[Nov 24, 2021] Sales-Cloud-Consultant certification guide Q&A from Training Expert GetValidTest
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NEW QUESTION 12
Currently at Cloud Kicks, the Lead Source field is used to track what event a lead originated from. The Marketing Director requested a report that shows every event a lead has attended.
Which standard Salesforce functionality can a Consultant recommend?
- A. Create a custom field to track the second event a Lead attends
- B. Update the Lead Source field to the most recent event a lead has attended using process builder
- C. Implement Campaigns to track events and define a Campaign Management process.
- D. Configure a custom Events object and relate it to the Load object
Answer: C
NEW QUESTION 13
Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the
relevance of its sales stages and the role they play in the sales process. How should the relationships between
the various elements of the sales process be defined to meet these requirements?
- A. Map sales probability values to forecast categories; assign sales stages accurate percentages
- B. Map appropriate sales stage to opportunity stage; assign accurate forecast probability
- C. Map forecast probability to opportunity probability; assign appropriate sales stage
- D. Map opportunity stages to forecast categories; assign accurate probability to each stage.
Answer: D
NEW QUESTION 14
Northern Trail Outfitters wants to link contacts with more than one account.
What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
- A. Add the contact to the partners related list on the second account.
- B. Enable contacts to multiple accounts feature.
- C. Associate the contact to other accounts using a custom lookup field.
- D. Clone the contact record and add it to the second account.
Answer: A
NEW QUESTION 15
UC needs to show a dashboard with forecast by product family with quotas. What solution should consultant recommend?
- A. Create custom report type with forecasting quotas and forecasting leads (...)
- B. Create custom report with closed opportunity, forecasting leads (...) and quotas
- C. Create an analytical snapshot to capture the opportunity forecast
- D. Customize Quotas with product report and add necessary field
Answer: C
NEW QUESTION 16
Universal Containers uses a seven-step selling methodology.
Each sales stage corresponds with a step in the methodology.
The first stage is a preliminary qualification step, and opportunities in this stage should not contribute to the forecast.
What should a consultant recommend for this scenario?
Choose 2 answers
- A. Assign 0% probability to the first sales stage.
- B. Configure the first stage with the omitted forecast category.
- C. Instruct sales users to enter $0 for the opportunity amount.
- D. Override the forecast to be $0 for first stage opportunities.
Answer: A,B
NEW QUESTION 17
How would you track campaign influence?
Answer:
Explanation:
1. Auto set influence of a campaign to an opportunity
2. Associate influential campaigns (to contact role) on oppty prior to close date
3. Measure influence timeframe (max #days between campaign first associated date and opty create date)
NEW QUESTION 18
A sales Rep in the universal won a sales deal and set the opportunity stage as Close/Won. What impact will this change have on the opportunity in the forecast?
- A. It will be associated with the Closed/Won forecast category and automatically contribute to the forecast.
- B. It will be associated with the Closed/Won forecast category and contribute to the forecast once approved with the manager.
- C. It will be associated with the Closed/Won forecast category and will need to be committed by the sales rep.
- D. It will be associated with the Closed/Won forecast category and will need to be added by the sales rep.
Answer: A
NEW QUESTION 19
How can a Contact Center Manager see which Service Representatives have not accepted new Cases recently using the Lightning Service Console?
- A. Cases report sorted by Rep and Case CreatedDate
- B. Omni-Channel Supervisor tab
- C. Cases report sorted by Rep and Case Owner
- D. Omni-Channel Utility Component
Answer: B
NEW QUESTION 20
CORRECT TEXT
Know quotas as related to individual reps - choose 2 answers:
a.%of quota attained bysalesmen
b.Quarterly forecast summary by rep
Answer:
Explanation:
A,
B
NEW QUESTION 21
The Sales Director at Cloud Kicks mandated that implementing logic and automation to quality top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years.
Which two actions can the Consultant first take to ensure a best practices implementation?
Choose 2 answers
- A. Begin with recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.
- B. Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.
- C. Work with subject matter experts to define the key attributes of te ideal customer for Cloud Kicks' products.
- D. Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the result and adjust the Grade accordingly.
- E. Configure a qualification screen-based flow to assist Sales Reps in quickly determining which Leads are high priority.
Answer: A,D
NEW QUESTION 22
An outsourced contact center is losing part-time agents to a nearby contact center that promotes flexible scheduling. Which support channel requires the smallest amount of agent work time?
- A. Webself service
- B. Chat
- C. Web to case
- D. Email to case
Answer: A
NEW QUESTION 23
Cloud Kicks has just completed its initial Sales Cloud Go-Live. Cloud Kicks leadership wants to target users who are not yet using the new application.
Which method should the Consultant recommend to determine these users?
- A. Run a Mobile Login report.
- B. Run a report on Users Never Logged In.
- C. Track logins in a spreadsheet.
- D. Use the Lightning Usage app.
Answer: B
NEW QUESTION 24
Universal Containers Credit department uses the 3rd party application for credit ratings. Credit department
manager need to launch an external web based credit application from a customer's account record in
salesforce. The application uses the credit id on the account object. What should a consultant recommended to
meet these requirement?
- A. Create a custom Credit Id field as an external Id on the account object to lunch the credit application and
'-' pass the credit Id. - B. Create the workflow rule to launch the product fulfilment application and pass the credit Id.
- C. Create a formula field that uses a hyperlink function to launch the credit application and pass the credit
Id - D. Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.
Answer: C
NEW QUESTION 25
Cloud Kicks is considering using person Accounts to manage costumers, while using business Accounts to manage companies. What should the Consultant advise?
- A. Person Accounts cannot be related to Accounts in a hierarchy.
- B. Person Accounts can be disabled from Setup.
- C. Person Accounts can only be child Accounts.
- D. Account hierarchy allows person Accounts.
Answer: A
NEW QUESTION 26
The operations manager wants to synchronize the customer list from the back office systems with Salesforce.
What should the consultant recommend to ensure data integrity?
- A. Create a unique ID field on the Opportunity object.
- B. Create an Apex trigger to exchange data between the Salesforce instance and the back office system.
- C. Create an External ID field on the Account object
- D. Create a webservice connection between the Salesforce instance and the back office system.
Answer: C
NEW QUESTION 27
Universal Containers current solution for managing its forecast is cumbersome. The sales managers do not have visibility into their team's forecasts and are not able to update the forecasts. As a result the managers are continually asking their sales representatives to provide updated forecast data via email or phone. What solution should a consultant recommend to help Universal Containers improve the management of their forecasts? Choose 2 answers
- A. Create a forecast hierarchy and assign managers to the forecast manager role.
- B. Configure customizable forecasts to give managers forecast override capabilities.
- C. Create forecast chatter groups where sales representatives can post and share their forecasts
- D. Configure weekly customized forecast reports and dashboards to be emailed to sales management
Answer: A,B
NEW QUESTION 28
The sales management at UC is reviewing the quality of leads generated from marketing campaigns. What information is available to assist with this type of analysis? Choose 2 answers:
- A. Percentage of leads converted to opportunities
- B. Average amount of time required to convert leads to opportunities
- C. Percentage of leads that could not be contacted due to bad data
- D. Average number of activities required to convert leads to opportunities
Answer: C,D
NEW QUESTION 29
The VP of Sales at Cloud Kicks wants to automate the process of reassigning Accounts when the Account owner gets transferred to a different team or region. The VP wants reassignment to be based on the Account status and confirmation that the new Account owner is informed of their new Account inheritance. Which two strategies can the consultant use to design the solution?
- A. Use Process Builder for capturing Account details, define Account assignment rules to reassign the Account to new owner based on status, and send an email regarding Account inheritance.
- B. Use Flow Builder for capturing Account details, design an element to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
- C. Use Flow Builder for capturing Account details, define Account assignment rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
- D. Use Process Builder for capturing Account details, design workflow rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
- E. Use Process Builder for capturing Account details, design an nodes to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
Answer: B,E
NEW QUESTION 30
What permission is required to enable the loading of leads?
Answer:
Explanation:
Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the "Import Leads" permission and "Edit" on campaigns).
NEW QUESTION 31
How should a consultant configure Sales Cloud if a customer requires two unique sets of sales stages for opportunities based on the opportunity amount being greater than or less than $100,000 USD?
- A. A Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
- B. Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.
- C. Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
- D. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
Answer: D
NEW QUESTION 32
Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of Sales needs one place to find reports for all the regions and still wants to retain visibility of the reports in each folder. What should the Consultant recommend to meet this requirement?
- A. Create all new regional folders and move the reports to the respective region folder with viewer access.
- B. Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders for each region.
- C. Create subfolders, keeping the top region folder sharing settings and limiting the sharing settings for the subfolders for each region.
- D. Create all new regional folders and move the reports to the respective region folder with subscribe access.
Answer: A
NEW QUESTION 33
88. Universal containers has an extensive distributor and reseller community. To help manage this partner
network, the company is implementing a partner portal. What must be considered when setting up partner
users? Choose 2
answers
- A. Partner users are associated with the same set of profiles as internal users.
- B. The sharing model should be re-evaluated when the partner community.
- C. Partner user can own account and opportunity records in salesforce.
- D. Partner users cannot receive emails generated through workflow action...3
Answer: A,B
NEW QUESTION 34
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