salesforce sales cloud consultant Practice Questions & Answers (Set 2)

#1 The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live. Partial and Full sandboxes are unavailable. Where should the consultant recommend testing be conducted? Select 1

A. Create a new Developer Edition org and populate it with data.

B. Create test accounts and opportunities in a new Trailhead Playground org.

C. Create a new Developer sandbox and populate it with data.

✅ Answer: Create a new Developer sandbox and populate it with data.

Explanation:
None

#2 As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and assign it to opportunities. Which approach should the consultant recommend to meet this requirement? Select 1

A. Enable sharing access to the Account to assign any active territory to opportunities.

B. Use default Sales Territories to assign any active territory to the opportunity.

C. Update the profile with the Manage Territory permission.

✅ Answer: Update the profile with the Manage Territory permission.

Explanation:
None

#3 Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps. How should a consultant meet the requirement? Select 1

A. Ensure that all managers have access to the standard Win report.

B. Build a custom report on Opportunity with custom summary formulas to show win ratio.

C. Create a custom formula field on Opportunity to capture the win ratio for opportunities.

✅ Answer: Build a custom report on Opportunity with custom summary formulas to show win ratio.

Explanation:
None

#4 The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team. How should the consultant meet this requirement? Select 1

A. Recommend an integration with the marketing platform that creates leads in Sales Cloud.

B. Create users for the marketing team so they can enter leads directly into Sales Cloud.

C. Recommend an integration with the marketing platform to Sales Cloud that generates tasks with lead information.

✅ Answer: Recommend an integration with the marketing platform that creates leads in Sales Cloud.

Explanation:
None

#5 Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasts to all sales users. What should a consultant consider when rolling out forecasts? Select 1

A. A Single Category or Cumulative Forecast Rollup should be defined.

B. Multiple Forecast Types must be created and activated.

C. Opportunity Splits must be enabled at the same time.

✅ Answer: A Single Category or Cumulative Forecast Rollup should be defined.

Explanation:
None

#6 The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead. What should the consultant do to help marketing improve the process? Select 1

A. Create reports based on the sales metrics provided in the marketing automation tool and train marketing users to identify and qualify leads.

B. Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.

C. Set up the marketing automation tool to send prospects to the sales director and ask sales reps to assist in the qualification process.

✅ Answer: Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.

Explanation:
None

#7 Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display the total amount of all the open opportunities related to the account on the Account page layout. How should the consultant implement a solution to meet the requirement? Select 1

A. Use a record-triggered flow to set the value on the account.

B. Create a roll-up summary field on the Account object.

C. Use a custom formula field on the Opportunity object.

✅ Answer: Create a roll-up summary field on the Account object.

Explanation:
None

#8 When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records? Select 1

A. Matching is based on the standard Email field.

B. Matching is based on any Email field.

C. Matching is based on Full Name and standard Email field.

✅ Answer: Matching is based on the standard Email field.

Explanation:
None

#9 Northern Trail Outfitters (NTO) finished implementing Sales Cloud for a mid-market sales team. Sales management wants to track data completeness. Which common metric should the consultant recommend that NTO use to measure core Sales Cloud data? Select 1

A. Field Usage

B. Record Count

C. User Adoption

✅ Answer: Field Usage

Explanation:
None

#10 Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them. Which action can forecast managers perform? Select 1

A. Share the forecast with any Sales Cloud user.

B. Add territory forecast to the hierarchy.

C. Add a Forecasts tab to the Sales app.

✅ Answer: Share the forecast with any Sales Cloud user.

Explanation:
None

#11 Some of the large accounts at Northern Trail Outfitters have many contacts. Sales reps want to see how these contacts relate to each other and understand the reporting structure. Which feature should the consultant recommend to meet this requirement? Select 1

A. Contact Hierarchy

B. Contacts to Multiple Accounts

C. Contact Roles

✅ Answer: Contact Hierarchy

Explanation:
None

#12 A consultant is preparing to release an updated version of a sales process they have been working on for an existing Sales Cloud client. Which action should the consultant take first to ensure a smooth rollout for the sales team? Select 1

A. Conduct a series of informational sessions with the sales team to explain the benefits of the new sales process and address common questions in an online FAQ.

B. Implement a program to incentivize users and publicly reward early adopters to motivate others and create a sense of competition within the sales team.

C. Create a plan for implementation, drive awareness with the sales team, design training and coaching programs, update and document workflows, and measure success.

✅ Answer: Create a plan for implementation, drive awareness with the sales team, design training and coaching programs, update and document workflows, and measure success.

Explanation:
None

#13 Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting in lost deals. What should the consultant recommend to resolve the issue? Select 1

A. Allow sales reps to mark the contact on each opportunity as "Primary" to indicate the decision maker.

B. Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.

C. Enable Opportunity Teams so sales reps can track the decision maker for each opportunity.

✅ Answer: Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.

Explanation:
None

#14 Universal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories. Which attribute of Sales Territories should the consultant consider when developing the new territory model? Select 1

A. The system administrator profile is required to run territory planning reports.

B. A model must be activated in order to view reassigned accounts.

C. All Account assignment rules should be run when the model state is set to Planning.

✅ Answer: A model must be activated in order to view reassigned accounts.

Explanation:
None

#15 Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. Which stage of the project lifecycle does this fall under? Select 1

A. Initiate

B. Execute

C. Plan

✅ Answer: Plan

Explanation:
None

#16 The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already set up a Matching Rule for Leads. What should the consultant recommend to resolve the issue? Select 1

A. Change the criteria for the standard Lead Matching Rule.

B. Confirm the standard Lead Matching Rule is deactivated.

C. Confirm the custom Lead Matching Rule is activated.

✅ Answer: Confirm the custom Lead Matching Rule is activated.

Explanation:
None

#17 Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among customers to capture household relationships, referrals, and so on. One customer can have many relationships. What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce? Select 1

A. Use Contacts for retail customers and use Accounts to maintain relationships.

B. Enable Contacts to Multiple Accounts to create indirect relationships between two or more Person Accounts.

C. Create a custom field to establish relationships and create hierarchies among Person Accounts.

✅ Answer: Enable Contacts to Multiple Accounts to create indirect relationships between two or more Person Accounts.

Explanation:
None

#18 Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals. Which report should the consultant create to meet the requirement? Select 1

A. Closed Won Opportunities by the sales team

B. Closed Won Opportunities by Account

C. Closed Won Opportunities with Activities

✅ Answer: Closed Won Opportunities with Activities

Explanation:
None

#19 The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks. Which guideline should a consultant consider when cloning an order with products? Select 1

A. A cloned order must have a later end date from the associated contract.

B. A cloned order must be associated with the same contract as the original order.

C. A cloned order's start date must fall between the associated contract's start and end dates.

✅ Answer: A cloned order's start date must fall between the associated contract's start and end dates.

Explanation:
None

#20 What should the consultant take into consideration when activating Orders? Select 1

A. Orders can be activated only if they include a Product.

B. New Products can be added to active orders.

C. Products can be removed from active reduction orders.

✅ Answer: Orders can be activated only if they include a Product.

Explanation:
None

salesforce sales cloud consultant Practice Questions & Answers (Set 2) | CodeWme

#1 The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live. Partial and Full sandboxes are unavailable. Where should the consultant recommend testing be conducted? Select 1

#2 As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and assign it to opportunities. Which approach should the consultant recommend to meet this requirement? Select 1

#3 Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps. How should a consultant meet the requirement? Select 1

#4 The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team. How should the consultant meet this requirement? Select 1

#5 Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasts to all sales users. What should a consultant consider when rolling out forecasts? Select 1

#6 The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead. What should the consultant do to help marketing improve the process? Select 1

#7 Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display the total amount of all the open opportunities related to the account on the Account page layout. How should the consultant implement a solution to meet the requirement? Select 1

#8 When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records? Select 1

#9 Northern Trail Outfitters (NTO) finished implementing Sales Cloud for a mid-market sales team. Sales management wants to track data completeness. Which common metric should the consultant recommend that NTO use to measure core Sales Cloud data? Select 1

#11 Some of the large accounts at Northern Trail Outfitters have many contacts. Sales reps want to see how these contacts relate to each other and understand the reporting structure. Which feature should the consultant recommend to meet this requirement? Select 1

#12 A consultant is preparing to release an updated version of a sales process they have been working on for an existing Sales Cloud client. Which action should the consultant take first to ensure a smooth rollout for the sales team? Select 1

#13 Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting in lost deals. What should the consultant recommend to resolve the issue? Select 1

#14 Universal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories. Which attribute of Sales Territories should the consultant consider when developing the new territory model? Select 1

#15 Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. Which stage of the project lifecycle does this fall under? Select 1

#16 The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already set up a Matching Rule for Leads. What should the consultant recommend to resolve the issue? Select 1

#18 Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals. Which report should the consultant create to meet the requirement? Select 1

#19 The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks. Which guideline should a consultant consider when cloning an order with products? Select 1

#20 What should the consultant take into consideration when activating Orders? Select 1