Practice Free Certified Sales Cloud Consultant Exam Online Questions
Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts.
Which Salesforce product should the consultant recommend?
- A . Salesforce Service Cloud
- B . Salesforce native CTI Connector
- C . Salesforce High Velocity Sales
- D . Salesforce Sales Cloud
C
Explanation:
Salesforce High Velocity Sales is a product that should be recommended for Cloud Kicks if they want to have their supervisors coach the consultants based on the call transcripts. High Velocity Sales is a set of tools that helps sales reps sell faster and smarter by providing them with best practices, automated tasks, and insights. One of the features of High Velocity Sales is Einstein Call Coaching, which uses artificial intelligence to analyze call transcripts and provide feedback and guidance to sales reps and managers.
Cloud Kicks (CK) is implementing Sales Cloud and expects hundreds of new Accounts will be added into Salesforce on a daily basis. CK has an automated process to assign the Account owners. If no assignment can be made for an Account, it will be assigned to a fictitious owner and a person will manually review and re-assign it at a later date. At any given time, a fictitious owner may have more than 10,000 Account records assigned to it.
Which two solutions should the consultant recommend when CK sets up the new Account process? Choose 2 answers
- A . Place the fictitious owner in a separate role at the top of the role hierarchy.
- B . Keep the fictitious owner out of public groups that could be used in sharing rules.
- C . Assign the Modify All Data system permission to the fictitious owner.
- D . Add the fictitious owner to a role at the lowest level of the role hierarchy.
Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes.
Which two steps should the consultant perform to maintain data integrity? Choose 2 answers
- A . Enable the Create Audit Fields permission to insert historically accurate records.
- B . Use the Salesforce Approval Process clone feature to migrate approval processes.
- C . Merge the legacy Salesforce org into UC’s Salesforce org and migrate the approval processes.
- D . Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.
A, D
Explanation:
Enabling the Create Audit Fields permission to insert historically accurate records and inserting users, and then migrating email alerts and approval processes into UCs Salesforce org are two steps that should be performed to maintain data integrity when migrating legacy email alerts and approval processes from another company that uses Salesforce. Create Audit Fields permission is a permission that allows users to set audit field values such as Created Date, Created By ID, Last Modified Date, Last Modified By ID when inserting records via API tools such as Data Loader or Workbench. By enabling this permission, Universal Containers can insert historically accurate records from the other company that use the same audit field values as the original records. Inserting users, and then migrating email alerts and approval processes into UCs Salesforce org is a step that ensures that the email alerts and approval processes are associated with the correct users in the destination org. Email alerts are actions that send an email to one or more recipients when a process or workflow is triggered. Approval processes are processes that require one or more users to approve or reject records before they can be finalized or completed. By inserting users, and then migrating email alerts and approval processes into UCs Salesforce org, Universal Containers can ensure that the email alerts and approval processes are configured and executed correctly in the new org.
To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue projections from the sales of its annual subscription service.
What should the consultant configure to meet this requirement?
- A . Opportunity products with monthly product Schedules
- B . Opportunity products with formula fields for each month’s value
- C . Opportunity dashboard showing opportunities closed each month
- D . Opportunity dashboard showing products sold each month
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them.
Which two actions can forecast managers perform? Choose 2 answers
- A . Add territory forecast to the hierarchy.
- B . Add a Forecasts tab to the Sales app.
- C . View the territory forecasts as a single-page summary.
- D . Share the forecast with any Salesforce user.
C, D
Explanation:
Viewing the territory forecasts as a single-page summary and sharing the forecast with any Salesforce user are two actions that forecast managers can perform. A territory forecast is a forecast that shows how much revenue is expected from a specific territory or group of territories. A single-page summary is a view of the territory forecast that displays all the territories in the hierarchy and their forecast amounts in one page. Forecast managers can use this view to compare and analyze the performance of different territories at a glance. Forecast managers can also share their forecasts with any Salesforce user who has access to the same forecast type, regardless of their role or territory assignment. This allows them to collaborate and communicate with other users about their forecasts.
The VP of sales at Good Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.
Which two steps should a consultant take to create a solution? Choose 2 answers
- A . Enable Feed Tracking.
- B . Create a roll-up summary formula.
- C . Update a custom field using automation.
- D . Create a report and dashboard.
C, D
Explanation:
Updating a custom field using automation and creating a report and dashboard are the two steps required to create a solution for showing the percentage of opportunities in a certain stage that were eventually closed won. A custom field is a field that can be added to an object to store additional information that is not available in the standard fields. Automation is a way of executing actions or tasks based on certain criteria or triggers, such as workflows, process builder, flows, etc. A report is a tool that displays data from one or more objects in a tabular or graphical format. A dashboard is a tool that displays data from one or more reports in a visual way, such as charts, gauges, tables, etc. By creating a custom field on the Opportunity object that stores the stage value when the Opportunity is closed won or closed lost, and updating this field using automation whenever the stage changes, sales managers can track the original stage of each closed Opportunity. By creating a report and dashboard that show the percentage of closed won Opportunities by their original stage, sales managers can see how effective each stage is in leading to successful deals.
At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWO) for Contact are set to ‘Controlled by Parent’,
Which solution should the consultant recommend to meet this requirement?
- A . Use Apex Managed Sharing to automatically share any new Contacts.
- B . Set up Account Teams with defaults for each sales rep.
- C . Change the Contact OWD to Private and create sharing rules to grant visibility.
- D . Add the Sharing button to the page layout so sales reps can share Contacts as needed.
B
Explanation:
Setting up Account Teams with defaults for each sales rep is the best solution to meet the requirement of ensuring that the assigned sales ops specialist and sales engineer have access to the correct Accounts. An Account Team is a group of users who work together on an Account, such as sales reps, sales engineers, managers, etc. Each Account Team member has a role and a level of access to the Account and its related records, such as Contacts, Opportunities, Cases, etc. By setting up Account Teams with defaults for each sales rep, the admin can automatically add the sales ops specialist and the sales engineer to the Account Team whenever a sales rep creates or owns an Account. This way, the sales ops specialist and the sales engineer can view and edit the Account and its related Contacts.
Cloud Kicks has enabled Quotas in forecasts.
In which three ways can Quotas be managed for all users in the forecast hierarchy? Choose 3 answers
- A . Insert Quotas using API.
- B . Add/update Quotas using the Data Import Wizard.
- C . Assign Quotas to a forecast period.
- D . Add/update Quotas using Data Loader.
- E . Configure Forecast Quotas.
A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia. The company has multicurrency enabled and has added the Australian Dollar as an available currency.
How should the consultant allow the sales team to report on Australian deal values in U.S. Dollars (USO)?
- A . Set each sales user’s default currency to the Australian Dollar.
- B . Enable parenthetical currency conversion.
- C . Create a formula field to perform a currency calculation.
- D . Use USD for Australian Opportunity currencies.
B
Explanation:
Enabling parenthetical currency conversion is the best way to allow the sales team to report on Australian deal values in U.S. Dollars (USD). Parenthetical currency conversion is a feature that displays converted currency amounts in parentheses next to the original currency amounts in reports and dashboards. For example, if an opportunity has an amount of 10,000 Australian Dollars (AUD), and the corporate currency is USD, enabling parenthetical currency conversion will show the amount as 10,000 AUD (7,500 USD) based on the exchange rate. By enabling parenthetical currency conversion, the sales team can easily see and compare Australian deal values in USD without having to manually calculate them.
Sales reps at Universal Containers (UC) want to know when a customer or prospect Contact opens an email, they sent so they can follow up with the Contact shortly afterward.
Which tool should a consultant recommend to meet the requirement?
- A . Outlook Desktop Integration
- B . Einstein Activity Capture
- C . High Velocity Sales
- D . Salesforce Inbox