Practice Free Certified Sales Cloud Consultant Exam Online Questions
The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationship.
Which two considerations should the consultant take into account? Choose 2 answers
- A . Account relationships are visible from Person Account records.
- B . A Person Account can be either a parent or child in the Account Hierarchy.
- C . Account Hierarchy displays only the Amounts users have Read permission to view.
- D . Accounts can be organized into different divisions based on specific criteria.
AC
Explanation:
Account relationships are visible from Person Account records and Account Hierarchy displays only the Accounts users have Read permission to view are two considerations that the consultant should take into account when showing Account relationships to sales reps and reporting on them. Account relationships are connections between Accounts that indicate how they are related to each other, such as parent-child, partner, competitor, etc. Account Hierarchy is a feature that shows how Accounts are related in a tree structure based on their parent-child relationship. Account relationships are visible from Person Account records, meaning that sales reps can see how Person Accounts are related to other Accounts from their record page. Account Hierarchy displays only the Accounts users have Read permission to view, meaning that sales reps can only see the Accounts they have access to in the hierarchy.
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
Which action should be taken to convert a lead into a Person Account?
- A . Create an Individual Lead Record Type.
- B . Populate the Company field with ‘Person.
- C . Enable Contacts to Multiple Accounts.
- D . Leave the Company field blank.
B
Explanation:
To convert a lead into a Person Account, the Company field must be populated with ‘Person’. This indicates that the lead is an individual consumer and not a business account. If the Company field is left blank, the lead conversion will fail.
Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.
Which two steps should the consultant take to fix this issue? Choose 2 answers
- A . Add the Lead Score field to the Lead List View.
- B . Add the Lead Score field to the Lead Page layout.
- C . Assign the Einstein Lead Scoring permission set.
- D . Assign the Sales Cloud Einstein permission set.
BC
Explanation:
Adding the Lead Score field to the Lead Page layout is a necessary step to fix the issue of pilot users not being able to view the Lead Score field on the Lead record page. The Lead Score field is a standard field that shows how likely a lead is to convert based on Einstein’s analysis of historical data and predictive factors. The Lead Score field must be added to the Lead Page layout for users to see it on their lead records. Assigning the Einstein Lead Scoring permission set is another necessary step to fix the issue, as it grants users access to view and use Einstein Lead Scoring features, such as Lead Score, Lead Score Insights, and Lead Score Field History Tracking.
During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers
- A . Create implementation plan.
- B . Establish project goals.
- C . Define sales processes.
- D . Define success metrics.
- E . Set project milestones.
BCD
Explanation:
These are three steps that a consultant should complete to prepare for a successful engagement during the Discovery phase of a project. Establishing project goals can help align the expectations and priorities of the stakeholders and the project team, and provide a clear direction for the project.
Defining sales processes can help understand the current and desired state of the customer’s business operations, and identify the gaps and opportunities for improvement. Defining success metrics can help measure the impact and value of the project, and evaluate the progress and outcomes of the project .
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
In the Discovery phase of a Sales Cloud implementation, what are three effective ways a consultant can determine the design of the system? Choose 3 answers
- A . Schedule training.
- B . Establish performance benchmarks.
- C . Observer end users.
- D . Administrator a survey.
- E . Host a focus group.
Cloud Kicks (CK) is migrating Account and Contact information from a legacy CRM system into Salesforce using Data Loader. Accounts in the legacy system have a unique ID field that is used to related Contacts to Accounts in the legacy system, CK wants to automatically match these Contacts to the relevant Accounts when loading Contacts into Salesforce.
What should a consultant recommend to meet the requirement?
- A . Create Mater-Detail on Contact.
- B . Create Master-Detail on Account.
- C . Create External ID on Contact.
- D . Create External ID on Account.
The Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of sales needs access to both report folders in one place to find reports for all the regions and wants to retain visibility of the reports in each folder.
What should the consultant recommend meeting the requirement?
- A . Create subfolders and give access to the root folder, keeping the top region folder sharing settings.
- B . Create all new regional folders and move the reports to the respective region folder with viewer access.
- C . Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders.
- D . Create all new regional folders and move the reports to the respective region folder with subscribe access.
A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own.
Which three reasons could explain the sales rep’s experience? Choose 3 answers
- A . Sharing Rules for opportunities are set to Manager Groups.
- B . Opportunity visibility allows View access to opportunities owned by others and associated with accounts they own.
- C . The organization-wide defaults for opportunities are set to Private.
- D . All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.
- E . Some opportunities associated with the sales rep’s account are owned by other users.
CDE
Explanation:
These three reasons could explain the sales rep’s experience of being able to edit some opportunities associated with accounts they own, but not others. If the organization-wide defaults for opportunities are set to Private, then the sales rep can only edit the opportunities that they own or that are explicitly shared with them. If all provisioned Opportunity object permissions enable Read access with all accounts the sales rep owns, then the sales rep can view but not edit any opportunity associated with their accounts, regardless of who owns the opportunity. If some opportunities associated with the sales rep’s account are owned by other users, then the sales rep can only edit those opportunities if they have been shared with them or if they have a higher role in the role hierarchy than the owner.
Cloud Kicks has organization-wide defaults set to Private for Account. With the rollout of Opportunity Teams, what should a consultant consider?
- A . The Opportunity will be implicitly Write for the team,
- B . Opportunity should be set to Public Read/Write first.
- C . Account should be set to Public Read first.
- D . The Opportunity’s Account will be implicitly Read for the team.
D
Explanation:
The Opportunity’s Account will be implicitly Read for the team is something that the consultant should consider when rolling out Opportunity Teams with Private Account organization-wide defaults. An Opportunity Team is a group of users who work together on an Opportunity, such as sales reps, sales engineers, managers, etc. Each Opportunity Team member has a role and a level of access to the Opportunity and its related records, such as Products, Quotes, Activities, etc. Organization-wide defaults are the baseline level of access that users have to records they do not own or share. Private organization-wide defaults mean that only the record owner and users above them in the role hierarchy can view and edit the records. Implicit sharing is a type of sharing that grants additional access to records based on relationships between objects or users. Implicit Read means that users can view but not edit a record.
By rolling out Opportunity Teams with Private Account organization-wide defaults, the consultant should consider that the Opportunity Team members will have implicit Read access to the Opportunity’s Account, meaning that they can view but not edit the Account record related to the Opportunity they are working on.
Cloud Kicks (CK) wants to ensure Opportunity are associated with the relevant marketing Campaign In the past, CK has struggled to evaluate marketing Campaign ROI.
Which process improvement should the consultant recommend?
- A . Validate that the Primary Campaign Source field on Opportunity records is populated.
- B . Leverage the Probability ( %) field on Opportunities to forecast revenue.
- C . Ensure the Opportunity is associated with an Account record.
- D . Ensure the Type field on Opportunities reflects the Campaign source.