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Certified Salesforce Sales Cloud Consultant (SP23) Question and Answers

Certified Salesforce Sales Cloud Consultant (SP23)

Last Update Mar 29, 2024
Total Questions : 234

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Questions 1

A consultant has successfully deployed Sales Cloud at Cloud Kicks.

What is the final step in completing an engagement?

Options:

A.  

Measure adoption

B.  

Perform testing

C.  

Deploy solution

D.  

Hand over documentation

Discussion 0
Questions 2

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:

A.  

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

B.  

Conduct a requirements workshop to gather user stories.

C.  

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

D.  

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

Discussion 0
Questions 3

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:

A.  

Guidance for App Butter

B.  

Lightning usage App

C.  

Performance Analysis for App Builder

D.  

Real-Time Event Monitoring

Discussion 0
Questions 4

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 dosed/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?

Options:

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.

Discussion 0
Questions 5

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deafs.

Which report should the consultant create to meet the requirement?

Options:

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

Discussion 0
Questions 6

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

Options:

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.

Discussion 0
Questions 7

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?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 8

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:

A.  

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

B.  

At least one Record Type should be created for Accounts.

C.  

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

D.  

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

E.  

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

Discussion 0
Questions 9

Cloud Kicks (CK) is implementing Sales Cloud and expects hundreds of new Accounts will be added into Salesforce on

a daily basis. CK has an automated process to assign the Account owners. If no assignment can be made for an Account,

it will be assigned to a fictitious owner and a person will manually review and re-assign it at a later date. At any given time, a fictitious owner may have more than 10,000 Account records assigned to it. Which two solutions should the consultant recommend when CK sets up the new Account process?

Choose 2 answers

Options:

A.  

Place the fictitious owner in a separate role at the top of the role hierarchy.

B.  

Keep the fictitious owner out of public groups that could be used in sharing rules.

C.  

Assign the Modify All Data system permission to the fictitious owner.

D.  

Add the fictitious owner to a role at the lowest level of the role hierarchy.

Discussion 0
Questions 10

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:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 11

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.

How should the consultant efficiently share these reports?

Options:

A.  

Create a report folder, add members in a specific profile, and share the Report folder.

B.  

Create a report folder, add members in a specific Role, and share the Report folder.

C.  

Create a report folder, add members to a Private Group, and share the Report folder.

D.  

Create a report folder, add members in a specific Queue, and share the Report folder.

Discussion 0
Questions 12

Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer?

Choose 3 answers

Options:

A.  

Embodying

B.  

Shadowing

C.  

Interviewing

D.  

Role Playing

E.  

Leading Workshops

Discussion 0
Questions 13

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?

Options:

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

Discussion 0
Questions 14

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:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 15

Northern Trail Outfitters (NTO) has completed its annual planning and wants to

update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.

Which two considerations should the consultant consider when deciding on the timing of the release?

Choose 2 answers

Options:

A.  

Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.

B.  

Changes to Territory Management need to be made in Production directly and can be completed without impacting users.

C.  

Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.

D.  

Combining the Territory Management changes, and the incentive management package allows for mi faster ramp-up time for users.

Discussion 0
Questions 16

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:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 17

Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.

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

Choose 2 answers

Options:

A.  

Set Territory Management to grant Read access to opportunities owned by others.

B.  

Set opportunity access on the role to view all opportunities associated with their accounts.

C.  

Set organization-wide defaults for opportunities to Private.

D.  

Set organization-wide defaults for opportunities to Public Read-Only.

Discussion 0
Questions 18

Cloud Kicks (CK) has recently implemented Sales Cloud. CK wants to be able to forecast the number of shoes it sells to better coordinate with the logistics department to fulfill orders.

Which three options should a consultant recommend CK implement to accomplish this?

Choose 3 answers

Options:

A.  

Opportunity Quantity

B.  

Collaborative Forecasts

C.  

Forecast Types

D.  

A custom field

E.  

Product Revenue Schedules

Discussion 0
Questions 19

Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the sales data into CK’s Salesforce instance.

Which data migration sequence should the consultant recommend for the objects?

Options:

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

Discussion 0
Questions 20

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:

A.  

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.

B.  

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.

C.  

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

D.  

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 21

Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.

Which feature should a consultant recommend building this report?

Options:

A.  

Custom report type

B.  

Joined report

C.  

Custom filter

D.  

Cross filter

Discussion 0
Questions 22

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:

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.

Discussion 0
Questions 23

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:

A.  

Adjust currency conversion dynamically based on a given date range.

B.  

Adjust currency rates on a set schedule.

C.  

Show deal value in a user's default currency.

D.  

Implement org-wide reporting that displays deal values appropriately.

Discussion 0
Questions 24

After a project deployment, several bugs are identified by end users and prioritized by the project team.

What are two ways a consultant should resolve these issues?

Choose 2 answers

Options:

A.  

Build out issue resolution release in the appropriate development sandbox.

B.  

Build out issue resolution release in the production environment.

C.  

Perform user acceptance testing (UAT) m the appropriate development sandbox.

D.  

Perform user acceptance testing (UAT) m a Full sandbox.

Discussion 0
Questions 25

Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce.

Which approach should the consultant use for the source data migration?

Options:

A.  

Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.

B.  

Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.

C.  

Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.

D.  

Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.

Discussion 0
Questions 26

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?

Options:

A.  

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

B.  

Utilize Salesforce Notes standalone related list in Lightning Experience.

C.  

Connect a document or spreadsheet to a Slack channel.

D.  

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

Discussion 0
Questions 27

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:

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.

Discussion 0
Questions 28

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease.

Which two features should the consultant recommend for the sales team to use?

Choose 2 answers

Options:

A.  

Lightning Mobile Component

B.  

Quick Actions

C.  

Einstein Activity Capture

D.  

Mobile Smart Actions

Discussion 0
Questions 29

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:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 30

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 instalments 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 meeting the requirement?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 31

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:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 32

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?

Options:

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.

Discussion 0
Questions 33

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?

Options:

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.

Discussion 0
Questions 34

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:

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 UCs Salesforce org.

Discussion 0
Questions 35

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:

A.  

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

B.  

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

C.  

Set up two requirements workshops for the following week.

D.  

Update the project plan and communicate it to stakeholders.

Discussion 0
Questions 36

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:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 37

Cloud Kicks needs to associate some Contacts with many Accounts. Which solution should a consultant recommend meeting this requirement?

Options:

A.  

Use the Contact roles related list on Accounts.

B.  

Add a custom Account lookup field on the Contact.

C.  

Use the Contact to Multiple Accounts feature.

D.  

Add Contact to the partners related list on other Accounts.

Discussion 0
Questions 38

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

Options:

A.  

Sales reps

B.  

Finance team

C.  

Sales operations

D.  

Executives

Discussion 0
Questions 39

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?

Options:

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.

Discussion 0
Questions 40

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

Options:

A.  

Sharing Rules for opportunities are set to Manager Groups.

B.  

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

C.  

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

D.  

All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.

E.  

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

Discussion 0
Questions 41

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:

A.  

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

B.  

Edit the probability percentage on opportunity stage picklist values.

C.  

Map opportunity stages to the appropriate forecast categories.

D.  

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

Discussion 0
Questions 42

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:

A.  

Review the Setup Audit Trail.

B.  

Create a report for the Login History object.

C.  

Run the Salesforce Optimizer.

D.  

Open the Lightning Usage App.

Discussion 0
Questions 43

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:

A.  

Matrix reports

B.  

Junction reports

C.  

Cross-object filters

D.  

Custom report types

Discussion 0
Questions 44

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?

Options:

A.  

Company Profile

B.  

Trailblazer Community

C.  

Trailhead

D.  

Salesforce Trust

Discussion 0
Questions 45

Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with ...opportunities are missing Contacts.

Which feature should a consultant recommend to build this report?

Options:

A.  

Custom report type

B.  

Joined report

C.  

Cross filter

D.  

Custom filter

Discussion 0
Questions 46

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:

A.  

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

B.  

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

C.  

Value Stream Map

D.  

Capability Model

Discussion 0
Questions 47

Cloud Kicks plans to integrate its email system with Salesforce, and wants to show the last 2 months of email activity to its 75 sales reps.

What should a consultant recommend to meet this requirement?

Options:

A.  

Sales Cloud Einstein

B.  

Einstein Activity Capture Standard

C.  

Email to Salesforce

D.  

Sales Cloud Console

Discussion 0
Questions 48

Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.

Which stage of the project lifecycle does this fall under?

Options:

A.  

Plan

B.  

Document

C.  

Test

D.  

Design

Discussion 0
Questions 49

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

Options:

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.

Discussion 0
Questions 50

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:

A.  

Lightning Sync works in conjunction with Einstein Activity Capture.

B.  

Einstein Activity Capture is supported in the Salesforce Classic interface.

C.  

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

D.  

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

Discussion 0
Questions 51

At Universal Containers, in addition to the sales team, support reps are sometimes eligible for commissions. When support reps are involved in a deal, they should receive a credit of 15% of the revenue.

What should the consultant consider when designing a revenue sharing solution?

Options:

A.  

Revenue splits are required in order to use overlay splits.

B.  

Overlay splits Allocated on art Opportunity can total any percentage.

C.  

Overlay splits can be assigned to any user with the appropriate profile.

D.  

Revenue splits allocated on an Opportunity can total any percentage.

Discussion 0
Questions 52

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

Choose 2 answers

Options:

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.

Discussion 0
Questions 53

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:

A.  

Create Mater-Detail on Contact.

B.  

Create Master-Detail on Account.

C.  

Create External ID on Contact.

D.  

Create External ID on Account.

Discussion 0
Questions 54

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them.

Which two actions can forecast managers perform?

Choose 2 answers

Options:

A.  

Add territory forecast to the hierarchy.

B.  

Add a Forecasts tab to the Sales app.

C.  

View the territory forecasts as a single-page summary.

D.  

Share the forecast with any Salesforce user.

Discussion 0
Questions 55

Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting.

What should a consultant do to resolve the issue?

Options:

A.  

Add a new discount field for the new business unit.

B.  

Check the field level security for the managers' profile.

C.  

Add the Discount field to the Sales Path for the managers.

D.  

Use a validation rule to ensure that a discount is entered.

Discussion 0
Questions 56

Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates.

How should a consultant meet the requirement?

Options:

A.  

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

B.  

Create a custom formula held 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 lightning component to show the win ratio based on won Opportunities.

Discussion 0
Questions 57

A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.

Which step should the consultant complete next?

Options:

A.  

Upgrade to the latest Salesforce Release.

B.  

Sign off on the statement of work.

C.  

Deliver training.

D.  

Complete a post-mortem.

Discussion 0
Questions 58

The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.

What should the consultant recommend to resolve the issue?

Options:

A.  

Confirm the standard matching rule is inactivated.

B.  

Change the criteria for the standard Lead matching rule.

C.  

Change the criteria for the standard Contact matching rule.

D.  

Confirm the custom matching rule is activated.

Discussion 0
Questions 59

Cloud Kicks’ (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing admin wants to ensure that CK’s email templates are retained.

Which two solutions should a consultant recommend for a successful migration?

Choose 2 answers

Options:

A.  

Import email templates with the Data Loader.

B.  

Manually recreate the email and mail merge templates in Salesforce.27.

C.  

Create an Email template change set or use the Lightning Platform.

D.  

Enable Email Import and use the Import Wizard

Discussion 0
Questions 60

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:

A.  

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

B.  

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

C.  

A Salesforce Maps component plotting non-customers in residential neighborhoods

D.  

Salesforce Maps with ESR1 integration to display high density neighborhoods

Discussion 0
Questions 61

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 meeting this requirement?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 62

A consultant has been tasked with analyzing the way sates reps use Salesforce to work a deal from inception to close, and then presenting this information to management.

What should the consultant utilize to present the information?

Options:

A.  

Sales Architecture Map

B.  

Business Process Map

C.  

System Landscape Diagram

D.  

Entity Relationship Diagram

Discussion 0
Questions 63

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

Options:

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.

Discussion 0
Questions 64

Cloud Kicks noticed its data quality has degraded since its initial Sales ‘Cloud Hs ion and is working with a co to ip a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.

Which two areas could be improved by using third-party data enrichment tools?

Choose 2 answers

Options:

A.  

Roles and record ownership

B.  

Validation rules

C.  

Monitoring changes and updates

D.  

Naming and formatting

Discussion 0
Questions 65

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:

A.  

REVISE

B.  

REVISEC. Remove the user's Opportunity team member.

C.  

Remove the Opportunity team related list from page layouts.

Discussion 0
Questions 66

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?

Options:

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.

Discussion 0
Questions 67

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:

A.  

The close date regardless of the opportunity stage

B.  

The close date only when the stage is closed

C.  

The current exchange rate regardless of the close date

D.  

The exchange rate at the time the opportunity is closed

Discussion 0
Questions 68

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:

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.

Discussion 0
Questions 69

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

Options:

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.

Discussion 0