Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.How should the consultant show sales operations what the data will look like after the change?

Run the updated assignment rules in planning State and view the accounts on the territory detail page.

Use Tableau to geocode account addresses and display on a territory map.

Install the Territory Management Reporting Pack from the AppExchange.

Run the updated assignment rules in planning State and view the accounts on the territory detail page.

Use Data Loader to export the accounts and make updates in Google Sheets.

Cloud Kicks (CK) frequently works with contractors for marketing focus groups.These contractors change companies often, and CK wants to retain its company history throughAccounts.What should the consultant recommend?

Implement the Contacts to Multiple Accounts feature.

Implement Person Accounts to represent the relationship.

Use a junction object to represent the previous companies

Use Account Teams associated with the previous companies.

Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the sales data into CK's Salesforce instance.Which data migration sequence should the consultant recommend for the objects?

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

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

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

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

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

The enterprise architect for cloud Kicks wants to understand how objects in sales cloud are connected to one another.Which two approaches should a consultant use to help the architect?Choose 2 answers

Review the Object Manager tab in Setup with the customer.

Use Schema Builder to show a visual of related objects.

Explain the types of object relationships in Salesforce

Review the Object Manager tab in Setup with the customer.

Use Schema Builder to show a visual of related objects.

Obtain an export of object data from the current system.

A customer notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to be created by bots. The Customer uses a standard web-to-lead from 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 Require reCAPTCHA Verification in Web-to-Lead settings

Use a custom Web-to-Lead alternative with built-in protection.

Use an AppExchange package to add a honeypot field.

Engage the web services team to write custom CSS for the form.

Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calender applications. UC wants to report on these activities in Salesforce.Which two actions should the consultant recommend?Choose 2 answers

Implement Inbox to sync Outlook or Gmail calender events.

Log emails with records in Salesforce from Outlook or Gmail.

Implement Inbox to sync Outlook or Gmail calender events.

Log emails with records in Salesforce from Outlook or Gmail.

Cloud Kicks has hired a consultant to help with its quoting process. The consultant has determined that some quote custom fields should be viewed from the Opportunity.What should a consultant consider when implementing the custom fields?

Related Opportunity Line Items remain when a synched Quote Line Item is deleted.

Opportunity fields are inaccessible when configuring a Quote Template.

Related Opportunity Line Items remain when a synched Quote Line Item is deleted.

Related Quote Items on all Quotes are impacted when an Opportunity Line Item is deleted.

Only standard fields on the Quote object sync to the Opportunity.

A Consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period.Which two considerations should the consultant keep in mind to ensure that predictions are displayed.Choose 2 answers

Predictions are based only on the standard Close Date and Amount fields

Predictions are only shown when the user is in the forecasting hierarchy.

Predictions are only shown when data sync in Tableau CRM is enabled. Tableau

Predictions are based only on the standard Close Date and Amount fields

Predictions are only shown when at least 12 months of Opportunity data exists

Predictions are only shown when the user is in the forecasting hierarchy.

Cloud Kicks is preparing to deploy its configurations. The chosen release date is during a Salesforce Release window. The current configuration is in Non-Preview Sandbox.Which two strategies should a consultant recommend?Choose 2 answers

Deploy after the Salesforce Release.

Test new configurations in a Preview Sandbox.

Deploy before the Salesforce Release

Test new configurations in a Non-preview Sandbox

Deploy after the Salesforce Release.

Test new configurations in a Preview Sandbox.

Cloud Kicks wants the sales operations team to be able to process customer credit card payments within Salesforce.Which approach should the consultant recommend to meet this requirement?

Utilize an application from the AppExchange

Schedule a nightly batch job to find and post daily charges

Create a flow to alert the finance team to manually charge the account.

Utilize an application from the AppExchange

Develop Apex to connect with the Authorized.net API.

Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.What should the consultant recommend to the account executives?

Add specific users as Opportunity team members with a role that grants Read/Write access

Share Opportunities with specific users by granting Read access to Opportunities in their portfolio

Add specific users as Account team members with a role that grants Modify All access.

Add specific users as Opportunity team members with a role that grants Read/Write access

Share Accounts with specific users and their respective teams.

Cloud Kicks has an integration between the data warehouse and Salesforce. The VP of operations wants to synchronize customer data between the systems.What should the consultant recommend to ensure data integrity?

Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the admin profile.

Set up a Process Builder process on the Account object to check for unique values on a monthly basis.

Set up an encrypted field on the Account object with Read Only on the field security settings for all profiles except the admin profile.

Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the admin profile.

Set up an import of the data from the data warehouse on a monthly basis using Data Loader

Cloud Kicks is expanding to international markets. Sales reps are unable to find specific products in the international price book.Which two steps should the consultant take to resolve this issue?Choose 2 answers

Add the products to the price book.

Add the products to a product family.

Add the products to the price book.

Share the products with sales reps.

Universal Containers has four product lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should follow the product-specific sales cycle.Which two actions should a consultant recommend to meet these requirements?Choose 2 answers

Implement sales processes that map to each Opportunity record type.

Create Opportunity record types for each product line.

Implement sales processes that map to each Opportunity record type.

Create Opportunity record types for each product line.

Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to useOpportunities to track and report on these subscription deals.What should a consultant recommend to meet this requirement?

Enable schedules on the Product object.

Activate schedules on the Opportunity object.

Enable schedules on the Product object.

Configure assets with a look up to the Opportunity object.

Implement contracts with a look up to the Opportunity object.

Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to useOpportunities to track and report on these subscription deals.What should a consultant recommend to meet this requirement?

Enable schedules on the Product object.

Activate schedules on the Opportunity object.

Enable schedules on the Product object.

Configure assets with a look up to the Opportunity object.

Implement contracts with a look up to the Opportunity object.

Universal Containers compensates its sales team based on their achievement of the company's sales revenue goals. The sates ops team needs to track the sales reps' performance against these goals.How should the consultant meet the requirement?

Configure sales quotas and compare quota attainment on the forecast.

Construct Opportunity Reports with custom formulas to show attainment.

Build automation to aggregate and report on revenue attainment from the User object.

Configure custom objects and use automation to calculate and stone attainment.

Configure sales quotas and compare quota attainment on the forecast.

A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.Which step should the consultant complete next?

Upgrade to the latest Salesforce Release.

Sign off on the statement of work.

The sates manager at Cloud Kicks has proposed that the consultant one large Discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption.What are the three efficient approaches the consultant could recommend to the sales manager?Choose 3 answers

Arrange multiple sessions with small groups of employees.

Send a survey to all employees asking for a list of desired changes.

Ask management to select which employees should participate In sessions.

Arrange multiple sessions with small groups of employees.

Send a survey to all employees asking for a list of desired changes.

Ask management to select which employees should participate In sessions.

Ask all employees to email their ideas and feedback to the consultant.

Meet with a large group of employees to listen to their feedback.

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

Universal Containers wants to minimize the need for sales reps to manually create meetings and events that are stored on their calendars.Which two Einstein Activity Capture (EAC) capabilities should the consultant consider? Choose 2 answers

EAC a two-way sync for events and contacts.

EAC supports emails, events, and contacts.

EAC a two-way sync for events and contacts.

EAC events are unable to be synched with contacts and leads.

EAC adds events to the activity timeline for custom objects.

EAC supports emails, events, and contacts.

Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates.How should a consultant meet the requirement?

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

Create a custom formula held on Opportunity to capture the win ratio for Opportunities.

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

Build a custom lightning component to show the win ratio based on won Opportunities.

The VP of sales at Good Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.Which two steps should a consultant take to create a solution?Choose 2 answers

Update a custom field using automation.

Create a roll-up summary formula.

Update a custom field using automation.

Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.What is the best practice a consultant should recommend to the admin?

Build in a Developer Sandbox and test changes in a test release environment.

Build m a test release environment and test changes in Production.

Build in a Developer Sandbox and test changes in Production.

Build in a Developer Sandbox and test changes in a test release environment.

Build m a test release environment and test changes in a test release environment.

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud.How should the consultant show sales operations what the data will look like after the change?

Run the updated assignment rules in Planning State and view the accounts on the territory detail page.

Use Tableau to geocode account addresses and display on a territory map.

Install the Territory Management Reporting Pack from the AppExchange.

Run the updated assignment rules in Planning State and view the accounts on the territory detail page.

Use Data Loader to export the accounts and make updates in Google Sheets.

Cloud Kicks has 300,000 account records and 16 million invoices In a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.What should the consultant do to solve this issue?

Move the invoice related list to a separate tab on the Lightning page.

Enable Collapsible Sections for the Invoice related list

Move the invoice related list to a separate tab on the Lightning page.

Convert the Invoice object into a lookup relationship.

Enable indexing on all visible fields on the invoice related list.

Sales reps at Cloud Kicks are spending too much time coordinating meetings with prospective clients.Which solution should a consultant recommend to schedule meetings more efficiently?

Utilize the Insert Availability feature in Salesforce Inbox.

Share the sales reps' Salesforce calendar wrth clients.

Utilize the Insert Availability feature in Salesforce Inbox.

Ask clients to share their Outlook calendars.

Create a site that clients can access to schedule meetings.

The Cloud Kicks team has made a correction in a sandbox environment that needs to be deployed to production as soon as possible. The sandbox and production environments are on two different versions of Salesforce. The fix requires functionality in the sandbox version.Which action should the consultant recommend?

Deploy the changes from the sandbox to production once both environments are on the same version.

Deploy from version control before the Salesforce Platform upgrade window.

Deploy changes from the sandbox to production this weekend.

Deploy the changes from the sandbox to production once both environments are on the same version.

Deploy the changes from me sandbox to production concurrently with the Salesforce Platform upgrade.

Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account.Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? Choose 2 answers

Grant Read access on the account's cases.

View one of the opportunities on the account.

Grant Read access on the account's cases.

Edit all opportunities on the account.

View the account and keep activities private.

View one of the opportunities on the account.

Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.Which solution should a consultant recommend to meet the requirement?

Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.

Set the organization-wide sharing default for the Opportunity object to Private.

Create custom fields on the Opportunity object for sales reps to enter a credit percentage.

Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.

Enable Opportunity Team Selling and create a report grouped by Opportunity team member.

At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWO) for Contact are set to 'Controlled by Parent',Which solution should the consultant recommend to meet this requirement?

Set up Account Teams with defaults for each sales rep.

Use Apex Managed Sharing to automatically share any new Contacts.

Set up Account Teams with defaults for each sales rep.

Change the Contact OWD to Private and create sharing rules to grant visibility.

Add the Sharing button to the page layout so sales reps can share Contacts as needed.

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?

Recommend an integration with the marketing platform that creates leads in Salesforce,

Create Salesforce users for the marketing team so they can enter leads directly Into Salesforre.

Recommend an integration with the marketing platform that creates leads in Salesforce,

Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.

Create a report of Salesforce leads and compare it with marketing data on a regular basis.

The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.What should the consultant consider when evaluating Person Accounts?

Enabling the Person Accounts feature is Irreversible.

Enabling Person Accounts requires a Public Read/Write sharing model

Person Account records only count toward Account storage.

The Person Account object must have at least two record types.

The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads ... Salesforce. The admin has already set up a matching rule for Leads.What should the consultant recommend to resolve the issue?

Confirm the custom matching rule is activated.

Confirm the standard matching rule is inactivated.

Change the criteria for the standard Lead matching rule.

Change the criteria for the standard Contact matching rule.

Confirm the custom matching rule is activated.

Salesforce Certified Sales Cloud Consultant Practice Test 3

Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.

Which two Salesforce functions will allow the consultant to meet this requirement?

Choose 2 answers

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Salesforce Certified Sales Cloud Consultant Practice Test 3

Question

Salesforce Certified Sales Cloud Consultant Practice Tests

Practice Tests