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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

A.
Access to a territory model is controlled through profiles or permission sets.
A.
Access to a territory model is controlled through profiles or permission sets.
Answers
B.
Territories can inherit assignment rules from other territories higher in the model.
B.
Territories can inherit assignment rules from other territories higher in the model.
Answers
C.
Only one territory model can be active at any given time.
C.
Only one territory model can be active at any given time.
Answers
D.
Territory user assignments are migrated to the new model.
D.
Territory user assignments are migrated to the new model.
Answers
Suggested answer: B, C

Explanation:

These are two aspects that a consultant should consider for migrating Territory Management to a new structure for the upcoming fiscal year. Territories can inherit assignment rules from other territories higher in the model, which can simplify the process of assigning accounts and users to multiple territories. Only one territory model can be active at any given time, which means that you need to deactivate the current model before activating the new one, and ensure that there is no gap in territory coverage. Verified

Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 22)

https://help.salesforce.com/s/articleView?id=sf.customize_territories.htm&type=5

During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers

A.
Create implementation plan.
A.
Create implementation plan.
Answers
B.
Establish project goals.
B.
Establish project goals.
Answers
C.
Define sales processes.
C.
Define sales processes.
Answers
D.
Define success metrics.
D.
Define success metrics.
Answers
E.
Set project milestones.
E.
Set project milestones.
Answers
Suggested answer: B, C, D

Explanation:

These are three steps that a consultant should complete to prepare for a successful engagement during the Discovery phase of a project. Establishing project goals can help align the expectations and priorities of the stakeholders and the project team, and provide a clear direction for the project. Defining sales processes can help understand the current and desired state of the customer's business operations, and identify the gaps and opportunities for improvement. Defining success metrics can help measure the impact and value of the project, and evaluate the progress and outcomes of the project. Verified

Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 18)

https://trailhead.salesforce.com/en/content/learn/modules/consulting_skills_for_salesforce_professionals/discover-the-customer-situation

Cloud Kicks requires its sales associates to record all customer interactions within Salesforce. Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy?

A.
Close Rate
A.
Close Rate
Answers
B.
Renewal Rate
B.
Renewal Rate
Answers
C.
Forecast Accuracy
C.
Forecast Accuracy
Answers
D.
Activity Tracking
D.
Activity Tracking
Answers
Suggested answer: D

Explanation:

Activity tracking is a sales metric that can help a sales manager at Cloud Kicks monitor and reinforce its sales strategy. Activity tracking can show how many calls, emails, meetings, and other actions sales associates are taking to engage with their customers and prospects. Activity tracking can also help evaluate the effectiveness and efficiency of the sales associates, and provide insights for coaching and feedback. Verified

Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 23)

https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_analyze_business_with_reports_and_dashboards/sales_admin_analyze_business_with_reports_and_dashboards_track_activities

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?

A.
Remove Person Account Record Types from the franchise sales user profile.
A.
Remove Person Account Record Types from the franchise sales user profile.
Answers
B.
Ensure there are a minimum of two Record Types for Person Accounts.
B.
Ensure there are a minimum of two Record Types for Person Accounts.
Answers
C.
Use sharing rules to share Accounts between franchise and public divisions.
C.
Use sharing rules to share Accounts between franchise and public divisions.
Answers
D.
Ask Salesforce Support to disable Person Accounts in CK's org.
D.
Ask Salesforce Support to disable Person Accounts in CK's org.
Answers
Suggested answer: A

Explanation:

These answers will allow CK to sell its products in different currencies, as each custom price book can have a different currency and each product can have multiple prices in different currencies. The standard price book must have at least one price for each product in each currency that is used in the 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

A.
Each user can select their personal currency.
A.
Each user can select their personal currency.
Answers
B.
Opportunities to multinationals can induce more than one currency.
B.
Opportunities to multinationals can induce more than one currency.
Answers
C.
Each currency requires its own custom price book
C.
Each currency requires its own custom price book
Answers
D.
Every currency price needs to be added to all of the products in the standard price book.
D.
Every currency price needs to be added to all of the products in the standard price book.
Answers
Suggested answer: B, C

Explanation:

According to the Salesforce Sales Cloud Consultant Study Guide, in order to support multiple currencies in Salesforce Opportunities and forecasting, each currency requires its own custom price book. It is not necessary for each user to select their personal currency or for every currency price 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

A.
Opportunity Representative Score
A.
Opportunity Representative Score
Answers
B.
Sentiment Analysis
B.
Sentiment Analysis
Answers
C.
Follow-up Reminders
C.
Follow-up Reminders
Answers
D.
Deal Prediction
D.
Deal Prediction
Answers
E.
Key Moments
E.
Key Moments
Answers
Suggested answer: B, C, E

Explanation:

These answers are some of the insights that Einstein Opportunity Insights can provide to help CK improve its sales productivity. Sentiment analysis can detect the tone and mood of emails between reps and prospects, follow-up reminders can prompt reps to take action on stalled opportunities, and key moments can highlight important events or changes in opportunities.

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

A.
Change Account organization-wide defaults to Private.
A.
Change Account organization-wide defaults to Private.
Answers
B.
Change Account organization-wide defaults to Public/Read-Only.
B.
Change Account organization-wide defaults to Public/Read-Only.
Answers
C.
Create an Account sharing rule to grant Read/Write access to all Accounts
C.
Create an Account sharing rule to grant Read/Write access to all Accounts
Answers
D.
Enable Account Teams to allow opines to grant Read/Write access.
D.
Enable Account Teams to allow opines to grant Read/Write access.
Answers
Suggested answer: B, D

Explanation:

Changing the Account organization-wide defaults to Public/Read-Only will allow reps to view any Account but not edit them. Enabling Account Teams will allow owners to grant Read/Write access to specific reps who are responsible for those Accounts.This will ensure that only the relevant reps can edit the Accounts they are assigned to1

Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.

Which feature should a consultant recommend building this report?

A.
Custom report type
A.
Custom report type
Answers
B.
Joined report
B.
Joined report
Answers
C.
Custom filter
C.
Custom filter
Answers
D.
Cross filter
D.
Cross filter
Answers
Suggested answer: D

Explanation:

This answer will allow CK to build a report that shows Accounts with open Opportunities that are missing Contacts, by using a cross filter to filter Accounts by related objects. A cross filter can show records that have or do not have related records, such as Accounts without Contacts. Official

Reference: [Cross Filters]

Cloud Kicks wants to enable representatives to view the individual team member's split percentage, where the split percentage is less than 100% of the revenue amount.

Which attribution method should the consultant recommend?

A.
Opportunity Percent field
A.
Opportunity Percent field
Answers
B.
Opportunity Overlay Split
B.
Opportunity Overlay Split
Answers
C.
Opportunity Currency field
C.
Opportunity Currency field
Answers
D.
Opportunity Revenue Split
D.
Opportunity Revenue Split
Answers
Suggested answer: D

Explanation:

This answer will allow CK to enable representatives to view the individual team member's split percentage, where the split percentage is less than 100% of the revenue amount. An opportunity revenue split is a type of opportunity split that allows reps to divide the revenue amount among opportunity team members based on their contribution or role in the sales process. Official

Reference: [Opportunity Splits]

Which data migration sequence should consultant recommend for the objects?

A.
Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:
A.
Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:
Answers
B.
Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns
B.
Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns
Answers
C.
Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases.
C.
Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases.
Answers
D.
Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads. Campaigns
D.
Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads. Campaigns
Answers
Suggested answer: B

Explanation:

This is the recommended data migration sequence for the objects because it follows the order of dependencies and relationships among them. Accounts should be migrated first because they are the parent object of many other objects. Opportunities should be migrated next because they are related to Accounts and Products. Contacts should be migrated after Accounts because they are also related to them. Products should be migrated before Product Line Items because they are the parent object of them. Product Line Items should be migrated after Opportunities and Products because they are related to both of them. Cases should be migrated after Accounts and Contacts because they are related to them.Leads and Campaigns can be migrated last because they are not dependent on other objects2

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