Practice Free Certified Sales Cloud Consultant Exam Online Questions
A consultant needs to migrate data in Sales cloud and is considering using Data Loader.
What are two capabilities of the migration tool? Choose 2 answers
- A . Prevent importing duplicate records
- B . Run one-time or schedule data loads
- C . Export filed history data
- D . Extract organization and configuration data
Northern Trail Outfitters (NTO) decided to start using salesforce for all its sales automation its current sales database has about 50 million records. These records were all migrated into the database from other legacy systems. After migration to salesforce NTO wants to be able to search and cross reference records with the original source system .
What should a consultant recommend to meet the requirement?
- A . Use the standard external Id field and map this to the original record Id value
- B . Use a custom field named external Id and map this to the current record Id Value
- C . Use a custom external Id field and map this to the original record id value
- D . Use the standard external Id field and map this to the current record Id Value
Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of Sales needs one place to find reports for all the regions and still wants to retain visibility of the reports in each folder .
What should the Consultant recommend to meet this requirement?
- A . Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders for each region.
- B . Create all new regional folders and move the reports to the respective region folder with viewer access.
- C . Create all new regional folders and move the reports to the respective region folder with subscribe access.
- D . Create subfolders, keeping the top region folder sharing settings and limiting the sharing settings for the subfolders for each region.
Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month is comparison to the same time last year. The VP Sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results .
Which two actions should the Consultant take to create a solution? Choose 2 answers
- A . Schedule an analytic snapshot of the Opportunity object to run monthly.
- B . Create a custom Opportunity report using custom formula fields for the stage closed/won.
- C . Create a dashboard component; schedule the dashboard to refresh monthly.
- D . Create a report based on the Opportunity snapshot.
- E . Schedule an analytic snapshot of the Opportunity history object run monthly.
A consultant is implementing a new Sales Cloud instance for Cloud Kicks that has a public sharing model for accounts. Different sales representatives own local accounts that create a multi-level Account hierarchy. Cloud Kicks needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when viewing a parent account .
Which recommendation will meet this viewing requirement?
- A . Configure Apex to update a custom field on the parent account with the total value of won opportunities from the child accounts
- B . Create a workflow rule to update the custom field on the parent account displaying the total value of won opportunities from the child account
- C . Create a Roll-up Summary field on the parent account displaying the total value of won opportunity from the child accounts
- D . Configure a link on the account that will open a list view showing the total value of open opportunities for all accounts in the hierarchy
What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers
- A . Establish a stakeholder committee and meeting schedule.
- B . Create scheduled dashboard to be sent weekly to all stakeholders.
- C . Acquire the client stakeholders’ key performance indicators.
- D . Ensure the project key performance indicators are profitable
The sales director does not want users viewing each other’s Opportunities, but wants users to check to see that the Account does not already exist prior to creating a new Account .
Which Organization-Wide Default should the Consultant recommend?
- A . Set Account to Public Read/Write, and Opportunity to Private.
- B . Set Account to Public Read Only, and Opportunity to Public Read Only.
- C . Set Account and Opportunity to Private.
- D . Set Account to Public Read/Write, and Opportunity to Controlled by Parent.
What should a consultant recommend to show a dashboard with forecast by product family with quotas?
- A . Create an analytical snapshot to capture the opportunity forecast
- B . Build a joined report with closed opportunities, forecasting items, and quotas
- C . Build a custom report with closed forecasting quotas with forecasting items
- D . Customize Quotas with product report and add necessary fields
A sales manager wants a report that reflects all activities in the manager’s accounts, including contacts and opportunities .
Which report should the sales manager use?
- A . Activities report on accounts and opportunities the manager owns
- B . Activities report on accounts, contacts and opportunities the manager own
- C . Activities report on accounts the manager owns
- D . Activities report on accounts and contacts the manager owns
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 2 answers
- A . Turn on the Chatter feed settings that enables stage notifications to opportunity owners
- B . Create a report with newly created Opportunities and have sales management subscribe to the report
- C . Turn on the Chatter feed settings that enable users to automatically follow records that they create
- D . Use Process Builder with an Action Type of Follow Chatter when a record is created or edited