Practice Free Certified Sales Cloud Consultant Exam Online Questions
The sales department at cloud kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.
Which solution should the consultant recommend?
- A . Use Contact roles on the Opportunity object.
- B . Add a contact lookup Meld to the Opportunity.
- C . Add a multi-select picklist field on the Opportunity object.
- D . Use a junction object between the Opportunity and Contact.
A
Explanation:
Contact roles on the Opportunity object allow sales executives to identify the contacts who are involved in the sales process and their roles, such as decision maker or influencer4. This helps sales executives prioritize their interactions with existing contacts and track their influence on the opportunity.
Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting?
- A . Create a custom object to be used in forecast reporting.
- B . Reduce the number of opportunity stages and report on probability.
- C . Align opportunity stages with probability and use collaborative forecasts for reporting.
- D . Align forecast categories to multiple opportunity stages and report on forecast category.
Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK project manager has requested a report that includes both Project__c and Opportunity data.
What should the consultant use to include data from both the Project__c and Opportunity objects in one report?
- A . Matrix reports
- B . Junction reports
- C . Cross-object filters
- D . Custom report types
The admin at Universal Containers is attempting to retire a Product, but they are receiving an error because the Product is associated to an Opportunity.
What should the consultant recommend to resolve the issue most efficiently’
- A . Remove the related Product from all Opportunities and Quotes.
- B . Archive the Product or Price Book and each related Price Book entry.
- C . Edit the Product record and uncheck the Active field.
- D . Create a Flow to automatically delete the Product from the Price Book.
Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with …opportunities are missing Contacts.
Which feature should a consultant recommend to build this report?
- A . Custom report type
- B . Joined report
- C . Cross filter
- D . Custom filter
C
Explanation:
A cross filter is a feature that allows users to filter a report by related objects and their fields, such as accounts with or without opportunities. A cross filter can be added to any report type that supports cross filters, such as accounts, contacts, leads, or opportunities. By using a cross filter, Universal Containers can build a report that shows accounts with opportunities that are missing contacts, such as accounts with opportunities without contacts.
A large company is about to undertake its Initial Sales Cloud implementation. Different people will create features in multiple sandboxes. The consultant has recommended using change sets to move customizations to the full copy sandbox for testing and then move them to production for release .
Which two approaches should the consultant recommend to help migrate the customizations from the full copy sandbox to production? Choose 2 answers
- A . Utilize change set tool dependency management
- B . Leverage cloud-based Git version control to deploy changes
- C . Use Salesforce Dx with visual studio to deploy changes.
- D . Track manual changes in a spreadsheet
Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.
Which two recommendations should the consultant make? Choose 2 answers
- A . One set of opportunity stages
- B . One record type
- C . Three record types
- D . Three sets of opportunity stages
CD
Explanation:
Record types allow you to assign different page layouts, picklist values, and business processes to different users based on their profiles. You can create three record types for the three product lines, and assign them to the appropriate sales teams. You can also create three sets of opportunity stages that reflect the unique sales methodologies for each product line, and associate them with the corresponding record types. This can help you customize the Sales Cloud functionality for each product line and track their progress separately .
Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 17)
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5
Universal Containers (UC) has launched Salesforce Chat and staffed its contact center with agents to chat with website visitors who ask questions about commercial containers. When UC used to outsource its contact center work, reports from the vendor showed that about 15% of chat conversations would result in a new lead. Management wants better visibility into Chat’s influence on lead creation in order to continue the program.
How can the consultant provide the insights UC needs to justify using Chat with internal contact center staff?
- A . Install the Chat (Live Agent) Dashboard package from the AppExchange. Add a chart to the dashboard to show the number of agent chats associated to new leads compared to the total number of agent chats for the period.
- B . Add a custom field on the Chat Transcript object so agents can check a checkbox when a conversation results in a new lead. Create a report using the custom field.
- C . Create a lead report that identifies the number of new leads with the lead source "Chat".
- D . Ask the marketing department to provide the program with Google Analytics data for the commercial containers web pages.
A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more time.
What are two solutions the consultant should implement to resolve the Issue? Choose 2 answers
- A . Move the users to the top of the role hierarchy.
- B . Move the users to the bottom of the role hierarchy.
- C . Mass transfer the records to another role in the role hierarchy.
- D . Remove the users from the role hierarchy.
CD
Explanation:
Mass transferring the records to another role in the role hierarchy and removing the users from the role hierarchy are two solutions that can resolve the issue of making changes to the sharing model taking increasingly more time for users who own more than 10,000 records. A mass transfer is an operation that allows users to transfer ownership of multiple records from one user to another user at once. A role hierarchy is a structure that defines how users are organized and how data access is granted based on their roles. By mass transferring the records to another role in the role hierarchy, Cloud Kicks can reduce the number of records owned by each user and distribute them more evenly among other users in different roles. By removing the users from the role hierarchy, Cloud Kicks can prevent these users from inheriting access to records owned by other users in their role or below their role, which can slow down the sharing model changes.
The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.
Which two steps should the consultant recommend? Choose 2 answers
- A . Enable Salesforce Inbox.
- B . Enable caching and Offline Edit.
- C . Enable Mobile SDK.
- D . Download the Salesforce mobile app.