Practice Free Certified Sales Cloud Consultant Exam Online Questions
The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.
What should the consultant recommend to maintain current Account information?
- A . Build a weekly data update from in-house systems to refresh data in Salesforce.
- B . Email the contacts and leads to obtain their current information.
- C . Enable Automated Account Fields in Setup.
- D . Use third-party data to update and add records to Salesforce.
The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
- A . Confirm the standard matching rule is inactivated.
- B . Change the criteria for the standard Lead matching rule.
- C . Change the criteria for the standard Contact matching rule.
- D . Confirm the custom matching rule is activated.
D
Explanation:
Confirming that the custom matching rule is activated is the best way to resolve the issue of duplicate leads in Salesforce. A matching rule is a rule that defines how records are compared for duplicates based on fields and fuzzy logic. A custom matching rule is a matching rule that can be created and customized by users based on their needs and preferences. A custom matching rule must be activated before it can be used by duplicate rules or other features that prevent or allow duplicates. By confirming that the custom matching rule is activated, the admin can ensure that leads are matched according to their criteria and duplicates are detected and handled accordingly.
Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.
Which two solutions should the consultant recommend to meet the requirement? Choose 2 answers
- A . Add sales reps to the Opportunity Team.
- B . Instruct sales reps to follow their opportunities.
- C . Enable Einstein Opportunity Insights.
- D . Use Flow with a scheduled action and an email alert.
B, D
Explanation:
Instructing sales reps to follow their opportunities and using Flow with a scheduled action and an email alert are two solutions that can meet the requirement of sending a notification to sales reps when their opportunities remain open past the close date. Following an opportunity allows sales reps to receive updates and reminders about the opportunity in their Chatter feed. Flow with a scheduled action and an email alert allows you to automate the process of sending an email notification to sales reps based on a time-based condition, such as the close date .
Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 21)
https://help.salesforce.com/s/articleView?id=sf.collab_feed_follow_records.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_concepts_scheduled_start.htm&type=5
Cloud Kicks has requested a Statement of Work (SOW) that dearly states who will train users on new features and how the training will be delivered.
Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement? Choose 2 answers
- A . Approach
- B . Scope
- C . Background
- D . Terms and Conditions
A, B
Explanation:
Approach and Scope are two sections of a SOW that the consultant should discuss further with Cloud Kicks to meet the requirement of clearly stating who will train users on new features and how the training will be delivered. A SOW is a document that defines the project objectives, deliverables, timeline, costs, and responsibilities of both parties involved in a project. The Approach section describes the methodology and strategy that will be used to achieve the project objectives and deliverables. The Scope section defines the specific work items and activities that will be performed as part of the project, as well as any assumptions, exclusions, or dependencies. By discussing these two sections with Cloud Kicks, the consultant can specify who will be responsible for providing user training (e.g., consultant or client), what type of training will be offered (e.g., online or onsite), how many sessions will be conducted (e.g., one or multiple), what topics will be covered (e.g., new features or best practices), etc.
Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.
What are two steps the consultant can take to troubleshoot the issue? Choose 2 answers
- A . Check Sales Cloud Einstein permission set assignments.
- B . Validate the Connected App Details.
- C . Verify Integration User Profile Details
- D . Reconfigure the Einstein Lead Scoring app.
Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales team’s automation. CK migrated 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. CK wants to search and cross-reference records with the original source database.
What should a consultant recommend meeting this requirement?
- A . Use the standard External ID field and map this to the source record ID value.
- B . Use a custom External ID field and map this to the source record ID value.
- C . Use the standard External ID field and map this to the Salesforce record ID value.
- D . Use a custom field named External ID and map this to the Salesforce record ID value.
B
Explanation:
This is the recommended solution for Cloud Kicks if they want to search and cross-reference records with the original source database after migrating 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. Using a custom External ID field and mapping it to the source record ID value will allow Cloud Kicks to uniquely identify each record and match it with its corresponding record in the source database. A custom External ID field is a custom field that has the External ID attribute enabled, which means that it can be used as a unique identifier for data import or integration purposes.
Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.
Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use Opportunities to track and report on these subscription deals.
What should a consultant recommend to meet this requirement?
- A . Activate schedules on the Opportunity object.
- B . Enable schedules on the Product object.
- C . Configure assets with a look up to the Opportunity object.
- D . Implement contracts with a look up to the Opportunity object.
B
Explanation:
Schedules on the Product object allow users to track the revenue and quantity of products over time, such as for subscription or installment payments. Schedules can be enabled for any product that has a schedule type of Revenue or Quantity, and they can be customized to match the payment terms of each opportunity.
Cloud Kicks (CK) hired a consultant to analyse its Selesforce forecasting configuration end advise CK on how to improve it. The consultant found opportunities in the Value Proposition stage showed up m Collaborative Forecasting inconsistently, which led to inaccurate reporting
What should the consultant recommend to ensure that opportunities show up consistently?
- A . Make the Forecast Category a required held.
- B . Change the Forecast Report to include Forecast Category.
- C . Map opportunity stages to the Forecast Category.
- D . Add a validation rule to the Forecast Category.
The enterprise architect for cloud Kicks wants to understand how objects in sales cloud are connected to one another.
Which two approaches should a consultant use to help the architect? Choose 2 answers
- A . Explain the types of object relationships in Salesforce
- B . Review the Object Manager tab in Setup with the customer.
- C . Use Schema Builder to show a visual of related objects.
- D . Obtain an export of object data from the current system.
BC
Explanation:
The Object Manager tab in Setup allows the consultant to view and edit the metadata of standard and custom objects, such as fields, relationships, page layouts, and record types. Schema Builder provides a dynamic, graphical view of the object relationships in Salesforce, and allows the consultant to create new custom objects, fields, and relationships.
Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate.
Which two additional key metrics should the consultant recommend? Choose 2 answers
- A . Login lockouts
- B . Activities logged
- C . License assignments
- D . Data quality score
B, D
Explanation:
Activities logged and data quality score are two key metrics that can help measure user adoption of Sales Cloud solutions. Activities logged can indicate how often and how well users are recording their customer interactions and following up on their tasks. Data quality score can indicate how complete and accurate the data entered by users is, and how well it meets the data standards .
Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 20)
https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_user_adoption/sales_admin_user_adoption_metrics