salesforce sales cloud consultant Practice Questions & Answers (Set 1)

#1 Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they've been assigned. Sales reps will run specific product upsell processes. Which action should the consultant take to support a successful sales team transition? Select 1

A. Meet with territory sales leadership to design territory assignment rules.

B. Meet with sales reps to review products they are assigned and implement Opportunity Teams.

C. Meet with executive sales leadership to understand the requirements for record sharing.

✅ Answer: Meet with territory sales leadership to design territory assignment rules.

Explanation:
None

#2 Cloud Kicks has purchased a list of prospects and wants sales reps to contact and measure the return on investment (ROI) of the purchased list. Which solution should the consultant recommend? Select 1

A. Import the list as new Leads and update the Lead Source to "Purchased Lead".

B. Import the prospects as Contacts and assign them to Accounts.

C. Import the list as new Leads and map the Campaign during import.

✅ Answer: Import the list as new Leads and map the Campaign during import.

Explanation:
None

#3 Cloud Kicks recently launched Sales Cloud. Admins need to know the pages with the highest traffic. Which option should a consultant recommend to meet this requirement? Select 1

A. Install the Salesforce Adoption Dashboards package from AppExchange.

B. Create a custom report based on Lightning Exit By Page Metrics.

C. Create a custom report based on Lightning Usage By Browser Metrics.

✅ Answer: Install the Salesforce Adoption Dashboards package from AppExchange.

Explanation:
None

#4 Cloud Kicks uses Salesforce to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts. Which approach should the consultant recommend to meet these requirements? Select 1

A. Use the Contacts to Multiple Accounts feature.

B. Create a junction object between Account and Contact.

C. Create a custom lookup from Account to Contact.

✅ Answer: Use the Contacts to Multiple Accounts feature.

Explanation:
None

#5 Northern Trail Outfitters had issues with its last two Salesforce deployments, both of which caused system downtimes that exceeded planned estimates. The CIO asked a consultant to develop a Risk Register to identify and mitigate these types of issues with future deployments. The CIO asked the consultant to log the two previously known issues as a starting point for the register. In which Risk category do these system downtime issues fall? Select 1

A. Technical Risk

B. Compliance Risk

C. Operational Risk

✅ Answer: Technical Risk

Explanation:
None

#6 Universal Containers (UC) hired a consulting company to implement Sales Cloud. This will be the third CRM application UC has used in the past 5 years. Employees have failed to adopt the previous two applications. Which step should be part of UC's plan to help drive adoption of Sales Cloud? Select 1

A. Identify change management champions.

B. Implement User Acceptance Testing (UAT).

C. Revoke user access to legacy systems.

✅ Answer: Identify change management champions.

Explanation:
None

#7 Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world. Which approach should the consultant recommend that CK use for training this audience? Select 1

A. Leverage Trailhead and documentation.

B. Conduct Train-the-trainer sessions.

C. Configure In-App Guidance.

✅ Answer: Conduct Train-the-trainer sessions.

Explanation:
None

#8 Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private. Which factor should the consultant consider when updating the sales territories and Account owners? Select 1

A. The organization-wide default should be set to Public before the update can be performed.

B. The Salesforce recycle bin needs to be emptied prior to realignment.

C. The operations team can defer sharing calculations to decrease the risk of lock errors during the data update.

✅ Answer: The operations team can defer sharing calculations to decrease the risk of lock errors during the data update.

Explanation:
None

#9 Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunties are being lost. What is the most efficient way for a consultant to meet this requirement? Select 1

A. Create a Competitors channel in Slack to share insights and stories.

B. Create a new custom object and automation to track competitors.

C. Create a new custom field on the Opportunity object.

✅ Answer: Create a new custom field on the Opportunity object.

Explanation:
None

#10 Northern Trail Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year. Which aspect should a consultant consider for this migration? Select 1

A. Only one territory model can be active at any given time.

B. Territory user assignments are migrated to the new model.

C. Access to a territory model is controlled through profiles or permission sets.

✅ Answer: Only one territory model can be active at any given time.

Explanation:
None

#11 When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively? Select 1

A. Prioritize standard Salesforce features to manage costs while ensuring project success.

B. Assess project requirements to decide if custom development or third-party apps are needed, considering budget and resources.

C. Opt for custom development, weighing long-term scalability and maintenance against quick solutions.

✅ Answer: Assess project requirements to decide if custom development or third-party apps are needed, considering budget and resources.

Explanation:
None

#12 Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the default lead owner. What should the consultant validate when troubleshooting the issue? Select 1

A. The picklist values are part of Lead assignment rule criteria.

B. A new web-to-lead form needs to be created to reflect the new picklist values.

C. Picklist values are included in only one rule entry.

✅ Answer: The picklist values are part of Lead assignment rule criteria.

Explanation:
None

#13 Cloud Kicks has recently hired a new inside sales team. Management wants to ensure that steps in the sales process are clear and adhered to by the team. Each step must have clear guidelines, support materials, and coaching tips. What should the consultant recommend to support the new sales team and management? Select 1

A. Create Validation Rules on the Opportunity Stage field.

B. Create a flow paired to each of the Opportunity stages.

C. Create a Path on the Opportunity object.

✅ Answer: Create a Path on the Opportunity object.

Explanation:
None

#14 Universal Containers has a fiscal year that starts in February and ends in January. The SVP of sales has reinforced how important it is to measure the sales teams' performance based on this fiscal year and has asked how Sales Cloud can support this request. Which solution should the consultant recommend? Select 1

A. Update the User settings.

B. Update the Locale settings.

C. Update the Company settings.

✅ Answer: Update the Company settings.

Explanation:
None

#15 Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CK has implemented dated exchange rates by using Advanced Currency Management. How is the converted currency amount calculation on opportunities determined? Select 1

A. The close date only when the opportunity stage is closed

B. The date the opportunity stage is closed regardless of the close date

C. The close date regardless of the opportunity stage

✅ Answer: The close date regardless of the opportunity stage

Explanation:
None

#16 Which prerequisite should the consultant consider before enabling Opportunity Splits? Select 1

A. Ensure open opportunities are owned by active users.

B. Enable Opportunity Teams and confirm the owner is a team member.

C. Add customized split types to opportunities.

✅ Answer: Enable Opportunity Teams and confirm the owner is a team member.

Explanation:
None

#17 A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow Account owners to selectively share an Account's Contacts with Opportunity owners? Select 1

A. Add Opportunity owners to the Opportunity Team and configure Contact sharing.

B. Add Opportunity owners to the Account Team and configure Contact sharing.

C. Transfer Contact ownership from themselves to the Opportunity owner.

✅ Answer: Add Opportunity owners to the Account Team and configure Contact sharing.

Explanation:
None

#18 The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated to an Opportunity. What should the consultant recommend to resolve the issue most efficiently? Select 1

A. Create a flow to delete the Product from the Price Book.

B. Archive the Product and each related Price Book entry.

C. Edit the Product record and uncheck the Active field.

✅ Answer: Archive the Product and each related Price Book entry.

Explanation:
None

#19 A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established and the requirements still need to be defined. Which project management methodology should a consultant recommend to ensure the implementation is successful? Select 1

A. Agile

B. Waterfall

C. Kanban

✅ Answer: Agile

Explanation:
None

#20 Cloud Kicks needs to associate some contacts with many accounts. Which solution should a consultant recommend to meet this requirement? Select 1

A. Use the Contact to Multiple Accounts feature.

B. Use the Contact Roles related list on Accounts.

C. Add multiple custom Account lookup fields on the Contact.

✅ Answer: Use the Contact to Multiple Accounts feature.

Explanation:
None

salesforce sales cloud consultant Practice Questions & Answers (Set 1) | CodeWme

#2 Cloud Kicks has purchased a list of prospects and wants sales reps to contact and measure the return on investment (ROI) of the purchased list. Which solution should the consultant recommend? Select 1

#3 Cloud Kicks recently launched Sales Cloud. Admins need to know the pages with the highest traffic. Which option should a consultant recommend to meet this requirement? Select 1

#4 Cloud Kicks uses Salesforce to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts. Which approach should the consultant recommend to meet these requirements? Select 1

#7 Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world. Which approach should the consultant recommend that CK use for training this audience? Select 1

#8 Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private. Which factor should the consultant consider when updating the sales territories and Account owners? Select 1

#9 Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunties are being lost. What is the most efficient way for a consultant to meet this requirement? Select 1

#10 Northern Trail Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year. Which aspect should a consultant consider for this migration? Select 1

#11 When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively? Select 1

#12 Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the default lead owner. What should the consultant validate when troubleshooting the issue? Select 1

#15 Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CK has implemented dated exchange rates by using Advanced Currency Management. How is the converted currency amount calculation on opportunities determined? Select 1

#16 Which prerequisite should the consultant consider before enabling Opportunity Splits? Select 1

#17 A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow Account owners to selectively share an Account's Contacts with Opportunity owners? Select 1

#18 The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated to an Opportunity. What should the consultant recommend to resolve the issue most efficiently? Select 1

#20 Cloud Kicks needs to associate some contacts with many accounts. Which solution should a consultant recommend to meet this requirement? Select 1