Sales-Cloud-Consultant Exam Questions

Total 253 Questions

Last Updated Exam : 22-Oct-2024

Northern Trail Outfitters (NTO) is moving their legacy Customer Relationship Management
(CRM) system to salesforce sales cloud. What should the consultant recommend to ensure
a successful implementation?


A.

Review the current system with all levels of users to understand their requirements


B.

Review the current system with and configure sales cloud to work in the same way


C.

Review the current system with executive management to understand their requirement


D.

Review the current system with IT management to understand their requirement





C.
  

Review the current system with executive management to understand their requirement



The VP of Sales at Cloud Kicks wants to provide options to sales representatives for
changing Account or Contract details for a created order. Which two conditions should the
Consultant consider to meet this requirement? Choose 2 answers


A.

The Order should be in Draft Status


B.

The price book associated with the Order is also associated to the new Account


C.

The Contract associated with the Order is also associated to the new Account


D.

The Currency associated with the Order can be different from the new contract





A.
  

The Order should be in Draft Status



C.
  

The Contract associated with the Order is also associated to the new Account



Cloud Kicks operates in multiple countries and wants to track historical exchange rates.
The Consultant at Cloud Kicks has implemented exchange rates by using advanced
currency management. How is the converted currency amount on Opportunities calculated?


A.

Based on the Opportunity stage regardless of the Close Date


B.

Based on the historical exchange rate regardless of the Close Date


C.

Based on the Close Date regardless of the Opportunity stage


D.

Based on the exchange rate regardless of the Close Date





C.
  

Based on the Close Date regardless of the Opportunity stage



Northern Trail Outfitters gain 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?


A.

Upload the leads to Data.com to remove duplicates and select the option to have them
automatically imported


B.

Upload the leads and click “Find Duplicates” button for each lead record to identify
potential duplicate lead


C.

Upload the leads using Data Loader and enable “Find Duplicate” setting to prevent
duplicates


D.

Upload the leads using Data Import wizard and selectthe appropriate field to
matchduplicates against existing records





D.
  

Upload the leads using Data Import wizard and selectthe appropriate field to
matchduplicates against existing records



Cloud Kicks wants to see how many closed won opportunities a campaign has generated
over the last 30 days. They have implemented a campaign influence model thatuses the
primary campaign source. Which two steps are needed to meet this requirement using
standard functionality? Choose 2 answers


A.

Add campaigns to opportunities when the campaign is related to a contact that is
assigned a contact role on the opportunity prior to the close date.


B.

Have the administrator define rules for campaigns to automatically add opportunities
and then lock after 30 days.


C.

Have the administrator specify a timeframe that limits the time a campaign can influence
an opportunity after the campaign first associated date and before the opportunity created date


D.

Add child campaigns of the primary campaign source automatically if the child
campaigns have an end date that falls before the opportunity close dateE. Have
representatives populate a field on the opportunity record with the dollar amount of the
expected revenue from the campaigns that influenced the opportunity





A.
  

Add campaigns to opportunities when the campaign is related to a contact that is
assigned a contact role on the opportunity prior to the close date.



C.
  

Have the administrator specify a timeframe that limits the time a campaign can influence
an opportunity after the campaign first associated date and before the opportunity created date



The sales manager at Northern Trail Outfitters (NTO) is concerned that the leads from the
marketing department are outdated and poor quality. What action should be taken to
address this issue? Choose 2 answers


A.

Create a validation rule that prevents the lead from being converted without specific
fields completed and train the users to enter all data accurately.


B.

Create a workflow rule to update the lead rating field based on the lead status field and
use assignment rules to route leads to appropriate sales reps.


C.

Create a calculated field that scores leads based on lead attributes and use assignment
rules to route leads to appropriate sales reps.


D.

Create lead assignment rules to assign leads to sales representatives based on the city
and the state in which the lead resides.





A.
  

Create a validation rule that prevents the lead from being converted without specific
fields completed and train the users to enter all data accurately.



C.
  

Create a calculated field that scores leads based on lead attributes and use assignment
rules to route leads to appropriate sales reps.



The Cloud Kicks sales team collaborates on Opportunities, which helps the team succeed
and close more deals. What should the Consultant configure to allow contributing sales
team members to share in the revenue from closed Opportunities?


A.

Add the Opportunities to a campaign


B.

Create quick actions to create child Opportunities


C.

Enable Opportunity Splits from Setup


D.

Add the contributors to the Opportunity's contact role related list.





C.
  

Enable Opportunity Splits from Setup



Universal Containers needs to track quarterly sales goals for users.
What are three ways a consultant can display sales goals and allow users to track their
progress toward their goals?
Choose 3 answers


A.

Enable show quota % attainment.


B.

Create a Custom Report Type Including Forecasting quotas with forecasting Items


C.

Enable forecast adjustments


D.

Disable opportunity quantity forecasts.


E.

Enable and show quotas





A.
  

Enable show quota % attainment.



B.
  

Create a Custom Report Type Including Forecasting quotas with forecasting Items



C.
  

Enable forecast adjustments



The Consultant at Cloud Kicks has successfully implemented the Einstein lead Scoring
feature and now wants to measure the effectiveness and track lead conversation rates.
Which three standard dashboards are available? Choose 3 answers


A.

Average Lead Score by Lead Source


B.

Conversion Rate by Lead Source


C.

Conversion Rate by Lead Score


D.

Lead score Distribution


E.

Lead Scores by Created Date





D.
  

Lead score Distribution



Cloud Kicks has a custom object, Projects, that has a Lookup relationship to the
Opportunity object. How can the Consultant build a report that a report that contains data
from both the Project and Opportunity objects?


A.

Custom Report Types


B.

Matrix Reports


C.

Dashboards


D.

Cross-object Filters





A.
  

Custom Report Types




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