Salesforce Certified Sales Cloud Consultant Practice Test - Questions Answers, Page 26

When Partial and Full sandboxes are unavailable, the consultant should recommend creating a new Developer sandbox and populating it with data for testing. A Developer sandbox provides a copy of the configuration (metadata) from the production environment and can be used to perform testing. While it has a limited data storage capacity, test data can be created or imported to simulate real-world scenarios. This approach ensures that the changes and updates are thoroughly tested before go-live.

To allow users to manually search for a territory in an active territory model and assign it to opportunities, the consultant should recommend updating the user profiles with the Manage Territory permission. This permission enables users to search for and assign territories within an active territory model to opportunities, providing the necessary access and control for managing territory assignments. Ensuring that users have the correct permissions is crucial for successful territory management and assignment.

To meet the requirement of handing off qualified prospects from the marketing platform to the sales team, the consultant should recommend an integration with the marketing platform that creates leads in Sales Cloud. This integration ensures a seamless transfer of qualified leads from the marketing system to the sales system, enabling the sales team to follow up on these leads efficiently. Integrating the two platforms helps maintain data consistency and streamlines the lead management process.

To help marketing improve the lead qualification process, the consultant should develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified. By setting up a scoring and grading system based on the key attributes and activity history provided by the sales director, the marketing team can automate the qualification process. This approach ensures that leads are evaluated consistently and accurately, allowing the sales team to focus on the most promising prospects.

To display the total amount of all the open opportunities related to the account on the Account page layout while using Advanced Currency Management, the consultant should use a record-triggered flow to set the value on the account. Advanced Currency Management complicates the use of standard roll-up summary fields due to multiple currency rates. A record-triggered flow can be configured to calculate the total amount of open opportunities and update a custom field on the Account record accordingly, ensuring the displayed amount is accurate and up-to-date.

When emails sync by Einstein Activity Capture, the matching to Sales Cloud records is based on the standard Email field. Einstein Activity Capture automatically associates emails and events with the correct Salesforce records by looking at the email addresses of the recipients. The standard Email field on Contact, Lead, and User objects is used to make these associations, ensuring that activities are accurately reflected in the related records.

To measure core Sales Cloud data completeness, the consultant should recommend using Field Usage as a common metric. Field Usage metrics help track how often key fields are populated in records, providing insights into data completeness and quality. This metric helps sales management ensure that essential information is being captured consistently across records, which is crucial for accurate reporting and analysis.

To help sales reps see how contacts relate to each other and understand the reporting structure within large accounts, the consultant should recommend using the Contact Hierarchy feature. Contact Hierarchy provides a visual representation of the relationships between contacts within an account, showing the reporting structure and connections. This feature is particularly useful for managing complex accounts with multiple contacts and understanding their organizational structure.

To ensure a smooth rollout of an updated sales process, the consultant should start by creating a comprehensive implementation plan. This plan should include driving awareness among the sales team, designing training and coaching programs, updating and documenting workflows, and measuring success. A structured approach helps ensure that the sales team understands the changes, receives proper training, and can adapt to the new process effectively. This method aligns with Salesforce best practices for managing change and ensuring user adoption.