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 should the consultant meet this requirement?
A. Use Lead Conversion Reporting.
B. Use Einstein Lead Scoring.
C. Create Cadence Steps.
Explanation: Einstein Lead Scoring in Salesforce uses machine learning to analyze
historical data and identify which lead attributes are most predictive of successful
conversions. This tool can help Cloud Kicks by determining which current leads share
similarities with leads that have historically been converted. By leveraging this scoring
system, Cloud Kicks can prioritize leads with the highest likelihood of success based on
past data, optimizing their lead management strategy.
For more on Einstein Lead Scoring, see: Einstein Lead Scoring Overview.
The sales director of retail products at Cloud Kicks wants to allow sales reps to clone
orders to avoid repetitive tasks.
Which guideline should a consultant consider when cloning an order with products?
A. A cloned order must have a later end date from the associated contract.
B. A cloned order must be associated with the same contract as the original order.
C. A cloned order's start date must fall between the associated contract's start and end dates.
Explanation: When cloning an order with products, Salesforce enforces guidelines to
ensure the cloned order’s dates are valid relative to the contract it is associated with.
Specifically, the cloned order’s start date must be within the contract’s start and end dates. This ensures that the cloned order remains aligned with the terms of the contract and is
valid for fulfillment under the existing contract constraints. This rule maintains consistency
and accuracy in order and contract management.
For more on order and contract management, review Salesforce's Order Guidelines.
During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the
current statement of work (SOW). The addition to the project scope is necessary but will be
difficult to
implement.
How should the consultant proceed?
A. Create a change request for the new items.
B. Revise the timeline to accommodate the new Items.
C. Conduct another discovery session to define the new items.
Explanation: When a new requirement arises outside the original scope of the project, the best practice is to initiate a change request. This formal process evaluates the new requirement's impact on the project’s scope, timeline, and budget. Creating a change request allows all stakeholders to review and agree on the scope expansion before implementation, ensuring transparency and proper resource allocation for the added items. For guidance on managing project scope changes, refer to: Salesforce Change Management Best Practices.
Cloud Kicks has a Public Read Only Opportunity sharing model. A sales rep noticed they
can edit some opportunities associated with accounts they own, but are unable to edit other
opportunities associated with accounts they own.
Which reason explains the sales rep's experience?
A. Some opportunities associated with these accounts are owned by other users.
B. Sharing rules for Opportunities are set to a public group for managers.
C. The user is a member of an Account Team with Read/Write access on Opportunities.
Explanation: Cloud Kicks has a Public Read Only sharing model for Opportunities. A sales
rep can edit some opportunities associated with accounts they own but cannot edit others.
Account Teams:
Scenario Analysis:
Why Other Options Are Less Suitable:
Option A: Ownership of the account does not grant edit access to all related
opportunities if the opportunities are owned by other users and sharing settings
are restrictive.
Option B: Sharing rules for managers would not directly impact a sales rep's ability
to edit opportunities unless they are part of that public group, which isn't indicated
in the scenario.
Salesforce Sales Cloud References:
Account Teams Overview: Salesforce Help - Account Teams
Setting Up Account Teams: Salesforce Help - Set Up Account Teams
Opportunity Access via Account Teams: Salesforce Help - Grant Access Using
Account Teams
By being a member of an Account Team with Read/Write access on Opportunities, the
sales rep gains the ability to edit certain opportunities associated with accounts they own.
After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable
to activate all of the features.
Which step should the consultant take to troubleshoot the issue?
A. Confirm users have the feature license assigned.
B. Reconfigure the Einstein Lead Scoring app.
C. Check the Sales Insights Integration User profile configuration.
Explanation: Sales Cloud Einstein features require specific feature licenses for users to
access and activate certain functionalities. When encountering issues with activating
Einstein features, the first step is to confirm that the necessary feature licenses have been
assigned to the appropriate users. Without these licenses, users will not have access to
Einstein functionalities like Lead Scoring, Opportunity Insights, or Account Insights.
Assigning these licenses can be managed through Salesforce Setup under Permission Set
Licenses, ensuring that each user who needs access to Einstein features has the correct permissions. This is a common troubleshooting step for Einstein-related issues, as access
to these features is contingent upon proper licensing
Sales Cloud Einstein features require specific feature licenses for users to access and
activate certain functionalities. When encountering issues with activating Einstein features,
the first step is to confirm that the necessary feature licenses have been assigned to the
appropriate users. Without these licenses, users will not have access to Einstein
functionalities like Lead Scoring, Opportunity Insights, or Account Insights.
Assigning these licenses can be managed through Salesforce Setup under Permission Set
Licenses, ensuring that each user who needs access to Einstein features has the correct
permissions. This is a common troubleshooting step for Einstein-related issues, as access
to these features is contingent upon proper licensing
Universal Containers is using Collaborative Forecasts and wants to show sales reps their
individual numbers for opportunities they are predicted to win based on amounts for all
forecast categories
over the next quarter.
What should a consultant recommend to meet this requirement?
A. Use a formula field based on the forecast category.
B. Add the Forecast Summary component to the page.
C. Enable Cumulative Forecast Rollups.
Cloud Kicks has completed the discovery stage and leadership has aligned on the project's
business goals.
What should the consultant formalize with stakeholders before moving on to the next
project stage?
A. Create user stories to present for prioritization.
B. Onboard team members to start development of the solution.
C. Define key metrics to identify how success will be measured.
Explanation: Before advancing from the discovery phase, it’s essential to have a clear
understanding of how success will be evaluated. By formalizing key metrics with
stakeholders, Cloud Kicks can ensure that all parties agree on what constitutes project
success. This step aligns with Salesforce best practices, as it helps maintain focus on
business goals throughout the project lifecycle and provides measurable benchmarks for
tracking progress and outcomes.
The Salesforce project management guidelines emphasize that defining metrics at this
stage is critical to guiding the implementation process, assessing the impact of Sales
Cloud, and ensuring alignment between the solution and business objectives.
Reference: Salesforce Project Management and Metrics
Cloud Kicks wants to enable Person Accounts.
What does the consultant need to do before enabling Person Accounts?
A. Disable access to Experience Cloud sites during the cutover.
B. Set default sharing of Account to Public Read/Write.
C. Create at least one Account record type.
Explanation: Before enabling Person Accounts, Salesforce requires that at least one
Account Record Type is created. This is because Person Accounts function as a hybrid of
both Account and Contact objects, with specific configurations required to distinguish
between business and person accounts. Without setting up a record type, Person Accounts
cannot be enabled.
Salesforce documentation states that enabling Person Accounts will impact data models
and certain configurations within the system. Therefore, it’s crucial to review these
prerequisites carefully. Disabling access to Experience Cloud sites and modifying account
sharing settings are not prerequisites specifically tied to enabling Person Accounts.
Cloud Kicks wants its sales operations team to place orders United States customers in
Sales Cloud. The sales ops team needs calculate sales tax on the orders. Sales tax is a
complex calculation based on tax law that may change at any time.
What should the consultant recommend to meet the requirement?
A. An app from AppExchange
B. formula field on the Order object
C. screen flow for orders
Explanation: For calculating complex sales tax that varies based on tax law, an app from
the Salesforce AppExchange is the most effective solution. Here’s why:
Complexity of Tax Calculation: Sales tax calculations can be intricate, especially in
the United States, where tax rates and regulations differ by state, county, and
sometimes city. Using an AppExchange app designed for tax calculations ensures
compliance with these frequently changing laws without manual updates.
Real-Time Updates: Many AppExchange apps are specifically built to handle tax
calculations and stay up-to-date with changes in tax regulations. These apps often
have partnerships with tax authorities or access to updated databases, ensuring
that Cloud Kicks’ sales operations team remains compliant.
Automation and Integration: Tax calculation apps from the AppExchange integrate
seamlessly with Salesforce Orders, automating the process, reducing errors, and
improving efficiency compared to manual calculations or formula fields, which would not account for complex or changing tax rules.
References: Salesforce’s AppExchange offers a variety of tax calculation apps like
Avalara and TaxJar, which are commonly used for sales tax management. These
apps are featured as solutions in Salesforce documentation for handling tax
calculations.
In summary, an AppExchange app (Option A) is recommended for automating complex
sales tax calculations within Sales Cloud, ensuring accuracy and compliance with evolving
tax laws.
A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud
implementation.
What should the consultant do during the planning stage to ensure a successful
implementation?
A. Identify which Salesforce features and functions to use.
B. Design a prototype of the suggested solution.
C. Define goals, metrics, project schedule, and sales processes.
Explanation: During the planning stage of a Sales Cloud implementation, defining goals,
metrics, project schedules, and sales processes is critical for a successful rollout. This
foundational step ensures that the implementation aligns with the client's business
objectives and provides clear criteria for measuring success. Salesforce recommends that
implementation planning includes establishing a timeline, setting achievable goals, and
documenting existing and desired sales processes. These elements form the basis for
effective project management and help in aligning the solution with the client’s business
needs.
Identifying Salesforce features and designing a prototype are valuable steps, but they
typically occur after establishing clear goals and requirements. Proper planning sets the
stage for these subsequent tasks.
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