The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices.Which two actions should the consultant recommend working around the issue?Choose 2 answers

Enable the system permission to store offline data in Salesforce.

Enable offline create, edit, and delete in Salesforce.

Enable the connect offline feature in Salesforce.

Enable the system permission to store offline data in Salesforce.

Enable offline create, edit, and delete in Salesforce.

After completing a successful Sales Cloud rollout to a new business unit at Universal Containers, sales forecasting within Salesforce is inaccurate. Upon closer inspection, some opportunities appear in the incorrect forecast category.How should a consultant troubleshoot this issue efficiently?

Verify the Stage to Forecast Category Mappings on the Opportunity object

Write a conditional validation rule on the Forecast Category field.

Make the Forecast Category a required field on relevant Opportunity page layouts.

Create a report to determine the number of opportunities in each forecast category.

Verify the Stage to Forecast Category Mappings on the Opportunity object

Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member's access needs to be removed due to changes in sales structure.How can CK revoke Opportunity team access on an ad-hoc basis?

Remove the Opportunity team related list from page layouts.

REVISEC. Remove the user's Opportunity team member.

Remove the Opportunity team related list from page layouts.

Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality?Choose 2 answers

Add criteria to the auto-association settings to limit the matches to the past 30 days.

Ask the admin to enable Customizable Campaign Influence.

Add child Campaigns of the primary Campaign source automatically.

Add criteria to the auto-association settings to limit the matches to the past 30 days.

Define rules for Campaigns to add Opportunities and then lock after 30 days.

Ask the admin to enable Customizable Campaign Influence.

The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring.How should the consultant meet the requirement?

Omit the custom field from the scoring model.

Exclude the custom field from all page layouts.

Omit the custom field from the scoring model.

Clear the custom field's values on all records.

Make the custom field Read-Only on all profiles.

Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.What will happen if the exchange rates are adjusted?

New opportunities will use the new conversion rate and old opportunities will remain the same.

All newly closed opportunities will use the new conversion rate.

Opportunities created this month will use the new conversion rate and old opportunities will remain the same.

New opportunities will use the new conversion rate and old opportunities will remain the same.

All opportunities with conversion rates will use the new rate.

Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.Which two solutions should the consultant recommend to meet the requirement?Choose 2 answers

Instruct sales reps to follow their opportunities.

Use Flow with a scheduled action and an email alert.

Add sales reps to the Opportunity Team.

Instruct sales reps to follow their opportunities.

Enable Einstein Opportunity Insights.

Use Flow with a scheduled action and an email alert.

Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption,What should the consultant recommend?

Create a Slack channel to gather and discuss feedback from users.

Add an Approvals process to the Opportunity object to enforce data standards.

Conduct a requirements workshop to gather user stories.

Create a report to track the login rate over the last 7 days.

Create a Slack channel to gather and discuss feedback from users.

Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year,What are two aspects a consultant should consider for this migration?Choose 2 answers

Territories can inherit assignment rules from other territories higher in the model.

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

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

Territories can inherit assignment rules from other territories higher in the model.

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

Territory user assignments are migrated to the new model.

Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for the franchise sales division should only be able to set up Business Accounts.What should the consultant recommend meeting this requirement?

Remove Person Account Record Types from the franchise sales user profile.

Ensure there are a minimum of two Record Types for Person Accounts.

Use sharing rules to share Accounts between franchise and public divisions.

Ask Salesforce Support to disable Person Accounts in CK's org.

Cloud Kicks (CK) has just started selling its products internationally. Management wants Salesforce Opportunities and forecasting to reflect the respective currency of CK's prospects which include the U.S. dollar, euro, British pound, and Japanese yen.In which two ways will this impact the existing CK price book?Choose 2 answers

Opportunities to multinationals can induce more than one currency.

Each currency requires its own custom price book

Each user can select their personal currency.

Opportunities to multinationals can induce more than one currency.

Each currency requires its own custom price book

Every currency price needs to be added to all of the products in the standard price book.

Cloud Kicks' sales productivity is on the decline, while its competitors are more successful. The consultant has suggested Einstein Opportunity Insights.Which three insights can this provide?Choose 3 answers

Opportunity Representative Score

Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. 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 two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits?Choose 2 answers

Change Account organization-wide defaults to Public/Read-Only.

Enable Account Teams to allow opines to grant Read/Write access.

Change Account organization-wide defaults to Private.

Change Account organization-wide defaults to Public/Read-Only.

Create an Account sharing rule to grant Read/Write access to all Accounts

Enable Account Teams to allow opines to grant Read/Write access.

Which data migration sequence should consultant recommend for the objects?

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases.

Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads. Campaigns

The Cloud Kicks CEO needs to run reports from the sales team's reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary.How should the consultant meet the requirement?

Set the CEO access level to View, the CEO's assistant to Manage, and the sales manager to Edit on ACO the folder.

Enable Manage Reports in Public Folders and give access to the CEO and their subordinates.

Set the CEO access level to View All, the CEO's assistant to Modify All, and the sales manager public group to Create.

Enable Manage access for the CEO role and subordinates, and Manage access for the CEO'S assistant profile.

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

Create a Campaign, import the list as Leads, and add them to the Campaign.

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

Create a new custom object to import purchased Leads,

Import the list as new Leads using the Data Import Wizard.

Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support.How should the consultant meet this requirement?

Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.

Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager

Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.

A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own. Which three reasons could explain the sales rep's experience?Choose 3 answers

The organization-wide defaults for opportunities are set to Private.

All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.

Some opportunities associated with the sales rep's account are owned by other users.

Sharing Rules for opportunities are set to Manager Groups.

Opportunity visibility allows View access to opportunities owned by others and associated with accounts they own.

The organization-wide defaults for opportunities are set to Private.

All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.

Some opportunities associated with the sales rep's account are owned by other users.

Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts.Which Salesforce product should the consultant recommend?

Salesforce native CTI Connector

Cloud Kicks' (CK) VP of technology wants to start using Salesforce for all the sales team's automation. CK migrated 70 million records from a legacy database to the datawarehouse that will be synced with Salesforce. CK wants to search and cross-reference records with the original source database. What should a consultant recommend meeting this requirement?

Use a custom External ID field and map this to the source record ID value.

Use the standard External ID field and map this to the source record ID value.

Use a custom External ID field and map this to the source record ID value.

Use the standard External ID field and map this to the Salesforce record ID value.

Use a custom field named External ID and map this to the Salesforce record ID value.

Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.Which solution should the consultant recommend?

Activate Path and add up to five key fields and Guidance for Success

Use automation to send emails to sales reps with Guidance for Success

Configure a dashboard that shows opportunities that have remained in the same stage for 30 days

Activate Path and add up to five key fields and Guidance for Success

Advise sales reps to collaborate on Slack to move opportunities along the pipeline.

Cloud Kicks needs to set sales quotas for all sales reps.Which three solutions should the consultant consider?Choose 3 answers

Enable Forecast Quotas from Setup.

Assign Quota values by profile.

The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.Which action should be taken to convert a lead into a Person Account?

Populate the Company field with 'Person.

Create an Individual Lead Record Type.

Populate the Company field with 'Person.

Enable Contacts to Multiple Accounts.

Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company's product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.What are two actions the consultant can take to meet the requirement?Choose 2 answers

Manually assign a product-specific role to each product engineer.

Create criteria-based opportunity sharing rules for each product line.

Manually assign a product-specific role to each product engineer.

Create criteria-based opportunity sharing rules for each product line.

Enable Default Opportunity Teams for the Opportunity.

Enable Default Account Teams for each product line.

Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK?Choose 3 answers

CK can expand access beyond the organization-wide default levels with sharing rules.

Organization-wide defaults must be Public Read Only or Private to create sharing rules.

When multiple sharing rules are assigned, the user is assigned the least restrictive access.

CK can expand access beyond the organization-wide default levels with sharing rules.

Organization-wide defaults must be Public Read Only or Private to create sharing rules.

Sharing rules apply only to new records that meet the definition of the source data set.

When a sharing rule is deleted, the sharing access created by that rule must be manually removed.

When multiple sharing rules are assigned, the user is assigned the least restrictive access.

Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps' Person Accounts with Microsoft contacts and vice versa.Which consideration should the consultant be aware of?

Lightning Sync works in conjunction with Einstein Activity Capture.

Einstein Activity Capture is supported in the Salesforce Classic interface.

New Person Accounts should be created in Microsoft and synced to Salesforce.

New Person Accounts should be created in Salesforce and synced to Microsoft.

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.Which two recommendations should the consultant make?Choose 2 answers

Assign a forecast-enabled forecast manager to each territory.

Assign a role for each manager in the user role hierarchy.

Include the Forecast Manager field on the Territory page layout.

Include the Forecast Manager field on the Opportunity page layout.

Assign a forecast-enabled forecast manager to each territory.

Assign a role for each manager in the user role hierarchy.

Sometimes, sales reps need to create contacts without accounts based on business processes.What should the consultant take into consideration about these contacts?

Contacts without accounts are private and only the owner and admin can view them.

Contacts without accounts need to be shared through sharing rules

Contacts without accounts are shared through the Role Hierarchy.

Contacts without accounts are private and only the owner and admin can view them.

Contacts without accounts need to be manually shared.

Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.What are two steps the consultant can take to troubleshoot the issue?Choose 2 answers

Validate the Connected App Details.

Verify Integration User Profile Details

Check Sales Cloud Einstein permission set assignments.

Validate the Connected App Details.

Verify Integration User Profile Details

Reconfigure the Einstein Lead Scoring app.

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local Accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account.Which recommendation meets this requirement?

Configure an after-save flow to update a custom field on the parent Account with the total value of opportunities from the child Accounts.

Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts

Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts

Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.

The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign. Which two choices should a consultant recommend meeting the requirement?Choose 2 answers

Use Data Loader to export Opportunity and Campaign Influence and merge the results.

Add the Campaign Influence related list to the Opportunity page layouts.

Use Data Loader to export Opportunity and Campaign Influence and merge the results.

Enable Customizable Campaign Influence in Setup.

Add the Campaign Influence related list to the Opportunity page layouts.

Create a joined report between Opportunity and Campaign to show influence.

The project is almost finished, and now it's time to test the changes and updates that have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox.How should the consultant recommend testing be conducted?

Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.

Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.

Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.

Create a new Sandbox and ask volunteers to test it with use cases.

Salesforce Certified Sales Cloud Consultant Practice Test 2

Question 1 / 40

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly on their computers.

Which solution should a consultant recommend meeting this requirement?

Salesforce for Outlook

Salesforce Console for Sales

Einstein Activity Capture

Lightning Console for Sales

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Salesforce Certified Sales Cloud Consultant Practice Test 2

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Salesforce Certified Sales Cloud Consultant Practice Tests

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