Practice Free Certified Sales Cloud Consultant Exam Online Questions
Sales representatives at Northern Trail Outfitters (NTO) need to collaborate with customers on sales deals to gather requirements, analyse solutions, and deliver proposals. NTO wants to ensure that customers are fully engaged throughout each stage in the sales process .
What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers.
- A . Add customers to Salesforce as Chatter Free users
- B . Share chatter files with customers
- C . Allow customers to follow opportunities in chatter
- D . Invite customers into private chatter groups.
The Consultant at Cloud Kicks has successfully implemented the Einstein lead Scoring feature and now wants to measure the effectiveness and track lead conversation rates .
Which three standard dashboards are available? Choose 3 answers
- A . Average Lead Score by Lead Source
- B . Conversion Rate by Lead Source
- C . Conversion Rate by Lead Score
- D . Lead score Distribution
- E . Lead Scores by Created Date
Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches Negotiation/Review; however, sales representatives should not have editing rights at that stage .
Which solution should the consultant advise?
- A . Create a validation rule to enforce field access based on the sales stage and a custom permission.
- B . Change the field level security for the sales representatives to restrict field access based on the sales stage.
- C . Create a workflow rule to enable field access for the sales directors based on sales stage.
- D . Modify the profile for sales directors to enable the “Modify All” object permission for the opportunities.
Which roll-up summary fields are supported between two Advanced Currency Management objects when enabling Advanced Currency Management?
- A . Opportunity line object to Product object in the default currency of the organization
- B . Opportunity object to Account In the default currency of the user’s manager
- C . Opportunity object to Opportunity object
- D . Opportunity line object to Opportunity object
Cloud Kicks has three unique product lines, each with a unique sales cycle. Prospect qualification is consistent across the product lines; sales representatives then follow the specific product line’s sales cycle .
Which two actions should a Consultant recommend to achieve these requirements? Choose 2 answers
- A . Create sales process to map to each opportunity record type
- B . Create opportunity record types for each sales process.
- C . Create public groups for each opportunity sale process.
- D . Define the default opportunity teams for each opportunity record type.
- E . Define sales stages that align with opportunity record types.
Cloud Kicks’ sales productivity is on the decline, while its competitors are doing great. The Consultant has suggested Einstein Opportunity Insights .
Which three insights can this provide? Choose 3:
- A . Key Moments
- B . Sentiment Analysis
- C . Follow-up reminders
- D . Deal Prediction
- E . Opportunity Representative Score
Cloud Kicks is undergoing a GDPR-focused implementation to ensure access to personal information data is limited to only users who need access to a company’s account. Cloud Kicks has a private Account model .
How should the Consultant provide specific Account access to the Renewals and Sales Operation teams?
- A . Create Renewals and Sales Operation Account team member roles and have Sales allocate Account team members to the appropriate users.
- B . Create a role-based sharing rule to share all Account with the Sales Operations and Renewals roles.
- C . Add Renewals and Sales Operations team members to a sales user’s default Opportunity team.
- D . Create a criteria-based sharing rule to share Accounts with the Sales Operations and Renewals public groups.
Cloud Kicks recently started using Sales Cloud and hosts its business website outside of Salesforce. On its website, Cloud Kicks has a lead generation web page. The VP of Sales wants the Leads captured in its self-hosted website to be reflected in Salesforce .
What should Consultant recommend?
- A . Implement Salesforce Connect to create Leads in Salesforce from the Cloud Kicks website.
- B . Implement the SOAP web service API to send Leads from the Cloud Kicks website to Salesforce.
- C . Implement Web-to-Lead to create Leads in Salesforce from the Cloud Kicks website.
- D . Implement the REST web service API to send Leads from the Cloud Kicks website to Salesforce.
The Cloud Kicks sales team can create leads for both business and individual customers. Person accounts have been enabled in its Salesforce org.
How can the consultant ensure that Leads are converted into either a business account or a person account where appropriate?
- A . Populate the Company field with "Person’’,
- B . Leave the Company field blank.
- C . Create separate record types for business account leads and person account leads.
- D . Check the person account checkbox on the lead.
Cloud Kicks’ marketing department is migrating from its email campaign and management system to Salesforce. The marketing administrator wants to ensure that Cloud Kicks’ email templates are retained .
Which two solutions should a Consultant recommend for a successful migration? Choose 2 answers
- A . Manually recreate the email and mail merge templates in Salesforce.
- B . Enable Email Import and use the import Wizard
- C . Enable Email to Salesforce before sending email templates to Salesforce
- D . Import email templates the Data Loader
- E . Create an email template change set or use the Lightning Platform.