The Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of sales needs access to both report folders in one place to find reports for all the regions and wants to retain visibility of the reports in each folder.What should the consultant recommend meeting the requirement?

Create subfolders and give access to the root folder, keeping the top region folder sharing settings.

Create all new regional folders and move the reports to the respective region folder with viewer access.

Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders.

Create all new regional folders and move the reports to the respective region folder with subscribe access.

The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best-Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category.How should the consultant ensure opportunities appear in the correct forecast categories?

Map opportunity stages to the appropriate forecast categories.

Create a field update with Flow to update the forecast category based on the opportunity stage

Edit the probability percentage on opportunity stage picklist values.

Map opportunity stages to the appropriate forecast categories.

Update the opportunity stage picklist value labels to match the category to which they should be assigned

Universal Containers needs to track quarterly sales goals for users. What are two ways a consultant can display sales goals and allow users to track their progress toward their goals?22.Choose 2 answers:

Enable Show Quota % Attainment.

Cloud Kicks (CK) uses a custom object named GumShoe__c. GumShoe__c is the child in a master-detail relationship with the Opportunity object. Staff members use this object to create requests for supporting research. CK wants to easily generate new GumShow__c records from staff phones by using the Salesforce mobile app.What should a consultant recommend to meet the requirements?

Create a custom hyperlink to a related list.

Create a Lightning component for mobile.

Create a custom Process Builder process.

Cloud Kicks' (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing admin wants to ensure that CK's email templates are retained.Which two solutions should a consultant recommend for a successful migration?Choose 2 answers

Import email templates with the Data Loader.

Manually recreate the email and mail merge templates in Salesforce.27.

Import email templates with the Data Loader.

Manually recreate the email and mail merge templates in Salesforce.27.

Create an Email template change set or use the Lightning Platform.

Enable Email Import and use the Import Wizard

The consultant at Cloud Kicks has successfully implemented the Einstein Lead Scoring feature, and now wants to measure its effectiveness and track lead conversion rates.Which three standard dashboards are available?Choose 3 answers

Average Lead Score by Lead Source

Cloud Kicks' (CK) high-value opportunities are delayed in the approval process because sales managers' approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.Which two strategies should the consultant recommend to improve the approval process?Choose 2 answers

Enable approvals by email for the approval process for high-value opportunities.

Allow managers to approve or reject requests via the Approval Requests tab.

Enable approvals by email for the approval process for high-value opportunities.

Allow managers to approve or reject requests via the Approval Requests tab.

Build an automation to approve high-value opportunities.

Create a dashboard of pending approvals and add it to the Chatter feed.

During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate4 into the current project.Which best practice should the consultant use to refocus the meeting and stay on topic?

Remind the team of the purpose and scope of this project.

Tell key stakeholders that the team is focused on other ideas,

Remind the team of the purpose and scope of this project.

Incorporate the new ideas into the solution design.

Invite only the subject matter experts to subsequent workshops.

Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.Which Salesforce functionality should the consultant recommend to meet the requirement?

Assign Tasks to a queue to share work efficiently.

Create Opportunity Teams to manage Tasks.

Leave the Task's Assigned To held bank

Use workflows to create a Task for each team member.

Assign Tasks to a queue to share work efficiently.

Cloud Kicks plans to integrate its email system with Salesforce, and wants to show the last 2 months of email activity to its 75 sales reps.What should a consultant recommend to meet this requirement?

Einstein Activity Capture Standard

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.How should the consultant efficiently share these reports?

Create a report folder, add members in a specific Role, and share the Report folder.

Create a report folder, add members in a specific profile, and share the Report folder.

Create a report folder, add members in a specific Role, and share the Report folder.

Create a report folder, add members to a Private Group, and share the Report folder.

Create a report folder, add members in a specific Queue, and share the Report folder.

The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.Which two steps should the consultant recommend?Choose 2 answers

Enable caching and Offline Edit.

Download the Salesforce mobile app.

Enable caching and Offline Edit.

Download the Salesforce mobile app.

Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting.What should a consultant do to resolve the issue?

Check the field level security for the managers' profile.

Add a new discount field for the new business unit.

Check the field level security for the managers' profile.

Add the Discount field to the Sales Path for the managers.

Use a validation rule to ensure that a discount is entered.

Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide.As NTO maps out its processes, which two key principals of UPN should the team keep in mind?Choose 2 answers

Limit the number of activity boxes on the screen to 8 to 10.

Keep version control and change history at the diagram level.

Attach supporting information at the detail level.

Use symbols of different colors, arrows, and swim lanes for clarity.

Limit the number of activity boxes on the screen to 8 to 10.

Keep version control and change history at the diagram level.

To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue projections from the sales of its annual subscription service.What should the consultant configure to meet this requirement?

Opportunity products with monthly product Schedules

Opportunity products with formula fields for each month's value

Opportunity dashboard showing opportunities closed each month

Opportunity dashboard showing products sold each month

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.What should the consultant recommend to maintain current Account information?

Use third-party data to update and add records to Salesforce.

Build a weekly data update from in-house systems to refresh data in Salesforce.

Email the contacts and leads to obtain their current information.

Enable Automated Account Fields in Setup.

Use third-party data to update and add records to Salesforce.

The sales department at cloud kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.Which solution should the consultant recommend?

Use Contact roles on the Opportunity object.

Add a contact lookup Meld to the Opportunity.

Add a multi-select picklist field on the Opportunity object.

Use a junction object between the Opportunity and Contact.

Cloud Kicks currently supports three business lines within a single Salesforce instance:Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large budget and is often able to re-prioritize business stories and 'shadow projects' into releases ahead of other groups.This topic comes up frequently and often details the monthly project management meeting,which limits the amount of time available to cover other critical topics.Which two strategies should the consultant recommend to address these issues?Choose 2 answers

Divide the development team into three units/tracks to support each line of business independently.

Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably

Create a weekly All-Hands call, including business and technology resources, to review direction and priority of development.

Divide the development team into three units/tracks to support each line of business independently.

Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably

Change the project management meeting to weekly, and keep the focus on action items, project risks, and resource requests.

Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?

Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.

Assign all users to a region, build a report using user login history, and filter on region.

Create an Opportunity report per region, filtering by User.

Ask each regional sales manager to run the standard User Adoption report.

Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.

The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.Which three prerequisites must be met before the consultant can enable Person Accounts?Choose 3 answers

User Profiles with Read access to Accounts must also have Read access to Contacts.

At least one Record Type should be created for Accounts.

The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.

User Profiles with Read access to Accounts must also have Read access to Contacts.

At least one Record Type should be created for Accounts.

The CK customer portal must be disabled to allow Person Account self-registration in the future.

The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.

The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.

Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.What are two actions a consultant can take to meet the requirement?Choose 2 answers

Set opportunity access on the role to view all opportunities associated with their accounts.

Set organization-wide defaults for opportunities to Private.

Set Territory Management to grant Read access to opportunities owned by others.

Set opportunity access on the role to view all opportunities associated with their accounts.

Set organization-wide defaults for opportunities to Private.

Set organization-wide defaults for opportunities to Public Read-Only.

Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.What should the consultant recommend so opportunity stage reports always contain the data managers expect?

Configure Path by checking the Key Field Required checkbox.

Create an Auto launched flow to determine if required fields are missing.

Mark the fields as required on the Page layout.

Customize Path and create validation rules dependent on stages.

Configure Path by checking the Key Field Required checkbox.

An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high-level process areas within the business. CK plans to use the diagram to show the context of a new area of the business within the overall business.What should the admin create to meet this requirement?

Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

Cloud Kicks' global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?Choose 2 answers

Adjust currency conversion dynamically based on a given date range.

Implement org-wide reporting that displays deal values appropriately.

Adjust currency conversion dynamically based on a given date range.

Adjust currency rates on a set schedule.

Show deal value in a user's default currency.

Implement org-wide reporting that displays deal values appropriately.

Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.What should the consultant recommend meeting the requirement?

Use Revenue Schedules to capture instalment payment plan details for each Product.

Create a Process Builder to create an Order for each instalment payment.

Add a custom field to the Quotes object to capture the number of instalments.

Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.

Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company's invoicing system within a separate Salesforce org.What should a consultant implement to meet this requirement?

Salesforce Connect and External Objects

Ce Nightly scheduled Batch Data jobs

Workflow Rules and Outbound Messaging

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

Three sets of opportunity stages

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?

Connect a document or spreadsheet to a Slack channel.

Use Salesforce Chatter groups and enable access to the sales team.

Utilize Salesforce Notes standalone related list in Lightning Experience.

Connect a document or spreadsheet to a Slack channel.

Use Salesforce Chatter groups and restrict access to the sales team.

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

Use the Contact to Multiple Accounts feature.

Use the Contact roles related list on Accounts.

Add a custom Account lookup field on the Contact.

Use the Contact to Multiple Accounts feature.

Add Contact to the partners related list on other Accounts.

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.What should a consultant recommend analysing adoption?

Create a report for the Login History object.

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.

Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.

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.

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.

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 theAccount, 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 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 include the support agent on the default Account team with Edit permissions.

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 Accounts, then Contacts, and then Opportunities 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 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.

Salesforce Certified Sales Cloud Consultant Practice Test 1

Question 1 / 40

The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple project meetings.

What should the consultant recommend to the project manager?

Revisit the communication plan and set up more frequent touch points with the customer.

Setup a requirements workshop and get sign-off.

Write a solution design and get sign-off so the build phase can start.

Ask what the customer would like the solution to be and demo it to them at the end of the build phase.

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Salesforce Certified Sales Cloud Consultant Practice Test 1

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Salesforce Certified Sales Cloud Consultant Practice Tests

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