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Question 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?
- A: Schedule a custom forecast report to run weekly and store the results in a custom report folder.
- B: Create a reporting snapshot to run weekly and store the results in a custom object.
- C: Create a reporting snapshot to run daily and store the results in a custom object.
- D: Schedule a custom forecast report to run daily and store the results in a custom report folder.
Question 2
Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages.
What should a consultant recommend to meet this requirement?
- A: Enable Salesforce Console for Sales to see customer purchasing activity.
- B: Create a custom object related to the account, contact, and contract objects.
- C: Enable the Orders object in Salesforce to track customer purchases.
- D: Create a global publisher action to view all customer purchasing activity.
Question 3
Cloud Kicks has a lengthy and complex sales cycle. Opportunities have twelve stages that sales reps must move a deal through, as well as indicate the probability of winning the sale. The sales manager presently uses sales stages and probability for forecasting and wants to simplify the process of reporting on projected sales for the sales team.
Which approach should a Consultant recommend to streamline forecast reporting?
- A: Align Opportunity stages with probability and use collaborative forecasts for reporting.
- B: Reduce the number of Opportunity stages and report on forecast category.
- C: Align forecast categories to multiple Opportunity stages and report on forecast category.
- D: Reduce the number of Opportunity stages and report on probability.
Question 4
When an Opportunity Stage is marked as Closed Won, Cloud Kicks wants an email to be sent to a team of Executives. This email should include details about the
Opportunity along with the related Opportunity Products and the Account.
Which solution should the Consultant recommend to achieve this requirement?
- A: Develop a custom Apex Trigger that uses custom email messaging.
- B: Use Process Builder and HTML Email Templates.
- C: Develop an Inbound Email Service.
- D: Use Workflow rules and HTML Email Templates.
Question 5
Cloud Kicks wants to utilize Opportunities to report and track subscription to its Shoe of the Month club. Subscribers can pay in full (all at one time), weekly, monthly, or quarterly.
Which solution should the Consultant recommend to meet Cloud Kicks' needs?
- A: Enable schedules on the Opportunity object.
- B: Enable schedules on the Product object.
- C: Configure the use of contracts with a lookup to the Opportunity object.
- D: Configure the use of assets with a lookup to the Opportunity object.
Question 6
Cloud Kicks wants sales representatives to be able to share key documents directly with customers who are not Community users.
Which Salesforce feature satisfies this requirement?
- A: CRM Content
- B: Chatter links
- C: Documents
- D: Attachments
Question 7
The Sales Manager at Cloud Kicks has asked an analyst to create a report when Opportunities reach a certain stage with an amount equal to $100,000 dollars.
The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with View access to the
Sales Manager roles. The Sales Manager wants to subscribe to the report.
Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?
- A: Subscribe to Reports permission
- B: Subscribe to Reports: Run Reports permission
- C: Chatter Subscribe to Reports permission
- D: Subscribe to Reports: Set Running User permission
Question 8
Management at Northern Trail Outfitters wants to see forecast numbers by all sales representatives and by multiple product groups.
Which two actions should a consultant recommend to meet these requirements? (Choose two.)
- A: Build a custom forecast report showing product groups.
- B: Implement Collaborative Forecasting with quota attainment.
- C: Build a forecast list view by product family group.
- D: Implement Collaborative Forecasting with product family.
Question 9
Cloud Kicks requires sales associates to record all activities within Salesforce.
Which sales metric can be derived from these activities?
- A: Close Rate
- B: Marketing Influence
- C: Forecast Accuracy
- D: Rate of Contact
Question 10
Cloud Kicks wants to allow a single view of Contacts that belong to the same Account Hierarchy chain.
How should the Consultant meet this requirement?
- A: Navigate to the default Contact Hierarchy Lightning Component on the parent Account.
- B: Enable the View All Child Contacts feature.
- C: Navigate to the Account Hierarchy page to view all related Contacts.
- D: Create a report to display all related Contacts.
Question 11
A consultant needs to migrate data in Sales Cloud and is considering using Data Loader.
What are two capabilities of this migration tool? (Choose two.)
- A: Extract organization and configuration data
- B: Prevent importing duplicate records
- C: Run one-time or scheduled data loads
- D: Export field history data
Question 12
A Sales Rep at Cloud Kicks has a requirement to have access to all child Accounts of the Accounts they own. The Organization-wide Default setting for Account is private.
What happens if a user has access to a parent Account?
- A: Access to child Account will need to be manually added.
- B: The user will have access to child Account records.
- C: Access can be granted by setting up a sharing rule via Account Hierarchy.
- D: The user will have access to all Accounts if ג€Grant Access using Hierarchiesג€ is enabled.
Question 13
Cloud Kicks has 300K Account records and 16M Invoices. These were within a custom object in a master-detail relationship with the Account. Each Account record takes a long time to display because of the Invoice related list's lengthy rendering time.
What should the Consultant do to solve this issue?
- A: Enable indexing on all the fields visible on the related list of Invoices, as this will allow the related list to load faster.
- B: Enable ג€Load Individual Component Separatelyג€ at the Lightning record page of the Account object, as this will allow Account details to render while Invoice related list data will be visible after querying details from Invoices.
- C: Enable ג€Separate Loading of Related Listsג€ setting from User Interface Settings, as this will allow the Account detail to render while Invoice related list data will be visible after querying details from Invoices.
- D: Raise a case with Salesforce to enable Fast Loading of the related list of Invoices, as this will help to render Account details faster.
Question 14
The Cloud Kicks website Contact Us form creates Leads that need to be followed-up in a timely manner by sales representatives. The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the Lead status is still new. Sales representatives want a list of Leads to follow up.
Which two actions should the consultant take to meet the requirements? (Choose two.)
- A: Use Process Builder to send a time-based notification email.
- B: Create a Lead escalation rule with criteria "Lead created date NOT equal to TODAY" and "Status equals new."
- C: Create a dynamic report for sales representatives to subscribe to.
- D: Create a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new."
Question 15
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?
- A: Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
- B: Upload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records.
- C: Upload the leads using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records.
- D: Upload the leads using the Data Import Wizard and select the appropriate field to match duplicates against existing records.
Question 16
A sales manager at Universal Containers wants to give a sales operations user access to the team's forecast. The sales manager is the forecast manager. The sales operations user will need to report on the forecast.
How can the sales operations user get access to the forecast data for the sales manager's team?
- A: The sales manager can temporarily assign the sales operations user as the manager of the forecast.
- B: The consultant can create a custom report type on the forecast and share it with the sales operations user.
- C: The sales manager can share the forecasts page with the sales operations user.
- D: The consultant can enable the "View All Forecasts" permission on the sales operations profile.
Question 17
The Northern Trail Outfitters sales team has reported that many of the Leads they receive are missing an email address or phone number.
Which two approaches should a consultant recommend to address this problem? (Choose two.)
- A: Require Phone and Email fields on the Lead page layout.
- B: Configure Assignment Rules to only assign Leads with Phone or Email.
- C: Require Phone and Email fields on the Lead object.
- D: Create a Validation Rule that requires either a Phone or Email.
Question 18
Cloud Kicks' (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing administrator wants to ensure that CK's email templates are retained.
Which two solutions should a consultant recommend for a successful migration? (Choose two.)
- A: Enable Email Import and use the Import Wizard.
- B: Manually recreate the email and mail merge templates in Salesforce.
- C: Import email templates with the Data Loader.
- D: Create an email template change set or use the Lightning Platform.
Question 19
Sales reps at Universal Containers have found that Leads they have been pursuing contain outdated and missing contact information.
What should a consultant recommend to obtain current Lead contact information?
- A: Upload Marketing Cloud data on a daily basis for more complete information.
- B: Use a company insights and data enrichment app from the AppExchange.
- C: Create a Web-to-Lead form with required fields.
- D: Use Mass Delete to remove Leads with invalid data.
Question 20
Universal Containers' (UC) sales reps have said there are too many reports and dashboards that are unrelated to their roles which makes it hard to find what is important to them.
What should a consultant recommend that UC use to solve this issue?
- A: Custom report types
- B: Enhanced Folder Sharing
- C: Dashboard Filters
- D: Prioritize private folders
Question 21
Cloud Kicks uses the Lead Source field to track the event from which a Lead originated. The marketing director requested a report that shows every event a Lead has attended. This information is impossible to provide with the current configuration.
Which standard Salesforce functionality should a consultant recommend?
- A: Implement Campaigns to track events and define a campaign management process.
- B: Update the Lead Source field to the most recent event a Lead has attended using Process Builder.
- C: Configure a Custom Events object and relate it to the Lead object.
- D: Create a custom field to track the second event a Lead attends.
Question 22
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?
- A: Direct selling
- B: Solution selling
- C: Target account selling
- D: Relationship selling
Question 23
When a lead record is converted, Cloud Kicks wants the Account, Contact, Opportunity, and Product records to be automatically created with minimal user input.
Which strategy should the consultant use to meet this requirement?
- A: Create a custom quick action that creates new records.
- B: Override the standard Convert button with a custom Lightning Component.
- C: Enable the customized lead conversion setting from Setup.
- D: Utilize workflow rules to create records.
Question 24
A consultant is meeting with a new client for the first time to design a rollout strategy for its Sales Cloud implementation.
What should the consultant do during the planning phase to ensure a successful implementation?
- A: Design a prototype of the suggested solution.
- B: Identify which Salesforce features to use.
- C: Define goals, metrics, and sales processes.
- D: Build and test the new functionality.
Question 25
After a successful implementation of Sales Cloud at Universal Containers, sales management wants to add a new Negotiation stage immediately prior to the Closed stage. After adding the stage, a user reports that some Opportunities are missing from quarterly forecasts.
How should the consultant resolve this issue?
- A: Create a new forecast and include the new sales stage.
- B: Use forecast adjustments to correct the forecast.
- C: Edit the Forecast Category field to reflect the proper category for the new stage.
- D: Create a report to track Opportunities in the Negotiation stage.
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