SALESFORCE CERTIFICATIONS Certified Sales Cloud ConsultantCertified Sales Cloud Consultant - Practice Questions - Post 21
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3. The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the `sampling` stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email?
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Option A: Create it on the opportunity using a Visualforce email template.
Option B: Create it on the opportunity product using a Visualforce email template.
Option C: Create it on the opportunity product using an HTML email template.
Option D: Create it on the opportunity using an HTML email template.
Answer(s): 4
Explanation: Not available
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4. A salesperson at Northern Trail Outfitters (NTO) cannot view a contact's information from social profiles. NTO has Social Accounts and Contacts turned on in its account. Why is the salesperson unable to access the information?
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Option A: Universal Containers must install an APP Exchange package to access public profile information for its users.
Option B: The fields configured by Universal Containers' administrator on the contact page layout are missing.
Option C: The information shown is based on the sales representative's social connection with the contact.
Option D: The link to the Facebook profile is NOT configured with the administrator password to access detailed information.
Answer(s): 3
Explanation: Not available
SEO Keywords: SEO keywords not available
5. Northern Trail Outfitters (NTO) has over 20,000 Accounts and 75,000 Contacts. NTO wants to ensure the customer data is accurate and that the customers are still currently at their respective companies. How can this be confirmed?
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Option A: Use a data enrichment tool to verify account and contact data is up-to-date.
Option B: Create a workflow rule to mass email the contacts and capture any email bounces.
Option C: Create a workflow rule for the account and contact owner to confirm contact data.
Option D: Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.
Answer(s): 1
Explanation: Not available
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6. Northern Trail Outfitters (NTO) uses channel partners for selling and servicing its products. As volume of leads has increased, NTO has noticed a decrease in satisfaction from partners on the quality of leads and a noticeable decrease in the lead conversion rate. What should the consultant suggest in order to increase partner satisfaction with the leads being shared?
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Option A: Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.
Option B: Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.
Option C: Create multiple validation rules to ensure that all fields on the lead record are populated with data.
Option D: Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.
Answer(s): 2
Explanation: Not available
SEO Keywords: SEO keywords not available
7. A sales representative at Northern Trail Outfitters needs to securely send confidential product roadmap information to a premier customer. Which two steps should be taken to send this information using content delivery? (Choose two.)
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Option A: Require the customer to enter a security token to download the content.
Option B: Remove access to the content after a specified date.
Option C: Require the recipient to log into Salesforce to access the content.
Option D: Require the customer to enter a password to view the content.
Answer(s): 2,4
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8. Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)
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Option A: Create scheduled dashboard to be sent weekly to all stakeholders.
Option B: Establish a stakeholder committee and meeting schedule.
Option C: Ensure the project key performance indicators are profitable.
Option D: Acquire the client stakeholder's key performance indicators.
Answer(s): 2,4
Explanation: Not available
SEO Keywords: SEO keywords not available
9. Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities. Which two actions does the owner of the ABC Corporation account have the right to take? (Choose two.)
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Option A: Transfer ownership of related contacts and opportunities owned by other users.
Option B: View, edit, and delete activities owned by other users directly related to the account.
Option C: Share the account with other users through manual sharing and account teams.
Option D: View, edit, and delete related contacts and opportunities owned by other users.
Answer(s): 2,3
Explanation: Not available
SEO Keywords: SEO keywords not available
10. Northern Trail Outfitters allows its sales representatives to negotiate up to a 10% discount for their opportunities. Discounts greater than 10% must be sent to their Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval. Which approach would satisfy these requirements?
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Option A: Configure an approval process for the RSM and a workflow rule for the RVP.
Option B: Configure a workflow approval task and email to notify the RSM and RVP.
Option C: Create a two-step approval process for the RSM and RVP as approvers.
Option D: Create two approval processes, one for the RSM and one for the RVP.
Answer(s): 3
Explanation: Not available
SEO Keywords: SEO keywords not available
11. Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches Negotiation/Review; however, sales representatives should not have editing rights at that stage. Which solution should the consultant advise?
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Option A: Create a workflow rule to enable field access for sales directors based on the sales stage.
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15. Northern Trail Outfitters uses Products in Salesforce and has a private security model. What should a consultant recommend to allow product management employees the ability track the performance of a newly launched products if they do NOT have access to all opportunities?
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Option A: Create a new product and add it to the price book with the product manager as an owner.
Option B: Create a criteria-based sharing rule to add the product management team to relevant opportunities.
Option C: Create a trigger to add the product management team to the sales team of relevant opportunities.
Option D: Create a trigger to set the product manager as owner for opportunities on the new product.
Answer(s): 2
Explanation: Not available
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16. Northern Trail Outfitters' sales manager noticed the lead conversion ratio stayed the same for the healthcare industry even though the lead creation increased. Which reporting tool should resolve the issue?
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Option A: Report on lead lifetime by industry
Option B: Industry performance dashboard
Option C: Report on leads by source
Option D: Campaign dashboard by industry
Answer(s): 1
Explanation: Not available
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17. Northern Trail Outfitters wants to link contacts with more than one account. What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
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Option A: Enable contacts to multiple accounts feature.
Option B: Associate the contact to other accounts using a custom lookup field.
Option C: Clone the contact record and add it to the second account.
Option D: Add the contact to the partners related list on the second account.
Answer(s): 1
Explanation: Not available
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18. Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce and has a custom object for `Policies` that needs to relate to both Person Accounts and business accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?
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Option A: Create a contact lookup field and an account lookup field.
Option B: Create a master-detail contact relationship.
Option C: Create a master-detail account relationship.
Option D: Create a custom contact lookup field.
Answer(s): 1
Explanation: Not available
SEO Keywords: SEO keywords not available
19. Management at Northern Trail Outfitters wants to make sure their sales representatives are recording important email communication with customers while they are away from their offices. The sales representatives use various email applications. Which solution should be recommended?
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Option A: Download and install a Salesforce universal connector for their smartphones and computers.
Option B: Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.
Option C: Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
Option D: Download and install the Salesforce for Outlook connector on their smartphones and computers.
Answer(s): 3
Explanation: Not available
SEO Keywords: SEO keywords not available
20. Which three considerations should be addressed when implementing Advanced Currency Management? (Choose three.)
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Option A: Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate.
Option B: Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed.
Option C: Advanced Currency Management dated exchange rates are automatically updated on a monthly basis.
Option D: The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
Answer(s): 1,2,4
Explanation: Not available
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21. Northern Trail Outfitters has its sales support team enter new prospecting leads for sales representatives. Which three actions should be implemented to enforce data quality and accuracy once the new lead has been qualified and the opportunity has been created to track the deal? (Choose three.)
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Option A: Create an Apex trigger to perform data quality checks.
Option B: Enable validation rules on the lead.
Option C: Map custom lead fields to corresponding custom opportunity fields.
Option D: Enable the lead conversion permission.
Answer(s): 2,3,5
Explanation: Not available
SEO Keywords: SEO keywords not available
22. Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representatives' accounts and opportunities. What should a consultant recommend to meet this requirement?
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Option A: Create criteria-based sharing rules to share the accounts and opportunities with sales engineers.
Option B: Enable account teams and have each sales representative configure their default teams.
Option C: Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
Option D: Create a trigger to add the sales engineers to their sales representatives' account and opportunity teams.
Answer(s): 2
Explanation: Not available
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23. Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection. Which mobile solution is appropriate for the Universal Containers' sales team?
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Option A: Salesforce Touch App
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27. The Sales Director at Cloud Kicks mandated that implementing logic and automation to qualify top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years. Which two actions can the Consultant first take to ensure a best practices implementation? (Choose two.)
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Option A: Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.
Option B: Begin with the recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.
Option C: Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the results and adjust the Grade accordingly.
Option D: Work with subject matter experts to define the key attributes of the ideal customer for Cloud Kicks' products.
Answer(s): 1,4
Explanation: Not available
SEO Keywords: SEO keywords not available
28. The sales team at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information. Which two actions should the Consultant take to meet this requirement? (Choose two.)
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Option A: Update the Account with number of retail locations after it has been converted.
Option B: Create a rollup field on the Account to calculate the number of retail locations.
Option C: Create custom fields on the Account and Lead objects to store the number of retail locations.
Option D: Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
Answer(s): 3,4
Explanation: Not available
SEO Keywords: SEO keywords not available
29. Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount. Which two actions should the Consultant recommend to resolve this issue? (Choose two.)
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Option A: Add a global action to sync the Quote with the Opportunity.
Option B: Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
Option C: Add a Sync button to the Page Layout.
Option D: Add the Syncing checkbox to the Quotes related list.
Answer(s): 2,5
Explanation: Not available
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30. The Consultant at Cloud Kicks has noticed that sales data is quickly outdated and is having issue with keeping Account data updated. What should the Consultant recommend to maintain up-to-date Account information?
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Option A: Use the third-party data to update and add records to Salesforce.
Option B: Enable the Automatic Account Update feature in Setup.
Option C: Call the Contacts and Leads to get their updated information.
Option D: Use the Salesforce-provided data to update and add records to Salesforce.
Answer(s): 1
Explanation: Not available
SEO Keywords: SEO keywords not available
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