2022 Updated Certified Sales Cloud Consultant Test Questions

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Salesforce Certified Sales Cloud Consultant test updated questions are enough for you to pass this Salesforce test. With studying all of Certified Sales Cloud Consultant updated test questions, you will be easy to pass and get certified. Free updated Certified Sales Cloud Consultant test questions are below.

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1. 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 (OWO) for Contact are set to 'Controlled by Parent',

Which solution should the consultant recommend to meet this requirement?

Use Apex Managed Sharing to automatically share any new Contacts.

Set up Account Teams with defaults for each sales rep.

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

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

2. Cloud Kicks wants to release product enhancements effectively to drive user adoption mtd have the impact on the organization and users' day-to-day functions.

What are three steps for successful change and seasonal release management? Choose 3 answers

Prioritize executive requests.

Train end users after deployment.

Communicate updates to end user.

Create an org development model.

Collect input from stakeholders.

3. Cloud Kicks (CK) has implemented different sales stages across its varied product lines.

CK wants to deploy Collaborative Forecasting to all sales users.

Which two statements should a consultant consider when enabling forecasting? Choose 2 answers

Opportunity Splits must be enabled at the same time.

Multiple Forecast Types must be created and activated.

A Single Category or Cumulative Forecast Rollup should be defined.

The Forecast tab should be visible to easily view the forecasts.

4. The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new processes will work. CK's process is complex and requires multiple slides.

What should the consultant design to give CK this high-level view?

SIPOC Map

Value Stream Map

Capability Model

Universal Process Notation

5. Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each others 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?

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

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

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

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

6. 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?

Closed Won Opportunities by Account

Closed Won Opportunities with Activities

Closed Won Opportunities by the sales team

Closed Won Opportunities with Recommendations

7. 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

Leads, Contacts, and Business Accounts can be Campaign Members.

The Marketing User feature license must be assigned.

The Campaign ID is required in the import file.

The Status of the Campaign Member is optional.

8. A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering user cases for Sales Processes.

Which two groups should provide content for the use cases? Choose 2 answers

Sales reps

Executives

Finance team

Sales operations

9. A consultant has successfully deployed Sales Cloud at Cloud Kicks.

What is the final step in completing an engagement?

Measure adoption

Perform testing

Deploy solution

Hand over documentation

10. Universal Containers compensates its sales team based on their achievement of the company's sales revenue goals. The sates ops team needs to track the sales reps' performance against these goals.

How should the consultant meet the requirement?

Construct Opportunity Reports with custom formulas to show attainment.

Build automation to aggregate and report on revenue attainment from the User object.

Configure custom objects and use automation to calculate and stone attainment.

Configure sales quotas and compare quota attainment on the forecast.

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

Which solution should the consultant recommend?

Einstein Conversation Insight-;

tableau custom dashboard

Adoption and Data Quality Dashboards Pack

Salesforce Surveys

12. Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object’s visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.

Which two options should a consultant recommend to meet the requirements? Choose 2 answers

Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility.

Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.

Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.

Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records.

13. 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?

Revenue splits are required in order to use overlay splits.

Overlay splits Allocated on art Opportunity can total any percentage.

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

Revenue splits allocated on an Opportunity can total any percentage.

14. 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?

Matrix reports

Junction reports

Cross-object filters

Custom report types

15. 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?

Modify a report based on KPIs.

Set up a dashboard with the KPI reports.

Set up a Path based on the KPIs.

Install a KPI Tracker app from the AppExchange.

16. 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/1 for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope 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

Change Account organization-wide defaults to Private.

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

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

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

17. 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?

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

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

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

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

18. 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?

Files sync

Salesforce Files

Document lists

Salesforce Knowledge

19. 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?

Establish goals and key metrics.

Give users access to a Sandbox environment.

Define the sales process.

Plan a first release with minimum features

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

What should the admin create to meet this requirement?

Capability Model

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

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

Value Stream Map

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21. 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?

Sales Cloud Einstein

Einstein Activity Capture Standard

Email to Salesforce

Sales Cloud Console

22. 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?

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

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

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.

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

23. 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?

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.

24. Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is intere in fostering friendly competition between account executives, with emphasis on reinforcing activities that dm sales. Historically, for every four prospect meetings held, one sale was generated.

Which action would help support the sales teams?

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

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

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

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

25. 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?

Use a junction object between Accounts and Contacts.

Use the Contacts to Multiple Accounts feature.

Create a custom lookup from Accounts to Contacts.

Create a reverse lookup from Contacts to Accounts.

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

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

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.

27. Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.

Which capability should the consultant recommend?

Opportunity Teams

Role hierarchy

Account Teams

Sharing rules

28. 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?

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

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

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

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

29. Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to influential campaigns.

Which feature will allow for revenue share with standard and custom attribution models?

Create a reporting snapshot for Campaigns.

Use sharing rules to give access to Campaign members.

Create a formula field to track Campaign Influence.

Use Customizable Campaign Influence for reporting.

30. 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

Add territory forecast to the hierarchy.

Add a Forecasts tab to the Sales app.

View the territory forecasts as a single-page summary.

Share the forecast with any Salesforce user.

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31. 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?

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

32. 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?

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.

33. 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?

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

Add company name next to contacts full name in the search window.

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

Use parentheses operator to limit search to the Contacts object.

34. 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?

Adoption Dashboards Pack

User Login Report

System Overview Page

Salesforce Optimizer

35. 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

Schedule training.

Establish performance benchmarks.

Observer end users.

Administrator a survey.

Host a focus group.

36. Universal Containers wants to minimize the need for sales reps to manually create meetings and events that are stored on their calendars.

Which two Einstein Activity Capture (EAC) capabilities should the consultant consider? Choose 2 answers

EAC a two-way sync for events and contacts.

EAC events are unable to be synched with contacts and leads.

EAC adds events to the activity timeline for custom objects.

EAC supports emails, events, and contacts.

37. Good 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?

Total number of Leads created by a Sales Rep

Lead to Opportunity Conversion Rate

Lead to Quote Conversion Rate

Total number of Leads by source

38. Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.

A consultant is assessing how CK can divide its forecasts by footwear line.

Which solution should the consultant recommend to improve CK's forecasts?

Configure a new Forecast Type on Opportunity Product grouped by Product Family.

Configure a new Forecast Type on Opportunity grouped by Product Family.

Use Flow to populate custom Formal and Athletic currency totals, then forecast by these Fields.

Make separate stages and sales processes for each Product Family.

39. The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationship.

Which two considerations should the consultant take into account? Choose 2 answers

Account relationships are visible from Person Account records.

A Person Account can be either a parent or child in the Account Hierarchy.

Account Hierarchy displays only the Amounts users have Read permission to view.

Accounts can be organized into different divisions based on specific criteria.

40. 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?

Enable schedules on the Product object.

Activate schedules on the Opportunity object.

Implement contracts with a lookup to the Opportunity object.

Configure assets with a lookup to the Opportunity object.

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41. 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?

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

Use custom price books for domestic and international customers.

Use separate product catalogs for domestic and international customers.

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

42. 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?

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.

43. 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

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

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

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

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

44. 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?

Create Opportunity Teams to manage Tasks.

Leave the Task's Assigned To held bank

Use workflows to create a Task for each team member.

Assign Tasks to a queue to share work efficiently.

45. Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.

Which two steps should the consultant take to fix this issue? Choose 2 answers

Add the Lead Score field to the Lead List View.

Add the Lead Score field to the Lead Page layout.

Assign the Einstein Lead Scoring permission set.

Assign the Sales Cloud Einstein permission set.

46. A consultant it working with Cloud Kicks (CK) on its initial Sales Could 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?

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

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

Reschedule the event to ensure functionality is complete.

Implement additional features to make the team more productive-

47. 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?

Create Mater-Detail on Contact.

Create Master-Detail on Account.

Create External ID on Contact.

Create External ID on Account.

48. 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?

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

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

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

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

49. 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)?

Set each sales user's default currency to the Australian Dollar.

Enable parenthetical currency conversion.

Create a formula field to perform a currency calculation.

Use USD for Australian Opportunity currencies.

50. 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

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.

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51. 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?

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

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

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

Using Salesforce Maps, configure a Data Layer showing open opportunities.

52. 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?

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

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

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

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

53. The Universal Containers management team wants to help sales reps determine the nght time to contact prospects.

What should the consultant recommend to meet the requirement?

Implement Sales Dialer and begin cold calling leads to request availability.

Create a formula field to determine the prospects time zone.

Configure Einstein Lead Scoring to determine the best time to make contact.

Enable Email Tracking with reporting and activity timeline.

54. During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is adoption.

How should the consultant avoid this issue in the future?

Design a solution during the Build phase.

Conduct a Beta review during the Validate phase.

Gain buy-in during the Analyze phase.

Develop test scripts during the Plan phase.

55. Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.

How should the consultant meet this requirement?

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

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

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

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

56. 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

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.

57. 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?

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.

58. The VP of sales at Good Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.

Which two steps should a consultant take to create a solution? Choose 2 answers

Enable Feed Tracking.

Create a roll-up summary formula.

Update a custom field using automation.

Create a report and dashboard.

59. 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?

Deploy from version control before the Salesforce Platform upgrade window.

Deploy changes from the sandbox to production thts 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.

60. 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

Set opportunity access on the role to View All opportunities associated with their accounts.

Set organization-wide defaults for opportunities to Private.

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

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

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61. During a Discovery session at Cloud Kicks, a topic is highlighted that

How should the consultant proceed?

Conduct another Discovery session.

Define and submit a change order for the new items.

Revise the timeline for the new items.

Continue work because it is covered by the warranty.

62. 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?

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

63. Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.

Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running? Choose 3 answers

Define company vision.

Finalize integrations.

Prioritize goats.

Define KPIs.

Analyze competitors.

64. Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.

What should a consultant Implement to meet the requirement?

Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.

Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.

use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.

Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.

65. 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

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.

66. The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.

Which solution should the consultant recommend?

Sharing Rules

Territory Management

Account Teams

Sales Cloud Einstein

67. 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?

New contacts

Active contacts

Qualified contacts

All contacts

68. 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?

Custom report type

Joined report

Cross filter

Custom filter

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

Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement? Choose 2 answers

Approach

Scope

Background

Terms and Conditions

70. 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?

Confirm the standard matching rule is inactivated.

Change the criteria for the standard Lead matching rule.

Change the criteria for the standard Contact matching rule.

Confirm the custom matching rule is activated.

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71. Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or dicks to cycle through them.

Which functionality should the consultant recommend?

Construct a new Sales Console app including opportunities.

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

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

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

72. Cloud Kicks has 300,000 account records and 16 million invoices In a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.

What should the consultant do to solve this issue?

Enable Collapsible Sections for the Invoice related list

Move the invoice related list to a separate tab on the Lightning page.

Convert the Invoice object into a lookup relationship.

Enable indexing on all visible fields on the invoice related list.

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

Which step should the consultant complete next?

Upgrade to the latest Salesforce Release.

Sign off on the statement of work.

Deliver training.

Complete a post-mortem.

74. 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?

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.

75. The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process repetitive orders.

What are two guidelines to consider when cloning an order with products? Choose 2 answers

A new order's currency or price book will remain the same If the original order has products.

The admin will be able to set up which fields can be cloned to a new order.

A cloned order must be associated with the same contract as the original order.

A cloned order's start date must fall between the associated contract's start and end dates.

76. Cloud Kicks has configured Account Teams and is ready to go live in Production.

How should the consultant migrate Account Team configuration to Production?

Push with Workbench.

import with Data Loader.

Create manually.

Deploy with Change Sets.

77. 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

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-

78. Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.

Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

Use Tableau to geocode account addresses and display on a territory map.

Install the Territory Management Reporting Pack from the AppExchange.

Run the updated assignment rules in Planning State and view the accounts on the territory detail page.

Use Data Loader to export the accounts and make updates in Google Sheets.

79. 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?

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

Transfer account ownership from themselves to the opportunity owner.

Transfer contact ownership from themselves to the opportunity owner.

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

80. Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to 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?

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

Create a text field and insert the ERP unique I

Use the ERP unique ID as the Salesforce I

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

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81. 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

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.

82. 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

Create two Approval Processes, one with the RSM and one with the RV

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

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

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

83. The sates manager at Cloud Kicks has proposed that the consultant 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

Arrange multiple sessions with small groups of employees.

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

Ask management to select which employees should participate In sessions.

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

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

84. 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?

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.

85. 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?

Company Profile

Trailblazer Community

Trailhead

Salesforce Trust

86. 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

Enable Orders without Price Books.

Enable Zero Quantity Orders.

Enable Negative Quantity for Order Products.

Enable Reduction Orders.

87. 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?

Parent Campaigns

Custom Picklist

Campaign Hierarchies

Record Types

88. 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?

Share the sales reps' Salesforce calendar wrth clients.

Utilize the Insert Availability feature in Salesforce Inbox.

Ask clients to share their Outlook calendars.

Create a site that clients can access to schedule meetings.

89. During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate4 into the current project.

Which best practice should the consultant use to refocus the meeting and stay on topic?

Tell key stakeholders that the team is focused on other ideas,

Remind the team of the purpose and scope of this project.

Incorporate the new ideas into the solution design.

Invite only the subject matter experts to subsequent workshops.

90. 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

Move the users to the top of the role hierarchy.

Move the users to the bottom of the role hierarchy.

Mass transfer the records to another role in the role hierarchy.

Remove the users from the role hierarchy.

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91. The Cloud Kicks mobile sales team is using a combination of iOS and Android devices. The sales manager has requested that sales representative must record client meeting activity within Salesforce immediately after a meeting .

Which two actions should a Consultant recommend to meet this requirement? Choose 2 answers

Log an activity using a Quick Action.

Log a meeting activity using the email to Salesforce feature.

Have the sales reps install the Salesforce Mobile app on their devices.

Have the sales reps install the Outlook for Lightning app on their device.

Log a meeting with mobile smart actions automatic sync.

Have the sales reps install Salesforce on their mobile devices.

92. Cloud Kicks' marketing department is migrating from its email campaign and management system to Salesforce. The marketing administrator wants to ensure that Cloud Kicks' email templates are retained .

Which two solutions should a Consultant recommend for a successful migration? Choose 2 answers

Manually recreate the email and mail merge templates in Salesforce.

Enable Email Import and use the import Wizard

Enable Email to Salesforce before sending email templates to Salesforce

Import email templates the Data Loader

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

93. Cloud Kicks has a complicated sales process and is currently using 12 stages for Opportunities. Sales representatives often have difficulties deciding when to move Opportunities through the various stages .

Which solution should the Consultant recommend?

Use Process Builder to send emails to sales representatives when Opportunities reach key stages, providing detailed information on what they need to do move the Opportunities to the next stage(s).

Use Path to provide guidance for key Opportunity stages

Advise sales representatives to post on Chatter so the sales team can collaborate to move Opportunities along the pipeline quickly

Configure a dashboard that shows Opportunities that have not moved stage for 30 days, and provide training to those Opportunities owners.

94. A consultant is implementing a new Sales Cloud instance for Cloud Kicks that has a public sharing model for accounts. Different sales representatives own local accounts that create a multi-level Account hierarchy. Cloud Kicks needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when viewing a parent account .

Which recommendation will meet this viewing requirement?

Configure Apex to update a custom field on the parent account with the total value of won opportunities from the child accounts

Create a workflow rule to update the custom field on the parent account displaying the total value of won opportunities from the child account

Create a Roll-up Summary field on the parent account displaying the total value of won opportunity from the child accounts

Configure a link on the account that will open a list view showing the total value of open opportunities for all accounts in the hierarchy

95. Cloud Kicks' VP of Technology wants to start using Salesforce for all of the sales teams automation. 70 million records were all migrated from a legacy database to the data warehouse that will be synced with Sales force. Cloud Kicks wants to be able to search and cross-reference records with the original source database .

What should a Consultant recommend to meet this requirement?

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

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

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

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

96. A Consultant arrives for a requirements workshop, but key resources are absent .

What is the likely reason the key resources are absent?

The proper roles, resources, and risks were not identified

The resources were not on the Project Kick-off

The purpose and scope were not defined

The project plan did not receive sign-off

97. The Cloud Kicks website Contact Us form creates Leads that need to be followed-up on in a timely manner by the sales representatives. The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the lead status is still new. The sales representatives would also like a list to follow up .

Which two actions should the Consultant perform to create a solution? Choose 2 answers

Create a process builder process to send an email.

Create a Lead escalation rule for "Lead created date NOT equal to TODAY" and "Status equals new"

Create a dynamic report for sales representatives to subscribe to.

Create a publisher action on Lead.

Create a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new".

98. The Sales Director at Cloud Kicks noticed that while Lead conversion rates were high, Opportunities were not moving through the sales cycle. many of the contacts that were converted had no phone, email, or background information captured .

Which three solutions can be used to improve the quality of Leads being converted? Choose 3 answers

Schedule a report that notifies Lead owners daily of Leads with incomplete information.

Create a validation rule to check that necessary information is complete upon Lead conversion

Implement a trigger that warns the user of incomplete information during Lead conversion.

Review Lead conversion mapping to ensure necessary fields are mapped correctly.

Update web-to-lead forms to require input fields be completed prior to submission.

Mandate that all Lead data must be reviewed prior to being created in Saesforce.

99. What should a Consultant recommend to meet these requirements?

Create a summary report with cross filters.

Create a joined report.

Create a dynamic dashboard.

Create a reporting snapshot

100. 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 Cloud Kicks support this requirement?

Use Einstein Lead Scoring

Create a lead Rollup Summary Field.

Use Lead Conversation Reporting.

Create a Joined report.

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101. Cloud Kicks uses channel partners for selling and servicing its "Shoe of the Month" club. As the number of Leads has increased, Cloud Kicks has seen a decrease in partner satisfaction regarding the quality of Leads, and a noticeable decrease in the Lead conversion rate .

What can be done to increase partner satisfaction with the Leads being shared?

Configure a custom lead score field to assess Lead quality, that assign the Leads that exceed this score to partners

Utilize the Partner Lead Validator to populate a Lead store and assign to a partner channel queue

Utilize the lead score on the Find Duplicates button, and then assign the Leads with a score in the high category

Configure a cross-object validation rule to ensure that all fields on the Lead record are populated with data.

Configure Einstein Insights prior to Leads routing to the partner channel.

102. Cloud Kicks frequently has multiple sales representatives that collaborate on an Opportunity and needs Salesforce to allocate credit to each sales representative in order to track against a sales quota .

Which Salesforce feature satisfies this requirement?

Opportunity splits

Account teams

Public Groups

Opportunity Teams

103. Part of Cloud Kicks' solution design is to incorporate Lightning Experience. The Consultant wants to see if there is an increase in the number of Lightning users .

How should a Consultant track this?

Use the Lightning Experience transition Change Management Hub.

Create a report on users and filter for "Lightning user."

Create a report on users and add a Lightning component.

Use the Lightning Usage app and look at the monthly data graph.

104. Cloud Kicks has many customers that regularly renew their "shoe of the month" club membership. The sales representatives use an Account type called "shoe of the month" club for these customers. Sales management wants to use Salesforce to automate repeat opportunities .

What should a Consultant. recommend to meet this requirement?

Develop a lightning Component to set an Opportunity revenue schedule that automatically sets up a new Opportunity for renewal customers when it reaches the closed/won stage.

Develop an Apex trigger for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.

Configure a Process Builder process for renewal customers that sends a reminder task to the sales representative to create a new Opportunity when it reaches the closed/won stage.

Configure a workflow rule for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.

105. Currently at Cloud Kicks, the Lead Source field is used to track what event a lead

originated from. The Marketing Director requested a report that shows every event a lead has attended .

Which standard Salesforce functionality can a Consultant recommend?

Create a custom field to track the second event a Lead attends

Implement Campaigns to track events and define a Campaign Management process

Configure a custom Events object and relate it to the Load object

Update the Lead Source field to the most recent event a lead has attended using process builder

106. Which roll-up summary fields are supported between two Advanced Currency Management objects when enabling Advanced Currency Management?

Opportunity line object to Product object in the default currency of the organization

Opportunity object to Account In the default currency of the user's manager

Opportunity object to Opportunity object

Opportunity line object to Opportunity object

107. In the last requirements meeting, Cloud Kicks team member mention that they will be taking the next week off for a conference .

What should a Consultant do in response to this news?

Set up two requirements workshops the following week

Have the client sign off on requirements and start the build

Update the solution design while they are at the conference

Update the project plan and communicate it to all the stakeholders

108. The Cloud Kicks sales team collaborates on Opportunities, which helps the team succeed and close more deals .

What should the Consultant configure to allow contributing sales team members to share in the revenue from closed Opportunities?

Add the Opportunities to a campaign

Create quick actions to create child Opportunities

Enable Opportunity Splits from Setup.

Add the contributors to the Opportunity's contact role related list.

109. Cloud Kicks has a private sharing model on Accounts. Account Executives need to ensure that Business Development Users can qualify marketing Opportunities on their accounts. There can be different Business Development Users for a given opportunity. Sales Management needs to be able to report on which Business Development Users are assigned to opportunities .

What should the Consultant recommend to the Account Executives?

Add Business Development Users as Account Team members with a role that grants Modify All access.

Share Accounts with Business Development Users

Share Opportunities with Business Development Users by granting read access to Opportunities in their portfolio

Add Business Development Users as Opportunity Team members with a role that grants read/write access

110. Cloud Kicks acquired a shoe distribution company. The VP of Technology wants to migrate all the sales data into Cloud Kicks' Salesforce instance .

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

Users, Products, Currency, Price Books, Quotes, Quote Line Items, Accounts, Opportunities, Opportunity Line Item

Products, Price Books, Users, contacts, Accounts, Opportunities, Opportunity Line items, Quotes, Quote Line items

Products, Price Books, Users, Opportunities, Opportunity Line Items, Quotes, Quote Line items, Accounts, Contacts

Users, Products, Price Books, Accounts, Contacts, Opportunities, Opportunity Line Items, Quotes, Quote Line items

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111. Cloud Kicks wants to integrate back-end systems with Salesforce. The track the "Shoe of the Month" product shipments to each customer and the associated tracking information is stored in a back-end tracking system .

Which set of this integration?

Custom object "Status," Opportunity, Product

Custom Lightning Component, opportunity, Lead, Product

Custom object "Status," Opportunity line Item, Product

Custom Lightning Component, Opportunity, Product

Custom object "Status," Opportunity, Lead, Account, Product

112. Cloud Kicks has two sales divisions: â¢ a franchise sale division and â¢ a public sales division. The sales representatives for each division have their own user profiles and person Accounts. The franchise sales division sales representatives cannot create person Accounts, and they should only be able to set up franchise Accounts .

What should the Consultant recommended to meet this requirement?

Remove person Account record types from the franchise sales division's sales representative user profile

Hide the Person Account checkbox from the franchise sales division's sales representative user profile through Field-level Security.

Utilize Divisions to hide person Account from the franchise sales division's sales representative user profile

Ensure that the "Disable Person Accounts" permission on the franchise sales division's sales representative user profile is checked

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

Which two actions can forecast managers perform? Choose 2 answers

They can share their forecast with any external user.

They can share their forecast with any Salesforce user.

They can see all of their territory forecast in a single-page summary view.

They can share their summary view with any Salesforce user.

114. Cloud Kicks uses Chatter to collaborate corporate-wide. Sales representatives are getting too many items showing on their feed, so it's hard to sort through to find items that are high priority or need the sales representative's immediate attention .

Which solution should the Consultant recommend?

Create Chatter topics

Increase the Chatter follower limit

Increase Chatter Feeds bookmark limit

Create Chatter Streams

Create a Chatter Feed page layout

Comments (19)

Nicole September 14, 2022 Reply

#9
In my point of view the answer is ‘Measure adoption’
Why ‘Hand over documentation’ considered as correct?
- dumps September 14, 2022 Reply
  
  Hi, our experts just checked it, the correct one is “hand over documentation”.
a63acw June 22, 2022 Reply

33. Use quotation marks operator around contact’s first and last name.
a63acw June 19, 2022 Reply

98 – validation rules are possible on Lead conversion. https://help.salesforce.com/s/articleView?id=000358636&type=1
a63acw June 18, 2022 Reply

Question 74 – Not sure if 100% if it’s Use Revenue Schedules to capture installment payment plan details for each Product; however:
A revenue schedule is suitable if your customers make regular payments but receive the product once, for example, if you sell customized products that are charged in installments but delivered once. A revenue schedule defines the dates, revenue amounts, and number of installments for payments, recognizing revenue, or other use.
a63acw June 18, 2022 Reply

I think #28 is Recommend an integration with the marketing platform that creates leads in Salesforce,
a63acw June 17, 2022 Reply

Can someone explain question 1 to me? How are you sharing specific account records with sharing rules.
- a63acw June 19, 2022 Reply
  
  I really think this is: Set up Account Teams with defaults for each sales rep.
  You cannot share specific accounts with sharing rules. Since the question says “each” rep, it seems to indicate individual records not all accounts that the Sales Rep role has access too.

2022 Updated Certified Sales Cloud Consultant Test Questions

2022 Updated Certified Sales Cloud Consultant Test Questions

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