Salesforce Certified Sales Cloud Consultant (Sales-Con-201) Question and Answers

Salesforce Certified Sales Cloud Consultant (Sales-Con-201)

Last Update Nov 30, 2025
Total Questions : 190

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Questions 1

The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.

Which three prerequisites must be met before the consultant can enable Person Accounts?

Choose 3 answers

Options:

User Profiles with Read access to Accounts must also have Read access to Contacts.

At least one Record Type should be created for Accounts.

The CK customer portal must be disabled to allow Person Account self-registration in the future.

The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.

The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.

Discussion 0

Questions 2

Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for

the franchise sales division should only be able to set up Business Accounts.

What should the consultant recommend meeting this requirement?

Options:

Remove Person Account Record Types from the franchise sales user profile.

Ensure there are a minimum of two Record Types for Person Accounts.

Use sharing rules to share Accounts between franchise and public divisions.

Ask Salesforce Support to disable Person Accounts in CK's org.

Discussion 0

Questions 3

When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?

Options:

Matching is based on the standard Email field.

Matching is based on any Email field.

Matching is based on Full Name and standard Email field.

Discussion 0

Questions 4

‘Cloud Kicks (CK) needs to comply with GDPR requirements. Personal information is limited to only users who need access to a company's:

Account. CK has a private Account model.

How should the consultant provide specific Account access to the renewals and sales operations teams?

Options:

Build renewals and sales operations Account team member roles and allocate them to the appropriate users,

Create a criteria-based sharing rule to share Accounts with the sales operations and renewals public groups.

Change the roles of renewals and sales operations team members in the default Opportunity team.

Create a role-based sharing rule to share all Accounts with the sales operations and renewals roles.

Discussion 0

Questions 5

How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?

Options:

Establish KPIs for end MTV.

Observe end users.

Demo Sales Cloud to end users.

Discussion 0

Questions 6

Cloud Kicks has enabled Orders to track and manage customer requests for products. The sates 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

Options:

Enable Orders without Price Books.

Enable Zero Quantity Orders.

Enable Negative Quantity for Order Products.

Enable Reduction Orders.

Discussion 0

Questions 7

Some of the large accounts at Northern Trail Outfitters have many contacts. Sales reps want to see how these contacts relate to each other and

understand the reporting structure.

Which feature should the consultant recommend to meet this requirement?

Options:

Contact Hierarchy

Contacts to Multiple Accounts

Contact Roles

Discussion 0

Questions 8

Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.

What is the best practice a consultant should recommend to the admin?

Options:

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

Build in a Developer Sandbox and test changes in Production.

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

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

Discussion 0

Questions 9

What are two considerations for enabling multiple currencies at Cloud Kicks? Choose 2 answers

Options:

The primary currency is automatically displayed in parentheses when using multi-currency.

Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multi-currency reporting.

When multi-currency is enabled, changes to exchange rates update the converted amount on all records except closed opportunities.

The multi-currency enablement process is irreversible.

Discussion 0

Questions 10

Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.

Which solution should a consultant recommend to meet the requirement?

Options:

Set the organization-wide sharing default for the Opportunity object to Private.

Create custom fields on the Opportunity object for sales reps to enter a credit percentage.

Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.

Enable Opportunity Team Selling and create a report grouped by Opportunity team member.

Discussion 0

Questions 11

Cloud Kicks recently purchased Salesforce and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to54. forecasted amounts during the pipeline meetings is time consuming, and it's difficult to review all of the committed opportunities within the meeting time.

What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?

Options:

Use in-line editing to update the forecast amount for records.

Modify many opportunities at one time in a list view.

Only review non-committed opportunities during the meetings.

Have reps use the Kanban view to move opportunities between stages.

Discussion 0

Questions 12

Cloud Kicks wants to enable sales reps to view an Individual team member's split percentage when the split percentage is less than 100% of the revenue amount.

Which attribution method should the consultant recommend?

Options:

Opportunity Percentage Split

Opportunity Overlay Split

Opportunity Amount Split

Discussion 0

Questions 13

Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.

Which action should the consultant recommend?

Options:

Hold a kickoff meeting with the CK stakeholders.

Conduct discovery sessions and document existing business practices for each company.

Export the data from the competitor's system and merge it into Ck’s org.

Discussion 0

Questions 14

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?

Options:

New contacts

Active contacts

Qualified contacts

All contacts

Discussion 0

Questions 15

Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.

Which solution should the consultant recommend?

Options:

Use automation to send emails to sales reps with Guidance for Success

Configure a dashboard that shows opportunities that have remained in the same stage for 30 days

Activate Path and add up to five key fields and Guidance for Success

Advise sales reps to collaborate on Slack to move opportunities along the pipeline.

Discussion 0

Questions 16

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 currencies?

Options:

Account currency

Corporate currency

Opportunity currency

User currency

Discussion 0

Questions 17

Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world,

Which approach should the consultant recommend that CK use for training this audience?

Options:

Leverage Trailhead and documentation.

Conduct Train-the-trainer sessions,

Configure In-App Guidance.

Discussion 0

Questions 18

Cloud Kicks (CK) recently finished a redeployment of is Lightning pages. CK users report that Lightning pages are loading slowly CK management wants to consider the impact this has on adoption.

Which two toots should the consultant recommend that CK use to evaluate lightning pages?

Choose 2 answers

Options:

Guidance for App Butter

Lightning usage App

Performance Analysis for App Builder

Real-Time Event Monitoring

Discussion 0

Questions 19

A customer notices a large increase in leads created overnight which exceed the daily

limits. Upon examination, the leads appear to be created by bots. The Customer uses a standard

web-to-lead from without safeguards in place to limit spam on forms.

What should the consultant recommend as the first line of defense before republishing the

form?

Options:

Select Require reCAPTCHA Verification in Web-to-Lead settings

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

Use an AppExchange package to add a honeypot field.

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

Discussion 0

Questions 20

A consultant for Cloud Kicks is migrating data from an on-premise system to Salesforce. The consultant has imported.

Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW,

What could be causing these records to fail?

Options:

Updates to child records that have the same parent records are being processed simultaneously.

Contact records should be imposed in the same data batch as Account records.

An Apex Trigger on the Account object is firing on insert and causing the Contact import to fail.

The consultant has incorrect permissions to import data using Data Loader.

Discussion 0

Questions 21

In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward.

Which strategy should a consultant recommend to address the VP's concern?

Options:

Create a Historical Trending report.

Create an average stage duration by Opportunity report.

Create a year over year sales by Account report.

Discussion 0

Questions 22

Which prerequisite should the consultant consider before enabling Opportunity Splits?

Options:

Ensure open opportunities are owned by active users.

Enable Opportunity Teams and confirm the owner is a team member.

Add customized split types to opportunities.

Discussion 0

Questions 23

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 Good to accommodate the new pricing term and to help the finance department forecast easily.

What should the consultant recommend to meet the requirement?

Options:

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

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

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

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

Discussion 0

Questions 24

The sales managers at Universal Containers (UC) believe that many of the sales reps' deals that are being lost to competitors are getting less attention than deals that are won.

What should a consultant build so management can assess whether its belief is correct and monitor it going forward?

Options:

Create formula fields on Opportunity and Activity.

Install an AppExchange app for tracking Lead conversion.

Build a report on Opportunities and Activities.

Build a report on Leads and Activities.

Discussion 0

Questions 25

Cloud Kicks has purchased a list of prospects and wants sales reps to contact and measure the return on investment (ROI) of the purchased list.

Which solution should the consultant recommend?

Options:

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

Import the prospects as Contacts and assign them to Accounts.

Import the list as new Leads and map the Campaign during import.

Discussion 0

Questions 26

Cloud Kicks is preparing to deploy its configurations. The chosen release date is during

a Salesforce Release window. The current configuration is in Non-Preview Sandbox.

Which two strategies should a consultant recommend?

Choose 2 answers

Options:

Deploy before the Salesforce Release

Test new configurations in a Non-preview Sandbox

Deploy after the Salesforce Release.

Test new configurations in a Preview Sandbox.

Discussion 0

Questions 27

Universal Containers has a fiscal year that starts in February and ends in January. The SVP of sales has reinforced how important it is to

measure the sales teams' performance based on this fiscal year and has asked how Sales Cloud can support this request.

Which solution should the consultant recommend?

Options:

Update the User settings.

Update the Locale settings.

Update the Company settings.

Discussion 0

Questions 28

Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered.

Which section of a SOW should the consultant discuss with CK to meet the requirement?

Options:

Scope

Background

Terms and Conditions

Discussion 0

Questions 29

Cloud Kicks wants to assign territories in bulk to Opportunities.

What should the consultant do to meet the requirement?

Options:

Update Opportunity sales team with territory assignments.

Schedule auto-assignment rules in the territory model.

Run the filter-based Opportunity territory assignment.

Discussion 0

Questions 30

An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high-level process areas within the business. CK plans to use the diagram to show the context

of a new area of the business within the overall business.

What should the admin create to meet this requirement?

Options:

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

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

Value Stream Map

Capability Model

Discussion 0

Questions 31

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 requirements7

Choose 2 answers

Options:

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

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

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

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

Discussion 0

Questions 32

Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK project manager has requested a report that includes both Project__c and Opportunity data.

What should the consultant use to include data from both the Project__c and Opportunity objects in one report?

Options:

Matrix reports

Junction reports

Cross-object filters

Custom report types

Discussion 0

Questions 33

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What are two justifications for using third-party data enrichment tools?

Choose 2 answers

Options:

To survey customers to update their data

To enhance prospect data signaling intent to purchase

To find new prospects who match the selling segment

To create customer segments with personas and scoring

Discussion 0

Questions 34

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?

Options:

Opportunity fields are inaccessible when configuring a Quote Template.

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

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

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

Discussion 0

Questions 35

Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records.

How should the consultant implement a solution to meet the requirement?

Options:

Use a custom summary formula field on the Opportunity.

Install a third-party app from the AppExchange.

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

Create a cross-object formula field on the Account.

Discussion 0

Questions 36

The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers

Options:

Create retailer and distributor lead processes.

Create a new profile and only assign one lead record type to it.

Add leads to different campaigns based on lead type.

Create Status picklist values specific to each lead type.

Create distributor and retailer lead record types.

Discussion 0

Questions 37

What are two capabilities of Data Loader? Choose 2 answers

Options:

Extracts organization and configuration metadata

Prevents importing duplicate records

Exports field history data

Runs one-time or scheduled data loads

Discussion 0

Questions 38

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

Options:

Enable the Create Audit Fields permission to insert historically accurate records.

Use the Salesforce Approval Process clone feature to migrate approval processes.

Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes.

Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.

Discussion 0

Questions 39

Cloud Kicks is concerned that the sales team is taking longer to dose 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

Options:

Create a report based on the Opportunity reporting snapshot.

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

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

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

Discussion 0

Questions 40

Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.

Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use

Opportunities to track and report on these subscription deals.

What should a consultant recommend to meet this requirement?

Options:

Activate schedules on the Opportunity object.

Enable schedules on the Product object.

Configure assets with a look up to the Opportunity object.

Implement contracts with a look up to the Opportunity object.

Discussion 0

Questions 41

Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What

are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?

Choose 2 answers

Options:

Adjust currency conversion dynamically based on a given date range.

Adjust currency rates on a set schedule.

Show deal value in a user's default currency.

Implement org-wide reporting that displays deal values appropriately.

Discussion 0

Questions 42

The Cloud Kicks team has made a correction in a sandbox environment that needs to be deployed to production as soon as possible. The sandbox and production environments are on two different versions of Salesforce. The fix requires functionality in the sandbox version.

Which action should the consultant recommend?

Options:

Deploy from version control before the Salesforce Platform upgrade window.

Deploy changes from the sandbox to production this weekend.

Deploy the changes from the sandbox to production once both environments are on the same version.

Deploy the changes from me sandbox to production concurrently with the Salesforce Platform upgrade.

Discussion 0

Questions 43

Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the

default lead owner.

What should the consultant validate when troubleshooting the issue?

Options:

The picklist values are part of Lead assignment rule criteria.

A new web-to-lead form needs to be created to reflect the new picklist values.

Picklist values are included in only one rule entry.

Discussion 0

Questions 44

Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that

stores product order information. CK wants to view those orders as a related list on the account

record in real time.

Which best practice should the consultant recommend?

Options:

Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.

Create a Lightning component, and get the real-time product order information from ERP using REST integration.

Create external object product onto" information in Salesforce, run a nightly batch to get details from ERP, and add the external object as a related fist on the Account.

Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.

Discussion 0

Questions 45

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.

What should a consultant recommend analysing adoption?

Options:

Review the Setup Audit Trail.

Create a report for the Login History object.

Run the Salesforce Optimizer.

Open the Lightning Usage App.

Discussion 0

Questions 46

Universal Containers (UC) hired a consulting company to implement Sales Cloud. This will be the third CRM application UC has used in the past 5 years. Employees have failed to adopt the previous two applications.

Which step should be part of UC's plan to help drive adoption of Sales Cloud?

Options:

Identify change management champions.

Implement User Acceptance Testing (UAT).

Revoke user access to legacy systems.

Discussion 0

Questions 47

A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals.

What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?

Options:

Create a Sales Engagement report.

Customize Sales Path.

Enable Sales Forecasting.

Discussion 0

Questions 48

Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account.

Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? Choose 2 answers

Options:

Grant Read access on the account's cases.

Edit all opportunities on the account.

View the account and keep activities private.

View one of the opportunities on the account.

Discussion 0

Questions 49

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?

Options:

Adoption Dashboards Pack

User Login Report

System Overview Page

Salesforce Optimizer

Discussion 0

Questions 50

Universal Containers wants to divide the revenue of the closed Opportunities between

sales reps that worked on the deal. Additionally, on some deals, the sales reps work with

technical sales managers and want a way to credit them for their support.

How should the consultant meet this requirement?

Options:

Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.

Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager

Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.

Discussion 0

Questions 51

Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them.

Which functionality should the consultant recommend?

Options:

Develop a new Sates Console app including opportunities.

Select the Split View option from the My Opportunities list view.

Create a dashboard with reports on My Opportunities.

Discussion 0

Questions 52

Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.

Which two recommendations should the consultant make?

Choose 2 answers

Options:

One set of opportunity stages

One record type

Three record types

Three sets of opportunity stages

Discussion 0

Questions 53

As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and

assign it to opportunities.

Which approach should the consultant recommend to meet this requirement?

Options:

Enable sharing access to the Account to assign any active territory to opportunities.

Use default Sales Territories to assign any active territory to the opportunity,

Update the profile with the Manage Territory permission.

Discussion 0

Questions 54

Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stages often lack key information that sales managers at each stage because sales reps have yet to enter the data.

What should the consultant recommend so opportunity stage reports always contain the data managers expect?

Options:

Configure Path by checking the key field required checkbox.

Create an Auto launched flow to determine if required fields are missing.

Customize path and create validate rules dependent on stages.

Mark the fields as required on the page layout.

Discussion 0

Questions 55

Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member's access needs to be removed due to

changes in sales structure.

How can CK revoke Opportunity team access on an ad-hoc basis?

Options:

REVISE

REVISEC. Remove the user's Opportunity team member.

Remove the Opportunity team related list from page layouts.

Discussion 0

Questions 56

Universal Containers is working to expand its residential business in the U.S. Sales reps are being asked to canvas neighborhoods m their areas, leveraging new door-to-door campaign material to secure new customers. Internal studies have shown the most valuable residential customers typically have a household income range between $50,000 and $70,000.

Which solution should the consultant recommend to help sales reps determine the best neighborhoods to canvas?

Options:

Salesforce Maps using the Demographic Context data source to display income ranges for regions within their territories

API integration with Salesforce Maps to plot existing customers on territory maps

A Salesforce Maps component plotting non-customers in residential neighborhoods

Salesforce Maps with ESR1 integration to display high density neighborhoods

Discussion 0

Questions 57

Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the

sales reps to focus on the leads most likely to result in a sale.

What should the consultant recommend to meet this requirement?

Options:

implement a lead scoring strategy.

Create list views to filter on each lead source.

Implement lead assignment rules.

Discussion 0

Questions 58

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?

Options:

Enabling the Person Accounts feature is Irreversible.

Enabling Person Accounts requires a Public Read/Write sharing model

Person Account records only count toward Account storage.

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

Discussion 0

Questions 59

The sales director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the Account already exists prior to creating a new Account. Which organization-wide default should the consultant recommend?

Options:

Set Account to Public Read Only and use a criteria-based sharing rule on Opportunity.

Set Account and Opportunity to Public Read Only.

Set Account to Public Read Only, and Opportunity to Private.

Set Account and Opportunity to Private.

Discussion 0

Questions 60

The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director

provided key attributes and activity history of the ideal lead.

What should the consultant do to help marketing improve the process?

Options:

Create reports based on the sales metrics provided in the marketing automation tool and train marketing users to identify and qualify leads.

Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.

Set up the marketing automation tool to send prospects to the sales director and ask sales reps to assist in the qualification process.

Discussion 0

Questions 61

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?

Options:

Add the sales manager to the Forecasting public group.

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

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

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

Discussion 0

Questions 62

Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team.

Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy?

Options:

Total pipeline Value

Customer Lifetime Value (CLV)

Annual Contract Value (ACV)

Discussion 0

Questions 63

Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive. The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts.

What is the most efficient solution that the consultant should implement to meet the requirement?

Options:

Create a new lookup field on the Contact record.

Create a new Contact record related to the nonprofit account.

Enable the Contact to Multiple Accounts feature.

Discussion 0

Questions 64

Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groups of Products to Opportunities.

Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?

Choose 2 answers

Options:

Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge.

Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the Products with sales reps who have completed the badge.

Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being added to an Opportunity.

Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales reps who have completed the badge-

Discussion 0

Questions 65

Cloud Kicks (CK) is migrating Account and Contact information from a legacy CRM system into Salesforce using Data Loader. Accounts in the legacy system have a unique ID field that is used to related Contacts to Accounts in the legacy system, CK wants to automatically match these Contacts to the relevant Accounts when loading Contacts into Salesforce.

What should a consultant recommend to meet the requirement?

Options:

Create Mater-Detail on Contact.

Create Master-Detail on Account.

Create External ID on Contact.

Create External ID on Account.

Discussion 0

Questions 66

A consultant is addressing Cloud Kicks' performance measurement needs and overcoming challenges within Sales Cloud. Which approach should a consultant adopt?

Options:

Rely on general industry standards to determine performance measurement criteria and system architecture.

Collaborate closely with the customer to discern their specific performance measurement requirements.

Implement standardized performance measurement practices to ensure consistency across Sales Cloud.

Discussion 0

Questions 67

A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established, and the requirements still need to be defined.

Which project management methodology should a consultant recommend to ensure the implementation is successful?

Options:

Six Sigma

Waterfall

Prince2

Agile

Discussion 0

Questions 68

Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps" Person Accounts with Microsoft contacts and vice versa.

Which consideration should the consultant be aware of?

Options:

Lightning Sync works in conjunction with Einstein Activity Capture.

Einstein Activity Capture is supported in the Salesforce Classic interface.

New Person Accounts should be created in Microsoft and synced to Salesforce.

New Person Accounts should be created in Salesforce and synced to Microsoft.

Discussion 0

Questions 69

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CX has implemented dated exchange rates by using Advanced Currency Management.

How is the converted currency amount calculation on Opportunities determined?

Options:

The close date regardless of the opportunity stage

The close date only when the stage is closed

The current exchange rate regardless of the close date

The exchange rate at the time the opportunity is closed

Discussion 0

Questions 70

Cloud Kicks has recently hired a new inside sales team. Management wants to ensure that steps in the sales process are clear and adhered to by

the team. Each step must have clear guidelines, support materials, and coaching tips.

What should the consultant recommend to support the new sales team and management?

Options:

Create Validation Rules on the Opportunity Stage field.

Create a flow paired to each of the Opportunity stages.

Create a Path on the Opportunity object.

Discussion 0

Questions 71

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?

Options:

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

Edit the probability percentage on opportunity stage picklist values.

Map opportunity stages to the appropriate forecast categories.

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

Discussion 0

Questions 72

A consultant is initiating a Sales Cloud project for Cloud Kicks.

Which essential action should the consultant prioritize to ensure successful implementation and adoption?

Options:

Design end user training plan.

Set project milestones and establish key performance indicators (KPIs).

Develop Quality Assurance (QA) testing scripts.

Discussion 0

Questions 73

Northern Trail Outfitters launched Salesforce for its EMEA subsidiary 3 months ago and wants to gain insight into usage.

Which option should a consultant recommend to meet this requirement?

Options:

Analyze the Setup Audit Trail to determine the number of logins per day.

Create and subscribe to a custom report of active users by role.

Install the Salesforce Adoption Dashboard from AppExchange.

Discussion 0

Questions 74

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?

Options:

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

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

Create a new custom object to import purchased Leads,

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

Discussion 0

Questions 75

Cloud Kicks (CK) is starting to plan its first Salesforce Release. CK would like to put together a comprehensive preview of the release to communicate the upcoming changes and new features to the leadership team, stakeholders, and end users. CK has asked a consultant for

guidance.

Which option should the consultant recommend?

Options:

Release Matrix

Release Notes

Release in a Box

Discussion 0

Questions 76

Northern Trail Outfitters (NTO) wants to expand its use of Salesforce and start tracking orders on accounts. NTO has hired a consultant to complete the project.

Which two considerations should the consultant take into account when implementing sales orders'

Choose 2 answers

Options:

Order line items can be added or removed after an order is activated.

Products have to be manually added to a cloned order.

Contract Number is a required field on the order page layout.

Organization-Wide defaults must be set to Controlled by Parent.

Discussion 0

Questions 77

Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company’s product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.

What are two actions the consultant can take to meet the requirement?

Choose 2 answers

Options:

Manually assign a product-specific role to each product engineer.

Create criteria-based opportunity sharing rules for each product line.

Enable Default Opportunity Teams for the Opportunity.

Enable Default Account Teams for each product line.

Discussion 0

Questions 78

Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.

Which two Salesforce functions will allow the consultant to meet this requirement?

Choose 2 answers

Options:

Sales Processes

Pipeline Inspection

Opportunity Splits

Record Types

Discussion 0

Questions 79

Cloud Kicks has organization-wide defaults set to Private for Account.

With the rollout of Opportunity Teams, what should a consultant consider?

Options:

The Opportunity will be implicitly Write for the team,

Opportunity should be set to Public Read/Write first.

Account should be set to Public Read first.

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

Discussion 0

Questions 80

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?

Options:

Use Contact roles on the Opportunity object.

Add a contact lookup Meld to the Opportunity.

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

Use a junction object between the Opportunity and Contact.

Discussion 0

Questions 81

The Cloud Kicks CEO needs to run reports from the sales team’s reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary.

How should the consultant meet the requirement?

Options:

Set the CEO access level to View, the CEO's assistant to Manage, and the sales manager to Edit on ACO the folder.

Enable Manage Reports in Public Folders and give access to the CEO and their subordinates.

Set the CEO access level to View All, the CEO's assistant to Modify All, and the sales manager public group to Create.

Enable Manage access for the CEO role and subordinates, and Manage access for the CEO'S assistant profile.

Discussion 0

Questions 82

The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign. Which two choices should a consultant recommend meeting the requirement?

Choose 2 answers

Options:

Use Data Loader to export Opportunity and Campaign Influence and merge the results.

Enable Customizable Campaign Influence in Setup.

Add the Campaign Influence related list to the Opportunity page layouts.

Create a joined report between Opportunity and Campaign to show influence.

Discussion 0

Questions 83

Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce.

Which solution should the consultant recommend?

Options:

Einstein Conversation Insight-;

tableau custom dashboard

Adoption and Data Quality Dashboards Pack

Salesforce Surveys

Discussion 0

Questions 84

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?

Options:

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

Person Accounts can be merged with other Person Accounts.

Person Accounts can be merged with contact records.

Person Accounts can be merged with any type of Account

Discussion 0

Questions 85

Cloud Kicks (CK) uses a custom object named GumShoe__c. GumShoe__c is the child in a master-detail relationship with the Opportunity object. Staff members use this object to create requests for supporting research. CK wants to easily generate new GumShow__c records from staff phones by using the Salesforce mobile app.

What should a consultant recommend to meet the requirements?

Options:

Create a custom hyperlink to a related list.

Create a Lightning component for mobile.

Create a custom Process Builder process.

Create a Quick Action

Discussion 0

Questions 86

The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities.

Which solution should the consultant recommend?

Options:

implement automation to update the opportunity to the first stage in the sales process.

Configure a report that displays opportunities that have an earlier dosed date than

Run the opportunity Pipeline line standard report to view the upcoming opportunities by stage.

Discussion 0

Questions 87

Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.

Which solution should the consultant recommend when CK sets up the new account process?

Options:

Place the user in a separate role at the highest level of the role hierarchy.

Add the user to a separate role at the lowest level of the role hierarchy.

Assign the Modify All Data permission to the user.

Discussion 0

Questions 88

Universal Containers (UC) deployed Sales Cloud three months ago to the North American sales teams. One of the reasons UC selected sales cloud is its mobile support which provides flexibility for account executive.

How should the consultant assure UC s management that Sales Cloud is being successfully adopted on mobile de devices?

Options:

Create a report to show the volume of opportunities created in the last three months compared to a year ago.

Create a custom report type to show the use of mobile devices by users in the last three months.

Track sales results month-over-month for the last three months to show an increase m the average order site.

Leverage visualforce to show the use of mobile devices by users during the last three months.

Discussion 0

Questions 89

Cloud Kicks uses an external Enterprise Resource Planning (ERP) application to process its orders. The ERP application needs to receive data about opportunities when the opportunity closes.

Which solution should the consultant recommend?

Options:

Salesforce Connect

Outbound Message with record-triggered flow

External Relationship with custom object

Discussion 0

Questions 90

Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption,

What should the consultant recommend?

Options:

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

Conduct a requirements workshop to gather user stories.

Create a report to track the login rate over the last 7 days.

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

Discussion 0

Questions 91

During the last requirements meeting. Cloud Kicks team members said they will be taking the next week off to attend a conference.

What should a consultant do in response to this news?

Options:

Ask the client to sign off on requirements and start the build.

Update the solution design while the team is out of the office.

Set up two requirements workshops for the following week.

Update the project plan and communicate it to stakeholders.

Discussion 0

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