Quiz
Sales Cloud Consultant Part 1
Fragen in diesem Quiz (200)
1Universal Containers (UC) does business with a Contact associated with a specific Account with the Contact Role of executive. The Contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to the Contact on both Accounts.
What should the consultant recommend?- ACreate a new Contact record for the Contact related to the nonprofit Account
- BSelect Allow users to relate a Contact to multiple Accounts in Account
- CChange the Contact record type to multi-account
- DCreate a new lookup field on the Contact record to associate the executive to the nonprofit.
2Cloud Kicks uses PDF documents to help the sales team about new products. Which feature should a constant recommend to store these documents?
- ADocument lists
- BCharter files
- CFiles sync
- DAttachments
3Sales reps at Universal Containers have found that Leads they has been purchasing contain outdated and missing contact information.
What should a consultant recommend to obtain current Lead contact information?- AUse a company insights and data enrichment app from the AppExchange.
- BUse Mass Delete to remove Leads with invalid data.
- CUpload Marketing Cloud data on a daily basis for more complete information.
- DCreate a Web-to-Lead form with required fields.
4After a successful implementation of Sales Cloud at Universal Containers, sales management wants to add a Negotiation stage immediately prior to the Closed stage. After adding the stage, a user reports that some Opportunities are missing from quarterly forecasts.
How should the consultant resolve this issue?- AEdit the Forecast Category field to reflect the proper category for the new stage.
- BCreate a new forecast and Include the new sales stage.
- CCreate a report to track Opportunities In the Negotiation stage.
- DUse forecast adjustments to correct the forecast.
5Universal Containers (UC) wants to make It easier for sales reps to log their customer interactions, _ and events, directly from their email and calendar applications. UC wants to report on these activates Salesforce.
- ASync non-recurring events between Microsoft or Google Calendar and Salesforce.
- BAssociate emails with records in Salesforce from Outlook or Gmail.
- CReport on contact data as it exists In Outlook or Gmail.
- DSync recurring events created in the Salesforce mobile app with Microsoft or Google Calendar.
6Cloud Kicks needs to migrate data Into Salesforce and Is considering using Data Loader.
What are two capabilities of this migration tool?
Choose 2 answers- AExports field history data
- BPrevents importing duplicate records
- CExtracts organization and configuration metadata
- DImports more than 100 fields per record
- ERuns one-time or scheduled data loads
7The Cloud Kicks sales manager wants to deploy dynamic dashboards to show sales effectiveness in areas that sales members operate and manage.
Which two considerations should the consultant advise the sales manager about dynamic dashboards?
Choose 2 answers- ADynamic dashboards allow all users to view data as any user.
- BDynamic dashboards must be manually refreshed.
- CDynamic dashboards require users to follow each component
- DDynamic dashboards must be saved In public or shared folders.
8The Cloud Kicks sales team can create leads for both business and individual customers. Person accounts have been enabled in its Salesforce org.
How can the consultant ensure that Leads are converted into either a business account or a person account where appropriate?- APopulate the Company field with 'Person'.
- BLeave the Company field blank.
- CCreate separate record types for business account leads and person account leads.
- DCheck the person account checkbox on the lead.
9Cloud Kicks wants to implement a methodology to determine which current Leads have the most in common with Leads that have successfully has been converted in the past.
How Cloud Kicks support this requirement?- ACreate a Lead Rollup Summary Field.
- BUse Einstein Lead Scoring.
- CUse Lead Conversion Reporting.
- DCreate a joined report.
10Universal Containers wants to help sales reps handle phone calls with prospective customers more efficiently.
Which tool should the consultant recommend?- AOpen CTI
- BOrder Management
- CEntitlements
- DActivity Capture
11How should Cloud Kicks prepare for its first meeting to discuss its Salesforce implementation with a consultant?
- AGather key stakeholders. Establish goals and key metrics. Set up the communication plan. Define the sales process.
- BGather key stakeholders. Establish goals and key metrics. Plan for users. Define the sales process.
- CEstablish key metrics. Set up profiles. Define the sales process. Gather key stakeholders. Set up the communication plan.
- DEstablish goals and key metrics. Define the sales process. Plan for users. Identify the admin.
12To properly plan for company growth. Cloud Kicks needs to track monthly revenue projections from the sales of its annual subscription service.
What should the consultant configure to support this reporting need?- AOpportunity dashboard showing products sold each month
- BOpportunity products with formula fields for each month's value
- COpportunity dashboard showing opportunities dosed each month
- DOpportunity products with monthly product Schedules
13Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month club. Regional Sales Managers (RSM) must approve discounts greater than 5%. Regional Vice Presidents (RVP) must approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements?
Choose 2 answers- AConfigure an approval process for the RSM and a workflow rule for the RVP.
- BConfigure Process Builder approval task and email to notify the RSM and RVP.
- CCreate two approval process, one for the RSM and one for the RVP.
- DCreate a Process Builder to automatically submit approval up to 5 % discounts.
- ECreate a two-step approval process for the RSM and RVP as approver.
14A consultant is implementing a new instance of Sales Cloud for Cloud Kicks (CK). CK has a global sales presence, supporting a customer base throughout the world.
Which approach should the consultant recommend for setting up an account hierarchy structure?- ALocation-specific account structure with account hierarchies
- BGlobal account structure without account hierarchies
- CGlobal account structure with one global account and all contacts and opportunities linked
- DLocation-specific account structure without account hierarchies
15Cloud Kicks wants to use web-to-lead so potential customers can submit requests for Its products. Some existing customers also use this form to request new products, but their requests are being blocked.
What should the consultant recommend to resolve this issue?- ASet up an API integration because web-to-lead and Duplication Rules are incompatible.
- BCreate a new matching rule that ignores contacts, and set the Duplicate Rule to allow and report (with alert).
- CModify the current Duplicate Rule to run only when the current user Is the default web-to-lead creator, and set that rule to allow and report (with alert)
- DCreate another Duplicate Rule to run only when the current user is the default web-to-lead creator, and set that rule to allow and report (without alert).
16Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. CK relationship wants to identify users who have yet to use the new application.
Which method should the consultant recommend to determine these users?- ARun a report on Users Never Logged In.
- BLog a case with Salesforce Support.
- CUse the Lightning Usage app.
- DRun a Mobile Login report.
17Cloud Kicks' sales representatives need help to remove obstacles when working on high-value sales deals. The sales management team wants to monitor and empower collaboration with cross-functional teams.
Which two solutions should a consultant recommend to meet these requirements?
Choose 2 answers- AEnable Chatter feed tracking on Opportunities.
- BEnable mobile alerts for Einstein Engagement.
- CEnable the Chatter feed on similar Opportunities.
- DEnable Big Deal Alerts
- EAllow global team selling on Accounts.
18Cloud Kicks needs to associate some Contacts with more than one Account. Which solution should a consultant recommend to meet this requirement?
- AUse lead conversion to automatically copy the Contact information from Account A to Account B.
- BUse the Contact roles related list on Accounts.
- CAdd Contact to the partners related list on the other Accounts.
- DUse the Contact to multiple accounts feature.
19The operations manager wants to synchronize the customer list from the back office systems with Salesforce.
What should the consultant recommend to ensure data integrity?- ACreate a webservice connection between the Salesforce instance and the back office system.
- BCreate a unique ID field on the Opportunity object.
- CCreate an Apex trigger to exchange data between the Salesforce instance and the back office system.
- DCreate an External ID field on the Account object.
20Cloud Kicks' (CK) high value opportunities are becoming delayed in the approval process because sales manager's approval requests go unnoticed for various reasons. CK 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- ACreate a dashboard of pending approvals and add it to the Chatter feed.
- BEnable approvals by email for the approval process for high-value opportunities.
- CEnable one-click approval from report results that returns high value opportunities.
- DAllow managers to approve or reject request via the Approval Requests tab.
- ECreate a Process Builder to automatically approve high-value opportunities.
21On larger opportunities, multiple sale representatives at Universal Container collaborate on a single Opportunity to complete the sale. Revenue for the opportunity will be divided among sales representatives. Additionally, technical sale managers receive a percentage of the sales credit.
How should the consultant meet this business requirement?- ACreate a formula field on the Opportunity to track revenue attributed to technical sales managers.
- BEnable Opportunity Teams and ask opportunity owners to add a sales team.
- CUse adjustments in Collaborative Forecasting to track the appropriate revenue for each Opportunity.
- DEnable Opportunity splits, enable revenue splits for sales representatives, and overlay splits for technical sales managers.
22Universal Containers (UC) wants to deploy Sales Cloud to all of its users around the globe, but UC is concerned that the project is too complex to be successful.
What should a consultant do to minimize this concern?- ABuild a complete project calendar with due dates.
- BSet project milestones to track progress.
- CSet a firm Go Live date.
- DDivide the project into separate teams.
23A consultant is meeting with a nonprofit client for the first me to discuss implementing the Salesforce Nonprofit Success Pack. The client outlines their current processes, including the standard and custom objects they use in Salesforce.
What two topics should the consultant consider during the analyze phase of the implementation?
Choose 2 answers- AIdentify stakeholders and create a project team.
- BDiscuss implementation timelines and potential barriers.
- CEstablish specific topics for end user admin training.
- DSuggest a new process for gathering lead and campaign data.
24Cloud Kicks manages its sales pipeline using Salesforce. When an opportunity moves to the closed/lost stage, the company wants to enforce that the expected revenue value be $0 in reports and dashboards.
Which solution should a consultant recommend to meet this requirement?- ADefine an approval process to set the expected revenue field to $0 when the opportunity stage Is closed/lost.
- BDefine a Process Builder process to set the forecast category to omitted when the Opportunity stage Is closed/lost.
- CEnsure there is a dependency between stage and forecast category picklists to enforce the closed value for closed/lost stages.
- DCreate a validation rule to verify the forecast probability for closed/lost opportunities is 0% and omit the forecast category for closed/lost.
25Universal Containers needs to track quarterly sales goals for users.
What are three ways a consultant can display sales goals and allow users to track their progress toward their goals?
Choose 3 answers- AEnable show quota % attainment.
- BCreate a Custom Report Type Including Forecasting quotas with forecasting Items.
- CEnable forecast adjustments.
- DDisable opportunity quantity forecasts.
- EEnable and show quotas.
26The Sales manager at Cloud Kicks has asked an analyst to create a report when opportunities reach a certain stage with an amount equal to $100,000 dollars. The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with view access to the Sales Manager roles.
The Sales Manager wants to subscribe to the report. Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?- AChatter Subscribe to reports permission
- BSubscribe to Reports: Set Running User permission
- CSubscribe to Reports: Run Reports permission
- DSubscribe to report permission
27Northern Trail Outfitters' partners need the new quoting functionality that was recently implemented for sales representatives. What should be recommended?
- ACreate a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
- BGrant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
- CUpdate the partner sales process to include stages for managing and submitting partner quotes.
- DEnable quotes and content in the Partner Communities to allow partners to store their PDF quotes.
28Cloud kicks sells online subscription for its leading shoe of the month club. Customers can make a single payment, setup a weekly, monthly or quarterly payment. Cloud kicks wants to use opportunities to track and report on the subscription deals.
What should a consultant recommended to meet this requirement?- AUse contacts with lookup to the opportunity object
- BEnable schedules on the product object
- CUse assets with lookup with opportunity object
- DEnable schedules on the opportunity object
29A consultant needs to migrate data in Sales Cloud and is considering using Data Loader. What are two capabilities of this migration tool?
Choose 2 answers.- AExtract organization and configuration data.
- BPrevent importing duplicate records.
- CRun one-me or scheduled data loads.
- DExport field history data.
30What should a consultant recommended to show a dashboard with forecast by product family with quotas?
- ABuild a joined report with closed opportunities, forecasting items and quotas
- BCustomize quotas with product report, and add necessary fields
- CBuild a custom report type with forecasting quotas and forecasting items
- DCreate an analytic snapshot to capture the opportunity forecast
31The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly. What should be recommended?
- ASchedule a custom forecast report to run weekly and store the results in a custom report folder.
- BCreate a reporting snapshot to run daily and store the results in a custom object.
- CCreate a reporting snapshot to run weekly and store the results in a custom object.
- DSchedule a custom forecast report to run daily and store the results in a custom report folder.
32Which method should be used to automate repeat opportunities when regular customers are classified as a repeat account type?
- ADevelop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage
- BDevelop 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
- CConfigure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage
- DConfigure 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
33Northern Trail Outfitters (NTO) has a private sharing model for accounts and opportunities. Each sales
representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representative accounts and opportunities. What should a consultant recommend to meet this requirement?- AEnable account teams and have each sales representative configure their default teams
- BHave the sales representatives manually share the accounts and opportunities with their assigned sales engineers
- CCreate criteria-based sharing rules to share the accounts and opportunities with sales engineers
- DCreate a trigger to add the sales engineers to their sales representative account and opportunity teams
34Northern Trail Outfitters (NTO) wishes to track relationships between its customers. For example, some customers are suppliers for other customers. What should a consultant recommend to track multiple customer relations?
- AAdd the related company to the first company's account team, with supplier as the role.
- BAdd the related company to the first company's custom supplier lookup field as a value.
- CAdd the related company to the first company's partner related list, with supplier as a value.
- DAdd the related company to the first company's contact roles related list, with supplier as a value.
35The shipping department at the Northern Trail Outfitters (NTO) is responsible for sending product samples as part of the sales process. When an opportunity moves to the 'Sampling' stage, NTO wants an automatic email sent to the shipping department listing the Products on the opportunity.
How can this requirement be met using a workflow email?- ACreate it on the Opportunity Product using an HTML email template.
- BCreate it on the Opportunity using an HTML email template.
- CCreate it on the Opportunity Product using a visualforce email template.
- DCreate it on the Opportunity using a visualforce email template.
36Northern Trail Outfitters (NTO) supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?- ACreate different record types and sales processes for each line of business, and assign different sales processes to each page layout
- BCreate different record types and sales processes for each line of business and assign different stages to each page layout.
- CCreate different record types and sales processes for each line of business, and assign different page layouts to each record type.
- DCreate different record types and sales processes for each line of business, and use workflow field updates to assign stages.
37Northern Trail Outfitters (NTO) wants to send out an email promotion on a monthly basis to a list of 50,000 leads.
What should a consultant recommend to meet this requirement?- ACreate a lead assignment rule to send the email to the leads monthly
- BUse an email execution vendor to send emails for marketing campaigns
- CUse the standard salesforce mass email tool located on the leads tab
- DCreate an email alert workflow rule to send the email to the leads monthly
38Northern Trail Outfitters (NTO) has configured a private sharing model with Opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives.
Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?
Choose 2.- AMy collaborative opportunities
- BMy team selling and my opportunities
- CMy Team's Opportunities -- not sure due to incomplete question.
- DMy Team selling shared opportunities
39Northern Trail Outfitters (NTO) is a large insurance company with a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce. It has a custom object for policies that needs to relate to both Person Accounts and Business Accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?
- ACreate a custom contact lookup field
- BCreate a contact lookup field and an account lookup field
- CCreate a master-detail account relationship
- DCreate a master-detail contact relationship
40Sales representatives at Northern Trail Outfitters (NTO) want to share product specification with customers who do not have salesforce access. These customers should only be allowed to preview the document in the browser without download permissions.
What solution should a consultant recommend to meet this requirement?- AUpload the file to chatter files and disable the download delivery option.
- BUpload the file to documents and enable the externally available option.
- CUpload the file to content and disable the download delivery option.
- DUpload the file to chatter files and enable the password protection option.
41Sales 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- AAdd the opportunity team, product managers, and customers to libraries containing files relevant to sales deals
- BCreate a chatter group to share product information with sales team, product managers, and customers
- CUse an assignment rule to notify product managers when opportunities are updated
- D@menon product managers in chatter posts on relevant sales deals
42What is the capability of Data.com Clean?
Choose 3 answers- AAccounts must be cleaned before cleaning contacts, but leads may be cleaned either before or after cleaning accounts
- BIndividual records can be manually compared side-by-side with matched Data.com records and updated field-by-field.
- CData.com can be configured to run automated clean jobs to flag field differences and automatically fill blank fields
- DData.com Clean can be used with salesforce.com person accounts and business accounts
- EAccounts, contact, and lead records can be selected from a list and cleaned all at once.
43The sales management team of Northern Trail Outfitters (NTO) has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. What analytics tool can the sales management team leverage to help determine the cause?
Choose 2 answers- ADashboard of opportunity stage duration
- BReport on campaign return on investment (ROI)
- CDashboard of Month-over-month trend of lead conversions
- DReport on the discount approval time for quotes
44Sales management at Northern Trail Outfitters (NTO) would like to track the following information:
- Number of open opportunities in the current quarter by sales representative
- Number of closed opportunities in the last quarter by sales representatives
What should a consultant recommend to meet these requirements?- ACreate an analytic snapshot
- BCreate a dynamic dashboard
- CCreate a summary report with cross filters
- DCreate a joined report
45Northern Trail Outfitters (NTO) wants to implement a website for a new product launch. The site should be
publicly available, allow visitors to submit requests for information, and be managed by the non-technical
marketing team.
What solution should the consultant recommend?- ACustomer Community
- BForce.com Sites
- CSalesforce1 Sites
- DSite.com
46Northern Trail Outfitters (NTO) has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a sales user whose profile grants create, read, edit and delete access to accounts, contacts and opportunities.
Based on this information, the owner of the ABC Corporation account record has the rights to take which actions?
Choose 2 answers- ATransfer ownership of related contacts and opportunities owned by other users
- BShare the account with other users through manual sharing and account teams
- CView, edit, and delete related contacts and opportunities owned by other users
- DView, edit, and delete activities owned by other users directly related to the account
47Northern Trail Outfitters (NTO) sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products.
What should a consultant recommend to support selling the two product lines?- ACreate two sales processes and two page layouts, assign them to two different opportunity record types for each product line
- BCreate two page layouts and two sales processes, assign them to the respective product lines to collect relevant information.
- CCreate one page layout, two sales processes, and validation rules to capture relevant opportunity information
- DCreate two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.
48Northern Trail Outfitters (NTO) is preparing for the launch of its new sales cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution.
What factors should be considered with the sales cloud deployment to help ensure the adoption?
Choose 3 answers- AMaintenance release schedule
- BManagement communications
- CTraining in local language
- DType of training delivered
- ESales rep quota targets
49Northern Trail Outfitters (NTO) wants to increase the productivity of its sales representatives.
How can work.com be used to meet this requirement?
Choose 2 answers- ACoaching statistics can be linked to reports
- BFeedback can be requested for the entire sales team
- CFeedback can be given publicly or privately
- DCoaching goals can be linked to reports
50The members of an opportunity team at Northern Trail Outfitters (NTO) are working together to close an
opportunity. The sales engineer on the team is having trouble keeping up with most current quote. How can the sales engineer identify the opportunities latest quote?- AReference the synced quote field on the opportunity record
- BReference the synced quote history on the opportunity
- CReference the last modified date on the quotes
- DFollow the opportunity's quotes in chatter.
51Northern Trail Outfitters (NTO) is planning to implement salesforce sales cloud to support its professional services division. The NTO sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages.
What should a consultant recommend to meet this requirement?- ACreate a global publisher action to view all customer purchasing activity
- BEnable the orders object in salesforce to track customer purchases
- CEnable salesforce console for sales to see customer purchasing activity
- DCreate a custom object related to the account, contact and contact objects.
52Northern Trail Outfitters (NTO) is devising a separate sales methodology to upsell service contracts to its existing customer base. The company would like to track and report on these deals separately from other deals.
What should a consultant recommend to meet this requirement?- AAdd upsell as a stage and create a summary report by opportunity stage
- BCreate separate page layout and report to flag and report on these deals
- CCreate an opportunity record type and sales process for reporting on these deals
- DCreate a customer filed on opportunity to flag and report on these deals.
53Northern Trail Outfitters (NTO) sells products that require frequent collaboration with the same team of
individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on the opportunity.
What solution should the consultant recommend to facilitate the collaboration of the lead sales representative and team members?- AEnable chatter to have the lead sales representative facilitate collaboration through sales team sharing
- BDefine a sharing rule for each lead sales representative to assign appropriate access for all extended team members
- CConfigure default opportunity teams for all lead sales representatives with team selling enabled
- DCreate a public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.
54Northern 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?- AUse the standard external Id field and map this to the original record Id value
- BUse a custom field named external Id and map this to the current record Id Value
- CUse a custom external Id field and map this to the original record id value
- DUse the standard external Id field and map this to the current record Id Value
55What features of work.com can managers use to help sales representatives meet their quotas?
Choose 2 answers- ACoaching plans to help the sales rep drive results
- BCoaching feedback that automatically adjusts the goals
- CCoaching feed visible to the entire sales teams
- DCoaching dashboards to monitor progress
56Northern Trail Outfitters (NTO) wants to improve the information profile of its current Contacts in salesforce by using social networking application (e.g. LinkedIn or Twitter) to add the information currently gathered for accounts, contacts and leads.
Which solution should a consultant recommend to meet this requirement?- ADefine the social network fields and enabled then for account, contacts and leads.
- BCreate custom fields that hold URL links to the social profile of accounts, contacts and leads.
- CEnable social Accounts and Contacts to link records to social profiles.
- DEnable the salesforce to Social network API connection to sync records.
57Northern Trail Outfitters (NTO) requires that each of its products is sold with 12 months of product maintenance. There is a separate opportunity product line item on the opportunity. Once an opportunity is closed/won and the order has been shipped to the customer, the service manager manually records the maintenance line item in the assets object and sends an alert 90 days prior to the expiration date.
What should a consultant recommend to streamline this process?- ATurn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.
- BCreate a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.
- CRequest the sync order to asset feature from salesforce to create an asset record once an opportunity is closed/won.
- DInstall an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.
58The sales management team at Northern Trail Outfitters (NTO) wants to monitor the progress of high-value sales deals and enable collaboration with cross-functional teams to help remove any obstacles.
Which feature should a consultant recommend to meet these requirements?
Choose 2 answers.- AEnable Big Deal Alerts.
- BEnable Chatter feed on similar opportunities.
- CAllow Chatter feed tracking on opportunities.
- DUse opportunity update reminders.
59Sales representatives and partners of Northern Trail Outfitters (NTO) constantly complain about the poor quality of lead data. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation.
Which approach should the task force consider to improve and maintain the quality of lead data?
Choose 2 answers- AUse tools like the Lead Import wizard to identify and remove duplicates.
- BImport the lead data using the Find Duplicates wizard on the lead object.
- CUse Data.com to clean the existing lead data and new data going forward.
- DCreate a workflow notification when leads are created with poor Quality data.
60The marketing Manager at Northern Trail Outfitters (NTO) wants to leverage the power of sales cloud to support the sales following requirement:
- Monitor website traffic
- Email 1200 leads per day
- Capture customer satisfaction survey results on a web form
- Understand (report) the case of marketing exercise vs sales activity
What should a consultant recommend to meet this requirement?- AUse site.com campaign web-to lead opportunity, report, and dashboard
- BUse mass email, campaign, campaign influence, web-to-lead, opportunity and report
- CUse community campaign, web-to-lead, opportunity and report and dashboard
- DUse AppExchange marketing app, campaign, web-to-lead, opportunity and report
61Northern Trail Outfitters (NTO) has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals.
What solution should a consultant recommend to accomplish this?- ABuild three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.
- BBuild a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
- CBuild a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.
- DBuild three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.
62Northern Trail Outfitters (NTO) wants to integrate the sales cloud solution with accounting system.
What standard objects are likely to be used in the integration?- AAccount, case and lead
- BAccount, contact and lead
- CAccount, contact and contract
- DAccount, lead and opportunity
63Northern Trail Outfitters (NTO) has recently started using forecasting in collaboration with sales stages to better understand the pipeline. All sales reps have submitted their forecasting numbers for approval. The VP pf sales is reviewing the forecast and sees that the open opportunity pipeline report contains a total of $25,000. The VP of sales then notices that there is $15,000 that is not included in the pipeline forecast summary.
What should a consultant suggest as a possible reason for exclusion?- AThe $15,000 is business that is too new and has been assigned to the Omitted forecast category
- BThe $15,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary
- CThe $15,000 is business that is in the Best case category, which is excluded from the pipeline forecast summary
- DThe $15,000 is business that is in the commit category, which is excluded from the pipeline forecast summary
64What are the benefits of enabling territory management?
Choose 3 answers- AAbility to generate account sharing rule based on territory membership
- BAbility to expand private sharing model using account criteria
- CSupport to complex and frequently changing sales organization
- DSupport for multiple forecast per user based on territory membership
- EAbility to include opportunity in more than one record.
65Northern Trail Outfitters (NTO) has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and would like to receive email notifications when key opportunity fields are changed (e.g., amount or sales stage). However, individuals would like to control the frequency of their email notifications.
Which solution should a consultant recommend for this scenario?- AConfigure the opportunity teams for opportunities so that only interested sales users are receiving notifications.
- BConfigure Chatter and its related notification settings to provide relevant updates to interested sales managers.
- CDefine a workflow rule and email task that is triggered when key fields are updated to new values.
- DConfigure the individual Salesforce for Outlook email settings to control notification frequency.
66Northern Trail Outfitters (NTO) wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sales.
What use case will satisfy this requirement?
Choose 2 answers- ANeed to chat with customer in real me with chatter
- BNeed to prioritize search results for contacts and opportunities
- CNeed to add notes quickly or log activities for each record
- DNeed to see records and related items as tabs under one screen
67What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met?
Choose 2 answers- AEstablish a stakeholder committee and meeting schedule.
- BCreate scheduled dashboard to be sent weekly to all stakeholders.
- CAcquire the client stakeholders' key performance indicators.
- DEnsure the project key performance indicators are profitable.
68The sales manager at Northern Trail Outfitters (NTO) is concerned that the leads from the marketing department are outdated and poor quality.
What action should be taken to address this issue?
Choose 2 answers- ACreate a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
- BCreate a workflow rule to update the lead rang field based on the lead status field and use assignment rules to route leads to appropriate sales reps.
- CCreate a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
- DCreate lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides.
69Northern Trail Outfitters (NTO) is moving their legacy Customer Relationship Management (CRM) system to
salesforce sales cloud.
What should the consultant recommend to ensure a successful implementation?- AReview the current system with all levels of users to understand their requirements
- BReview the current system with and configure sales cloud to work in the same way
- CReview the current system with executive management to understand their requirement
- DReview the current system with IT management to understand their requirement
70Resellers for Northern Trail Outfitters (NTO) need access to reports in the partner communities to help manage their opportunities.
How should salesforce be configured to give resellers the correct level of access to reports?- ACreate a chatter group that allows partner to post item appropriate list view and report.
- BCreate the appropriate list views and report folder, and share with all partner users.
- CCreate the opportunity list view and report folder in the partner communities for all partners.
- DCreate a new tab in the partner communities to display the appropriate list view and report folder.
71A customer needs chatter, a custom mobile layout, and custom branding for its mobile users.
Which solution should a consultant recommend?- ASalesforce1
- BMobile classis
- CChatter for mobile
- DCustom mobile
72Northern Trail Outfitters (NTO) currently uses the customizable forecasting feature. A sales representative at NTO has four opportunities for the current quarter that are detailed below:
- $3,500 opportunity in the Best Case forecast category
- $2,000 opportunity in the Commit forecast category
- $1,000 opportunity that has been closed/won
- $1,000 opportunity that has been lost
What are the sales representatives Best Case forecast for the current quarter?- A$6,500
- B$2,000
- C$5,500
- D$3,500
73Northern Trail Outfitters (NTO) generates the sales proposal for each opportunity and needs to share it with the customer. All members of the sales team are able to update and comment on the proposal. It is important that the customer does not see the earlier version of the proposal or the team comments.
Which solution should a consultant recommend to meet this requirement?- AUpload proposal as Chatter file on the opportunity record and share with customer using a link.
- BSave the proposal as an attachment on the opportunity record and share with customer using with the link.
- CSave the proposal as chatter file on opportunity record and add the customer as follower.
- DUpload the proposal in the private chatter group accessible to the sales team and invite the customer to join.
74Northern Trail Outfitters (NTO) needs to quickly look up contacts, accounts, and opportunities and easily log calls. The team wants to access to customer information even without an Internet connection because of limited coverage in certain geographic areas.
Which mobile solution should NTO use?- ASalesforce App
- BSalesforce Touch App
- CCustom hybrid App
- DSalesforce Mobile App
75Management at Northern Trail Outfitters want to see forecast numbers by all sales representatives and by
multiple product groups.
Which two actions should a consultant recommend to meet these requirements?
Choose 2 answers- AImplement Collaborative Forecasting with quota attainment.
- BImplement Collaborative Forecasting with product family.
- CBuild a forecast list view by product family groups
- DBuild a custom forecast report showing product groups
76Northern Trail Outfitters ' (NTO) consumer business has grown to more than 500,000 contacts. NTO stores all individual contacts under a single account called 'Consumer'. Mass updates are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported.
Which two actions should be recommended to improve performance?
Choose 2 answers- AEnable person accounts and migrate the contact data.
- BEnsure that no single account has more than 10,000 contacts.
- CAdd an index to the account field on the contact object.
- DRemove the account assignment for all contacts.
77A consultant is recommending Salesforce Console for Sales to Northern Trail Outfitters to improve sales
productivity in inside sales. Which two use cases support this recommendation?
Choose 2 answers- ANeed to view the caller ID on screen and quickly make calls with one click
- BNeed to add notes quickly while talking to the client
- CNeed to chat with customers in real me with Chatter
- DNeed to prioritize search results for contacts and opportunities
78Northern Trail Outfitters (NTO) is hiring additional sales representatives due to rapid sales growth. The NTO sales management team wants to develop more structure around sales territory. Which two data points should be considered?
Choose 2 answers- ADistance between the customer headquarters and their sales representatives
- BNumber of currencies needed to support each sales territory
- CAverage number of customers managed by a sales representative
- DAttributes needed to segment and categorize customers
79Northern Trail Outfitters has Advanced Currency Management enabled and needs report that span time periods when the exchange rate was different. What is the converted amount based on this scenario?
- AOn exchange rates that use the most current entry
- BOn exchange rates entered in the opportunity
- COn exchange rates that use the oldest entry
- DOn the historical exchange rate associated with the close date
80Management at Northern Trail Outfitters wants to make sure their sales representatives are recording important email communication with customers while they are away from their offices. The sales representatives use various email applications.
Which solution should be recommended?- ADownload and install a Salesforce universal connector for their smartphone and computers.
- BCopy and paste emails manually to the customer record in salesforce from their smartphones and computers
- CForward emails using their Email-to-Salesforce email address from their smartphones and computers
- DDownload and install the Salesforce for Outlook connector on their smartphones and computers
81Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches Negotiation/Review; however, sales representatives should not have editing rights at that stage.
Which solution should the consultant advise?- ACreate a validation rule to enforce field access based on the sales stage and a custom permission.
- BChange the field level security for the sales representatives to restrict field access based on the sales stage.
- CCreate a workflow rule to enable field access for the sales directors based on sales stage.
- DModify the profile for sales directors to enable the ''Modify All'' object permission for the opportunities.
82Northern Trail Outfitters (NTO) uses channel partners for selling and servicing its products. As volume of leads has increased, NTO has noticed a decrease in satisfaction from partners on the quality of leads and a noticeable decrease in the lead conversion rate.
What should the consultant suggest in order to increase partner satisfaction with the leads being shared?- ACreate a custom lead score field to assess lead quality and assign the leads that exceed the score to partners
- BCreate multiple validation rules to ensure that all fields on the lead record are populated with data
- CAssign all leads to the partner channel manager to validate the lead data and manually assign to partners
- DUse the lead Score on the find duplicates button and assign the leads with a score in the high category
83Northern Trail Outfitters (NTO) attributes a decline in profit to an excessive number of discounts on opportunities.
Which two actions can NTO request to monitor and control opportunity discounting?
Choose 2 answers- ACreate a customer roll-up summary field to calculate the average product discount for each customer
- BRun a report on opportunities showing list price and discounted price
- CLimit the number of discounted products that can be added to an opportunity
- DEnsure that sales management approves discount requests for each opportunity
84Northern Trail Outfitters has multiple currency enabled.
Which two statements are true about opportunities in this situation?
Choose 2 answers- AThe selected currency is used for the Amount (Converted) field
- BCurrency must be specified for the opportunity
- CUser's default currency overrides the specified opportunity currency.
- DThe selected currency is used for the Amount filed.
85A Sales Cloud consultant is working on an implementation that has multi-currency, multi-language and region-specific sales processes and workflows.
Which two actions are essential for optimizing user adoption?
Choose 2 answers- AEmploying realistic training data in the corporate standard currency
- BCommunicating the training plan well in advance of training start date
- CDeveloping only a standardized, global training curriculum for all users
- DCustomizing the training curriculum for each specific region
86Northern Trail Outfitters wants to link contacts with more than one account. What should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
- AAssociate the contact to other account using a custom lookup field.
- BClone the contact record and add to the second account.
- CEnable contacts to multiple accounts feature
- DAdd the contacts to the partner related list on the second Account.
87Northern Trail Outfitters (NTO) wants to launch an email campaign for its new winter gear. The NTO sales
representative will review the response to the campaign and determine who the decision makers are prior to beginning the sales process with each respondent.
What set of steps should the consultant recommend for NTO?- ACreate a campaign, associate the leads to the campaign, and qualify the respondents.
- BCreate a campaign, qualify the respondents, and create accounts and contacts
- CCreate both account and contact records, then associate the contacts to the campaign
- DCreate leads, convert them to opportunities, and qualify the respondents on the opportunities
88Leads created from the 'Contact Us' form on the Northern Trail Outfitters' website are not being followed-up on in a timely manner. Management wants to be notified when a lead has NOT been followed-up within 24 hours if being submitted.
Which action should be recommended?- ASend an email using lead escalation rule
- BNotify using publisher action
- CNotify using Chatter on leads
- DSend an email using me-based workflow
89A sales manager at Northern Trail Outfitters (NTO) needs to give another manager access to an account as well as its four child accounts. NTO has account hierarchies with a private sharing model.
How should the sales manager enable access?- AAdd the user manually to the parent account team and each of the child account teams.
- BAdd the user to the account team on the parent account; the child accounts will inherit access.
- CAdd the user to a public group for that account and share all child accounts to this group.
- DAdd the user to each child account team; visibility will then roll up to the parent account.
90Which two processes should be recommended to track campaigns that influence won opportunities?
Choose 2 answers- AHave the administrator specify a timeframe that limits the time a campaign can influence the opportunity after the campaign first associated date and before the opportunity created date.
- BAutomatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
- CAdd campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
- DHave representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
91Northern Trail Outfitters plans to integrate with Salesforce and track product shipments from each customers. The tracking information is currently available in a back-end system. Which set of objects are important for this integration?
- AOpportunity, opportunity product, custom object--shipment status.
- BLead, opportunity, product, custom object--shipment status.
- CLead, account, opportunity product, custom object--shipment status.
- DOpportunity, opportunity product, campaign, custom object--shipment status.
92Northern Trail Outfitters has two products that each have a unique sales methodology. Some of the sales stages are shared between methodologies, the rest are exclusive to only one of the sales processes.
Which three components should be configured to support two unique selling methodologies, even when a few of the sales stages overlap between the two?
Choose 3 answers- ATwo record types
- BTwo sales processes
- CTwo page layouts
- DOne set of opportunity stages
- ETwo sets of opportunity stages
93Northern Trail Outfitters (NTO) wants to boost the importance of its sales stages and their role in NTO's sales methodology; they also want to enhance the precision of their sales forecast.
How should the steps in the sales process be mapped so NTO's requirements are met?- AMap sales probability values to forecast categories; assign sales stages accurate percentages
- BMap opportunity stages to forecast categories; assign accurate probability to each stage
- CMap appropriate sales stage to opportunity stage; assign accurate forecast probability
- DMap forecast probability to opportunity probability; assign appropriate sales stage
94Northern Trail Outfitters (NTO) has configured a private sharing model for the following:
- Accounts
- Opportunities.
As part of NTO's sales strategy, each sales representative collaborates with the same set of
Individuals for each opportunity. How should sales representatives be given appropriate access to an
opportunity?- AEnable opportunity team selling and have each sales representative configure his or her default opportunity team.
- BCreate a public group for each team and have the sales representatives manually share the opportunity with their respective group.
- CEnable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.
- DCreate a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.
95Sales director at Northern Trail Outfitters (NTO) cannot see or update their teams forecasts. Sales representatives are constant asked to provide the directors with their updated forecast information.
Which two methods should NTO use to correct how forecasts are managed?
Choose 2 answers- AEnable override forecast permissions in the Manager's profile.
- BCreate a forecast hierarchy and assign managers to the forecast manager role.
- CConfigure weekly customized forecast reports and dashboards to be emailed to sales management.
- DCreate a forecast Chatter groups where sales representatives can post and share their forecasts.
96Northern Trail Outfitters (NTO) has over 20,000 Accounts and 75,000 Contacts. NTO wants to ensure the customer data is accurate and that the customers are still currently at their respective companies.
How can this be confirmed?- ACreate a workflow rule for the account and contact owner to confirm contact data.
- BUse a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.
- CUse a data enrichment tool to verify account and contact data is up-to-date.
- DCreate a workflow rule to mass email the contacts and capture any email bounces.
97How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?
- ACampaigns in which a contact became a member within the last 60 days will be added to the campaign influence report.
- BAll campaigns created within the last 60 days will be added to the campaign influence related list.
- CAll contacts associated with campaigns will be added to the campaign influence related list.
- DSales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
98Northern Trail Outfitters has a lead qualification team that does the following:
- Qualifies opportunities
- Converts lead into opportunities
During lead conversion, the new opportunity must be assigned to the account owner.
What should be created in order to meet this requirement?- AA workflow on the opportunity
- BAn assignment rule on the account
- CA trigger on the opportunity
- DAn assignment rule on the opportunity
99Cloud 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?- ACreate 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.
- BImplement salesforce to salesforce connect to get real me product order information and add it as a related list on the account.
- CImplement salesforce connect and external object to get real me product order information and add it as a related list on the account.
- DCreate a lightning component, and using REST integration, get the real time product order information from ERP.
100Channel sales representatives at Northern Trail Outfitters (NTO) need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. To meet this requirement, NTO plans to implement lead management functionality.
Which solution should a consultant recommend?- AAdd the leads tab to the Partner Community and configure partner profile to access leads.
- BCreate a customized site where partners can self-register and access their leads.
- CCreate a task for the partner where a new lead is created and assign it to partner in the Partner Community.
- DConfigure a separate lead record type and page layout for the partner community.
101Which two processes should minimize changes in project scope during the design and build phases, post sign-off, when using a traditional project methodology?
Choose 2 answers- AUpdate requirements based on feedback from key stakeholders.
- BObtain customer sign-off on the solution design.
- CMap business requirements to the solution design.
- DMap solution design documents to system test scripts.
102Northern Trail Outfitters' Board of Directors thinks that sales user adoption should be calculated by the number of daily logins. Which two measures of sales user adoption should be considered when implementing Sales Cloud?
Choose 2 answers- AOverall effectiveness of mass email campaigns
- BCompleteness of records entered into the new system
- CNumber of neglected opportunities over me by role
- DNumber of reports exported to Excel for analysis
- EOrganizational chart with titles
103Northern Trail Outfitter wants to implement a Partner Community to help manage an extensive distributor and reseller partner community. The consultant is setting up partner users.
What are two considerations for this step in the process?
Choose 2 answers- APartner users are associated with the same set of profiles as internal users.
- BThe sharing model should be re-evaluated when the Partner Community is enabled.
- CPartner user can own account and opportunity records in salesforce.
- DPartner users CANNOT receive emails generated through workflow actions.
104Northern Trail Outfitter's partners need the new quoting functionality that was recently implemented for sales representatives
What should be recommended ?- AUpdate the partner sales process to include stages for managing and submitting partner quotes.
- BGrant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
- CCreate a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
- DEnable quotes and content in the partner portal to allow partners to store their PDF quotes.
105Northern Trail Outfitters has its sales support team enter new prospecting leads for sales representatives. Which three actions should be implemented to enforce data quality and accuracy once the new lead has been qualified and the opportunity has been created to track the deal?
Choose 3 answers- AEnable the lead conversion permission
- BMap custom fields to corresponding opportunity fields
- CEnable validation rules on the opportunity
- DCreate an Apex trigger to perform data quality checks
- EEnable validation rules on the lead
106Northern Trail Outfitters (NTO) wants to utilize opportunities to track and report customer subscriptions to its online magazine. Payments can be made using the following methods:
- In full (all at one me) -
- Weekly
- Monthly
- Quarterly
How should this solution be implemented?- AUse assets with a lookup to opportunity object
- BEnable schedules on product object
- CUse contracts with a lookup to opportunity object
- DEnable schedules on opportunity object
107Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained.
What should be recommended for a successful migration?- AEnable Email to salesforce before sending email templates to salesforce
- BManually recreate the email and mail merge templates in salesforce
- CEnable Email-to-case and use Import Wizard
- DCreate an email template change set or use the Lightning Platform
108What should a consultant recommend to show a dashboard with forecast by product family with quotas?
- ACreate an analytical snapshot to capture the opportunity forecast
- BBuild a joined report with closed opportunities, forecasting items, and quotas
- CBuild a custom report with closed forecasting quotas with forecasting items
- DCustomize Quotas with product report and add necessary fields
109Northern Trail Outfitters gain sales leads at its annual trade show. Duplicate leads are generated when they are imported and already exist in the system. What should be done to address the issue with duplicate leads?
- AUpload the leads to Data.com to remove duplicates and select the option to have them automatically imported
- BUpload the leads and click ''Find Duplicates'' button for each lead record to identify potential duplicate lead
- CUpload the leads using Data Loader and enable ''Find Duplicate'' setting to prevent duplicates
- DUpload the leads using Data Import wizard and select the appropriate field to match duplicates against existing records
110A 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- APrevent importing duplicate records
- BRun one-me or schedule data loads
- CExport field history data
- DExtract organization and configuration data
111Northern Trail Outfitters allows its sales representative to negotiate up to 1 discount for their opportunities. Discounts greater than 1 must be sent to their Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?- ACreate two approval processes one for RSM and one for RVP.
- BConfigure an approval process for the RSM and workflow for the RVP.
- CConfigure a workflow approval task and email to RSM and RVP.
- DCreate two step approval processes for the RSM and RVP as approvers.
112A sales representative at Northern Trail Outfitters needs to securely send confidential product roadmap
information to a premier customer.
Which two steps should be taken to send this information using content delivery?
Choose 2 answers- ARemove access to the content after a specified date
- BRequire the customer to enter a security token to download the content
- CRequire the recipient to log into Salesforce to access the content
- DRequire the customer to enter a password to view the content
113A 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?- AActivities report on accounts and opportunities the manager owns
- BActivities report on accounts, contacts and opportunities the manager own
- CActivities report on accounts the manager owns
- DActivities report on accounts and contacts the manager owns
114Northern Trail Outfitters has organization-wide defaults set to private. Sales representatives own the accounts and want to collaborate with relevant people from other departments ( E. g. marketing and finance). Collaborating team members must be able to access and report on relevant data.
Which two solutions should be recommended?- AUse Opportunity team to share records to relevant people
- BUse manual sharing on account to share specific record
- CUse Chatter to share records with relevant people
- DUse account team to share records with relevant people
115How should a consultant configure Sales Cloud if a customer requires two unique sets of sales stages for
opportunities based on the opportunity amount being greater than or less than $100,000 USD?- ACreate two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
- BCreate two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.
- CCreate one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
- DCreate two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
116Northern Trail Outfitters uses Products in Salesforce and has a private security model. What should a consultant recommend to allow product management employees the ability to track the performance of newly launched products if they do NOT have access to all opportunities?
- ACreate a trigger to add the product management team to the sales team of the relevant opportunities.
- BCreate a criteria based sharing rule to add the product management team to relevant opportunities.
- CCreate a trigger to set the product manager as owner for opportunity on the new product.
- DCreate a new product and add it to the price book with the product manager as the owner.
117Sales representatives at Northern Trail Outfitters are creating opportunities after they closed/won. Sales
management is concerned that pipeline and forecasting reports are inaccurate because of this.
Which two solutions should resolve this issue?
Choose 2 answers- ACreate a workflow rule that automatically updates the opportunity to the first stage in the sales process.
- BCreate a report that displays opportunities that have a closed date less than or equal to the created date.
- CUse a workflow rule to email sales management when the opportunity is created in the closed/won stage.
- DRun the opportunity pipeline standard report to view the upcoming opportunities by stage.
118A salesperson at Northern Trail Outfirrers (NTO) cannot view a contact's information from social profiles. NTO has Social Accounts and Contacts turned on its account. Why is the salesperson unable to access the information?
- AThe information shown is based on the sales representative's social connection with contact
- BThe fields configured by Universal Containers' administrator on the contact page layout are missing
- CThe link to the Facebook profile is NOT configured with administrator password to access detailed information
- DUniversal Containers must install an APP Exchange package to access public profile information for its users
119Northern Trail Outfitters uses a third-party application for credit ratings. An external web-based credit application has to be launched from a customer's account record in salesforce. The application uses a credit ID on the account object. What should be created to meet this requirement?
- AA workflow rule to launch the product fulfillment application and pass the credit ID
- BA custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID
- CA formula field that uses the hyperlink function to launch the credit application and pass the credit ID
- DA custom button that calls an Apex trigger to launch the credit application and pass the credit ID
120Northern 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?
- AReport on leads by source
- BCampaign dashboard by industry
- CIndustry performance dashboard
- DReport on lead lifetime by industry
121Northern Trail Outfitters has two sales divisions:
- An individual sales division, and
- A business sales division
The Sales representatives for each division have their own user profiles and person accounts. The business sales division sales representatives cannot create person accounts and they should only be able to set up business accounts.
How can these requirements be met?- AUse field-level security to hide ''Is Person Account'' checkbox from the business sales division's sales representative user profile
- BRemove person account record types from the business sales division's sales presentative user profile
- CUse Divisions to hide person accounts from the business sales division's sales presentative user profile
- DCheck the ''disable person accounts'' permission on the business sales division's sales representative user profile
122Northern Trail Outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. NTO currently has a private sharing model.
How should the documents be shared efficiently and securely?- AUploaded to Salesforce Files and shared with the field sales organization
- BEmailed to the sales team on opportunity record
- CUploaded to a library that is shared with the field sales organization
- DUploaded to Salesforce Files from the opportunity record
123Northern Trail Outfitters (NTO) customer orders four lanterns. The order is activated in Salesforce, and the
products are successfully shipped to the customer. One week later, the customer returns one lantern. How should NTO record the return in Salesforce?- ACreate a reduction Order under the activated Order
- BCreate a custom field on the Order Product object
- CCreate a new Order Product with quantity set to -1
- DChange the quantity value on the Order Product to 3
124Which three actions should a consultant recommend to provide alignment between a new formal sales
methodology and Salesforce?
Choose 3 answers- ADevelop a data integration between Salesforce and the sales methodology database
- BConfigure Salesforce standard and custom objects to support the sales methodology
- CEmbed Lightning components within Salesforce to support the sales methodology
- DOverride Salesforce user interface with the sales methodology user interface
- EConsider available sales methodology AppExchange applications
125Northern Trail Outfitters (NTO) wants to record information about its conferences and attendees. Some customers attend multiple NTO conferences.
What should the consultant recommend if NTO desires to present this data on the contact layout using the standard configuration?- AUtilize Campaigns for conferences and a custom object to record attendee information
- BCreate a custom object for conferences and a custom object to record attendee information
- CCreate a custom object for conferences and a custom lookup field to conferences on Contacts
- DUtilize Campaigns for conferences and add Campaign Members to record attendee information
126Northern Trail Outfitters wants a visual representation in the Salesforce Mobile App of each account's sales by month.
What should be recommended ?- AEmbed a chart on the account page ; no other customization is needed.
- BCreate a dashboard component and use a Chatter feed on the account in Salesforce.
- CEmbed a chart on the account page and use custom link to filter by account.
- DCreate a Visualforce page with an embedded chart component for each account.
127Northern Trail Outfitters' European and Asia specific sales team have different business requirements on how to create new opportunities. The team must configure a set of geographically-specific fields relevant only to their team as well as common fields that both teams will utilize. Additionally, each team should NOT be able to report on the other's region specific-fields.
- AImplement field-level security to allow access to fields for the respective regional sales team.
- BCreate a separate page layouts and record types for each of the regional sales team.
- CBuild a custom object with private sharing to capture the additional fields as a separate record.
- DUtilize Visualforce to build an opportunity page that dynamically checks the user's region to determine which fields to display.
128Northern Trail Outfitters (NTO) wants controlled access for its users allowing them to see all accounts, but only make changes to the accounts they own and the contacts within those accounts. How should NTO set its default access for accounts and contacts.
- ASet accounts to public read-only and contacts to controlled by parents
- BSet accounts to public read-only and contacts to private
- CSet accounts to private and contacts to private
- DSet accounts to private and contacts to controlled by parents
129Northern Trail Outfitters (NTO) requires credit checks for all opportunities greater than $50,000. The credit
management team members are all salesforce users.
What should a consultant recommend to notify the credit manager that an opportunity needs a credit check?- AUse workflow to send an email to the credit manager profile.
- BUse an Apex trigger to create a task for the credit manager user.
- CUse a validation rule to send an email to the credit manager role.
- DUse workflow to assign a task to the credit manager user.
130What is a consideration when implementing Advanced Currency Management?
Choose 3 answers- ACurrency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate.
- BAdvanced currency management dated exchange rates are automatically updated on a monthly basis.
- CThe converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
- DAdvanced currency management can be enabled or disabled in the organization under the company profile if needed.
- ECurrency roll-up summary fields from opportunities to an account use the static conversion rate.
131Northern Trail Outfitters (NTO) wishes to implement a sales methodology that focuses on identifying customer's challenges and addressing them with offerings.
Which sales methodology is described above?- ASolution selling
- BDirect selling
- CRelationship selling
- DTarget account selling
132Northern Trail Outfitters (NTO) uses a custom object named Insight, which is the child in a master-detail
relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforce1 mobile app and want to easily create new insight records from their phones.
What should a consultant recommend to meet this requirement?- ACreate a custom object tab
- BCreate a publisher action
- CCreate a related list button
- DCreate a Visualforce page
133Sales representatives at Northern Trail Outfitters (NTO) need to collaborate with customers on sales deals to gather requirements, analyze solutions, and deliver proposals. NTO wants to ensure that customers are fully engaged throughout each stage in the sales process.
What solution should a consultant recommend to facilitate collaboration with customers?
Choose 2 answers.- AAdd customers to Salesforce as Chatter Free users
- BShare chatter files with customers
- CAllow customers to follow opportunities in chatter
- DInvite customers into private chatter groups
134Northern Trail Outfitters (NTO) has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy.
What solution should a consultant recommend to meet this requirement?- ADefine a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
- BCreate a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
- CUse apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.
- DCreate a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy.
135Joe is the record owner of a Lead. A Lead sharing rule has been defined so that leads owned by Joe are shared with public group called 'Joe's Team'. When the Lead is converted to an Account, Contact, and Opportunity, who will have access to these records assuming that a private sharing model in place on these objects and there are no sharing rules defined for these objects?
- AJoe, all members of the public group, Joe's Team, and anyone above any group member in the role hierarchy will be able to access the three records.
- BJoe and anyone above him in the role hierarchy will be able to access the three records.
- CJoe, all members of the public group, and Joe's Team will be able to access the three records.
- DJoe will be the only person who will be able to access the Account, Contact, and opportunity records.
136Northern Trail Outfitters (NTO) manages opportunity forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, NTO wants the roll-up of just the opportunities that are in pipeline, best case, and commit.
What number in the forecast would provide NTO with the appropriate information?- APipeline + Closed/Won
- BPipeline + Best Case
- CPipeline
- DPipeline + Commit
137Northern Trail Outfitters (NTO) has automated the process of creating new account records in salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. NTO is now seeing performance issues when it makes any changes to account sharing rules.
What can NTO do to address the issue without changing its integration?- AEnsure that the generic user has not been assigned a role.
- BContact salesforce support to add an index to the account object.
- CSet the organization wide defaults for accounts to public read/write.
- DEnsure that the generic user has the Modify All Data permission.
138A consultant wants to confirm requirements are collected during the project planning stage.
Which three customer information data points should be requested?
Choose 3 answers.- AList of stakeholders with roles and titles
- BKey reports from the current system
- CList of required objects and fields
- DCompany financial information
139Which two process should be recommended to track the campaigns that influence won opportunities?
Choose 2 answers- AHave the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
- BAdd campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
- CHave representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
- DAutomatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
140Northern Trail Outfitters sales representatives have to be certified to sell items in its Professional catalog. Which two ways should Salesforce be set up to prevent those who are NOT certified from adding these items to opportunities?
Choose 2 answers- AUtilize a separate price book for the products requiring certification and only share the price book to users who are certified
- BUtilize a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are NOT certified
- CUtilize a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified
- DUtilize a validation rule on products marked as requiring certification to prevent them from being added to an opportunity
141Which two solutions should a consultant recommend if a sales process requires opportunities to have associated product line items before moving the opportunity to the negotiation stage?
Choose 2 answers.- AConfigure a validation rule that checks the Has Line Item and Stage fields for the correct condition.
- BDefine a workflow rule that automatically defaults to a pricebook and product line item when selecting the negotiation stage.
- CEnsure that all sales representatives have access to at least one pricebook when creating product lines.
- DConfigure the opportunity record types to enforce product line item entry before selecting the negotiation stage.
142Cloud Kicks uses an external ERP application to process its orders. This ERP application needs to receive data about Opportunities when the Opportunity closes. Which two solutions should the Consultant recommend?
Choose 2 answers- AOutbound Message with Workflow Rules
- BConnected App
- CSingle Sign on
- DREST Callout
143The sales at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information.
Which two actions should the Consultant take to meet this requirement?
Choose 2 answers- ACreate a rollup field on the Account to calculate the number of retail locations.
- BMap the custom field from the Lead object to the custom field on the Account object during lead conversion.
- CUpdate the Account with number of retail locations after it has been converted.
- DCreate custom fields on the Account and Lead objects to store the number of retail locations.
- EMap the custom field from the Lead object to the standard field on the Account object during lead conversion.
144Cloud Kicks uses a custom object named GumShoe. GumShoe is the child in a master-detail relationship with the Opportunity object. Staff members use this object to create requests for supporting research. They want to easily generate new GumShoe records from their phones by using the Salesforce Mobile App.
What should a Consultant recommended to meet the requirements?- ACreate a Quick Action.
- BCreate a Lightning Component for mobile.
- CCreate a custom hyperlink to a related list.
- DCreate a custom Process Builder process.
145Cloud Kicks uses channel partners for selling and servicing its 'Shoe of the Month' club. As the number of Leads has increased, Cloud Kicks has seen a decrease in partner satisfaction regarding the quality of Leads, and a noticeable decrease in the Lead conversion rate. What can be done to increase partner satisfaction with the Leads being shared?
- AConfigure a custom lead score field to assess Lead quality, then assign the Leads that exceed this score to partners.
- BConfigure a cross-object validation rule to ensure that all fields on the Lead record are populated with data.
- CUtilize the Partner Lead Validator to populate a Lead score and assign to a partner channel queue.
- DConfigure Einstein Insights prior to Leads routing to the partner channel.
- EUtilize the Lead score on the Find Duplicate button, and then assign the Leads with a score in the high category.
146Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want to migrate the existing sales and marketing data into Cloud Kicks' Salesforce instance.
Which three aspects should the Consultant consider before proceeding with the data migration?
Choose 3 answers- AClassic feature that have been improved by Lightning Experience
- BTotal number of records being imported compared to the Salesforce edition
- CCriteria to apply to records that should be archived before migration
- DVolume of customer, partner, and prospect data from existing system
- ENumber of marketing campaign licenses required for the migration
147The 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?- ASet Account to Public Read/Write, and Opportunity to Private.
- BSet Account to Public Read Only, and Opportunity to Public Read Only.
- CSet Account t and Opportunity to Private.
- DSet Account to Public Read/Write, and opportunity to Controlled by Parent.
148Cloud Kicks is currently going through a fast-paced growth of its sales department. The Sales Director notices that new sales executives are investing time connecting with existing contacts who are not influential in furthering the business relationship.
Which two potential solutions can the Consultant recommend?
Choose 2- AAdd a Lookup field to Contacts to indicate Influential Contacts.
- BAdd an Influencing Contact multi-select picklist field on the Account.
- CImplement the Account Contact Role feature.
- DTrack time invested in a custom field for each contact
149The Cloud Kicks Marketing Team purchased a marketing automation tool and are implementing a Lead
qualification process. The Sales Director provided key attributes and activity history of the ideal Lead. What can Marketing do with this information to implement an automated solution?- ADevelop the Lead score and grade based off the provided information to automatically determine when a Lead should become qualified
- BAdd fields for all key attributes to the Lead object and make them required
- CSet up the marketing tool to send any prospects to Salesforce and have Sales Reps assist in the qualification process
- DCreate reports based off the provided Sales metrics in the marketing automation tool and train Marketing users to identify and qualify Leads
150The Cloud Kicks Sales Support team manually enters leads into Salesforce throughout the week. It was discovered that many of the leads already exist as Contacts in the system based on matching email address. This has resulted in high volume of unconverted leads. Which solution should be used to identify and block future duplicates from being created?
- ACreate a process builder and flow that emails the user of a potential duplicate Contact when a Lead is created.
- BBuild a report that groups leads by email address to identify and merge duplicates.
- CUse Dataloader to import the leads each week instead of entering leads individually.
- DActivate the Standard Lead Duplicate Rule that matches on both Lead and Contact.
151The Consultant at Cloud Kicks has successfully implemented the Einstein lead Scoring feature and now wants to measure the effectiveness and track lead conversion rates.
Which three standard dashboards are available?
Choose 3 answers- AAverage Lead Score by Lead Source
- BConversion Rate by Lead Source
- CConversion Rate by Lead Score
- DLead score Distribution
- ELead Scores by Created Date
152Cloud Kicks is expanding to international markets, but some products are not visible in the international price book.
Which two steps should be taken?
Choose 2 answers- ACheck that the products have a standard price in the list price field.
- BActivate the products in the price book.
- CCheck that the products have a $0 list price.
- DCheck to ensure the products have been added to the price book.
- EActivate the price book.
153Cloud Kicks is now live and training is complete, but the system administrator keeps calling with questions about the process.
Which strategy should the Consultant use?- ATest the process to make sure it still works.
- BDirect the admin to ask Salesforce.
- CConduct a Knowledge Transfer with the admin.
- DHave the admin review the solution design.
154A Cloud Kicks sales team based in the U.S. is working on business development to grow market share in Australia. The organization has multi-currency enabled and has added the Australian Dollar as an available currency.
How can the Consultant allow the sales team to report on Australian deal values in USD?- ASet each sales user's default currency to the Australian Dollar.
- BCreate a formula field to perform a currency calculation on the Opportunity amount.
- CEnable parenthetical currency conversation.
- DUse USD for Australia Opportunity currencies.
155Cloud Kicks recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by opportunities generated by the sales representatives.
What can the Consultant recommend to measure sales user adoption?- ARefer back to the project plan to see if the goals were met
- BCreate a trend report to determine if there is an increase in deals closed
- CEnable sales teams and run an opportunity report with teams to see how many Opportunities have team member on them
- DProvide a report of user logins to show the increase in user adoption
156Cloud Kicks is excited about implementing Lightning features during the implementation. The company has rolled out a few groups of Sales Cloud users in Lightning already, but not all are trained on the Sales Cloud Lightning features requested for this implementation.
What should the Consultant recommend for a successful deployment?- ACommunicate the information so that they have more staff available for changes.
- BAdjust the project plan and communicate that the deployment will now be a week earlier.
- CDeploy all the changes that do not affect the Sales team and deploy the changes in the following sprint.
- DAdjust the project plan and delay the deployment of the sprint.
157Cloud Kicks recently completed an implementation of Sales Cloud. CK has trained its users to use the Salesforce Mobile app to access Salesforce from their mobile devices and wants to determine how often the Salesforce Mobile app is being used.
What should the consultant recommend?- AOpen a case with Salesforce
- BUse the Lightning Usage app to view Mobile activity
- CCreate a custom report type between users and Mobile activity
- DCreate a custom report type between users and Identity Event Logs
158Sales representatives at Cloud Kicks often receive important customer emails they want to record as activities related to Contacts in Salesforce. Cloud Kicks has Office 365, and there is a policy preventing users from Installing anything directly on their computers.
Which solution should a Consultant recommend to meet this requirement?- ALightning Console for Sales
- BSalesforce Console for Sales
- CSalesforce for Outlook
- DLightning Sync
159The VP of Sales at Cloud Kicks wants to provide options to sales representatives for changing Account or Contract details for a created order.
Which two conditions should the Consultant consider to meet this requirement?
Choose 2 answers- AThe Order should be in Draft Status
- BThe price book associated with the Order is also associated to the new Account
- CThe Contract associated with the Order is also associated to the new Account
- DThe Currency associated with the Order can be different from the new contract
160Cloud Kicks want to utilize Opportunities to report and track subscriptions to its 'Shoe of the Month' club.
Subscribers can pay in full (all at one me), weekly, monthly, or quarterly.
Which solution should the Consultant recommend to meet Cloud Kicks needs?- AEnable schedules on the Product Object
- BConfigure the use of contracts with a lookup to the Opportunity object
- CConfigure the use of assets with a lookup to the opportunity object
- DEnable schedules on the Opportunity object
161Cloud Kicks needs the ability to determine the effectiveness of a recent marketing campaign on new leads.
Which solution should the Consultant recommend?- ACreate a custom object and a record for the campaign, then relate the newly created record to the lead.
- BEnable campaign influence and report on the influence percent and revenue share.
- CSpecify the date range of the leads added to the campaign.
- DCreate a custom text field to capture the marketing campaign.
162The VP Of Sales at Cloud Kicks wants to give the sales team the power of the Salesforce Mobile app so that sales reps can do their tasks on the go. 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- AEinstein activity capture
- BMobile Smart Actions
- CQuick Actions
- DLightning Mobile Component
163Cloud Kicks is implementing Enterprise Territory Management for its retail sales unit. The sales director wants a detailed roll-up forecast for Territories to be provided.
Which two recommendations should the Consultant make?
Choose 2 answers- AInclude the Forecast Manager field on the Territory page layout.
- BCreate Apex class code to roll up forecast details for a Territory.
- CInclude the Formula field in the Territory page layout.
- DAssign a Forecast Manager to a Territory.
164The 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- AThe Organization-wide Default for Contacts has been set to Controlled by Parent.
- BThe Cloud Kicks Salesforce Community has been disabled to allow person Account self-registration in the future.
- CUser profiles with read access to Accounts also have read access to Contacts.
- DThe Organization-wide Default for both Accounts and Contacts have been set to Public Read/Write.
- EAt least one record type has been created for Accounts.
165Cloud Kicks syncs with a distributor partner's external system that ships the 'Shoe of the Month' club to all
Cloud Kicks' monthly subscribers. The VP Of Delivery wants to get notifications when machines that fold the boxes are malfunctioning, so that they can preemptively communicate to subscribers that the shipment may be delayed.
What should the Consultant recommend?- APlatform Events
- BSalesforce-to- Salesforce
- CSalesforce Connect
- DWorkflow rules with email alerts
166Cloud Kicks has been late for every deadline and has missed several meetings.
What should the Consultant recommend to the Cloud Kicks project manager to get the project back on track?- ARevisit the communication plan and set up more frequent touch points with the customer.
- BWrite a solution design and get sign-off so the build phase can start.
- CAsk what the customer would like the solution to be and demo it to them at the end of the build phase.
- DSetup Requirements Workshop and get sign-off.
167Cloud Kicks has started its operations in Europe in addition to the U.S. The company has enabled advanced currency management to support both EUR and USD. Cloud Kicks also has existing roll-up summary fields. Where are currency related roll-up summary fields supported?
- AFrom the Object rolling up to the Opportunity object
- BFrom any custom object to the Opportunity object
- CFrom the Opportunity line object to the Opportunity object
- DFrom the Opportunity object rolling up the Account object
168The Cloud Kicks sales team collaborates on Opportunities, which helps the team succeed and close more deals.
What should the Consultant configure to allow contributing sales team members to share in the revenue from closed Opportunities?- AAdd the Opportunities to a campaign.
- BCreate quick actions to create child Opportunities.
- CEnable Opportunity Splits from Setup.
- DAdd the contributors to the Opportunity's contact role related list.
169Cloud Kicks wants to improve its Return On investment (ROI) by creating intelligent processes built on trusted, targeted data.
What are two justifications for using third-party data enrichment tools?
Choose 2 answers- ATo monitor customers' and prospects' NPS score with their customers
- BTo create customer segment with personas and scoring
- CTo survey prospects on post-purchase of competitors' products
- DTo enrich customer data signaling intent to purchase
170Cloud 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?- ARemove person Account record types from the franchise sales division's sales representative user profile
- BHide the Person Account checkbox from the franchise sales division's sales representative user profile through Field-level Security
- CUtilize Divisions to hide person Account from the franchise sales division's sales representative user profile
- DEnsure that the 'Disable Person Accounts' permission on the franchise sales division's sales representative user profile is checked
171Currently at Cloud Kicks, the Lead Source field is used to track what event a lead originated from. The Marketing Director requested a report that shows every event a lead has attended.
Which standard Salesforce functionality can a Consultant recommend?- ACreate a custom field to track the second event a Lead attends
- BImplement Campaigns to track events and define a Campaign Management process
- CConfigure a custom Events object and relate it to the Load object
- DUpdate the Lead Source field to the most recent event a lead has attended using process builder
172Cloud Kicks wants to sell to both consumer and Business. There will be a consumer sales team and a business sales team.
Which two Salesforce functions will allow the Consultant to meet this requirement?
Choose 2 answers- ARecord Types
- BProcess Builder
- COpportunity Teams
- DSales Processes
173Cloud Kicks has a private sharing model on Accounts. Account Executives need to ensure that Business
Development Users can qualify marketing Opportunities on their accounts. There can be different Business Development Users for a given opportunity. Sales Management needs to be able to report on which Business Development Users are assigned to opportunities.
What should the Consultant recommend to the Account Executives?- AAdd Business Development Users as Account Team members with a role that grants Modify All access
- BShare Accounts with Business Development Users
- CShare Opportunities with Business Development Users by granting read access to Opportunities in their portfolio
- DAdd Business Development Users as Opportunity Team members with a role that grants read/write access
174A sales manager for one of Cloud Kicks' sales territories is unable to see a forecast for the current quarter.
What will resolve this problem?- AAdd the sales manager to the forecasting public group
- BSet the forecast manager for this territory
- CSelect the correct forecast from the user record
- DSuggest the opportunity owner share the opportunity with the sales manager
175Cloud Kicks' marketing department is migrating from its email campaign and management system to Salesforce. The marketing administrator wants to ensure that Cloud Kicks' email templates are retained.
Which two solutions should a Consultant recommend for a successful migration?
Choose 2 answers- AManually recreate the email and mail merge templates in Salesforce
- BEnable Email Import and use the import Wizard
- CEnable Email to Salesforce before sending email templates to Salesforce
- DImport email templates with Data Loader
- ECreate an email template change set or use the Lightning Platform
176Cloud Kicks acquired a shoe distribution company. The VP of Technology wants to migrate all the sales data into Cloud Kicks' Salesforce instance.
Which data migration sequence should the Consultant recommend for the objects?- AUsers, Products, Currency, Price Books, Quotes, Quote Line Items, Accounts, Opportunities, Opportunity Line Item
- BProducts, Price Books, Users, contacts, Accounts, Opportunities, Opportunity Line items, Quotes, Quote Line items
- CProducts, Price Books, Users, Opportunities, Opportunity Line Items, Quotes, Quote Line items, Accounts, Contacts
- DUsers, Products, Price Books, Accounts, Contacts, Opportunities, Opportunity Line Items, Quotes, Quote Line items
177The VP of Operations wants to synchronize customer data from the data warehouse with Salesforce.
What should the Consultant recommend to ensure data integrity?- ASet up a Process Builder process on the Account object to check for unique values
- BSet up an encrypted field on the Account object with Read Only on the field security settings for all profiles except the administrator profile
- CSet up a Flow on the Account object to check for unique values
- DSet up an External ID field on the Account object with Read Only on the field security settings for all profiles except the administrator profile
178Cloud Kicks wants to boost importance of its sales stages and its role in the company's sales methodology. Cloud Kicks also wants to enhance precision of its sales forecast.
Which 2 steps should be taken to ensure the Sales process is mapped to meet the requirements?
Choose 2 answers- AMap sales probability values to forecast categories.
- BMap forecast probability to Opportunity probability.
- CMap Opportunity stages forecast categories.
- DAssign appropriate sales stages.
- EAssign forecast percentages.
- FAssign accurate probability to each stage.
179On Lead creation, the Sales Director of Cloud Kicks wants to implement rules to assign lead to the appropriate user. The new record should have the assignee's default record type.
Which approach should the Consultant recommend to meet the requirement?- ASpecify in the User settings to take the record type of the assigned.
- BSpecify in the Profile settings to take the record type of the assigned.
- CSpecify in the Lead settings to take the record type of the assigned.
- DSpecify the Lead Assignment Rules to take the record type of the assigned.
180Sales stages are shared between sales methodologies at Cloud Kicks; however, there are three product lines with unique sales methodologies. A few sales stages overlap between the three.
Which three components should be configured to support this?
Choose 3 answers- AThree sales processes
- BThree record types
- CThree page layouts
- DOne set of opportunity stages
- EThree sets of opportunity stages
- FOne hybrid sales process
181Asia 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?- ACreate grouped folders, keeping the top region folder sharing settings and liming the sharing settings for the grouped folders for each region.
- BCreate all new regional folders and move the reports to the respective region folder with viewer access.
- CCreate all new regional folders and move the reports to the respective region folder with subscribe access.
- DCreate subfolders, keeping the top region folder sharing settings and liming the sharing settings for the subfolders for each region.
182Cloud Kicks Sales Team Folder needs to be shared with the following:
- The CEO role, so that view access is granted
- The CEO's assistant, so that view, share, save, rename, and delete are granted
- The Sales Manager for each region, so that view and save are granted.
How should the Consultant configure sharing?- AEnable Manage access to the CEO role and subordinates and manage to the assistant profile.
- BSet the CEO role to View, the CEO's assistant user to Manage, and the Sales Manager role to Edit.
- CSet the CEO role to View All, the CEO's assistant user to Modify All, and the Sales Manager public group to Create.
- DEnable Manage Reports in Public folders for CEO role and its subordinates.
183Cloud Kicks has many customers that regularly renew their 'shoe of the month' club membership. The sales representatives use an Account type called 'shoe of the month' club for these customers. Sales management wants to use Salesforce to automate repeat opportunities.
What should a Consultant recommend to meet this requirement?- ADevelop a lightning Component to set an Opportunity revenue schedule that automatically sets up a new Opportunity for renewal customers when it reaches the closed/won stage.
- BDevelop an Apex trigger for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.
- CConfigure a Process Builder process for renewal customers that sends a reminder task to the sales representative to create a new Opportunity when it reaches the closed/won stage.
- DConfigure a workflow rule for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.
184The Cloud Kicks pipeline and forecasting reports are inaccurate because sales representatives are creang
opportunities after they are already closed/won. The VP of Sales wants visibility on how often the sales
representatives are creating opportunities like this.
Which two solutions should the Consultant recommend?
Choose 2 answers- AImplement a process builder that automatically updates the Opportunity to the first stage in the sales process.
- BUtilize a process builder to send an email to sales management when the Opportunity is created in the closed/won stage.
- CRun the Opportunity pipeline standard report to view the upcoming Opportunities by stage.
- DEnable High Velocity Sales so that the VP of Sales can get a global view of quick closed Opportunities.
- EConfigure a report that displays Opportunities that have a closed date less than, or equal to, the created date.
185A Consultant for Cloud Kicks Sales Cloud has proposed implementing an Account Hierarchy. What impact could the redesign have on the org?
- AA user who owns an Account at the boom of the hierarchy has access to all parent Accounts.
- BThe Account Hierarchy can be visualized from all levels in the structure.
- CThe value of all Opportunities in an Account Hierarchy are visible on the parent Account.
- DThe ownership of an Account determines the visibility of the Account Hierarchy.
186As part of Enterprise Territory management implementation, Cloud Kicks wants the user to manually search for territory in an active territory model and assign to Opportunities.
Which approach should the Consultant suggest to meet this requirement?- AUse the default Enterprise Territory Management to provide access to assign any active territory to the Opportunity
- BEnable sharing access to the account to assign any active territory to Opportunities
- CUpdate the Profile with the 'manage Territory' permission
- DCreate Apex Class code to assign territories to open Opportunities
187Cloud Kicks wants to be able to forecast revenue on a quarterly basis.
Which date field should the Consultant recommend to ensure accurate forecasting?- AThe converted date on the Lead
- BThe created date on the Opportunity
- CThe close date on the Opportunity
- DThe last modified date on the Opportunity
188A Salesforce partner regularly works with Salesforce Account Executives to close deals with clients that are looking for a partner to implement Sales Cloud. As new partner sales reps are on-boarded, they spend quite a bit of time trying to determine which Account Executive maps to which Accounts and Opportunities.
What should the Consultant recommend when rolling this out?- AImplement Account Contact Roles
- BImplement Account Partner Roles
- CAdd a Lookup field on the Opportunity to indicate Partner Executives
- DAdd the Title field to all Contact Layout
189The Cloud Kicks sales team works with two different types of Leads: distributors and retailers. Cloud Kicks'
management wants the sales team to follow two different lead qualification processes before converting the Lead into an Opportunity.
Which three actions should a Consultant recommend to meet this requirement?
Choose 3 answers- ACreate distributor and retailer Lead record types.
- BCreate retailer and distributor Lead processes.
- CCreate a new profile and only assign one Lead record type to it.
- DAdd Leads to different campaigns to determine if they are distributor or retailer Leads.
- ESet up Opportunity splits to measure how different types of Leads are converted.
- FCreate Status picklist values to accommodate the different qualification statuses for different types of Leads.
190Cloud Kicks needs to forecast on monthly business that closes and details of open opportunities on a weekly basis. The VP of Sales asks the business analyst to review how the sales funnel is changing month over months.
Which two actions should the Consultant take to meet this requirement?
Choose 2 answers- ASchedule a custom forecast report to run weekly.
- BConfigure a reporting snapshot to run daily.
- CCreate a custom object to store the results in.
- DCreate a custom report folder to store the results in.
- EConfigure a report snapshot to run weekly.
191The 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- ALeverage a Lightning Component that collects the information and routes it.
- BCreate a lead owner field on the product record to use for assignment.
- CCreate a Visualforce page that includes both standard and custom fields.
- DConfigure lead assignment rules to route leads to the correct owner.
- ECreate email templates for each Primary Product with corresponding email response rules.
- FGenerate a web-to-lead form that includes both standard and custom fields.
192Cloud Kicks uses channel partners for selling and servicing its 'Shoe of the Month' club. As the number of Leads has increased, Cloud Kicks has seen a decrease in partner satisfaction regarding the quality of Leads, and a noticeable decrease in the Lead conversion rate.
What can be done to increase partner satisfaction with the Leads being shared?- AConfigure a custom lead score field to assess Lead quality, that assign the Leads that exceed this score to partners.
- BUtilize the Partner Lead Validator to populate a Lead store and assign to a partner channel queue.
- CUtilize the lead score on the Find Duplicates button, and then assign the Leads with a score in the high category.
- DConfigure a cross-object validation rule to ensure that all fields on the Lead record are populated with data.
- EConfigure Einstein Insights prior to Leads routing to the partner channel.
193Up to this point, two sales reps have had separate Accounts and Opportunities. Sales rep A wants to Include sales rep B in a few Opportunities on one Account.
Which two things will happen if Account Teams are enabled and used for this Account?
Choose 2 answers- ARep A can let rep B view one of the Opportunities on the Account.
- BRep A can let rep B edit all Opportunities on the Account.
- CRep A can let rep B view the Account but keep private Contacts.
- DRep A can let rep B view the Account but keep private Activities.
194When a Lead record is converted, Cloud Kicks wants the Account, Contact, Opportunity, and Product records to be automatically created with minimal user input.
Which strategy should the Consultant use to meet this requirement?- AEnable the customized lead conversion setting from Setup.
- BOverride the standard Convert button with a custom Lightning Component.
- CUtilize workflow rules to create records.
- DCreate a custom Quick action that creates new records.
195Cloud Kicks recently released a custom Action for Competitor Notes, that will prompt sales representatives to provide information about competitors for Opportunities. The sales representatives reported that even though the Action works well on their desktop, they cannot see the Action on their mobile app.
What is required to fix this problem?- AEdit the Page Layout to include the Action
- BEdit the Page Layout to include a custom link to the Action
- CEdit the Action to make it available for the mobile app
- DEdit the Visualforce to make it available for the mobile app
196Cloud Kicks wants to default Opportunity name to naming convention.
Which solution should the Consultant recommend?- ACreate a Validation Rule on the Opportunity Object and evaluate the rule when the record is created.
- BCreate a Validation Rule to require users to follow the defined naming convention.
- CCreate a Workflow Rule on the Opportunity Object and evaluate the rule when the record is created and every me the record is edited.
- DCreate a Workflow Rule on the Opportunity Object with Time Dependent Actions, and evaluate the rule when the record is created and every me the record is edited.
197Cloud Kicks uses Chatter to collaborate corporate-wide. Sales representatives are getting too many items showing on their feed, so it's hard to sort through to find items that are high priority or need the sales representative's immediate attention.
Which solution should the Consultant recommend?- ACreate Chatter topics
- BIncrease the Chatter follower limit
- CIncrease Chatter Feeds bookmark limit
- DCreate Chatter Streams
- ECreate a Chatter Feed page layout
198The Cloud Kicks website Contact Us form creates Leads that need to be followed-up on in a timely manner by the sales representatives. The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the lead status is still new. The sales representatives would also like a list to follow up.
Which two actions should the Consultant perform to create a solution?
Choose 2 answers- ACreate a process builder process to send an email.
- BCreate a Lead escalation rule for 'Lead created date NOT equal to TODAY' and 'Status equals new'.
- CCreate a dynamic report for sales representatives to subscribe to.
- DCreate a publisher action on Lead.
- ECreate a Lead list view filtered for 'Lead created date NOT equal to TODAY' and 'Status equals new'.
199A Consultant for Cloud Kicks notices that the Deploy date for the Sales Cloud project is also the same weekend of a Salesforce release.
What should the Consultant recommend?- AStop all work because the impact of the Salesforce release is unknown
- BLet Cloud Kicks know that there is a Salesforce release and that it may take longer
- CComplete the project sooner and push before the Salesforce release
- DUpdate the project plan for the following week and communicate the change
200A 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?- AConfigure Apex to update a custom field on the parent account with the total value of won opportunities from the child accounts
- BCreate a workflow rule to update the custom field on the parent account displaying the total value of won opportunities from the child account
- CCreate a Roll-up Summary field on the parent account displaying the total value of won opportunity from the child accounts
- DConfigure a link on the account that will open a list view showing the total value of open opportunities for all accounts in the hierarchy
Informationen
- Beschreibung
- Sales Cloud Consultant Certification Part 1
- Autor
- Vince Casarez
- Sprache
- English
- Aufrufe
- 2.340
- Schlagwörter
- Bewertung
- Noch keine Bewertungen Bewerte dieses Quiz