Practice Free Certified Sales Cloud Consultant Exam Online Questions
The VP of Operations wants to synchronize customer data from the data warehouse with Salesforce .
What should the Consultant recommend to ensure data integrity?
- A . Set up a Process Builder process on the Account object to check for unique values
- B . Set up an encrypted field on the Account object with Read Only on the field security settings for all profiles except the administrator profile
- C . Set up a Flow on the Account object to check for unique values.
- D . Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the administrator profile
The Marketing Director at Cloud Kicks has requested that a form be added to the company website to capture new lead contact information and the Primary Product they are interested in. Once submitted, a lead should receive an email tailored to the Primary Product they selected. The lead record should also be assigned to the correct owner for that Primary Product .
Which three steps are required to create an efficient solution? Choose 3 answers
- A . Leverage a Lightning Component that collects the information and routes it
- B . Create a lead owner field on the product record to use for assignment.
- C . Create a Visualforce page that includes both standard and custom fields.
- D . Configure lead assignment rules to route leads to the correct owner.
- E . Create email templates for each Primary Product with corresponding email response rules.
- F . Generate a web-to-lead form that includes both standard and custom fields.
Sales management at Northern Trail Outfitters (NTO) wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers .
What solution should a consultant recommend to help product managers engage in sales deals? Choose 2 answers
- A . Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals
- B . Create a chatter group to share product information with sales team, product managers, and customers
- C . Use an assignment rule to notify product managers when opportunities are updated
- D . @mention product managers in chatter posts on relevant sales deals
Cloud Kicks has just completed a Sales Cloud implementation and the marketing team is creating campaigns. Cloud Kicks wants to gain feedback on the implementation .
What should the Consultant recommend?
- A . Undergo training
- B . Upgrade to the latest Salesforce release
- C . Sign off on the Statement of work
- D . Complete a post-mortem
Cloud Kicks’ high-value opportunities are becoming delayed in the approval process because sales managers approval requests go unnoticed for various reasons. Cloud Kicks wants to streamline the approval process and give sales managers more ways to approve Opportunities in a timely manner .
Which two strategies should the Consultant recommend to improve the approval process? Choose 2 answers
- A . Enable one-click approval from report results that returns high-value Opportunities
- B . Enable approval in Chatter to allow managers to approve or reject approval requests.
- C . Create a dashboard of pending approvals and add it to the Chatter feed.
- D . Create a process builder to automatically approve high-value Opportunities.
- E . Enable approvals by email for the approval process for high-value Opportunities.
The Cloud Kicks IT team wants to enable person Accounts in its Salesforce org .
Which three prerequisites must be met before the Consultant can enable person Accounts? Choose 3 answers
- A . The Organization-wide Default for Contacts has been set to Controlled by Parent.
- B . The Cloud Kicks Salesforce Community has been disabled to allow person Account self-registration in the future.
- C . User profiles with read access to Accounts also have read access to Contacts.
- D . The Organization-wide Default for both Accounts and Contacts have been set to Public Read/Write.
- E . At least one record type has been created for Accounts.
Cloud Kicks has two sales divisions: ⢠a franchise sale division and ⢠a public sales division. The sales representatives for each division have their own user profiles and person Accounts. The franchise sales division sales representatives cannot create person Accounts, and they should only be able to set up franchise Accounts .
What should the Consultant recommended to meet this requirement?
- A . Remove person Account record types from the franchise sales division’s sales representative user profile
- B . Hide the Person Account checkbox from the franchise sales division’s sales representative user profile through Field-level Security.
- C . Utilize Divisions to hide person Account from the franchise sales division’s sales representative user profile
- D . Ensure that the "Disable Person Accounts" permission on the franchise sales division’s sales representative user profile is checked
Which method should be used to automate repeat opportunities when regular customers are classified as a repeat account type?
- A . Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage
- B . Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat accounts when it reaches closed/won stage
- C . Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage
- D . Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage
Cloud kick has an external ERP system which stores product order information. Cloud kicks wants to view those orders as a related list on the account record in real time.
What solution should the consultant recommend?
- A . Create custom object product under information in salesforce, run a night scheduler to get details from ERP and add the add the custom object as a related list on the account
- B . Implement salesforce to salesforce connect to get real time product order information and add it as a related list on the account.
- C . Implement salesforce connect and external object to get real time product order information and add it as a related list on the account.
- D . Create a lightning component, and using REST integration, get the real time product order information from ERP.
Northern Trail Outfitters’ sales manager noticed the lead conversion ratio styled the same for the healthcare industry even though the lead creation increased .
Which reporting tool should resolve the issue?
- A . Report on leads by source.
- B . Campaign dashboard by industry
- C . Industry performance dash board
- D . Report on lead lifetime by industry