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Sales Cloud Consultant Quiz

Total questions: 134

Worksheet time: 1hrs 17mins

Name
Class
Date
1.

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?

a)

Parent Campaigns

b)

Custom Picklist

c)

Campaign Hierarchies

d)

Record Types

2.

. 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)

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

b)

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

c)

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

d)

Build in a Developer Sandbox and test changes in Production

3.

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?

a)

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

b)

. Person Account records only count toward Account storage.

c)

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

d)

. Enabling the Person Accounts feature is irreversible.

4.

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

a)

Use Process Builder to create product-specific sales processes.

b)

Define Opportunity Teams for each product line.

c)

Implement sales processes that map each Opportunity record type.

d)

.Create Opportunity record types for each product line.

5.

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

a)

Set project milestone

b)

B.Establish project goals

c)

Define sales processes.

d)

D.Create implementation plan

e)

Define success metrics.

6.

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

a)

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

b)

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

c)

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

d)

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

e)

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

7.

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

a)

Enable the system permission to store offline data in Salesforce

b)

Enable caching in Salesforce

c)

Enable the connect offline feature in Salesforce.

d)

Enable offline create, edit, and delete in Salesforce.

8.

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?

a)

. Login lockouts

b)

.Data quality score

c)

License assignments

d)

Activities logged

9.

. 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?

a)

An Apex trigger

b)

Einstein Activity Capture

c)

My Email to Salesforce

d)

Lightning for Gmail/Outlook

10.

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

a)

Add the products to a product family.

b)

Activate the products

c)

Add the products to the price book.

d)

Share the products with sales reps.

11.

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?

a)

Opportunity dashboard showing opportunities closed each month

b)

Opportunity products with formula fields for each month's value

c)

. Opportunity dashboard showing products sold each month

d)

Opportunity products with monthly product Schedules

12.

Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to Sales Cloud. Which solution should the consultant recommend?

a)

.Partner tool

b)

Batch Apex

c)

Data Import Wizard

d)

Data Loader

13.

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?

a)

Plan a first release with minimum features

b)

.Define the sales process

c)

Give users access to a Sandbox environment.

d)

.Establish goals and key metrics.

14.

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?

a)

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

b)

Access to child Account records will need to be manually added

c)

The sales rep will have access to child Account records.

d)

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

15.

The sales manager at a company has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes. Which solution should the consultant recommend?

a)

. Territory Management

b)

Account Teams

c)

Account Teams

d)

Sharing Rules

16.

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?

a)

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

b)

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

c)

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

d)

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

17.

A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes. Which two groups should provide content for the use cases? Choose 2 answers

a)

Sales reps

b)

Sales operations

c)

Executives

d)

Finance team

18.

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

a)

. Salesforce native CTI Connector

b)

Salesforce Sales Cloud

c)

Salesforce Service Cloud

d)

Salesforce High Velocity Sales

19.

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?

a)

Transfer account ownership from themselves to the opportunity owner.

b)

Add opportunity owners to the Opportunity Team and configure contact sharing

c)

Transfer contact ownership from themselves to the opportunity owner.

d)

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

20.

. 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?

a)

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

b)

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

c)

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.

d)

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

21.

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?

a)

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

b)

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

c)

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

d)

.Share Accounts with specific users and their respective teams.

22.

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?

a)

Schedule a nightly batch job to find and post daily charges

b)

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

c)

. Utilize an application from the AppExchange

d)

Develop Apex to connect with the Authorized.net API.

23.

. A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting. What should the consultant use to gather requirements using an Agile methodology?

a)

Quip spreadsheet

b)

Linear process

c)

User stories

d)

Forecast hierarchy

24.

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?

a)

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

b)

Map opportunity stages to the appropriate forecast categories.

c)

Edit the probability percentage on opportunity stage picklist values.

d)

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

25.

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

a)

Deal Prediction

b)

Key Moments

c)

Opportunity Representative Score

d)

Sentiment Analysis

e)

Follow-up Reminders

26.

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

a)

Enable Negative Quantity for Order Products.

b)

.Enable Reduction Orders.

c)

.Enable Orders without Price Books.

d)

. Enable Zero Quantity Orders.

27.

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

a)

Use Flow with a scheduled action and an email alert.

b)

Instruct sales reps to follow their opportunities.

c)

Add sales reps to the Opportunity Team.

d)

Enable Einstein Opportunity Insight

28.

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?

a)

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

b)

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

c)

Use Mass Delete to remove leads with invalid data.

d)

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

29.

. 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

a)

Assign the Sales Cloud Einstein permission set.

b)

Add the Lead Score field to the Lead List View.

c)

Add the Lead Score field to the Lead Page layout.

d)

Assign the Einstein Lead Scoring permission set.

30.

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

a)

Opportunity should be set to Public Read/Write first.

b)

The Opportunity will be implicitly write for the team

c)

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

d)

Account should be set to Public Read first

31.

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

a)

Territory user assignments are migrated to the new model

b)

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

c)

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

d)

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

32.

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?

a)

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

b)

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

c)

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

d)

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

33.

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

a)

. Deploy before the Salesforce Release

b)

Test new configurations in a Non-preview Sandbox

c)

Deploy after the Salesforce Release.

d)

Test new configurations in a Preview Sandbox.

34.

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

a)

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

b)

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

c)

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

d)

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

35.

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?

a)

Opportunity fields are inaccessible when configuring a Quote Template.

b)

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

c)

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

d)

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

36.

Universal Containers' (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is imtar them. What should a consultant recommend that UC use to solve this issue?

a)

Custom report types

b)

Private folders

c)

.Enhanced Folder Sharing

d)

Dashboard Filters

37.

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

a)

. New Products can be added to active orders

b)

Products can be removed from active reduction orders.

c)

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

d)

Multiple reduction orders can be created for a single order

38.

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

a)

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

b)

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

c)

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

d)

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

39.

. 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

a)

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

b)

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

c)

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

d)

Sharing Rules for opportunities are set to Manager Groups.

e)

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

40.

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?

a)

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

b)

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

c)

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

d)

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

41.

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?

a)

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

b)

Use a junction object between the Opportunity and Contact.

c)

Add a contact lookup field to the Opportunity.

d)

Use Contact roles on the Opportunity object.

42.

Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce. Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule. Which two tools should a consultant recommend to meet the requirement? Choose 2 answers

a)

.Dataloader.io

b)

.Scheduled Apex

c)

.Data Import Wizard

d)

Data Loader

43.

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?

a)

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

b)

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

c)

Write a solution design and obtain approval.

d)

. Educate the customer on scope and risk management

44.

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

a)

. Implement Inbox to sync Outlook or Gmail calendar events.

b)

Log emails with records in Salesforce from Outlook or Gmail

c)

. Sync events between Outlook or Gmail calendars and Salesforce

d)

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

45.

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?

a)

Global Account structure that links all Contacts with one global Account

b)

Location-specific Account structure with Account Hierarchies

c)

Global Contact structure that links all Contacts with one global

d)

.Account Location-specific Account structure without Account Hierarchies

46.

. 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

a)

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

b)

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

c)

Create a report based on the Opportunity reporting snapshot.

d)

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

47.

. 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?

a)

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

b)

Add the sales manager to the Forecasting public group

c)

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

d)

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

48.

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?

a)

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

b)

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

c)

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

d)

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

49.

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

a)

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

b)

. Ask the admin to enable Customizable Campaign Influence.

c)

Add child Campaigns of the primary Campaign source automatically.

d)

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

50.

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?

a)

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

b)

All opportunities with conversion rates will use the new rate.

c)

. All newly closed opportunities will use the new conversion rate

d)

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

51.

. 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?

a)

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

b)

. All opportunities with conversion rates will use the new rate

c)

All newly closed opportunities will use the new conversion rate

d)

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

52.

Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a custom formula field on the Opportunity. Which currency will the custom formula use for its value if the opportunity and account records have different cam

a)

Corporate currency

b)

User currency

c)

Account currency

d)

. Opportunity currency

53.

. Sales reps at Cloud Kicks are spending too much time coordinating meetings with prospective clients. Which solution should a consultant recommend to schedule meetings more efficiently?

a)

Create a site that clients can access to schedule meetings.

b)

Utilize the Insert Availability feature in Salesforce Inbox

c)

. Share the sales reps' Salesforce calendar with clients.

d)

Ask clients to share their Outlook calendars.

54.

A customer notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads are created by bots. The customer uses a standard Web-to-Lead form without safeguards in place to limit spam on forms. What should the consultant recommend as the first line of defense before republishing the form?

a)

Select Require reCAPTCHA Verification in Web-to-Lead settings

b)

Use a custom Web-to-Lead alternative with built-in protection.

c)

. Use an AppExchange package to add a honeypot field.

d)

. Engage the web services team to write custom CSS for the form.

55.

9. 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?

a)

Parent Campaign

b)

Record Types

c)

.Campaign Hierarchies

d)

Custom Picklist

56.

Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wards to prove the new adoption. What should the consultant recommend?

a)

Create a Slack channel to gather and discuss feedback from users.

b)

Add an Approvals process to the Opportunity object to enforce data standards.

c)

Conduct a requirements workshop to gather user stories

d)

Create a report to track the login rate over the last 7 day

57.

Cloud Kicks has the goal of generating high-quality leads by implementing Sales Cloud. Which metrics should the consultant analyze to determine the success of this goal?

a)

Total number of Leads by source

b)

Total number of Leads created by a Sales Rep

c)

Lead to Opportunity Conversion Rate

d)

Lead to Quote Conversion Rate

58.

Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce. Which solution should the consultant recommend?

a)

. Adoption & Data Quality Dashboards Pack

b)

Salesforce Surveys

c)

Tableau custom dashboard

d)

. Einstein Conversation Insights

59.

6. Cloud Kicks requires its sales associates to record all customer interactions within Salesforce. Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy?

a)

Activity Tracking

b)

Renewal Rate

c)

. Close Rate

d)

Forecast Accuracy

60.

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed role forecast for territories. Which two recommendations should the consultant make?

a)

Include the Forecast Manager field on the Opportunity page layout.

b)

Assign a forecast-enabled forecast manager to each territory

c)

Assign a role for each manager in the user role hierarchy

d)

. Include the Forecast Manager field on the Territory page layout.

61.

The enterprise architect for Cloud Kicks wants to understand how objects in Sales Cloud are connected to one another. Which two approaches should a consultant use to help the architect? Choose 2 answers

a)

. Explain the types of object relationships in Salesforce

b)

Review the Object Manager tab in Setup with the customer.

c)

Use Schema Builder to show a visual of related objects.

d)

Obtain an export of object data from the current system.

62.

Cloud Kicks (OK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity. What should CK consider when enabling Advanced Currency Management in its Salesforce org?

a)

Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.

b)

Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.

c)

Account Roll-up Summary fields will update from the Opportunity object

d)

Account cross-object formulas always use the dynamic conversion rate for currency conversion.

63.

. Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily. What should the consultant recommend to meet the requirement?

a)

. Revenue Schedules to capture installment payment plan details for each Product.

b)

Create a Process Builder to create an Order for each installment payment

c)

Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.

d)

Add a custom field to the Quotes object to capture the number of installments.

64.

A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in Quip. Which approach should a consultant recommend?

a)

Connect a document or spreadsheet to a Slack channel.

b)

Utilize Salesforce Notes standalone related list in Lightning Experience

c)

Use Salesforce Chatter groups and restrict access to the sales team.

d)

. Use Salesforce Chatter groups and enable access to the sales team,

65.

Which two considerations should be made when deploying dynamic dashboards? Choose 2 answers

a)

Dynamic dashboards must be manually refreshed.

b)

.Dynamic dashboards require users to follow each component.

c)

. Dynamic dashboards allow all users to view data as any use

d)

Dynamic dashboards must be saved in public or shared folders.

66.

Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company's invoicing system within a separate Salesforce org. What should a consultant implement to meet this requirement?

a)

Salesforce Connect and External Objects

b)

My Domain and Single Sign-On

c)

Workflow Rules and Outbound Messaging

d)

Nightly scheduled Batch Data jobs

67.

Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the sales data into CK's Salesforce Which data migration sequence should the consultant recommend for the objects?

a)

Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns

b)

Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases

c)

Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts

d)

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

68.

. Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These contractors change companies often, and CK wants to retain its company history through Accounts. What should the consultant recommend?

a)

. Implement the Contacts to Multiple Accounts feature.

b)

Implement Person Accounts to represent the relationship.

c)

. Use a junction object to represent the previous companies

d)

Use Account Teams associated with the previous companies.

69.

Cloud Kicks has a large remote sales department working in many different locations. Management wants greater viability the opportunities in progress with their respective teams. They also want to receive email alerts when opportunities reach key m (eg. stage progression) or a high probability. However, they want to control the frequency of their email alerts. Which solution should a consultant recommend?

a)

Configure Outlook Integration email settings to control alert frequency.

b)

Subscribe to Chatter Feed Tracking to receive updates for the key metrics. Create a report filtering for the desired criteria, and allow managers to subscribe to the report.

c)

. Define a workflow rule and email task that is triggered when the stage is updated to new values.

70.

. Cloud Kicks wants to release product enhancements effectively to drive user adoption and have the greatest impact on the organization and users' day-to-day functions. What are three steps for successful change and seasonal release management? Choose 3 answers

a)

.Prioritize executive requests

b)

Train end users after deployment.

c)

Communicate updates to end users.

d)

Create an org development model.

e)

Collect input from stakeholders

71.

VP OF SALES Yourself cloud clips wants to sales team to use the Salesforce model app to complete the sales team meet to create and edit leads, contracts and opportunity with each which two features should be consultant recommend for the sales steam to use

a)

MOBILE SMART ACTION

b)

LIGHTENING MOBILE CONTAINER

c)

EINSTEIN ACTIVITY CAPTURE

d)

QUICK ACTIONS

72.

Sales management at Cloud Kicks wants to track the following information: Open opportunities in the current quarter by sales rep Accounts that are current customers • Open cases in the last quarter for open opportunities What should a consultant recommend to meet these requirements?

a)

Create a summary report with cross filters

b)

Create a reporting snapshot.

c)

C. Create a joined report.

d)

Create a dynamic dashboard.

73.

Universal Containers is analyzing data to identify do, and wants to know which Accounts with open Opportunities are missing Contacts . Which feature should a consultant recommend to build this report?

a)

Custom report type

b)

Joined report

c)

. Cross filter

d)

Custom filter

74.

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

a)

The Opportunity will be implicitly Write for the team

b)

.Opportunity should be set to Public Read/Write first.

c)

Account should be set to Public Read first.

d)

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

75.

Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these documents?

a)

Files sync Salesforce Knowledge

b)

Salesforce Files

c)

Document lists

d)

Salesforce Knowledge

76.

Cloud Kicks has purchased a list of leads and wants sales reps to contact and measure the return on investment (ROI) of the purchased list. Which solution should the consultant recommend?

a)

Import the list as new Leads and update the Lead Source to "Purchased Lead."

b)

Create a Campaign, import the list as Leads, and add them to the Campaign.

c)

Create a new custom object to import purchased Leads.

d)

Import the list as new Leads using the Data Import Wizard.

77.

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

a)

Enable Orders without Price Books

b)

Enable Zero Quantity Orders.

c)

. Enable Negative Quantity for Order Products

d)

Enable Reduction Orders.

78.

During a Discovery session at Cloud Kicks, a topic is highlighted that is outside the statement of work (SOW). How should the consultant proceed?

a)

Conduct another Discovery session.

b)

Define and submit a change order for the new items.

c)

Revise the timeline for the new items.

d)

Continue work because it is covered by the warranty.

79.

Cloud Kicks has purchased a list of leads and wants sales reps to contact and measure the return on investment (ROI) of the purchased list.Which functionality should the consultant recommend?

a)

Construct a new Sales Console app including opportunities.

b)

Create a 'My Opportunities' report and open each opportunity in a new browser tab.

c)

From the 'My Opportunities' list view, select the Split View option.

d)

Create a "My Team Opportunities' report and open each opportunity in a new browser tab.

80.

During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is impacting adoption. How should the consultant avoid this issue in the future?

a)

Design a solution during the Build phase.

b)

Conduct a Beta review during the Validate phase.

c)

Gain buy-in during the Analyze phase.

d)

Develop test scripts during the Plan phase

81.

. Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of responsibility. CK wants to allow reps to view any Account, but restrict editing to only reps who are responsible for those specific Accounts. Which two steps should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits? Choose 2 answers

a)

Change Account organization-wide defaults to Private

b)

Enable Account Teams to allow owners to grant Read/Write access.

c)

Create an Account sharing rule to grant Read/Write access to all Accounts

d)

Change Account organization-wide defaults to Public/Read-Only.

82.

Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to Salesforce CK wants to organize its data using the unique ID that is a number type in the ERP. What should the consultant recommend to meet the requirement?

a)

Map the ERP unique ID to a custom external ID unique number field.

b)

Create a text field and insert the ERP unique ID.

c)

.Use the ERP unique ID as the Salesforce ID

d)

Create an external ID unique number field in the ERP labeled 'ERP unique ID

83.

Universal Containers is growing its international business. Domestic account executives believe that the standard price book has become difficult to use because there are too many records reflecting different currencies and country-specific product variations. What should the consultant recommend to improve usability for account executives?

a)

. Create product families to enable users to filter by continent and country

b)

Use custom price books for domestic and international customers

c)

Use separate product catalogs for domestic and international customers

d)

Update the product naming conventions to include the currency in the product name.

84.

Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is interested in fostering friendly competition between account executives, with emphasis on reinforcing activities that drive sales. Historically, for every four prospect meetings held, one sale was generated. Which action would help support the sales teams?

a)

Create subscription reports to send daily prospect meetings planned to the Assigned user for those events.

b)

Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities

c)

Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.

d)

. Create a dashboard that displays the most sales closed by region using charts to show sales in green and lost opportunities in red.

85.

. Universal Containers wants to automatically add sales representative emails and events from Gmail to the activity timeline of related records. What should the consultant recommend to meet the requirement?

a)

Einstein Activity Capture

b)

Email to Lead

c)

Marketing Cloud Journeys

d)

Gmail Integration

86.

. Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily. What should the consultant recommend to meet the requirement?

a)

Use Revenue Schedules to capture installment payment plan details for each Product

b)

Add a custom field to the Quotes object to capture the number of installments.

c)

Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales

d)

Create a Process Builder to create an order for each installment payment

87.

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 sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results. Which two actions should the consultant take to meet the requirement?

a)

Create a report based on the Opportunity reporting snapshot

b)

Create a dashboard component and schedule the dashboard to refresh monthly

c)

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

d)

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

88.

A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia. The company has multi currency 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 (USD)?

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.

89.

. Cloud Kicks has 12 stages in its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team. Which approach should a consultant recommend to streamline forecast reporting?

a)

Reduce the number of opportunity stages and report on the forecast category.

b)

Align forecast categories to multiple opportunity stages and report on forecast categories.

c)

Align opportunity stages with probability and use collaborative forecasts for reporting

d)

Reduce the number of opportunity stages and report on probability

90.

The sales manager at Cloud Kicks has proposed that the consultant hold one large Discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption. What are the three efficient approaches the consultant could recommend to the sales manager?Choose 3 answers

a)

Send a survey to all employees asking for a list of desired changes

b)

Meet with a large group of employees to listen to their feedback.

c)

Ask management to select which employees should participate in sessions.

d)

Arrange multiple sessions with small groups of employees

e)

Ask all employees to email their ideas and feedback to the consultant

91.

At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWD) for Contact are set to 'Controlled by Parent'. Which solution should the consultant recommend to meet this requirement?

a)

Set up Account Teams with defaults for each sales rep

b)

. Use Apex Managed Sharing to automatically share any new Contacts.

c)

Change the Contact OWD to Private and create sharing rules to grant visibility

d)

Add the Sharing button to the page layout so sales reps can share Contacts as needed.

92.

Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first closed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer. Which option should the consultant recommend to meet the requirement?

a)

. Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.

b)

Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.

c)

. Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.

d)

. Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.

93.

. The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org. Which action should be taken to convert a lead into a Person Account?

a)

. Create an Individual Lead Record Type.

b)

. Enable Contacts to Multiple Accounts.

c)

. Leave the Company field blank

d)

Populate the Company field with 'Person."

94.

Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly. Which solution should the consultant recommend to meet the requirement?

a)

. Enable schedules on the Product object.

b)

. Activate schedules on the Opportunity object.

c)

. Implement contracts with a lookup to the Opportunity object.

d)

Configure assets with a lookup to the Opportunity object

95.

A consultant is working with Cloud Kicks (CK) on its initial Sales Cloud 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?

a)

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

b)

Reschedule the event to ensure functionality is complete.

c)

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

d)

.Implement additional features to make the team more productive.

96.

. The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts. The team can often easily identify duplicates and wants to merge them. What should the consultant explain to the team about Person Account merges?

a)

. Person Accounts with a redundant relationship can be merged using matching rules.

b)

Person Accounts can be merged with any type of Account.

c)

. Person Accounts can be merged with other Person Accounts.

d)

Person Accounts can be merged with contact records

97.

The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly update process. The consultant has recommended completing the update outside of business hours to avoid impacting users. Where should the consultant direct the admin to check for scheduled system maintenance?

a)

. Company Profile

b)

Trailblazer Community

c)

Trailhead

d)

Salesforce Trust

98.

Organization-wide default settings for Account is set to Private at Cloud Kicks. Users are unable to see each other's accounts. When a Salesforce admin assigns User A as the owner of an opportunity related to User B's account, which additional access will User A gain?

a)

User A will have Read-Write access to the opportunity's Account and its related contact records.

b)

User A will have Read-Only access to the opportunity's Account record.

c)

. User A will have Read-Only access to the opportunity's Account and its related contact records

d)

D.User A will have Read-Write access only to the opportunity's Account record.

99.

. Universal Containers is growing its international business. Domestic account executives believe that the standard price book has become difficult to use because there are too many records reflecting different currencies and country-specific product variations. What should the consultant recommend to improve usability for account executives?

a)

Create product families to enable users to filter by continent and country.

b)

Use custom price books for domestic and international customers

c)

. Use separate product catalogs for domestic and international customers

d)

Update the product naming conventions to include the currency in the product name.

100.

During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is impacting adoption. How should the consultant avoid this issue in the future?

a)

Design a solution during the Build phase.

b)

Conduct a Beta review during the Validate phase.

c)

Gain buy-in during the Analyze phase.

d)

Develop test scripts during the Plan phase.

101.

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 sales wants to determine the number of closed 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

a)

Create a report based on the Opportunity reporting snapshot

b)

Create a dashboard component and schedule the dashboard to refresh monthly

c)

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

d)

Schedule a reporting snapshot of the Opportunity object to run monthly

102.

. Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is interested in fostering friendly competition between account executives, with emphasis on reinforcing activities that drive sales. Historically, for every four prospect meetings held, one sale was generated. Which action would help support the sales teams?

a)

Create subscription reports to send daily prospect meetings planned to the Assigned user for those events.

b)

Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.

c)

Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.

d)

Create a dashboard that displays the most sales closed by region using charts to show sales in green and lost opportunities in red.

103.

A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes. Which two groups should provide content for the use cases? Choose 2 answers

a)

Sales reps

b)

Executives

c)

. Finance team

d)

Sales operations

104.

Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity. What should CK consider when enabling Advanced Currency Management in its Salesforce org?

a)

Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports

b)

Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.

c)

Account Roll-up Summary fields will update from the Opportunity object

d)

Account cross-object formulas always use the dynamic conversion rate for currency conversion.

105.

. Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly on their computers. Which solution should a consultant recommend to meet this requirement?

a)

Lightning Console for Sales

b)

Einstein Activity Capture

c)

. Salesforce for Outlook

d)

Salesforce Console for Sales

106.

A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more time. What are two solutions the consultant should implement to resolve the issue? Choose 2 answers

a)

. Move the users to the top of the role hierarchy

b)

Move the users to the bottom of the role hierarchy

c)

Mass transfer the records to another role in the role hierarchy

d)

Remove the users from the role hierarchy

107.

Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis. How should the consultant meet this requirement?

a)

Create an Opportunity History report for open pipeline Opportunities in a given date range.

b)

Create a custom pipeline date range field and display it on the Forecasting tab.

c)

Create a sales pipeline dashboard that includes filters for Opportunity date ranges

d)

Create training on how to use date filters on reports to compare pipeline for different date ranges.

108.

. Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private. Which two factors should the consultant consider when updating the sales territories and Account owners? Choose 2 answers

a)

The organization-wide default should be set to Public before the update can be performed.

b)

The Salesforce Platform can update up to 200 accounts at a time.

c)

The data update will cause sharing recalculations and should be completed during off peak hours

d)

The team can defer sharing calculations to decrease the risk of lock errors during the data update.

109.

Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK's admin confirmed that users have the correct permissions and record access to the contacts they want to see. What should a consultant recommend to yield better search results?

a)

Use quotation marks operator around contact's first and last name.

b)

Add company name next to contact's full name in the search window.

c)

. Add LIKE keyword next to the contact's full name in the search window.

d)

Use parentheses operator to limit search to the Contacts object.

110.

3. Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associated records, such as opportunities, contracts, and cases, based on team member responsibilities. Which capability should the consultant recommend?

a)

. Role hierarchy

b)

Account Teams

c)

Sharing rules

d)

Opportunity Teams

111.

. Cloud Kicks' (CK) VP of technology wants to start using Salesforce for all of the sales team's automation. CK migrated 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. CK wants to search and cross reference records with the original source database. What should a consultant recommend to meet this requirement?

a)

. Use a custom External ID field and map this to the source record ID value.

b)

Use the standard External ID field and map this to the source record ID value

c)

Use a custom field named External ID and map this to the Salesforce record ID value.

d)

. Use the standard External ID field and map this to the Salesforce record ID value

112.

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

a)

. Capability Model

b)

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

c)

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

d)

Value Stream Map

113.

. What are the two capabilities of Data Loader? Choose 2 answers

a)

.Extracts organization and configuration metadata

b)

Prevents importing duplicate records

c)

. Runs one-time or scheduled data loads

d)

Exports field history data

114.

Cloud Kicks has the goal of generating high-quality leads by implementing Sales Cloud. Which metrics should the consultant analyze to determine the success of this goal?

a)

Total number of Leads created by a Sales Rep

b)

Lead to Opportunity Conversion Rate

c)

Total number of Leads by source

d)

Lead to Quote Conversion Rate

115.

The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new business processes will work. CK's process is complex and requires multiple slides. What should the consultant design to give CK this high-level view?

a)

SIPOC Map

b)

Value Stream Map

c)

Capability Model

d)

Universal Process Notation

116.

. 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 the year. What should the consultant recommend to meet the requirement?

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.

117.

. 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?

a)

Add opportunity owners to the Opportunity Team and configure contact sharing

b)

Transfer account ownership from themselves to the opportunity owner.

c)

Transfer contact ownership from themselves to the opportunity owner.

d)

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

118.

Cloud Kicks uses an external enterprise resource planning (ERP) application to process its ordent ERP application needs to receive data about opportunities when the opportunity closes Which two solutions should the consultant recommend? Choose 2 answers

a)

.REST callout

b)

Single sign-on

c)

Connected app

d)

.Outbound Message with Workflow Rules

119.

. Cloud Kicks needs to forecast monthly business deals that close as well as open opportunities on a weekly basis The VP of sales asks the business analyst to review how the sales funnel is changing month over month. Which two actions should the consultant take to meet this requirement? Choose 2 answers

a)

Create a custom object to store the results in

b)

Configure a report snapshot to run weekly.

c)

Schedule a custom forecast report to run weekly

d)

Configure a report snapshot to run daily.

120.

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?

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.

121.

Universal Containers is migrating data from a legacy system into Salesforce. Which two considerations should a consultant take into account when importing Campaign Members? Choose 2 answers

a)

Leads, Contacts, and Business Accounts can be Campaign Members

b)

The Marketing User feature license must be assigned

c)

The Campaign ID is required in the import file

d)

The Status of the Campaign Member is optional

122.

Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the past. How can the consultant meet this requirement?

a)

. Use Lead Conversion Reporting.

b)

. Create Conversation Insights.

c)

. Use Einstein Lead Scoring.

d)

Create Sales Cadence Steps.

123.

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals. Which report should the consultant create to meet the requirement?

a)

Closed Won Opportunities by Account

b)

Closed Won Opportunities with Activities

c)

Closed Won Opportunities by the sales team

d)

Closed Won Opportunities with Recommendations

124.

Sometimes, sales reps need to create contacts without accounts based on business processes. What should the consultant take into consideration about these contacts?

a)

Contacts without accounts need to be shared through sharing rules

b)

Contacts without accounts need to be manually shared

c)

. Contacts without accounts are private and only the owner and admin can view them

d)

Contacts without accounts are shared through the Role Hierarchy.

125.

. In the Discovery phase of a Sales Cloud implementation, what are three effective ways a consultant can determine the design of the system? Choose 3 answers

a)

Schedule training

b)

Establish performance benchmarks

c)

Observe end users

d)

Administer a survey.

e)

Host a focus group

126.

9. Cloud Kicks is expanding its operations to Europe. The company wants to enable Advanced Currency Management to support both EUR and USD currencies, and show the total value of open opportunities on account records. How should the consultant implement a solution to meet the requirement?

a)

Use a custom summary formula field on the Opportunity.

b)

Install a third-party app from the AppExchange.

c)

Use a Roll-up Summary field from the Opportunity to the Account.

d)

Create a cross-object formula field on the Account.

127.

Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account. Which solution should a consultant recommend?

a)

Using Tableau CRM, import a data lens with the State and City for all opportunities.

b)

Enable Location Services and add the Account Address field to the Opportunity page layout.

c)

Create a dashboard that uses a report grouping opportunities by Account.

d)

Using Salesforce Maps, configure a Data Layer showing open opportunities

128.

Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce. Which contacts should the consultant migrate from the marketing application to leads in Salesforce?

a)

. New contacts

b)

Active contacts

c)

. Qualified contacts

d)

All contacts

129.

. Northern Trail Outfitters finished implementing 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?

a)

Adoption Dashboards Pack

b)

User Login Report

c)

System Overview Page

d)

Salesforce Optimizer

130.

Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month dub. Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPS) also must approve discounts greater than 10%. Which two steps should a consultant recommend to satisfy these requirements? Choose 2 answers

a)

Create two Approval Processes, one with the RSM and one with the RVP.

b)

Use Process Builder to send an approval Task and email to the RSM and RVP

c)

Use Process Builder to automatically submit approvals over a 5% discount

d)

Create a two-step Approval Process with the RSM and RVP as approvers.

131.

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?

a)

Create Opportunity Teams to manage Tasks.

b)

. Use workflows to create a Task for each team member

c)

Assign Tasks to a queue to share work efficiently

d)

Leave the Tasks’ Assigned to field blank

132.

6. The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current. What should the consultant recommend to maintain current Account information?

a)

Build a weekly data update from in-house systems to refresh data in Salesforce.

b)

. Email the contacts and leads to obtain their current information.

c)

Use third-party data to update and add records to Salesforce.

d)

Enable Automated Account Fields in Setup.

133.

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

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 UC Salesforce org.

134.

The operations manager wants to synchronize Cloud Kicks' customer list from its back office systems with Salesforce. What is the first step the consultant should recommend to ensure data integrity?

a)

Create an External ID field on the Account object.

b)

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

c)

Create a unique ID field on the Opportunity object.

d)

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