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Certified Salesforce Sales Cloud Consultant (WI24)

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Total Questions : 234

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Question # 1

Cloud Kicks currently supports three business lines within a single Salesforce instance:

Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large budget

and is often able to re-prioritize business stories and ‘shadow projects’ into releases ahead of

other groups.

This topic comes up frequently and often details the monthly project management meeting,

which limits the amount of time available to cover other critical topics.

Which two strategies should the consultant recommend to address these issues?

Choose 2 answers

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Question # 2

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?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Question # 3

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
Question # 4

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?

Options:

A.  

Create a reporting snapshot for Campaigns.

B.  

Use sharing rules to give access to Campaign members.

C.  

Create a formula field to track Campaign Influence.

D.  

Use Customizable Campaign Influence for reporting.

Discussion 0
Question # 5

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
Question # 6

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
Question # 7

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

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

Choose 2 answers

Options:

A.  

Sales Processes

B.  

Pipeline Inspection

C.  

Opportunity Splits

D.  

Record Types

Discussion 0
Question # 8

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
Question # 9

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
Question # 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?

Options:

A.  

Construct Opportunity Reports with custom formulas to show attainment.

B.  

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

C.  

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

D.  

Configure sales quotas and compare quota attainment on the forecast.

Discussion 0
Question # 11

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

Options:

A.  

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

B.  

Set Account and Opportunity to Public Read Only.

C.  

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

D.  

Set Account and Opportunity to Private.

Discussion 0
Question # 12

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?

Options:

A.  

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

B.  

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

C.  

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

D.  

Make separate stages and sales processes for each Product Family.

Discussion 0
Question # 13

Which two considerations should be made when deploying dynamic dashboards?

Choose 2 answers

Options:

A.  

Dynamic dashboards must be manually refreshed.

B.  

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

C.  

Dynamic dashboards must be saved in public or shared folders.

D.  

Dynamic dashboards require users to follow each component.

Discussion 0
Question # 14

Universal Containers’ (UC) sales reps have said there are too many reports and

dashboards which makes it hard to find what is important to them.

What should a consultant recommend that use to solve this issue?

Options:

A.  

Custom report types

B.  

Private folders

C.  

Enhanced Folder Sharing

D.  

Dashboard Filters

Discussion 0
Question # 15

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

Options:

A.  

Define company vision.

B.  

Finalize integrations.

C.  

Prioritize goats.

D.  

Define KPIs.

E.  

Analyze competitors.

Discussion 0
Question # 16

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?

Options:

A.  

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

B.  

Create a text field and insert the ERP unique I

D.  

C.  

Use the ERP unique ID as the Salesforce I

D.  

D.  

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

D.  

'

Discussion 0
Question # 17

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

How should the consultant migrate Account Team configuration to Production?

Options:

A.  

Push with Workbench.

B.  

import with Data Loader.

C.  

Create manually.

D.  

Deploy with Change Sets.

Discussion 0
Question # 18

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

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

record in real time.

Which best practice should the consultant recommend?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Question # 19

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
Question # 20

Cloud Kicks has configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product.

Which two points should the consultant include in the training information?

Choose 2 answers

Options:

A.  

Users can choose to show emails added via EAC in the Related Lists activities view.

B.  

Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning.

C.  

Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list.

D.  

Users can share individual emails or make them private.

Discussion 0
Question # 21

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
Question # 22

Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.

What should a consultant recommend to meet the requirement?

Options:

A.  

Create a custom Campaign Purpose field.

B.  

Create a custom Campaign Group object.

C.  

Use the existing Parent Campaign field.

D.  

Use a Marketing dashboard from the AppExchange.

Discussion 0
Question # 23

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

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

Options:

A.  

The Opportunity will be implicitly Write for the team,

B.  

Opportunity should be set to Public Read/Write first.

C.  

Account should be set to Public Read first.

D.  

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

Discussion 0
Question # 24

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
Question # 25

The sales department at cloud kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.

Which solution should the consultant recommend?

Options:

A.  

Use Contact roles on the Opportunity object.

B.  

Add a contact lookup Meld to the Opportunity.

C.  

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

D.  

Use a junction object between the Opportunity and Contact.

Discussion 0
Question # 26

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

Options:

A.  

Approach

B.  

Scope

C.  

Background

D.  

Terms and Conditions

Discussion 1
Question # 27

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

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Question # 28

The sales manager at Cloud Kicks has asked a consultant to create a report to track when opportunities reach a certain stage with an amount equal to $100,000. The consultant saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The Sales Manager role has View access to the Sales Team folder. The sales manager wants to subscribe to the report.

Which permission does the sales manager need to subscribe to the report created by the consultant?

Options:

A.  

Subscribe to Reports permission

B.  

Subscribe to Reports: Set Running User permission

C.  

Subscribe to Reports: Add Recipients permission

D.  

Subscribe to Reports: Run Reports permission

Discussion 0
Question # 29

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
Question # 30

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?

Options:

A.  

Enable Collapsible Sections for the Invoice related list

B.  

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

C.  

Convert the Invoice object into a lookup relationship.

D.  

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

Discussion 0
Question # 31

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

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

Options:

A.  

Create formula fields on Opportunity and Activity.

B.  

Install an AppExchange app for tracking Lead conversion.

C.  

Build a report on Opportunities and Activities.

D.  

Build a report on Leads and Activities.

Discussion 0
Question # 32

The sales department at Cloud Kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.

Which solution should the consultant recommend?

Options:

A.  

Use Contact roles on the Opportunity object.

B.  

Add a contact lookup Meld to the Opportunity.

C.  

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

D.  

Use a junction object between the Opportunity and Contact.

Discussion 0
Question # 33

The consultant at Cloud Kicks has successfully implemented the Einstein Lead Scoring feature, and now wants to measure its effectiveness and track lead conversion rates.

Which three standard dashboards are available?

Choose 3 answers

Options:

A.  

Conversion Rate by Lead Score

B.  

Conversion Rate by Lead Source

C.  

Lead Scores by Created Date

D.  

Average Lead Score by Lead Source

E.  

Lead Score Distribution

Discussion 0
Question # 34

The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.

What should the consultant consider when evaluating Person Accounts?

Options:

A.  

Enabling the Person Accounts feature is Irreversible.

B.  

Enabling Person Accounts requires a Public Read/Write sharing model

C.  

Person Account records only count toward Account storage.

D.  

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

Discussion 0
Question # 35

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.  

Six Sigma

B.  

Waterfall

C.  

Prince2

D.  

Agile

Discussion 0
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