Practice Free Certified Sales Cloud Consultant Exam Online Questions
Good Kicks has the goal of generating high-quality leads by implementing Sales Cloud.
Which metrics should the consultant analyze to determine the success of this goal?
- A . Total number of Leads created by a Sales Rep
- B . Lead to Opportunity Conversion Rate
- C . Lead to Quote Conversion Rate
- D . Total number of Leads by source
B
Explanation:
Lead to Opportunity Conversion Rate is a metric that measures how many leads are converted into opportunities in relation to the total number of leads generated or processed in a given period. This metric can help evaluate the quality of leads and the effectiveness of lead qualification processes by showing how well leads are turning into potential sales. A high Lead to Opportunity Conversion Rate indicates that the leads are well-targeted, qualified, and nurtured, and that the sales team is following up on them promptly and persuasively. A low Lead to Opportunity Conversion Rate may suggest that the leads are poorly sourced, unqualified, or neglected, and that the sales team is missing out on opportunities.
The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices.
Which two actions should the consultant recommend working around the issue? Choose 2 answers
- A . Enable the connect offline feature in Salesforce.
- B . Enable the system permission to store offline data in Salesforce.
- C . Enable caching in Salesforce.
- D . Enable offline create, edit, and delete in Salesforce.
B, D
Explanation:
These are two actions that the consultant should recommend to work around the issue of internet unavailability on the Salesforce mobile app. Enabling the system permission to store offline data in Salesforce allows users to access cached data on their mobile devices when they are offline. Enabling offline create, edit, and delete in Salesforce allows users to perform these actions on their cached data when they are offline, and sync them back to Salesforce when they are online .
Verified Reference: [Work Offline in the Salesforce Mobile App]
A consultant is implementing a new instance of Sales Cloud for Cloud Kicks (CK).
CK has a global sales presence that supports a customer base throughout the: world, ‘CK wants to set up an appropriate structure to track customers with subsidiaries.
Which approach should the consultant recommend meeting the requirement?
- A . Location-specific Account structure with Account Hierarchies
- B . Global Contact structure that links all Contacts with one global Account
- C . Location-specific Account structure without Account Hierarchies
- D . Global Account structure that links all Contacts with one global Account
A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting.
What should the consultant use to gather requirements using an Agile methodology?
- A . Linear process
- B . Quip spreadsheet
- C . User stories
- D . Forecast hierarchy
C
Explanation:
User stories are a way of capturing requirements using an Agile methodology. User stories describe what a user wants to do, why they want to do it, and how it will benefit them. User stories are written from the user’s perspective, using simple and clear language. User stories can help the consultant understand the customer’s needs and priorities, and deliver value in small and frequent increments .
Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 19)
https://trailhead.salesforce.com/en/content/learn/modules/agile-development-with-salesforce-dx/write-user-stories
Universal Containers’ sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
How should the consultant meet this requirement?
- A . Create an Opportunity History report for open pipeline Opportunities in a given date range.
- B . Create a custom pipeline date range field and display it on the Forecasting tab.
- C . Create a sales pipeline dashboard that includes filters for Opportunity date ranges.
- D . Create training an how to use date filters on reports to compare pipeline for different date ranges.
A
Explanation:
Creating an Opportunity History report for open pipeline Opportunities in a given date range is the best way to meet the requirement of providing visibility on sales pipeline changes on a monthly basis. An Opportunity History report is a report that shows how opportunities have changed over time based on historical data, such as stage, amount, probability, etc. An open pipeline Opportunity is an opportunity that has not been closed yet and has a positive amount and probability. A date range is a filter that limits the report data to a specific period of time, such as last month, this month, next month, etc. By creating an Opportunity History report for open pipeline Opportunities in a given date range, Universal Containers’ sales operations team can track and compare how the sales pipeline has changed from month to month based on different metrics and dimensions.
Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member’s access needs to be removed due to changes in sales structure.
How can CK revoke Opportunity team access on an ad-hoc basis?
- A . REVISE
- B . REVISE
- C . Remove the user’s Opportunity team member.
- D . Remove the Opportunity team related list from page layouts.
C
Explanation:
This is how CK can revoke Opportunity team access on an ad-hoc basis. Opportunity teams are groups of users who work together on an opportunity and share access to it. Users can add or remove team members as needed, and specify different levels of access for each team member. By removing a user’s Opportunity team member, CK can revoke their access to the opportunity without affecting other team members or changing the sharing model .
Verified Reference: [Opportunity Teams]
The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple project meetings.
What should the consultant recommend to the project manager?
- A . Revisit the communication plan and set up more frequent touch points with the customer.
- B . Setup a requirements workshop and get sign-off.
- C . Write a solution design and get sign-off so the build phase can start.
- D . Ask what the customer would like the solution to be and demo it to them at the end of the build phase.
A
Explanation:
A communication plan is a document that outlines the objectives, methods, frequency, and stakeholders of project communication. It is essential for ensuring that everyone involved in the project is on the same page and aware of their roles and responsibilities. If the sales team at Cloud Kicks has been missing deadlines and meetings, it may indicate that there is a lack of communication or alignment between them and the customer. Therefore, the consultant should recommend revisiting the communication plan and setting up more frequent touch points with the customer to monitor progress, address issues, and manage expectations.
Cloud Kicks noticed its data quality has degraded since its initial Sales ‘Cloud Hs ion and is working with a co to ip a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.
Which two areas could be improved by using third-party data enrichment tools? Choose 2 answers
- A . Roles and record ownership
- B . Validation rules
- C . Monitoring changes and updates
- D . Naming and formatting
Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK’s process and pain points.
Which three approaches should a consultant use to learn about and empathize with the customer? Choose 3 answers
- A . Embodying
- B . Shadowing
- C . Interviewing
- D . Role Playing
- E . Leading Workshops
BCE
Explanation:
Shadowing, interviewing, and leading workshops are three approaches that a consultant can use to learn about and empathize with the customer. Shadowing involves observing how the customer performs their tasks and interacts with their systems. Interviewing involves asking open-ended questions to understand the customer’s goals, challenges, and pain points. Leading workshops involves facilitating group discussions and activities to elicit requirements, feedback, and solutions from the customer .
Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 18)
https://trailhead.salesforce.com/en/content/learn/modules/consulting_skills_for_salesforce_professionals/discover-the-customer-situation
Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private.
Which two factors should the consultant consider when updating the sales territories and Account owners? Choose 2 answers
- A . The organization-wide default should be set to Public before the update can be performed.
- B . The Salesforce Platform can update up to 200 accounts at a time.
- C . The data update will cause sharing recalculations and should be completed during off-peak hours.
- D . The team can defer sharing calculations to decrease the risk of lock errors during the data update.
C, D
Explanation:
The data update will cause sharing recalculations and should be completed during off-peak hours and the team can defer sharing calculations to decrease the risk of lock errors during the data update are two factors that should be considered when updating the sales territories and Account owners for 400,000 accounts with Private organization-wide defaults. Sharing recalculations are processes that update record access based on changes to sharing settings or ownership. Off-peak hours are times when there is less user activity or system load on Salesforce. Deferring sharing calculations is an option that allows users to postpone or schedule sharing recalculations for later times instead of running them immediately. Lock errors are errors that occur when two or more processes try to access or modify the same record at the same time.
By considering these two factors, Universal Containers can ensure that the data update is performed efficiently and effectively without affecting user experience or data integrity. By completing the data update during off-peak hours, Universal Containers can avoid impacting user performance or availability during peak hours when there is more user activity or system load on Salesforce. By deferring sharing calculations, Universal Containers can reduce the risk of lock errors during the data update by running them at a later time when there is less concurrent access or modification of records.