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WorksheetsSF Sales Cloud Quiz 2
Total questions: 60
Worksheet time: 52mins
Cosmic Solutions follows two different sales processes depending on the customer. For small customers, they sell via phone. For larger customers, they organize sales visits and provide formal quotes. What are some considerations regarding the sales processes in this situation?
Only one sales process can be active in Salesforce at any given time
Multiple sales processes can be configured in Salesforce
The sales process can be adjusted by the Account Reps
Once set, an opportunity's sales process cannot be changed
The sales director of Cosmic Innovation would like to understand how responsive the sales team in at reaching out to new leads on each day of the week and how long leads remain open before they are worked on. What can be done to help him understand how the number of open leads varies over the week?
Create a reporting snapshot that runs daily and includes the date of the open leads.
Create a Lead report and schedule it to run each week.
Create a trigger that populates the number of leads created each day into a custom object, and report on that.
Create a custom Visualforce report.
Cosmic Fitness Solutions uses person accounts for storing data related related ti individual customers, and business accounts for companies that place bulk orders for fitness equipment. A sales manager at the company las complained that not all their concerted Leads are visible in the Person Account list view. What could be the reason for this behavior?
Some leads have the Account field populated
There is an error in the Lead conversion mapping
Leads are always covered to Business Account Contacts
Some Leads had the Company field populated
As a Sales Cloud Consultant managing a brand new implementation of Salesforce, what activities and deliverables should be included in the plan phase?
Choose 3
Integration strategy
Milestone schedule
Project kickoff
High-level solution design
Communication and training plan
The Salesforce Administrator of Cosmic Solutions in setting up a Salesforce Console for Sales in Salesforce Classic to enable productivity in the organization. Which of the following customizations are possible for the console?
Choose 2
Setting up interaction logs
Turning on the Knowledge sidebar
Implementing Chat
Setting up macros
Easy Finance has enabled multi-currency and has two active currencies USD and CAD. Prices have been maintained in a single price book in USD. In order to maintain opportunities in CAD, what action in required?
If the opportunity currency is set to CAD, USD prices in the price book will be automatically converted to CAD
Price book entries need to be created for the products using CAD prices
Advanced Currency Management needs to be enabled
A new price book needs to be created with prices in CAD
A number of custom fields have been created on the Lead object. What is true regarding how these fields can be mapped during lead conversion?
Choose 2
Custom Lead fields can only be mapped to Account, Contact, or Opportunity standard fields
Custom Lead fields can only be mapped to Account, Contact, or Opportunity cost fields
Custom Lead fields can be mapped to Account, Contact, or Opportunity standard or custom fields
Custom Lead fields can be mapped to any custom fields on Account, Contact, or Opportunity, however the field type must be compatible
Cosmic Innovations is considering rolling out the Salesforce mobile app for sales reps, but is concerned about the possibility of duplicate Accounts and Contacts being created when Leads are converted. How can duplicate records be avoided?
An error will appear on the Salesforce mobile app during lead conversion if there is a duplicate record, and the lead will not be converted
If enabled, Duplicate management can alert users if duplicates are found when converting Leads in the Salesforce mobile app
The Salesforce mobile app will automatically perform duplicate checking when Leads are converted and provide an alert if a duplicate is found
Ask sales rep to do a global search prior to converting Leads to check for duplicates
The system administrator at Cosmic Circle Financial noticed that the Parent Account field is not available to be added to the Person Account page layout. What could be the reason for this behavior?
Account Hierarchy is not enabled in Organization Settings
Account Hierarchy is not enabled in Account Settings
Account Hierarchy is not supported for Person Accounts
Divisions are enabled
Global Consulting wants to ensure that all new opportunities created by sales reps automatically follow the naming conversion: Account Name - Opportunity Type - Opportunity Name. What would a Sales Cloud consultant suggest to meet this requirement?
Create a validation rule to check the Opportunity name
Modify the default name for Opportunity records in the Object Manager under Setup
Create a flow to update the Opportunity name referencing the related Account
Create a trigger to update the Opportunity name when the Opportunity is created
Worldwide Containers has clearly defined its annual sales quota which is based on revenue. The sales manager would like to depict the quota achievement on a dashboard pertaining to Opportunity data. What would be the best dashboard component to use?
Gauge
Pie Chart
Funnel Chart
Donut Chart
Which of the following would not be an activity completed in the deploy phase of a Sales Cloud implementation?
Final Data migration
Creation of users in the production environment
Migration of any code into the production environment
Development of go-live support plan
The sales reps of Cosmic Electronics often have to search for the latest business-related information about a particular account on the internet. The sales director would like to make news-related insights about accounts visible in Salesforce. Which Sales Cloud Einstein feature can be utilized for this use case?
Tableau CRM for Sales Cloud Einstein
Einstein Account Insights
Einstein Account Analytics
A.Einstein News
Adam is a sales representative, and Brenda is a support representative at Cosmic Solutions. They cannot see any of each other's records; Adam has access to edit his own Account records. Which of the following are true if Account Teams are used for sharing record access?
Choose 2
Adam can let Brenda view one of his accounts and not have visibility to the related contacts, opportunities, and cases
Adam can let Brenda view one of the opportunities in one of his accounts
Adam can let Brenda edit all of the opportunities in one of his accounts
Adam can let Brenda view one of the cases in one of his accounts
A Salesforce client is faced with having a large number of duplicate leads in their system that could potentially have useful information. Which options would best cleanse the system of existing duplicate records?
Choose 2
Use Salesforce duplicate jobs functionality
Use an AppExchange solution
Find and delete duplicate leads via Data Loader
Create a duplicate alert workflow, which sends an email alert
Use Salesforce duplicate rules functionality
Global Telecom would like to be able to generate an Order with the click a button once an Opportunity is won. An order should only be created for certain types of Opportunities and exclude certain Products. How can this be configured?
Add a custom button that calls a flow to create an Order record
Add a custom button that runs APEX code to create an Order record
Create a process to create an Order record
Add an after update trigger to Opportunity
Cosmic Repair Solutions is considering the use of Outlook Integration to integrate Outlook with Salesforce. Which of the following are some valid considerations for using this feature?
Choose 3
Email application panes and publisher layouts can be customized for Outlook Integration
App Manager can be used to add the Text Shortcuts components
Outlook Integration supports the Outlook application on the web
Emails can be associated to relevant Salesforce records through Enhanced Email
Outlook Integration can only be made available to Salesforce users through the Microsoft Exchange Center
Global Containers uses an external system for calculating discounts. In the browser version of Salesforce, the sales reps have a custom tab titled 'Discount Calculator', which they use frequently to negotiate deals. The tab is a visual force page that works based on web service callouts. What would be your recommended approach to ensure that the sales reps are not limited by the dependency on this app when they're on the move?
Create Discount Calculator app for iOS & Android using Salesforce Mobile SDK
Create Discount Calculator app using any mobile development platform, and use REST API to call the external system directly
Expose limited functionality of Discount Calculator on Opportunity detail page
Expose 'Discount Calculator' as a navigation item in the Salesforce App
Star Enterprises is considering rolling out the Salesforce mobile app to field sales reps. What features are most pertinent to the sales process?
Choose 3
Duplicate accounts can be merged
The sales process for Opportunities can be adhered to using Sales Path
Approval requests can be approved or rejected
Leads can be converted on the Salesforce mobile app
Joined reports can be created and viewed
Fast Auto Loans uses an external system for pricing and quotation. What is the best approach to leverage the pricing and discount rules in the external system within Salesforce during the loan application process?
Use Custom Settings to store pricing and discount information
Use APEX to build the logic used in the external system.
Use APEX callout to retrieve the latest information from the external system during the loan application process.
Use Process Builder to retrieve the pricing and discount information from the external system.
Which of the following conditions need to be met, if an active Order needs to be deleted?
Choose 2
Order must not have any Reduction Order associated
Order must not have any Contracts associated
Order must be deactivated
User must have Modify All Data permission
If an organization is using cumulative forecast rollups, what is true regarding the Opportunity amounts included in the 'Open Pipeline' forecast?
Choose 2
It includes amounts from all open Opportunities except those under the 'Closed' category
It does not include amounts from Opportunities under the 'Omitted' category
It only includes amounts from all Opportunities in the 'Pipeline' category
In includes amounts from all Opportunities closing in the next 30 days
The marketing department of Global Insurance in planning an even to encourage its existing financial advisors to sell a new insurance product that was just launched. How can the capabilities of Salesforce most effectively support the sales activities resulting from the event if there are a large number of financial advisors?
Create a campaign, run a report of contacts invited to the event add associate them to the campaign, and track the interest level of each contact
Create a custom object to track invitations and responses to the even and link
Create a task for each advisor to track the invitation so that the sales team can follow-up on the response
Create a campaign and manually add the invited financial advisors as members to the campaign
What is true regarding the lead conversion process?
Choose 2
The contact created from the lead can be related to an existing account or a new account
After leads are converted, they can only be viewed in the 'Converted Leads' list view
A custom button is required to automatically create an opportunity after a lead is converted
After leads are converted, they can be viewed in Lead reports
Cosmic Solutions is looking for a solution to prospect for new customers. What are some considerations related to using a Lightning Data package for this?
Choose 2
Only one data service can be used for importing accounts
Lightning Data packages can be used to ad companies to Salesforce as accounts automatically on a daily basis
Search filters can be used to find companies that meet certain criteria
Lightning Data packages can be used to select companies to add to Salesforce
A sales support staff member has been given the task to print quotes, and it must reflect the latest information in the opportunity. An opportunity could have multiple quotes. How can the correct quote be identified?
Ask the account rep to identify which quotes are correct
Check the Last Modified Date on each quote
Check the Created date on each quote
Look for the quote that is synced with the opportunity
Cosmic Financial Services has decided to implement person accounts in order to store information related to individual customers in Salesforce. Which of the following considerations are correct regarding usage of person accounts?
Choose 3
Person accounts can have direct relationships with business accounts
Once 'Person Accounts' in enabled, it cannot be disabled
A person account takes the same storage space as a business account
Not all AppExchange packages support person accounts
Person accounts have their own page layouts that can include account and contact fields
The sales department of Cosmic Enterprises has been receiving leads from the marketing department that are non-responsive to sales approaches. The leads have been qualified enough to justify contact. What can be done to improve the situation?
Choose 2
Define a record type
Use Data Loader
Define a lead process
Define a lead score threshold
The Business Intelligence Officer of Cosmic Felix owns a report folder that contains various reports related to accounts and opportunities. He has shared this folder with certain sales representatives so that they can view these reports, but in the future, he would like a sales manager to share the folder with the sales representatives who require access to the reports. The sales manager already has the permission to view and edit reports in shared folders. What should a sales cloud consultant recommend for this requirement?
The sales manager should be granted 'Editor' access to the report folder.
The sales manager should be granted 'Collaborator' access to the report folder.
The sales manager should be granted 'Manager' access to the report folder.
The sales manager should be granted 'Administrator' access to the report folder.
A public group of sales representatives who work for Cosmic Innovation would like to view a sales dashboard that shows metrics related to their performance in the sales department. They do not need to edit the dashboard components or the underlying reports. What should a sales cloud consultant recommend for this requirement?
Choose 2
Assign 'View Dashboards' permission to the sales representatives using a permission set
Assign 'Run Reports' permission to the sales representatives using a permission set
Grant 'Edit' access to the dashboard folder that contains the sale dashboard
Grant 'Viewer' access to the dashboard folder that contains the sale dashboard
Which of the following is true about closed lost opportunities and forecasts?
The 'Closed Lost' opportunity stages automatically mapped to the 'Omitted' forecast category, and closed lost opportunities are excluded from the forecast.
The closed lost opportunities are always displayed in the 'Lost' column of the forecast.
The 'Do Not Include in Forecast' setting should be checked for the 'Closed Lost' opportunity stage to exclude closed lost opportunities from the forecast.
The 'Closed Lost' opportunity stage needs to be manually mapped to the 'Omitted' forecast category to exclude lost opportunities from the forecast.
The Director of Sales at Cosmic Circle Financial recently noticed the Account Hierarchy functionality in Salesforce. The company's Sales Cloud consultant has been asked to explain the features of the functionality. What would be worth mentioning?
Users who have visibility to a parent Account can access all Accounts in the hierarchy
Open and closed Activities related to child Accounts are visible on the parent Account
The value of all Opportunities in an Account Hierarchy is visible on the parent Account
The Account Hierarchy can be visualized from any level through a link
Which of the following statements are true about Opportunities in an org with multiple currencies?
Choose 2
When the default currency of a record is manually changed, the currency amounts are converted automatically by Salesforce.
The ISO currency is displayed in front of every currency about on Opportunity records.
Currency amounts can be displayed in the user's personal currency in parentheses if it is different from the default currency of the record.
Conversion rates for currency amounts on Opportunity records are based on the current market rates.
What is the correct sequence of loading objects for data migration in Sales Cloud?
Users, Contacts, Opportunities, Accounts, Cases, Products, Assets
Accounts, Contacts, Opportunities, Users, Campaigns, Cases, Products
Users, Accounts, Contacts, Opportunities, Products, Product Line Items, Cases
Contacts, Accounts, Opportunities, Users, Campaigns, Cases, Products
Easy Finance uses Salesforce to manage client data. A large amount of data was deleted from their org recently, and users have reported that performance has been slower than usual. What could be the issue?
The data was soft deleted
The data was hard deleted
The Recycle Bin was not used
The Recycle Bin can only be empties after 15 days
Fast Finance is having problems with the accuracy of their forecast. Upon further investigation, it is found Opportunities that have been lost are still being included in the forecast. What should be done to fix this?
Correct the forecast category mapping
Override forecasts that have been lost and set a $0 value
Check the Opportunity Stage probability
Configure a workflow rule to update the opportunity about to 0 when the opportunity is lost
Salesforce has recently been introduced to the sales team of Global Telecom. During a post-implementation review, the Sales Cloud consultant has found that they are making use of the 'Send Email' feature to send emails from within Salesforce and related them automatically to opportunities. What feature related to this could be suggested to further increase sales productivity and adoption of opportunity management in Salesforce?
Choose 2
Defining standard email templates
Auto-populating the related opportunity in the activity record
Using Visualforce emails
Set up email integration
What is true regarding the impact of multi-currency on reports?
Choose 2
A Converted amount column can be added for any currency field to display it in an active selected currency
Amounts in reports are always shown in the records' original currencies
Amounts in reports are always shown in the user's personal currency
Report total can only be shown in the user's personal currency
Global Electronics has a business requirement that products need to have been added to an opportunity when the 'Negotiation/Review' stage is reached. How can this be enforced?
Use the Opportunity setting 'Prompt users to add products to opportunities'
Use Process Builder to check the number of Opportunity Products and return an error if no products have been added
Use a validation rule on Opportunity to check for Opportunity Products
Create a trigger to check if Opportunity Products are present when the stage is updated
Global Insurance has just implemented Salesforce want wants to reach user adoption. What would be the best option to capture user adoption metrics?
Choose 2
Install 'Salesforce Adoption Dashboards' from the AppExchange
Hire a third-party to create a set of dashboards
Use the default 'Adoption Dashboard' automatically created
Create a series of adoption dashboards
Once an order is ready to be shipped, users should not be allowed to add or remove products. Which capability of the Order object can assist with this requirement?
Verifying the order
Locking the order
Activating the order
Approving the order
Cosmic Grocery manages records of multiple objects in a Salesforce organization and is now considering the use of multiple currencies. What considerations should be kept in mind regarding currency fields for reports based on multiple currencies?
Choose 2
All standard objects support multiple currencies in currency fields
The user's personal currency does not affect reports
Currency fields cannot be used for field-to-field filters
Custom object currency fields are not supported for multiple currencies
In Enterprise Territory Management, what levels of access can be given to members of a territory to Accounts in the territory when the sharing model is private?
Choose 2
View, Edit, Transfer and Delete
No Access
View and Edit
A.View and Delete
What are the best ways to improve the performance of a slow running report?
Choose 3
Summarize the data on the child records
Use fields that have been indexed in the report filters
Add filters to reduce the number of records returned
Schedule the report to run on the weekend
Reduce the number of fields on the report
Fast Finance had a goal of increasing revenue generation by implementing Sales Cloud. How can the success of achieving this goal be measured using Salesforce?
Choose 2
Lead Source report
Opportunity Pipeline report
Quota vs. Actual Sales report
Number of Leads generated
In Enterprise Territory Management, what is true regarding the default access to Accounts, Opportunities, and Cases in a private model?
Choose 2
Users in a territory can only either 'View' or 'view and edit' opportunities associated with accounts in the territory
Users in a territory always have at least 'view' access to accounts assigned to their territory
Users in a territory can always 'view, edit, transfer, and delete' accounts assigned to the territory
Users in a territory can be allowed to view all cases associated with accounts in the territory regardless of ownership
How does Chatter help to allow sales reps to collaborate with other users on Opportunities?
Choose 3
Using @mention can be used to bring the attention of a user or group to a specific post
If feed tracking in enabled on Opportunities, sales reps can collaborate on individual records
Chatter groups can be created to allow only certain people related to an opportunity to collaborate
Chatter publisher actions can be created to publish activity updates regularly about the opportunity
A Chatter topic can be created and messages added to the topics to discuss the opportunity
Although the sales for the current month are meeting the company forecasts, after examining the sales pipeline dashboard, a sales manager is concerned that the pipeline in unhealthy. Which of the following could be reasons for this?
Choose 3
The open opportunities are spread across a number of different accounts.
Many open opportunities have a close date far in the future.
There are not enough open opportunities in the early stages of the sales pipeline.
There are several open opportunities in the negotiation stage.
A large number of open opportunities have not been qualified.
Thew sales reps at Worldwide Containers often need to share documents related to an opportunity. The files are sensitive and should only be shared with users who have access to the Opportunity record. The organization-wide default setting for Opportunities is Private. What would be the most efficient solution?
Post the file to the record feed
Upload the file and share with a private group
Create a private content library for each opportunity
Create a private chatter group for each opportunity
Cosmic Innovations has decided to set up team roles for Account and Opportunity teams. Which of the following statements are true regarding team roles?
Choose 3
Deleting a Team Role value will keep the value in existing records
Account Team Roles have no impact on visibility or data access
Team Roles, once defined, can be edited and replaced
A user can be associated with more than one Team Role within an Account
Account and Opportunity Teams share the same Team Role values
Global Electronics follow a different sales process, depending on if the opportunity is for existing products or an opportunity to custom manufacture. The information recorded for each type of opportunity is the sale. How could this be enabled?
Create two sales processes and two record types
Use a workflow rule to automatically update the sale stage based on the opportunity type
Use Validation rules to determine the appropriate sales stages based on the type of opportunity
Create two sales processes, two opportunity record types and two page layouts
What are some of the typical business challenges related to lead management faced by sales and marketing departments?
Choose 2
Tracking leads after conversion
Generating an appropriate amount of leads for the sales team
Inability to measure the effectiveness of marketing
Generating high-quality leads
A sales cloud consultant at Cosmic Design in drawn into a meeting with the security review team to discuss the implications of enabling Social Accounts, Contacts, and Leads in Salesforce. Which of the following is true in terms of setting up user access to the social network features?
Only social network usenames are stored at Org level
Social network credentials are not saved anywhere in Salesforce
Social network credentials are stored in encrypted format at User level
Social network credentials are stored in encrypted format at Org level
The Sales Manager at Big Blue Paints has noticed that Sales Reps are not completing the 'Opportunity Summary' field before moving the Opportunity from 'New' to 'Needs Analysis'. As the company's Salesforce Administrator, how would you ensure that Sales Reps complete this field?
Create a validation rule that prevents edits to the Stage field, if the 'Opportunity Summary' field id blank
Remove the 'New' picklist value from the Stage field
Run a report of Opportunities with no 'Opportunity Summary' and email it to the Sales Manager
Create a new workflow rule and task action on Opportunity
Cosmic Fitness Solutions has enabled Team Selling for Accounts. They find it cumbersome that a user has to enter the same set of users to every new account that they create. What should the Sales Cloud consultant recommend for this problem?
Utilize workflow rules to add users to the account Team
Utilize Process Builder to add users to the Account Team
Utilize the Default Account Team feature for Administrator Settings
Utilize the Default Account Team from Personal Settings
You are part of an organization that rewards Sales Reps based on Leads converted per quarter. This is now causing the sales representatives to convert leads with below par data, thereby reducing account data quality. What would you recommend to enforce lead nurture and data capture?
Required Fields on Lead object
Validation Rule on Account/Contact/Opportunity object
Validation Rule on Lead object
Dashboard on Account object to monitor inflow of bad data
MG Insurance sells group insurance directly to corporate customers and also negotiates agreements with financial advisor groups to see general insurance. The sales process for each is very different, and the negotiation with advisor groups in a lengthy and more complex process. What is true in this situation?
Choose 3
Stage picklist values that suit the sales processes are configured on 'Record Types' in Setup
Two record types need to be created
As there is a default 'Master' record type, only one additional record type is required
A sales process will be associated with each Opportunity record type
Two sales processes configured with stage picklist values that suit the sales prioress are required
What information is commonly captured to assist in lead scoring and qualification?
Choose 3
Budget
Timeframe to purchase
City
Decision Making Authority
Universal Containers has a requirement to enable Sales users to enter details pertaining to an Opportunity, associated Products and Price Books in a single step. The Products added to the Opportunity need to be configured to be appropriate combination (this is not complex, there are a low number of valid combinations). What solution would you recommend to achieve this need?
Use Visualforce to create a custom Opportunity entry page
Use a Flow to enable entry of the required information
Leverage an AppExchange package
Use Site.com to create a custom opportunity entry page
The sales of Cosmic Enterprise are having a difficult time closing sales deals and meeting their quarterly quota. Sales managers have noticed that they often work too hard on opportunities that are not likely to be won due to certain factors. What can be enabled to allow the sales reps to prioritize opportunities based on how likely a deal is to be won so that they can close more sales deals?
Einstein Opportunity Scoring
Einstein Opportunity Insights
Einstein Automated Opportunities
Einstein Activity Capture
