Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users.Which two statements should a consultant consider when enabling forecasting? Choose 2 answers

Multiple Forecast Types must be created and activated.

The Forecast tab should be visible to easily view the forecasts.

Opportunity Splits must be enabled at the same time.

Multiple Forecast Types must be created and activated.

A Single Category or Cumulative Forecast Rollup should be defined.

The Forecast tab should be visible to easily view the forecasts.

Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.Which two steps should the consultant take to fix this issue?Choose 2 answers

Add the Lead Score field to the Lead Page layout.

Assign the Einstein Lead Scoring permission set.

Add the Lead Score field to the Lead List View.

Add the Lead Score field to the Lead Page layout.

Assign the Einstein Lead Scoring permission set.

Assign the Sales Cloud Einstein permission set.

Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or dicks to cycle through them.Which functionality should the consultant recommend?

From the 'My Opportunities' list view, select the Split View option.

Construct a new Sales Console app including opportunities.

Create a 'My Opportunities' report and open each opportunity in a new browser tab.

Create a 'My Team Opportunities' report and open each opportunity in a new browser tab.

From the 'My Opportunities' list view, select the Split View option.

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?

Use Customizable Campaign Influence for reporting.

Create a reporting snapshot for Campaigns.

Use sharing rules to give access to Campaign members.

Create a formula field to track Campaign Influence.

Use Customizable Campaign Influence for reporting.

A consultant it working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in 4 months.What should the consultant recommend to meet the requirement?

Set obtainable metrics, goals, and milestones for the deadline.

Deploy the Salesforce mobile app to the team prior to the event.

Reschedule the event to ensure functionality is complete.

Implement additional features to make the team more productive-

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them.Which two actions can forecast managers perform?Choose 2 answers

View the territory forecasts as a single-page summary.

Share the forecast with any Salesforce user.

Add territory forecast to the hierarchy.

Add a Forecasts tab to the Sales app.

View the territory forecasts as a single-page summary.

Share the forecast with any Salesforce user.

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CX has implemented dated exchange rates by using Advanced Currency Management.How is the converted currency amount calculation on Opportunities determined?

The close date regardless of the opportunity stage

The close date only when the stage is closed

The current exchange rate regardless of the close date

The exchange rate at the time the opportunity is closed

The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationship.Which two considerations should the consultant take into account?Choose 2 answers

Account relationships are visible from Person Account records.

Account Hierarchy displays only the Amounts users have Read permission to view.

Account relationships are visible from Person Account records.

A Person Account can be either a parent or child in the Account Hierarchy.

Account Hierarchy displays only the Amounts users have Read permission to view.

Accounts can be organized into different divisions based on specific criteria.

Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.What should a consultant Implement to meet the requirement?

use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.

Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.

Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.

use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.

Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.

Universal Containers is working to expand its residential business in the U.S. Sales reps are being asked to canvas neighborhoods m their areas, leveraging new door-to-door campaign material to secure new customers. Internal studies have shown the most valuable residential customers typically have a household income range between $50,000 and $70,000.Which solution should the consultant recommend to help sales reps determine the best neighborhoods to canvas?

Salesforce Maps using the Demographic Context data source to display income ranges for regions within their territories

API integration with Salesforce Maps to plot existing customers on territory maps

A Salesforce Maps component plotting non-customers in residential neighborhoods

Salesforce Maps with ESR1 integration to display high density neighborhoods

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 stages often lack key information that sales managers 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.

Customize path and create validate rules dependent on stages.

Mark the fields as required on the page layout.

Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.A consultant is assessing how CK can divide its forecasts by footwear line.Which solution should the consultant recommend to improve CK's forecasts?

Configure a new Forecast Type on Opportunity Product grouped by Product Family.

Configure a new Forecast Type on Opportunity grouped by Product Family.

Use Flow to populate custom Formal and Athletic currency totals, then forecast by these Fields.

Make separate stages and sales processes for each Product Family.

The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.Which three actions should a consultant recommend to meet this requirement?Choose 3 answers

Create retailer and distributor lead processes.

Create Status picklist values specific to each lead type.

Create distributor and retailer lead record types.

Create retailer and distributor lead processes.

Create a new profile and only assign one lead record type to it.

Add leads to different campaigns based on lead type.

Create Status picklist values specific to each lead type.

Create distributor and retailer lead record types.

The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process repetitive orders.What are two guidelines to consider when cloning an order with products? Choose 2 answers

A new order's currency or price book will remain the same If the original order has products.

A cloned order's start date must fall between the associated contract's start and end dates.

A new order's currency or price book will remain the same If the original order has products.

The admin will be able to set up which fields can be cloned to a new order.

A cloned order must be associated with the same contract as the original order.

A cloned order's start date must fall between the associated contract's start and end dates.

Good Kicks has the goal of generating high-quality leads by implementing Sales Cloud.Which metrics should the consultant analyze to determine the success of this goal?

Lead to Opportunity Conversion Rate

Total number of Leads created by a Sales Rep

Lead to Opportunity Conversion Rate

Total number of Leads by source

Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object's visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.Which two options should a consultant recommend to meet the requirements? Choose 2 answers

Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.

Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.

Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility.

Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.

Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.

Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records.

Cloud Kicks has organization-wide defaults set to Private for Account.With the rollout of Opportunity Teams, what should a consultant consider?

The Opportunity's Account will be implicitly Read for the team.

The Opportunity will be implicitly Write for the team,

Opportunity should be set to Public Read/Write first.

Account should be set to Public Read first.

The Opportunity's Account will be implicitly Read for the team.

During a Discovery session at Cloud Kicks, a topic is highlighted thatHow should the consultant proceed?

Define and submit a change order for the new items.

Conduct another Discovery session.

Define and submit a change order for the new items.

Revise the timeline for the new items.

Continue work because it is covered by the warranty.

During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is adoption.How should the consultant avoid this issue in the future?

Gain buy-in during the Analyze phase.

Design a solution during the Build phase.

Conduct a Beta review during the Validate phase.

Gain buy-in during the Analyze phase.

Develop test scripts during the Plan phase.

Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to CK wants to organize its data using the unique ID that is a number type in the ERP.What should the consultant recommend to meet the requirement?

Map the ERP unique ID to a custom external ID unique number field.

Create a text field and insert the ERP unique ID.

Use the ERP unique ID as the Salesforce ID.

Create an external ID unique number field in the ERP labeled ERP unique ID.'

Universal Containers is growing its international business. Domestic account executives believe that the standard price book has become difficult to use because there are too many records reflecting different currencies and country-specific product variations.What should the consultant recommend to improve usability for account executives?

Use custom price books for domestic and international customers.

Create product families to enable users to filter by continent and country.

Use custom price books for domestic and international customers.

Use separate product catalogs for domestic and international customers.

Update the product naming conventions to include the currency in the product name.

Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is intere in fostering friendly competition between account executives, with emphasis on reinforcing activities that dm sales. Historically, for every four prospect meetings held, one sale was generated.Which action would help support the sales teams?

Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.

Create subscription reports to send daily prospect meetings planned to the Assigned user for those events.

Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.

Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.

Create a dashboard that displays the most sales dosed by region using charts to show sale: green and lost opportunities in red.

A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia. The company has multicurrency enabled and has added the Australian Dollar as an available currency.How should the consultant allow the sales team to report on Australian deal values in U.S. Dollars (USO)?

Enable parenthetical currency conversion.

Set each sales user's default currency to the Australian Dollar.

Enable parenthetical currency conversion.

Create a formula field to perform a currency calculation.

Use USD for Australian Opportunity currencies.

Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.Which option should the consultant recommend to meet the requirement?

Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.

Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.

Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.

Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.

Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.

Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly.Which solution should the consultant recommend to meet the requirement?

Enable schedules on the Product object.

Activate schedules on the Opportunity object.

Implement contracts with a lookup to the Opportunity object.

Configure assets with a lookup to the Opportunity object.

Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each others accounts.When a Salesforce admin assigns User A as the owner of an opportunity related to User B's account, which additional access will User A gain?

User A will have Read-Write access to the opportunity's Account and its related contact records.

User A will have Read-Only access to the opportunity's Account record.

User A will have Read-Only access to the opportunity's Account and its related contact records.

User A will have Read-Write access only to the opportunity's Account record.

Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.Which two actions should the consultant take to meet the requirement?Choose 2 answers

Create a dashboard component and schedule the dashboard to refresh monthly.

Schedule a reporting snapshot of the Opportunity History object to run monthly.

Create a report based on the Opportunity reporting snapshot.

Create a dashboard component and schedule the dashboard to refresh monthly.

Schedule a reporting snapshot of the Opportunity History object to run monthly.

Schedule a reporting snapshot of the Opportunity object to run monthly.

Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.What should CK consider when enabling Advanced Currency Management in its Salesforce org?

Account Roll-up Summary fields will update from the Opportunity object.

Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.

Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.

Account Roll-up Summary fields will update from the Opportunity object.

Account cross-object formulas always use the dynamic conversion rate for currency conversion.

A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more time.What are two solutions the consultant should implement to resolve the Issue?Choose 2 answers

Mass transfer the records to another role in the role hierarchy.

Remove the users from the role hierarchy.

Move the users to the top of the role hierarchy.

Move the users to the bottom of the role hierarchy.

Mass transfer the records to another role in the role hierarchy.

Remove the users from the role hierarchy.

A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more time.What are two solutions the consultant should implement to resolve the Issue?Choose 2 answers

Mass transfer the records to another role in the role hierarchy.

Remove the users from the role hierarchy.

Move the users to the top of the role hierarchy.

Move the users to the bottom of the role hierarchy.

Mass transfer the records to another role in the role hierarchy.

Remove the users from the role hierarchy.

Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private.Which two factors should the consultant consider when updating the sales territories and Account owners?Choose 2 answers

The data update will cause sharing recalculations and should be completed during off-peak hours.

The team can defer sharing calculations to decrease the risk of lock errors during the data update.

The organization-wide default should be set to Public before the update can be performed.

The Salesforce Platform can update up to 200 accounts at a time.

The data update will cause sharing recalculations and should be completed during off-peak hours.

The team can defer sharing calculations to decrease the risk of lock errors during the data update.

Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK's admin confirmed that users have the correct permissions and record access to the contacts they want to see.What should a consultant recommend to yield better search results?

Use quotation marks operator around contact's first and last name.

Add company name next to contacts full name in the search window.

Add LIKE keyword next to contact's full name in the search window.

Use parentheses operator to limit search to the Contacts object.

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

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

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

Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales team wants a visual way to see the team's progress for the year.What should the consultant recommend to meet the requirement?

Install a KPI Tracker app from the AppExchange.

Set up a dashboard with the KPI reports.

Set up a Path based on the KPIs.

Install a KPI Tracker app from the AppExchange.

Salesforce Certified Sales Cloud Consultant Practice Test 4

Question 1 / 40

Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groups of Products to Opportunities.

Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?

Choose 2 answers

Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge.

Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the Products with sales reps who have completed the badge.

Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being added to an Opportunity.

Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales reps who have completed the badge-

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Salesforce Certified Sales Cloud Consultant Practice Test 4

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Salesforce Certified Sales Cloud Consultant Practice Tests

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