Salesforce Salesforce Certifications SALES-CLOUD-CONSULTANT Questions & Answers

• Question 11:

  Sales management at Cloud Kicks wants to track the following information:

  1.

  Open opportunities in the current Quarter by sales rep

  2.

  Accounts that are current customers

  3.

  Open cases in the last quarter for open opportunities What should a consultant recommend to meet these requirements?

  A. Create a reporting snapshot.

  B. Create a Joined report.

  C. Create a dynamic dashboard.

  D. Create a summary report with cross filters.

  Correct Answer: B

• Question 12:

  Universal Containers wants to automatically add sales representative emails and events from Gmail to the activity timeline of related records. What should the consultant recommend to meet the requirement?

  A. Gmail Integration

  B. Email to Lead

  C. Marketing Cloud Journeys

  D. Einstein Activity Capture

  Correct Answer: D

• Question 13:

  Cloud Kicks is launching an outbound sales campaign to identify potential prospects for its new product. The marketing team has sourced a list of leads for each territory. Cloud Kicks wants to use Salesforce for these tasks:

  1.

  Call center agents call the leads on the list.

  2.

  Agents capture notes from the conversation.

  3.

  Salesforce will automatically present the next lead in the list.

  4.

  Agents should leave a voicemail if the customer is unavailable.

  5.

  Agents call the customers back who were unavailable.

  Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts.

  Which Salesforce product should the consultant recommend?

  A. Sales Engagement

  B. Service Cloud

  C. Native CTI Connector

  D. Sales Cloud

  Correct Answer: A

• Question 14:

  Universal Containers (UC) wants to improve its sales productivity by updating its email solution. UC wants to automatically log incoming and outgoing emails to related Salesforce records and sync user calendars to Salesforce. Which tool should a consultant recommend to meet this requirement?

  A. Lightning for Gmail/Outlook

  B. An Apex Trigger

  C. My Email to Salesforce

  D. Einstein Activity Capture

  Correct Answer: B

• Question 15:

  Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories. Which two recommendations should the consultant make? (Choose two.)

  A. Assign a Forecast-Manager to each region.

  B. Include the Forecast Manager field on the Account page layout.

  C. Ensure the Forecast Manager user is forecast-enabled.

  D. Assign a role for each manager in the user role hierarchy.

  Correct Answer: AC

• Question 16:

  Cloud Kicks has a private sharing model on Accounts. Sales reps need to ensure that specific users can qualify marketing Opportunities on then Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.

  What should the consultant recommend to the account executives?

  A. Share Accounts with specific users and their respective teams.

  B. Share Opportunities with specific users by granting Read access to Opportunities in their portfolio.

  C. Add specific users as Opportunity team members with a role that grants Read/Write access.

  D. Add specific users as Account team members with a role that grants Modify All access.

  Correct Answer: C

• Question 17:

  Northern Trail Outfitters launched Salesforce for its EMEA subsidiary three months ago and wants to gain insight into usage and data quality. Which two options should a consultant recommend to meet this requirement? (Choose two.)

  A. Download and analyze the Setup Audit Trail to determine number of new records per day.

  B. Install the Salesforce Adoption Dashboard from the AppExchange.

  C. Create a custom report of active users by role and set up a weekly report subscription.

  D. Create a custom report type using Account > Duplicate Record Set to identify potential duplicates.

  Correct Answer: BD

• Question 18:

  A consultant for Universal Containers is preparing to migrate the company's legacy CRM to Salesforce. The admin for the previous system is enthusiastic about Salesforce and driving the objectives of the implementation, but end users have expressed dissatisfaction about moving to a new platform.

  What are two ways the consultant can determine and validate their approach with end users? (Choose two.)

  A. Conduct a technical review with developers to evaluate solutions designed for end users.

  B. Interview top-level executives to understand the KPIs for end users.

  C. Validate the solution plans and implementation with end users.

  D. Enlist the help of a champion to ensure that Salesforce is meeting end user needs.

  Correct Answer: CD

• Question 19:

  Universal Containers (UC) has account and contact data it wants to migrate to Salesforce. The data comes from several sources and the data quality is unknown. The consultant wants to assess the entire data set for quality and duplicates prior to loading it to production without impacting UC's current operations. The consultant recommends using a Developer Pro sandbox as an initial step.

  Which two Salesforce tools could be used to support this approach? (Choose two.)

  A. Formulas

  B. Import Wizard

  C. Duplicate Jobs

  D. External Ids

  Correct Answer: BC

• Question 20:

  Cloud Kicks (CK) uses Territory Management to assign accounts to sales reps. There are several high-value accounts in New York City that must always remain with the same sales rep after territory assignment rules are run. What should a consultant recommend CK Implement to allow the high-value assignments to remain and allow the rest of the assignments to be made?

  A. Territory2ObjectExclusion object

  B. Validation rule on Account

  C. Record-triggered flow on Account

  D. Custom field on Territory

  Correct Answer: A