salesforce sales cloud consultant Practice Questions & Answers (Set 3) | CodeWme
#1 Cloud Kicks is in the process of implementing Sales Cloud for its sales teams. Senior management has concerns about adoption. What should a consultant recommend to encourage adoption? Select 1
✅ Answer: Establish goals and key metrics.
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#2 Cloud Kicks has completed the discovery stage and leadership has aligned on the project's business goals. What should the consultant formalize with stakeholders before moving on to the next project stage? Select 1
✅ Answer: Define key metrics to identify how success will be measured.
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#3 What is a key capability of Data Loader? Select 1
✅ Answer: Runs one-time or scheduled data imports
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#4 Cloud Kicks wants to assign territories in bulk to Opportunities. What should the consultant do to meet the requirement? Select 1
✅ Answer: Run the filter-based Opportunity territory assignment.
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#5 A consultant has conducted discovery sessions with Cloud Kicks stakeholders and is ready to begin gathering use cases for deal processes. Which group should provide content for the use cases? Select 1
✅ Answer: Business development team
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#6 Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of them. What should the consultant recommend to fill in the missing franchises? Select 1
✅ Answer: Implement a data enrichment package from AppExchange.
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#7 Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to influential campaigns. Which feature will allow for revenue share with standard and custom attribution models? Select 1
✅ Answer: Use Customizable Campaign Influence for reporting.
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#8 An executive at Cloud Kicks (CK) has asked its admin to create a diagram showing the high-level processes within the business. CK plans to use the diagram to show the context of a new process within the overall business. What should the admin create to meet this requirement? Select 1
✅ Answer: Value Stream Map
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#9 A consultant for Cloud Kicks is migrating data from an on-premises system to Salesforce. The consultant has imported Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW. What is causing these records to fail? Select 1
✅ Answer: Updates to child records that have the same parent records are being processed simultaneously.
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#10 Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org. Which action should the consultant recommend? Select 1
✅ Answer: Conduct discovery sessions and document existing business practices for each company.
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#11 The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales Cloud. Which option should the consultant recommend? Select 1
✅ Answer: Use a collaboration tool to gather feedback from users.
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#12 Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model. What will a user without access to the Amount field on the Opportunity object observe? Select 1
✅ Answer: The Amount field will be hidden from the contributing factors section.
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#13 Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam on forms. What should the consultant recommend as the first line of defense before republishing the form? Select 1
✅ Answer: Select Require reCAPTCHA Verification in Web-to-Lead settings.
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#14 Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is also responsible for specific accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited accounts outside their scope of responsibility. CK wants to allow reps to view any account, but restrict editing to only reps who are responsible for those specific accounts. Which step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits? Select 1
✅ Answer: Change Account organization-wide defaults to Public/Read-Only.
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#15 Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records. What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature? Select 1
✅ Answer: Designate a default account as the Contact's primary account.
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#16 During the last requirements meeting, Cloud Kicks team members said they will be attending a conference next week. What should a consultant do in response to this news? Select 1
✅ Answer: Update the project plan and communicate it to stakeholders.
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#17 Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the sales reps to focus on the leads most likely to result in a sale. What should the consultant recommend to meet this requirement? Select 1
✅ Answer: Implement a lead scoring strategy.
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#18 During end-to-end testing, users report that a key business process is missing a step. What should a consultant do first to resolve the issue? Select 1
✅ Answer: Work with key stakeholders to determine if a change to the requirements is necessary to go-live.
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#19 Cloud Kicks manages prospects for lead generation in a marketing application. To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records? Select 1
✅ Answer: Qualified prospects
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#20 Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for sales reps. How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices? Select 1
✅ Answer: Download the Login History report and filter by device type.
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