Sales-Cloud-Consultant Exam Questions - Real & Updated Questions PDF
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NEW QUESTION # 74
Data.com: The checkmark next to records in search results indicates the record is already in Salesforce.
- A. False
- B. True
Answer: A
NEW QUESTION # 75
The sales director at Cloud Kicks wants to ensure, on the creation of Contacts for an existing Account, that the mailing address of a contact is the same as the shipping address of the parent Account based on the postal code.
Which solution should the Consultant suggest to meet this requirement?
- A. Create a Validation rule on the Account object to validate the MailingPostalCode of the contact with the ShippingPostalCode of the account.
- B. Create a Validation rule on the Person Account object to validate the MailingPostalCode of the contact with the ShippingPostalCode account.
- C. Create a Validation rule on the Contact object to validate the ShippingPostalCode of the contact with the MailingPostalCode of the account.
- D. Create a Validation rule on the Contact object to validate the MailingPostalCode of the contact with the ShippingPostalCode of the account.
Answer: D
NEW QUESTION # 76
The finance department of UC is noticing a decline in profitability, which they attribute to an excessive
number of Discounts on opportunities. What can the finance department do to monitor and control opportunity
discounting? Choose 2 answers
- A. Create a custom roll-up field to calculate the average product discount for each customer.
- B. Run a report on opportunities showing list price and discounted price.
- C. Ensure that sales management approves discount requests for each opportunity.
- D. Limit the number of discounted products that can be added to an opportunity.
Answer: B,C
NEW QUESTION # 77
A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization- wide default setting for Account is Private.
What happens if a sales rep has access to a parent account?
- A. Access to child account records is controlled by default Account Teams.
- B. Access to child account records is granted via the Account Hierarchy.
- C. Access to child account records needs to be shared manually,
Answer: C
Explanation:
In Salesforce, if the organization-wide default for Accounts is set to Private, access to child accounts is not automatically granted based on parent account ownership. As a result, manual sharing rules or sharing through Account Teams or role hierarchies must be used to extend access to child accounts. The Account Hierarchy itself does not provide automatic access to child records.
Account Teams can provide access but only if configured to include child accounts. Since the OWD is Private, manual sharing is the primary method to ensure appropriate access.
Salesforce Documentation References:
* Account Hierarchy and Sharing
* Manual Account Sharing
NEW QUESTION # 78
What can customers do in private Chatter groups?
Answer:
Explanation:
Chatter customers can post to the groups to which they were invited.
NEW QUESTION # 79
Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account.
Which solution should a consultant recommend?
- A. Enable Location Services and add the Account Address field to the Opportunity page layout.
- B. Using Salesforce Maps, configure a Data Layer showing open opportunities.
- C. Create a dashboard that uses a report grouping opportunities by Account.
- D. Using Tableau CRM, import a data lens with the State and City for all opportunities.
Answer: B
Explanation:
Using Salesforce Maps, configure a Data Layer showing open opportunities is the best solution to meet the requirement of visualizing all open opportunities based on the location of the related Account. Salesforce Maps is a feature that allows users to view and manage their geographic data on an interactive map. A Data Layer is a layer of data that can be added to a map to show records from one or more objects based on filters and criteria. By using Salesforce Maps, configure a Data Layer showing open opportunities, Cloud Kicks sales representatives can see all open opportunities on a map based on the address fields of their related accounts, and perform actions such as creating tasks, logging calls, updating fields, etc.
NEW QUESTION # 80
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 use Opportunities to track and report on these subscription deals.
What should a consultant recommend to meet this requirement?
- A. Enable schedules on the Product object.
Answer: A
NEW QUESTION # 81
A Campaign Call-Down report justifies the spend on programs; helps to know who to target for future
campaigns; shows the relations to sales data, lead data, and analysis of campaigns; and reflects how customer
community interacts and how it affects sales. Who would benefit most from the idea that this report shows the
relations to sales data, lead data, and analysis of campaigns?
- A. BI/Analytics
- B. Campaign Manager
- C. VP Marketing
- D. Marketing Executive
Answer: A
NEW QUESTION # 82
Due to internet unavailability at Cloud Kicks, the sales team is not able to utilize the Salesforce Mobile app feature to view, create, or update Opportunities.
Which two steps should the Consultant take to resolve the issue?
Choose 2 answers
- A. From the Setup menu, go to Salesforce offline and select "Enable offline create, edit, and delete in Salesforce for Android and IOS."
- B. From the Setup menu, enable the system permission "Store offline data."
- C. From the Setup menu, go to Salesforce offline and select "Enable caching in Salesforce for Android and iOS."
- D. Create a permission set with the system permission "Store offline data" and assign the permission set to the sales team U user(s).
- E. Raise a case with Salesforce support to enable the offline version of the Mobile app and update the app to use the offline capabilities.
Answer: A,C
NEW QUESTION # 83
CORRECT TEXT
Where are Dated Exchange rates not used?
Answer:
Explanation:
Dated
exchange rates are not used in forecasting, currency fields inother objects, or currency fields in other types of reports.
NEW QUESTION # 84
A Sales Cloud consultant is working on an implementation that has multi-currency, multi-language and region-specific sales processes and workflows. Which two actions are essential for optimizing user adoption?
Choose 2 answers
- A. Customizing the training curriculum for each specific region
- B. Developing only a standardized, global training curriculum for all users
- C. Employing realistic training data in the corporate standard currency
- D. Communicating the training plan well in advance of training start date
Answer: A,D
NEW QUESTION # 85
Cloud Kicks wants to utilize Opportunities to report and track subscription to its "Shoe of the Month" club.
Subscribers can pay in full (all at one time), weekly, monthly, or quarterly.
Which solution should the Consultant recommend to meet Cloud Kicks' needs?
- A. Configure the use of contracts with a lookup to the Opportunity object.
- B. Enable schedules on the Product object.
- C. Configure the use of assets with a lookup to the Opportunity object.
- D. Enable schedules on the Opportunity object.
Answer: B
NEW QUESTION # 86
How do you 'manage the funnel'?
Answer:
Explanation:
Ensure there is a sales methodology that supports the opportunity management process Ensure that there is visibility of the forecast; consider customizable forecasting
NEW QUESTION # 87
Which best describes the Salesforce Automation feature "Contact Roles" ?
- A. Determines the sales stages of an organization.
- B. Enforces the business process.
- C. Makes sure we recognize those involved in the sales process.
- D. Ensures that we are tracking our progress towards the desired states.
- E. Allows to better automate the sales methodology.
- F. Identifies key stakeholders from the buy side.
Answer: F
NEW QUESTION # 88
Most common integrations in a marketing organization take place when...
- A. Revenue Management (forecasting)
- B. Campaign Management
- C. Lead Generation
- D. Lead Qualification
Answer: C
NEW QUESTION # 89
The sales teams at Universal Containers need to track partner relationships for each customer account. There can be many partners related to each customer account. Additionally, the following partner-to-customer relationship information needs to be tracked:
Role of each partner
Support product category of each partner
Next step of each partner
What should a consultant recommend to meet this requirement?
- A. Use partner role functionality.
- B. Add partners to each customer account team.
- C. Create partner custom fields on account.
- D. Create a custom object for Partner relationships.
Answer: D
NEW QUESTION # 90
The lifecycle of a Knowledge article consists of five stages.
In which order does an article proceed through these stages?
- A. Create,feedback, publish, approve, consume
- B. Create, publish, feedback, approve, consume
- C. Create, approve, publish, consume, feedback
- D. Create, consume, feedback, approve, publish
Answer: C
NEW QUESTION # 91
A manager would like information on the knowledge base searches conducted by customers and call center agents. Which two metrics are useful for identifying knowledge article effectiveness?
Choose 2 answers
- A. Knowledge articles created by call center agents.
- B. Knowledge articles with the lowest rating.
- C. Number of knowledge articles in each data category.
- D. Knowledge search query with no results.
Answer: B,D
NEW QUESTION # 92
CORRECT TEXT
What prerequisites must you meet before territory management can be enabled?
Answer:
Explanation:
Your
organization must be using customizable forecasting in order to enable territory management.
NEW QUESTION # 93
Cloud Kicks (CK) has been losing market share to competitors over the past year. CK management is planning next year's budget and has allocated more money for in-person meetings with its existing partners because CK thinks it will reduce churn.
Which option should a consultant recommend that CK use to track the spending increase for onsite visits?
- A. Report on accounts with and without onsite activities.
- B. Report on the activity type that corresponds to an onsite visit.
- C. Report on opportunities with and without onsite activities.
Answer: C
Explanation:
To effectively track spending on onsite visits, creating a report on the activity type that corresponds to an onsite visit is the most suitable approach. Here's why:
* Activity Type Reporting: By tracking specific activity types, such as onsite visits, Cloud Kicks can directly correlate these activities with expenditure on in-person meetings. Salesforce allows for detailed activity tracking, where you can create custom activity types to classify and report on various interaction types.
* Detailed Insights: This type of report will give management a clear view of how frequently onsite visits occur and how they correlate with customer engagement and churn reduction. It can also help analyze the ROI on these activities by comparing pre- and post-onsite visit engagement levels.
* Salesforce Best Practices: Salesforce recommends tracking and categorizing activities for more accurate reporting on customer interactions, which aids in strategic decision-making and spending allocation.
* References: For more information, Salesforce documentation on Activity Management provides insights on how to track and report on specific activity types.
In summary, reporting on the activity type that corresponds to an onsite visit (Option B) is the recommended way for Cloud Kicks to monitor spending and the impact of onsite meetings on customer retention.
NEW QUESTION # 94
Cloud Kicks wants to see how many closed won opportunities a campaign has generated over the last 30 days. They have implemented a campaign influence model that uses the primary campaign source. Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers
- A. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date
- B. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
- C. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days.
- D. Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close dateE. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity
Answer: A,B
NEW QUESTION # 95
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