Sales-Cloud-Consultant Exam Questions

Total 253 Questions

Last Updated Exam : 22-Nov-2024

The sales director does not want users viewing each other's Opportunities, but wants users
to check to see that the Account does not already exist prior to creating a new Account.
Which Organization-Wide Default should the Consultant recommend?


A.

Set Account to Public Read/Write, and Opportunity to Private.


B.

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


C.

Set Account t and Opportunity to Private.


D.

Set Account to Public Read/Write, and opportunity to Controlled by Parent





A.
  

Set Account to Public Read/Write, and Opportunity to Private.



Northern Trail Outfitters plans to integrate with Salesforce and track product shipments
from each customers. The tracking information is currently available in a back-end system.
Which set of objects are important for this integration?


A.

Opportunity, opportunity product, custom object shipment status


B.

Lead, opportunity, product, custom object –shipment status.


C.

Lead, account, opportunity product, custom object –shipment status.


D.

Opportunity, opportunity product, campaign, custom object –shipment status





A.
  

Opportunity, opportunity product, custom object shipment status



Northern Trail Outfitters (NTO) 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.
NTO is now seeing performance issues when it makes any changes to account sharing
rules. What can NTO do to address the issue without changing its integration?


A.

Ensure that the generic user has not been assigned a role.


B.

Contact salesforce support to add an index to the account object.


C.

Set the organization wide defaults for accounts to public read/write.


D.

Ensure that the generic user has the Modify All Data permission





A.
  

Ensure that the generic user has not been assigned a role.



As part of Enterprise Territory management implementation, Cloud Kicks wants the user to
manually search for territory in an active territory model and assign to Opportunities. Which approach should the Consultant suggest to meet this requirement?


A.

Use the default Enterprise Territory Management to provide access to assign any active
territory to the Opportunity


B.

Enable sharing access to the account to assign any active territory to Opportunities


C.

Update the Profile with the "manage Territory" permission


D.

Create Apex Class code to assign territories to open Opportunities





A.
  

Use the default Enterprise Territory Management to provide access to assign any active
territory to the Opportunity



Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each
month is comparison to the same time last year. The VP Sales wants to determine the
number of closed deals on a monthly basis and compare the month-over-month results.
Which two actions should the Consultant take to create a solution? Choose 2 answers


A.

Schedule an analytic snapshot of the Opportunity object to run monthly.


B.

Create a custom Opportunity report using custom formula fields for the stage
closed/won


C.

Create a dashboard component; schedule the dashboard to refresh monthly


D.

Create a report based on the Opportunity snapshot


E.

Schedule an analytic snapshot of the Opportunity history object run monthly.





A.
  

Schedule an analytic snapshot of the Opportunity object to run monthly.



D.
  

Create a report based on the Opportunity snapshot



Sales director at Northern Trail Outfitters (NTO) cannot see or update their teams
forecasts. Sales representatives are constant asked to provide the directors with their
updated forecast information. Which two methods should NTO use to correct how forecasts
are managed? Choose 2 answers


A.

Enable override forecast permissions in the Manager’s profile


B.

Create a forecast hierarchy and assign managers to the forecast manager role.


C.

Configure weekly customized forecast reports and dashboards to be emailed to sales
management.


D.

Create a forecast Chatter groups where sales representatives can post and share their
forecasts





B.
  

Create a forecast hierarchy and assign managers to the forecast manager role.



Sales stages are shared between sales methodologies at Cloud Kicks; however, there are
three product lines with unique sales methodologies. A few sales stages overlap between
the threE. Which three components should be configured to support this? Choose 3
answers


A.

Three sales processes


B.

Three record types


C.

Three page layouts


D.

One set of opportunity stages


E.

Three sets of opportunity stages


F.

One hybrid sales process





A.
  

Three sales processes



B.
  

Three record types



E.
  

Three sets of opportunity stages



A salesperson at Northern Trail Outfitters (NTO) cannot view a contact's information from
social profiles. NTO has Social Accounts and Contacts turned on its account. Why is the
salesperson unable to access the information?


A.

The information shown is based on the sales representative’s social connection with
contact


B.

The fields configured by Universal Containers’ administrator on the contact page layout
are missing


C.

The link to the Facebook profile is NOT configured with administrator password to
access detailed information


D.

Universal Containers must install and APP Exchange package to access public profile
information for its users





A.
  

The information shown is based on the sales representative’s social connection with
contact



Currently at Cloud Kicks, the Lead Source field is used to track what event a lead
originated from. The Marketing Director requested a report that showsevery event a lead
has attended. Which standard Salesforce functionality can a Consultant recommend?


A.

Create a custom field to track the second event a Lead attends


B.

Implement Campaigns to track events and define a Campaign Management process


C.

Configure a custom Events object and relate it to the Load object


D.

Update the Lead Source field to the most recent event a lead has attended using
process builder





B.
  

Implement Campaigns to track events and define a Campaign Management process



The VP Of Sales at Cloud Kicks wants to give the sales team the power of the Salesforce
Mobile app so that sales reps can do their tasks on the go. The sales team needs to create
and edit Leads, Contacts, and Opportunities with ease. Which two features should the
Consultant recommend for the sales team to use? Choose 2 answers


A.

Einstein activity capture


B.

Mobile Smart Actions


C.

Quick Actions


D.

Lightning Mobile Component





B.
  

Mobile Smart Actions



C.
  

Quick Actions




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