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Salesforce Certified Sales Cloud Consultant Practice Test - Questions Answers, Page 4

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Question 31

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Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.

Which two recommendations should the consultant make?

Choose 2 answers

One set of opportunity stages
One set of opportunity stages
One record type
One record type
Three record types
Three record types
Three sets of opportunity stages
Three sets of opportunity stages
Suggested answer: C, D

Explanation:

Record types allow you to assign different page layouts, picklist values, and business processes to different users based on their profiles. You can create three record types for the three product lines, and assign them to the appropriate sales teams. You can also create three sets of opportunity stages that reflect the unique sales methodologies for each product line, and associate them with the corresponding record types. This can help you customize the Sales Cloud functionality for each product line and track their progress separately. Verified

Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 17)

https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5

asked 23/09/2024
David Brun
36 questions

Question 32

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Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer?

Choose 3 answers

Embodying
Embodying
Shadowing
Shadowing
Interviewing
Interviewing
Role Playing
Role Playing
Leading Workshops
Leading Workshops
Suggested answer: B, C, E

Explanation:

Shadowing, interviewing, and leading workshops are three approaches that a consultant can use to learn about and empathize with the customer. Shadowing involves observing how the customer performs their tasks and interacts with their systems. Interviewing involves asking open-ended questions to understand the customer's goals, challenges, and pain points. Leading workshops involves facilitating group discussions and activities to elicit requirements, feedback, and solutions from the customer. Verified

Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 18)

https://trailhead.salesforce.com/en/content/learn/modules/consulting_skills_for_salesforce_professionals/discover-the-customer-situation

asked 23/09/2024
Michael Geary
35 questions

Question 33

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A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting.

What should the consultant use to gather requirements using an Agile methodology?

Linear process
Linear process
Quip spreadsheet
Quip spreadsheet
User stories
User stories
Forecast hierarchy
Forecast hierarchy
Suggested answer: C

Explanation:

User stories are a way of capturing requirements using an Agile methodology. User stories describe what a user wants to do, why they want to do it, and how it will benefit them. User stories are written from the user's perspective, using simple and clear language. User stories can help the consultant understand the customer's needs and priorities, and deliver value in small and frequent increments. Verified

Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 19)

https://trailhead.salesforce.com/en/content/learn/modules/agile-development-with-salesforce-dx/write-user-stories

asked 23/09/2024
Kevin Ross
23 questions

Question 34

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A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in Quip. Which approach should a consultant recommend?

Use Salesforce Chatter groups and enable access to the sales team.
Use Salesforce Chatter groups and enable access to the sales team.
Utilize Salesforce Notes standalone related list in Lightning Experience.
Utilize Salesforce Notes standalone related list in Lightning Experience.
Connect a document or spreadsheet to a Slack channel.
Connect a document or spreadsheet to a Slack channel.
Use Salesforce Chatter groups and restrict access to the sales team.
Use Salesforce Chatter groups and restrict access to the sales team.
Suggested answer: C

Explanation:

User stories are a way of capturing requirements using an Agile methodology. User stories describe what a user wants to do, why they want to do it, and how it will benefit them. User stories are written from the user's perspective, using simple and clear language. User stories can help the consultant understand the customer's needs and priorities, and deliver value in small and frequent increments. Verified

Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 19)

https://trailhead.salesforce.com/en/content/learn/modules/agile-development-with-salesforce-dx/write-user-stories

asked 23/09/2024
Angelica Caldeo
41 questions

Question 35

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Cloud Kicks needs to associate some Contacts with many Accounts. Which solution should a consultant recommend meeting this requirement?

Use the Contact roles related list on Accounts.
Use the Contact roles related list on Accounts.
Add a custom Account lookup field on the Contact.
Add a custom Account lookup field on the Contact.
Use the Contact to Multiple Accounts feature.
Use the Contact to Multiple Accounts feature.
Add Contact to the partners related list on other Accounts.
Add Contact to the partners related list on other Accounts.
Suggested answer: C

Explanation:

The Contact to Multiple Accounts feature enables users to associate a contact with multiple accounts, without creating duplicate contacts. This feature is useful for scenarios where a contact has relationships with more than one account, such as a consultant or an influencer. Users can also specify the contact's role and level of influence for each account.

asked 23/09/2024
Matthew McConnell
41 questions

Question 36

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The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.

What should a consultant recommend analysing adoption?

Review the Setup Audit Trail.
Review the Setup Audit Trail.
Create a report for the Login History object.
Create a report for the Login History object.
Run the Salesforce Optimizer.
Run the Salesforce Optimizer.
Open the Lightning Usage App.
Open the Lightning Usage App.
Suggested answer: D

Explanation:

The Lightning Usage App is a tool that provides insights into how users are adopting and interacting with Salesforce features, such as Salesforce Files and multi-factor authentication. The app includes dashboards and reports that show metrics such as file views, downloads, uploads, previews, shares, multi-factor authentication logins, and more. The app can help admins monitor user behavior and identify areas for improvement or training.

asked 23/09/2024
Katrina Allangba
40 questions

Question 37

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Northern Trail Outfitters (NTO) has completed its annual planning and wants to update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.

Which two considerations should the consultant consider when deciding on the timing of the release?

Choose 2 answers

Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.
Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.
Changes to Territory Management need to be made in Production directly and can be completed without impacting users.
Changes to Territory Management need to be made in Production directly and can be completed without impacting users.
Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.
Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.
Combining the Territory Management changes, and the incentive management package allows for mi faster ramp-up time for users.
Combining the Territory Management changes, and the incentive management package allows for mi faster ramp-up time for users.
Suggested answer: A, C

Explanation:

These are two considerations that the consultant should take into account when deciding on the timing of the release. Testing changes in a Full Sandbox can help ensure that the changes work as expected and do not cause any errors or conflicts in Production. Installing a new incentive management package along with Territory Management changes may introduce high risk to the deployment, as both changes can affect sales performance, reporting, forecasting, and compensation. It may be advisable to stagger the releases or perform them during off-peak hours to minimize the impact on users and business operations.

asked 23/09/2024
Alfred Macaraeg
44 questions

Question 38

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Universal Containers has configured the Account organization-wide default (OWD) sharing as Public Read Only. All customer Accounts are owned by the customer successmanager. When a customer calls support to update their contact information, the support agent on their Account team is unable to edit the Account.

Which approach should a consultant recommend allowing the support agent to edit the

Account, while still enforcing the Public Read Only OWD?

The support agent should add themselves to the customer's Account team to grant Edit permissions.
The support agent should add themselves to the customer's Account team to grant Edit permissions.
The support agent should contact the customer success manager to update the Account.
The support agent should contact the customer success manager to update the Account.
The customer success manager should change the owner of the Account to the support agent.
The customer success manager should change the owner of the Account to the support agent.
The customer success manager should include the support agent on the default Account team with Edit permissions.
The customer success manager should include the support agent on the default Account team with Edit permissions.
Suggested answer: A

Explanation:

This is the approach that the consultant should recommend to allow the support agent to edit the Account, while still enforcing the Public Read Only OWD. Account teams are groups of users who work together on an account. Users can add themselves or others to an account team and specify different levels of access for each team member. By adding themselves to the customer's Account team with Edit permissions, the support agent can update the Account information without changing the owner or the OWD. Verified

Reference: [Account Teams]

asked 23/09/2024
Carlos Antonio Cardenas Lee
35 questions

Question 39

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Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce.

Which approach should the consultant use for the source data migration?

Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.
Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.
Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.
Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.
Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.
Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.
Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.
Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.
Suggested answer: B

Explanation:

This is the approach that the consultant should use for the source data migration. Accounts, Contacts, and Opportunities are related objects in Salesforce, and they have dependencies based on their lookup or master-detail relationships. Accounts are parent objects of Contacts and Opportunities, so they should be migrated first. Contacts are child objects of Accounts and parent objects of Opportunity Contact Roles, so they should be migrated second. Opportunities are child objects of Accounts and parent objects of Opportunity Products and Opportunity Splits, so they should be migrated last. Verified

Reference: [Data Migration Best Practices]

asked 23/09/2024
Tamilselvi R
36 questions

Question 40

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Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK needs Salesforce to allocate credit to each sales rep to track against a sales quota.

Which Salesforce feature should the consultant use to meet this requirement?

Opportunity Splits
Opportunity Splits
Sales Analytics
Sales Analytics
Custom Metadata
Custom Metadata
Collaborative Forecasting
Collaborative Forecasting
Suggested answer: A

Explanation:

Opportunity Splits is a Salesforce feature that allows users to allocate credit to multiple sales reps who collaborate on an opportunity. Users can define different types of splits, such as revenue splits or overlay splits, and assign percentages or amounts to each team member. Opportunity Splits can help track individual and team performance against sales quotas and goals. Verified

Reference: [Opportunity Splits]

asked 23/09/2024
Corey Workman
35 questions
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