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Sales-Cloud-Consultant Practice Questions

Certified Salesforce Sales Cloud Consultant (SP25)

Last Update 3 days ago
Total Questions : 190

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Question # 11

Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among customers to capture household relationships, referrals, and so on. One customer can have many relationships.

What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce?

Options:

A.  

Use Contact for retail customers and use Accounts to maintain relationships.

B.  

Enable Contacts to Multiple Accounts to create indirect relationship between two or more Person Accounts.

C.  

Create a custom field to establish relationships and create hierarchies among Person Accounts.

Discussion 0
Question # 12

Universal Containers (UC) has Account and Contact data it wants to migrate to Sales Cloud. The data comes from several sources and the data quality is unknown. The consultant wants to assess the

entire data set for quality prior to loading it to production without impacting UC's current operations. The consultant recommends using a Full Copy sandbox as an initial step.

Which Sales Cloud feature should the consultant use to support this approach?

Options:

A.  

Import Wizard

B.  

Duplicate Jobs

C.  

External IDs

Discussion 0
Question # 13

Cloud Kicks wants to assign territories in bulk to Opportunities.

What should the consultant do to meet the requirement?

Options:

A.  

Update Opportunity sales team with territory assignments.

B.  

Schedule auto-assignment rules in the territory model.

C.  

Run the filter-based Opportunity territory assignment.

Discussion 0
Question # 14

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

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

Options:

A.  

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

B.  

Incorporate the new ideas into the solution design.

C.  

Invite only the subject matter experts to subsequent workshops.

Discussion 0
Question # 15

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

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

Options:

A.  

Agile

B.  

Waterfall

C.  

Kanban

Discussion 0
Question # 16

Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to Sales Cloud.

Which solution should the consultant recommend?

Options:

A.  

Third-party tool

B.  

Data Loader

C.  

Data Import Wizard

Discussion 0
Question # 17

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

What should a consultant recommend to build this report?

Options:

A.  

Reporting snapshot

B.  

Roll-up summary flied

C.  

Cross filter

Discussion 0
Question # 18

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

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

What should the consultant recommend to meet this requirement?

Options:

A.  

Implement a lead scoring strategy.

B.  

Create list views to filter on each lead source.

C.  

Implement lead assignment rules.

Discussion 0
Question # 19

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CK 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 only when the opportunity stage is closed

B.  

The date the opportunity stage is closed regardless of the close date

C.  

The close date regardless of the opportunity stage

Discussion 0
Question # 20

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local accounts that create a multi-level Account Hierarchy. CK 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 meets this requirement?

Options:

A.  

Configure after-save flow to update a custom field on the parent account with the total value of won opportunities from the child accounts.

B.  

Reference the revenue totals on the parent accounts in the Account Hierarchy view.

C.  

Create a roll-up summary field on the Account with the total value of won opportunities from the child accounts.

Discussion 0
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