lead and then same on Opportunity. Map the lead checkbox field to the opportunity checkbox field. Use this field to determine if the opportunity was created from a lead.
Use the [CreatedFromLead] standard field on Opportunity.
Customize the LeadConvert apex code to set a custom field on Opportunity.
As part of their initiative to increase lead data quality. Cosmic Computers has decided that only marketing should be able to create, update, and convert leads. Sales users should have visibility to all leads but should not be able to create leads themselves or modify existing leads.Ownership of leads will be transferred to marketing. What features would help to satisfy this requirement?
Choose 2
List Views
Validation rules
Object-level permissions
Organization-wide defaults
A sales manager at Cosmic Innovations would like to have a single view of all Contacts that belong to the same Account Hierarchy chain. How can a sales cloud consultant achieve this requirement?
No customization is needed since the standard Account Hierarchies page can be viewed
No customization is necessary, the parent Account shows all Contacts, including those related to any child accounts
A new custom object can be created to store the required information
A custom field can be created for the top-level Account ID, and a report can be created to display all related Contacts
Cosmic Electronics would like to enable its sales representatives to use different steps for selling different types of products. A Sales Cloud Consultant working for the company has suggested the use of multiple sales processes for this requirement. Which field on the Opportunity object can be customized to define the steps that could be included in each sales process?
Next Step
Lead Source
Type
Stage
The administrator of Cosmic Solutions has received a new requirement for a group of users in Salesforce. These users should be able to access the accounts they own and have visibility to all of the child accounts within any hierarchies, regardless of ownership. The organization-wide default setting for the Account object is set to 'Private'. Which of the following is true regarding user access to the child account records?
If a user has access to a parent account, they will have access to child account records.
If a user has access to a parent account, access to child accounts will need to be added manually.
A sharing rule can be created to share the accounts within an account hierarchy.
If the 'Grant Access using Hierarchies' option is set on accounts, users will have access to all accounts with an account Hierarchy.
Fast Finance is considering a different way of dealing with its customers with a revamped sales process that is streamlined and has a different stages. The information tracked on the opportunity is the same. What is required to enable this?
Choose 3
New Sales Process
New Opportunity Stage pick list values
New Custom Object
New Record Type
New Page Layout
Cosmic Solutions has a Public Read/Write Account sharing model and a Private Opportunity sharing model. Adam created the first opportunity record for Acme Group, which is an Account owned by him. Brendan is a sales rep and a colleague of Adam. What is true regarding Brendan's view of the opportunity on the account record?
He can view the opportunity in the related list but cannot drill down for details
He can view the opportunity in the related list and can drill down for details
He cannot view the opportunity in the related list at all
He can only view the opportunity name in the related list
Cosmic Containers recently rolled out the Salesforce app for its field sales reps. Since most of them are always on the move, the VP of Sales has asked to let the sales rep convert leads from the Salesforce app. What should be recommended to meet this requirement?
Create a global action for lead conversion
Create a publisher action for lead conversion
Select 'Enable Conversions for Salesforce Mobile' in Lead Settings
Create a lightning component for lead conversion
The sales reps of Cosmic Clothing are having a different time converting leads into opportunities. They are currently working on leads based on their personal preference. However, each sales rep is required to give greater priority to working on current leads that are more likely to be converted. Which Sales Cloud Einstein feature can help them prioritize leads?
Einstein Forecasting
Einstein Activity Capture
Einstein Lead Insights
Einstein Lead Scoring
What are valid use cases for Enterprise Territory Management?
Choose 2
Opportunity access is managed by Sales Territories
Sales Reps should have a maximum number of Accounts assigned to them
Leads are managed by Sales Territories
Account Sharing depends on Account attributes
Bright Paints Inc. has a set of users who would need to be given access to certain Accounts and associated Opportunities. The cases where this is applicable are decided and implemented by the Sales Managers. Which feature in Salesforce should be included in the solution to this requirement?
Account teams
Account sharing rule
Role hierarchy
Permission sets
Star Enterprises is using the standard email functionality to send quote PDFs. Emailing quotes need to be restricted unless the quote is in approved status. How could this requirement be enforced?
Create a validation rule on the quote object
It is not possible to restrict emailing quotes
Use the Quote Status to determine when a quote can be emailed
Create a trigger on the quote object to check the quote status
Worldwide Containers has enabled Opportunity Team Selling. How would they be able to report on Opportunities for which they own or are a member of the Opportunity Team in Lightning Report Builder?
Set the report filter to 'My Opportunities'
Set the report filter to 'My Team-selling Opportunities'
Set the report filter to 'My team's Opportunities'
Set the report filter to 'My Team-selling and my Opportunities'
Fast Finance is finding it difficult to manage sales deals as the information entered in not of high quality and not consistent. Sales reps are not sure what information is required for personal loans vs auto loans. What features would you utilize to address these issues?
Choose 3
Custom objects
Workflow rules
Record types
Validation rules
page layouts
