Certified Sales Cloud Consultant Practice Exam

Join Us Among the Stars

Sign Up & unlock 100% of Exam Questions

Log in / Sign up

No Strings Attached!

450Practice Questions

3Study Modes

Free

TopicSort

Question 1

Sales Cloud Solution Design

Cloud Kicks is implementing Enterprise Territory Management for its retail sales. The Sales Director wants to organize Territories based on their characteristics.
How can the Consultant meet this requirement?

A Create a Territory Hierarchy, and set allocations and assignments.
B Create a Territory Management Model with Territory Hierarchy and with priority.
C Create a Territory Types with priority and then create a Territory based on Territory Types.
D Create a Territory Model with Territory Hierarchy and set allocations.

Question 2

Opportunity Management

Question 3

Account and Contact Management

Question 4

Opportunity Management

Question 5

Sales Productivity

Question 6

Sales Productivity

Question 7

Integration and Data Management

Question 8

Implementation Strategies

Question 10

Opportunity Management

Question 11

Implementation Strategies

Question 12

Implementation Strategies

Question 13

Marketing and Leads

Question 14

Marketing and Leads

Question 15

Sales Cloud Analytics

Question 16

Sales Productivity

Question 17

Opportunity Management

Question 18

Marketing and Leads

Question 19

Sales Cloud Solution Design

Question 20

Integration and Data Management

Question 21

Integration and Data Management

Question 22

Account and Contact Management

Question 23

Opportunity Management

Question 24

Account and Contact Management

Question 25

Integration and Data Management

Question 26

Integration and Data Management

Page 1 of 18 • Questions 1-25 of 450

1 2 3 4 5

→

Know a question that should be here? Contribute to this exam

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?

A Reference the last modified date on the quotes.
B Reference the synced quote field on the opportunity record.
C Reference synced quote history on the opportunity.
D Follow the opportunity's quotes in Chatter.

Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.
Which two actions does the owner of the ABC Corporation account have the right to take? (Choose two.)

A Transfer ownership of related contacts and opportunities owned by other users.
B View, edit, and delete activities owned by other users directly related to the account.
C Share the account with other users through manual sharing and account teams.
D View, edit, and delete related contacts and opportunities owned by other users.

Northern Trail Outfitters allows its sales representatives to negotiate up to a 10% discount for their opportunities. Discounts greater than 10% must be sent to their
Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?

A Configure an approval process for the RSM and a workflow rule for the RVP.
B Configure a workflow approval task and email to notify the RSM and RVP.
C Create a two-step approval process for the RSM and RVP as approvers.
D Create two approval processes, one for the RSM and one for the RVP.

In order to increase and promote adoption, sales management at Cloud Kicks wants sales representatives to follow Opportunities they create.
Which two actions should the Consultant recommend to create a solution? (Choose two.)

A Use Process Builder with an Action Type of Follow Chatter when a record is created or edited.
B Turn on the Chatter feed settings that enable users to automatically follow records that they create.
C Create a report with newly created Opportunities and have sales management subscribe to the report.
D Turn on the Chatter feed settings that enable stage notifications to opportunity owners.

Question 6

Sales Productivity

Question 7

Integration and Data Management

Question 8

Implementation Strategies

Question 10

Opportunity Management

Question 11

Implementation Strategies

Question 12

Implementation Strategies

Question 13

Marketing and Leads

Question 14

Marketing and Leads

Question 15

Sales Cloud Analytics

Question 16

Sales Productivity

Question 17

Opportunity Management

Question 18

Marketing and Leads

Question 19

Sales Cloud Solution Design

Question 20

Integration and Data Management

Question 21

Integration and Data Management

Question 22

Account and Contact Management

Question 23

Opportunity Management

Question 24

Account and Contact Management

Question 25

Integration and Data Management

Question 26

Integration and Data Management

Management at Northern Trail Outfitters wants to make sure their sales representatives are recording important email communication with customers while they are away from their offices. The sales representatives use various email applications.
Which solution should be recommended?

A Download and install a Salesforce universal connector for their smartphones and computers.
B Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.
C Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
D Download and install the Salesforce for Outlook connector on their smartphones and computers.

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.

The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the
sampling stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity.
How can this requirement be met using a workflow email?

A Create it on the opportunity using a Visualforce email template.
B Create it on the opportunity product using a Visualforce email template.
C Create it on the opportunity product using an HTML email template.
D Create it on the opportunity using an HTML email template.

Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount.
Which two actions should the Consultant recommend to resolve this issue? (Choose two.)

A Add a global action to sync the Quote with the Opportunity.
B Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
C Add a Sync button to the Page Layout.
D Add the Syncing checkbox to the Quotes related list.
E Build a formula field on Opportunity to roll up Total Value from the Quote Record.

Cloud Kicks is a large global company. The week of global training falls on a holiday week for the European region, and they will be out of the office on holiday.
Which best practice should the Consultant recommend to overcome this obstacle?

A Set up a training session for just the European region and run the scheduled training.
B Talk to the manager of that region and tell them how important training is and that they should come.
C Run the training as planned and record it so the other users can watch the video.
D Move training for all users to the following week and communicate the change.

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.

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.

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.

Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also want to receive email alerts when opportunities reach key metrics (e.g., stage progression) or a high probability. However, they want to control the frequency of their email alerts.

Which solution should a consultant recommend?

A Configure Outlook Integration email settings to control alert frequency.
B Define a workflow rule and email task that is triggered when the stage is updated to new values.
C Create a report filtering for the desired criteria, and allow managers to subscribe to the report.
D Subscribe to Chatter Feed Tracking to receive updates for the key metrics.

Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK’s admin confirmed that users have the correct permissions and record access for the contacts they want to see.

What should a consultant recommend to yield better search results?

A Use quotation marks operator around contact's first and last name.
B Add company name next to contact’s full name in the search window.
C Add LIKE keyword next to contact s full name in the search window.
D Use parentheses operator to limit search to the Contacts object.

Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.

What are two actions a consultant can take to meet the requirement? (Choose two.)

A Set organization-wide defaults for opportunities to Public Read-Only.
B Set opportunity access on the role to View All opportunities associated with their accounts.
C Set Territory Management to grant Read access to opportunities owned by others.
D Set organization-wide defaults for opportunities to Private.

The Cloud Kicks marketing team wants to view and report in Lightning or any opportunities created as a result of a Campaign.

Which two choices should a consultant recommend to meet the requirement? (Choose two.)

A Enable Customizable Campaign Influence in Setup.
B Add the Campaign Influence related list to the Opportunity page layouts.
C Create a joined report between Opportunity and Campaign to show influence.
D Use Data Loader to export Opportunity and Campaign Influence and merge the results.

Cloud Kicks has configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product.

Which two points should the consultant include in the training information? (Choose two.)

A Users can share individual emails or make them private.
B Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning.
C Users can choose to show emails added via EAC in the Related Lists activities view.
D Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list.

Universal Containers is migrating data from a legacy system into Salesforce.

Which two considerations should a consultant take into account when importing Campaign Members? (Choose two.)

A Leads, Contacts, and Business Accounts can be Campaign Members.
B The Campaign ID is required in the import file.
C The Marketing User feature license must be assigned.
D The Status of the Campaign Member is optional.

Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing changes to products. CK has a B2B license. Sales managers want to monitor pipeline by sales rep and territory, report on team revenue to goal, and view order status in Salesforce.

What are two actions the consultant should take to meet the requirements? (Choose two.)

A Import products and price books from the external platform.
B Implement Opportunity Teams and Opportunity Splits.
C Enable Optional Price Books for Orders.
D Use opportunities and enable Forecasts.

At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization-wide defaults (OWD) for Contact are set to 'Controlled by Parent'.

Which solution should the consultant recommend to meet this requirement?

A Add the Sharing button to the page layout so sales reps can share Contacts as needed.
B Use Apex Managed Sharing to automatically share any new Contacts.
C Change the Contact OWD to Private and create sharing rules to grant visibility.
D Set up Account Teams with defaults for each sales rep.

Each product engineer at Cloud Kicks supports a specific product line. There are three product lines. Sales reps sell all of the company’s product lines. Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their particular product line with Read-Only rights.

What are two actions the consultant can take to meet the requirement? (Choose two.)

A Manually assign each product engineer based on the opportunity product line.
B Enable Default Opportunity Teams for the opportunity.
C Create criteria-based opportunity sharing rules for each product line.
D Enable Default Account Teams for each product line.

Cloud Kicks is currently going through a fast-paced growth of its sales department. The Sales Director notices that new sales executives are investing time connecting with existing contacts who are not influential in furthering the business relationship.
Which two potential solutions can the Consultant recommend? (Choose two.)

A Implement the Account Contact Role feature.
B Add an Influencing Contact multi-select picklist field on the Account.
C Add a Lookup field to Contacts to indicate Influential Contacts.
D Track time invested in a custom field for each contact.

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

A Dashboards
B Matrix Reports
C Custom Report Types
D Cross-object Filters

Which two use cases will protect the integrity of order data with activation limitations? (Choose two.)

A Multiple reduction orders can be created for a single order.
B Orders can be activated only if they include a product.
C Products can be removed from Active Reduction Orders.
D New Products can be added to Active Orders.

Join Us Among the Stars

Certified Sales Cloud ConsultantPreview

About the Certified Sales Cloud Consultant Exam

Mode Selection

Question 1

Question 2

Question 3

Question 4

Question 5

Question 6

Question 7

Question 8

Question 10

Question 11

Question 12

Question 13

Question 14

Question 15

Question 16

Question 17

Question 18

Question 19

Question 20

Question 21

Question 22

Question 23

Question 24

Question 25

Question 26

Question 6

Question 7

Question 8

Question 10

Question 11

Question 12

Question 13

Question 14

Question 15

Question 16

Question 17

Question 18

Question 19

Question 20

Question 21

Question 22

Question 23

Question 24

Question 25

Question 26