SALESFORCE CERTIFICATIONS Certified Sales Cloud ConsultantCertified Sales Cloud Consultant - Practice Questions - Post 20
1. The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly. What should be recommended?
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Option A: Schedule a custom forecast report to run weekly and store the results in a custom report folder.
Option B: Create a reporting snapshot to run weekly and store the results in a custom object.
Option C: Create a reporting snapshot to run daily and store the results in a custom object.
Option D: Schedule a custom forecast report to run daily and store the results in a custom report folder.
Answer(s): 2
Explanation: Not available
SEO Keywords: SEO keywords not available
2. Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?
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Option A: Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.
Option B: Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
Option C: Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.
Option D: Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.
Answer(s): 4
Explanation: Not available
SEO Keywords: SEO keywords not available
3. Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution. Which three Sales Cloud deployment factors should be considered to help ensure adoption? (Choose three.)
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Option A: Maintenance release schedule
Option B: Management communications
Option C: Sales rep quota targets
Option D: Type of training delivered
Answer(s): 2,4,5
Explanation: Not available
SEO Keywords: SEO keywords not available
4. Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. Which two solutions should a consultant recommend to help product managers engage in sales deals? (Choose two.)
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Option A: Use Process Builder to create a chatter post.
Option B: Use an assignment rule to notify product managers when opportunities are updated.
Option C: Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.
Option D: Create a Chatter group to share product information with the sales team, product managers, and customers.
Answer(s): 3,4
Explanation: Not available
SEO Keywords: SEO keywords not available
5. Northern Trail Outfitters uses a third-party application for credit ratings. An external web-based credit application has to be launched from a customer's account record in Salesforce. The application uses a credit ID on the account object. What should be created to meet this requirement?
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Option A: A workflow rule to launch the product fulfillment application and pass the credit ID
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Explanation: Not available
SEO Keywords: SEO keywords not available
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9. Northern Trail Outfitters gains sales leads at its annual trade show. Duplicate leads are generated when they are imported and already exist in the system. What should be done to address the issue with duplicate leads?
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Option A: Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
Option B: Upload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records.
Option C: Upload the leads using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records.
Option D: Upload the leads using the Data Import Wizard and select the appropriate field to match duplicates against existing records.
Answer(s): 4
Explanation: Not available
SEO Keywords: SEO keywords not available
10. Universal Containers wants to implement a sales methodology that focuses on identifying customer's challenges and addressing them with its offerings. Which sales methodology is described above?
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Option A: Direct selling
Option B: Solution selling
Option C: Target account selling
Option D: Relationship selling
Answer(s): 2
Explanation: Not available
SEO Keywords: SEO keywords not available
11. What should a consultant recommend to show a dashboard with forecast by product family with quotas?
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Option A: Build a joined report with closed opportunities, forecasting items, and quotas.
Option B: Create an analytic snapshot to capture the opportunity forecast.
Option C: Customize quotas with product report, and add necessary fields.
Option D: Build a custom report type with forecasting quotas and forecasting items.
Answer(s): 4
Explanation: Not available
SEO Keywords: SEO keywords not available
12. Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle. Which solution should a consultant recommend to meet these business requirements?
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Option A: Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.
Option B: Create different record types and sales processes for each line of business, and assign different stages to each page layout.
Option C: Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
Option D: Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.
Answer(s): 3
Explanation: Not available
SEO Keywords: SEO keywords not available
13. Sales representatives at Northern Trail Outfitters are creating opportunities after they are closed/won. Sales management is concerned that pipeline and forecasting reports are inaccurate because of this. Which two solutions should resolve this issue? (Choose two.)
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Option A: Create a report that displays opportunities that have a closed date less than or equal to the created date.
Option B: Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.
Option C: Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
Option D: Run the opportunity pipeline standard report to view the upcoming opportunities by stage.
Answer(s): 1,3
Explanation: Not available
SEO Keywords: SEO keywords not available
14. Sales directors at Northern Trail Outfitters (NTO) cannot see or update their teams' forecasts. Sales representatives are constantly asked to provide the directors with their updated forecast information. Which two methods should NTO use to correct how forecasts are managed? (Choose two.)
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Option A: Create forecast Chatter groups where sales representatives can post and share their forecasts.
Option B: Configure weekly customized forecast reports and dashboards to be emailed to sales management.
Option C: Enable override forecast permission in the Manager's profile.
Option D: Create a forecast hierarchy and assign managers to the forecast manager role.
Answer(s): 2,4
Explanation: Not available
SEO Keywords: SEO keywords not available
15. Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained. What should be recommended for a successful migration?
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Option A: Create an email template change set or use the Lightning Platform.
Option B: Manually recreate the email and mail merge templates in Salesforce.
Option C: Enable Email to Salesforce before sending email templates to Salesforce.
Option D: Enable Email-to-Case and use the Import Wizard.
Answer(s): 1
Explanation: Not available
SEO Keywords: SEO keywords not available
16. Universal Containers has automated the process of creating new account records in Salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules. What can Universal Containers do to address the issue without changing its integration?
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Option A: Ensure that the generic user has NOT been assigned to a role.
Option B: Ensure that the generic user has the Modify All Data permission.
Option C: Contact Salesforce support to add an index to the account object.
Option D: Set the organization-wide defaults for accounts to public read/write.
Answer(s): 1
Explanation: Not available
SEO Keywords: SEO keywords not available
17. Universal Containers uses a custom object named `Analysis`, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?
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Option A: Create a custom object tab.
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21. How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?
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Option A: All campaigns created within the last 60 days will be added to the campaign influence related list.
Option B: Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
Option C: All contacts associated with campaigns will be added to the campaign influence related list.
Option D: Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.
Answer(s): 4
Explanation: Not available
SEO Keywords: SEO keywords not available
22. The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity's active quote?
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Option A: Reference the last modified date on the quotes.
Option B: Reference the synced quote field on the opportunity record.
Option C: Reference synced quote history on the opportunity.
Option D: Follow the opportunity's quotes in Chatter.
Answer(s): 2
Explanation: Not available
SEO Keywords: SEO keywords not available
23. Northern Trail Outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. NTO currently has a private sharing model. How should the documents be shared efficiently and securely?
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Option A: Emailed to the sales team on the opportunity record
Option B: Uploaded to a library that is shared with the field sales organization
Option C: Uploaded to Salesforce Files and shared with the field sales organization
Option D: Uploaded to Salesforce Files from the opportunity record
Answer(s): 3
Explanation: Not available
SEO Keywords: SEO keywords not available
24. A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called `Sales team.` Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?
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Option A: The record owner, all members of the public group, a public group called ×’€Sales team,×’€ and anyone above any group member in the role hierarchy will be able to access the three records.
Option B: The record owner, all members of the public group, and a group called ×’€Sales team×’€ will be able to access the three records.
Option C: The record owner will be the only person who is able to access the account, contact, and opportunity records.
Option D: The record owner and anyone above the record owner in the role hierarchy will be able to access the three records.
Answer(s): 2
Explanation: Not available
SEO Keywords: SEO keywords not available
25. Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities. How should Salesforce be configured to give resellers the correct level of access to reports?
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Option A: Create the appropriate list views and report folders, and share with all partner users.
Option B: Create a Chatter group that allows partners to post links to appropriate list views and reports.
Option C: Create the appropriate list views and report folders in the Partner Communities for all partner users.
Option D: Create a new tab in the Partner Communities to display the appropriate list views and report folders.
Answer(s): 1
Explanation: Not available
SEO Keywords: SEO keywords not available
26. Channel sales representatives at Northern Trail Outfitters (NTO) need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. To meet this requirement, NTO plans to implement lead management functionality. Which solution should a consultant recommend?
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Option A: Create a customized site where partners can self-register and access their leads.
Option B: Create a task for a partner when a new lead is created and assign the task to the partner in the Partner Community.
Option C: Configure a separate lead record type and page layout for the Partner Community.
Option D: Add the leads tab to the Partner Community and configure partner profiles to access leads.
Answer(s): 4
Explanation: Not available
SEO Keywords: SEO keywords not available
27. Northern Trail Outfitters' Board of Directors thinks that sales user adoption should be calculated by the number of daily logins. Which two measures of sales user adoption should be considered when implementing Sales Cloud? (Choose two.)
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Option A: Number of reports exported to Excel for analysis
Option B: Number of neglected opportunities over time by role
Option C: Completeness of records entered into the new system
Option D: Overall effectiveness of mass email campaigns
Answer(s): 2,3
Explanation: Not available
SEO Keywords: SEO keywords not available
28. Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity. Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?
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Option A: Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming.
Option B: Configure default opportunity teams for all lead sales representatives with team selling enabled.
Option C: Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members.
Option D: Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.
Answer(s): 2
Explanation: Not available
SEO Keywords: SEO keywords not available
29. Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?
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Option A: My team's opportunities
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