Practice Free Certified Sales Cloud Consultant Exam Online Questions
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.
Which capability should the consultant recommend?
- A . Opportunity Teams
- B . Role hierarchy
- C . Account Teams
- D . Sharing rules
C
Explanation:
Account Teams are groups of users who work together on an account and its related records, such as opportunities, contracts, and cases. Account Teams allow users to share different levels of access to accounts and associated records based on their team roles and responsibilities.
For example, a sales rep may have full access to an account and its opportunities, while a customer service agent may have read-only access to the account and full access to its cases.
Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of 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 meet the requirement? Choose 2 answers
- A . Create a report based on the Opportunity reporting snapshot.
- B . Create a dashboard component and schedule the dashboard to refresh monthly.
- C . Schedule a reporting snapshot of the Opportunity History object to run monthly.
- D . Schedule a reporting snapshot of the Opportunity object to run monthly.
BC
Explanation:
Creating a dashboard component and scheduling the dashboard to refresh monthly can help the VP of sales determine the number of closed deals on a monthly basis and compare the month-over-month results. A dashboard is a visual display of key metrics and trends for records in Salesforce. A dashboard component is a chart, table, metric, or gauge that shows data from a source report. Users can create a dashboard component that shows the number of closed deals for each month based on a report that filters opportunities by stage and close date. Users can also schedule the dashboard to refresh monthly, so that it always shows the latest data. Scheduling a reporting snapshot of the Opportunity History object to run monthly can also help the VP of sales determine the number of closed deals on a monthly basis and compare the month-over-month results. A reporting snapshot is a report that captures data at a specific point in time and stores it in a custom object. Users can create a reporting snapshot that captures data from the Opportunity History object, which tracks changes in amounts or stages for opportunities, and stores it in a custom object with fields such as Month, Year, Stage, and Count. Users can then schedule the reporting snapshot to run monthly, so that it always captures the latest data.
Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to sales cloud.
Which solution should the consultant recommend?
- A . Batch Apex
- B . Data Import Wizard
- C . Data Loader
- D . Third-party tool
D
Explanation:
Using a third-party tool is the best solution for migrating large volumes of data from a legacy CRM application to Salesforce. A third-party tool is a software application that connects to both systems and provides features such as data mapping, transformation, validation, deduplication, and error handling. Some examples of third-party tools are Informatica Cloud, Jitterbit Data Loader, or Talend Open Studio.
Universal Containers ts analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.
Which feature should a consultant recommend to build this report7
- A . Custom report type
- B . Cross filter
- C . Joined report
- D . Custom filter
Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?
- A . Use Tableau to geocode account addresses and display on a territory map.
- B . Install the Territory Management Reporting Pack from the AppExchange.
- C . Run the updated assignment rules in Planning State and view the accounts on the territory detail page.
- D . Use Data Loader to export the accounts and make updates in Google Sheets.
C
Explanation:
Running the updated assignment rules in Planning State and viewing the accounts on the territory detail page is the best way to show sales operations what the data will look like after changing the territories. Assignment rules are rules that determine how accounts are assigned to territories based on criteria such as account fields, address fields, etc. Planning State is a mode of Territory Management that allows users to preview how changes to territories or assignment rules will affect account assignments before activating them. The territory detail page is a page that shows information about a specific territory, such as name, description, users, accounts, etc.
By running the updated assignment rules in Planning State, sales operations can see how accounts will be reassigned to new territories based on the ZIP codes. By viewing the accounts on the territory detail page, sales operations can verify the accuracy of the account assignments and make any adjustments if needed.
Cloud Kicks needs to set sales quotas for all sales reps.
Which three solutions should the consultant consider? Choose 3 answers
- A . Use the Data Import Wizard.
- B . Enable Forecast Quotas from Setup.
- C . Use the API.
- D . Assign Quota values by profile.
- E . Use Data Loader.
BCE
Explanation:
To set sales quotas for all sales reps, the consultant should consider the following solutions: Enable Forecast Quotas from Setup. This allows the administrator to enable quotas for users and assign them to forecast types.
Use the API. This allows the administrator to import quota data from external sources using SOAP or REST API calls.
Use Data Loader. This allows the administrator to import quota data from CSV files using a graphical user interface.
Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.
What should CK consider when enabling Advanced Currency Management in its Salesforce org?
- A . Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.
- B . Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.
- C . Account Roll-up Summary fields will update from the Opportunity object.
- D . Account cross-object formulas always use the dynamic conversion rate for currency conversion.
C
Explanation:
Account Roll-up Summary fields will update from the Opportunity object is something that Cloud Kicks should consider when enabling Advanced Currency Management in its Salesforce org. A Roll-up Summary field is a field that calculates values from related records, such as count, sum, min, max, etc. Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. By enabling Advanced Currency Management, Cloud Kicks can use dated exchange rates to convert currency amounts based on specific dates or ranges of dates. When using dated exchange rates, Account Roll-up Summary fields will update from the Opportunity object based on the close date of the opportunities, regardless of whether the opportunities are open or closed.
The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order.
Which two conditions should the consultant consider to meet this requirement’ Choose 2 answers
- A . The order associated with the account should be in draft status.
- B . The price book associated with the order is associated with the new account.
- C . The currency associated with the order can be different from the new contract.
- D . The contract associated with the order is associated with the new account.
Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion.
What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce? Choose 2 answers
- A . Adjust currency conversion dynamically based on a given date range.
- B . Adjust currency rates on a set schedule.
- C . Show deal value in a user’s default currency.
- D . Implement org-wide reporting that displays deal values appropriately.
A, D
Explanation:
Advanced Currency Management allows you to specify different conversion rates for different time periods, such as monthly or quarterly, and use them in reports and forecasts. This can help you generate accurate reporting that reflects the currency fluctuations over time. Org-wide reporting can also display deal values in different currencies based on the user’s preference or the corporate currency .
Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 14)
https://help.salesforce.com/s/articleView?id=sf.admin_currency.htm&type=5
The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease.
Which two features should the consultant recommend for the sales team to use? Choose 2 answers
- A . Lightning Mobile Component
- B . Quick Actions
- C . Einstein Activity Capture
- D . Mobile Smart Actions