Salesforce Sales Cloud Consultant 2025

The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team. How should the consultant meet this requirement?. A. Recommend an integration with the marketing platform that creates leads in Sales Cloud. B. Create users for the marketing team so they can enter leads directly into Sales Cloud. C. Recommend an integration with the marketing platform to Sales Cloud that generates tasks with lead information.

Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of them. What should the consultant recommend to fill in the missing franchises?. A. Utilize Sales Engagement to add an External ID to the data. B. Implement a data enrichment package from AppExchange. C. Download the Data Quality Analysis Dashboard from AppExchange.

Cloud Kicks manages prospects for lead generation in a marketing application. To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?. A. All prospects. B. Contacted prospects. C. Qualified prospects.

The sales director at Cloud Kicks wants to prevent users from viewing each other’s Opportunities but wants them to check to see that the Account already exists prior to creating a new Account. Which organization-wide default should the consultant recommend?. A. Set Account and Opportunity to Public Read Only. B. Set Account to Public Read Only and use & criteria-based sharing rule on Opportunity. C. Set Account to Public Read Only and set Opportunity to Private.

Sales reps at Cloud Kicks are responsible for creating leads manually and uploading leads. The marketing department has noticed that some leads are missing important information. Which functionality should the consultant apply to ensure that the main fields are populated?. A. Path with key fields. B. Required fields. C. Screen flows.

The sales team at Cloud Kicks has been late meeting project deadlines and missed multiple meetings. What should the consultant recommend to the project manager?. A. Bring additional resources from the consulting firm to the project. B. Confirm that the statement of work (SOW) Is realistic. C. Revisit the communication plan and set up more frequent check-ins.

Access to Opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of Opportunities: * Opportunities they own * Opportunities that are tied to accounts they own Which action should a consultant take to meet the requirement?. A. Set organization-wide defaults for Accounts and Opportunities to Private. B. Set organization-wide defaults for Accounts and Opportunities to Public Read- Only. C. Set Opportunity access on the role to View All Opportunities associated with the owner's accounts.

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories. Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud. How should the consultant show sales operations what the data will look like after the change?. A. Develop reports and dashboards that compare the existing and new territories. B. Run the updated assignment rules in the Planning State and view the accounts on the territory detail page. C. Install the Territory Health Assessment app from AppExchange.

Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records. What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?. A. Create a junction object to link Accounts and Contacts. B. Designate a default account as the Contact's primary account. C. Add account relationships from the Contact record.

Cloud Kicks uses Salesforce to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts. Which approach should the consultant recommend to meet these requirements?. A. Use the Contacts to Multiple Accounts feature. B. Create a junction object between Account and Contact. C. Create a custom lookup from Account to Contact.

It is challenging for the sales operations team to provide Universal Containers with accurate and insightful reports due to the poor quality and high volume of Account, Contact, and Lead data. As the team performs data cleansing, productivity has been impacted, leading to inefficiency and low adoption. What should the consultant do first?. A. Install and configure a data cleansing app from AppExchange. B. Create a data management plan and a data quality dashboard. C. Use Duplicate Rules to identify and report data quality issues.

Cloud Kicks' (CK) global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. CK wants to generate accurate reporting directly in Sales Cloud. After enabling Advanced Currency Management, what should the consultant do next?. A. Update currency values manually on a weekly basis. B. Show deal values in a user's default currency. C. Adjust currency conversion dynamically based on date range.

Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK is Executive Sponsor. Account Team members with the Executive Sponsor role need Read/Write access to all child Opportunities. How should the consultant meet the requirement?. A. Create an Account sharing rule to grant Read/Write access to Opportunities. B. Create an Opportunity sharing rule to grant Read/Write access to Opportunities. C. Create a flow to grant Read/Write access to Opportunities.

It is a priority at Cloud Kicks to implement logic and automation to qualify top leads. The company has captured significant data points on converted leads and won opportunities. What should the consultant do first to ensure a best practices implementation?. A. Identify a recommended base Lead score, evaluate the results, and adjust the score accordingly. B. Review converted lead data with sales and marketing to understand the interaction patterns that led to conversion. C. Configure a qualification screen flow to help sales reps quickly determine which leads are most important.

A consultant is initiating a Sales Cloud project for Cloud Kicks. Which essential action should the consultant prioritize to ensure successful implementation and adoption?. A. Design end user training plan. B. Set project milestones and establish key performance indicators (KPIs). C. Develop Quality Assurance (QA) testing scripts.

Cloud Kicks (CK) acquired a shoe distribution partner. The marketing and sales directors want to migrate the existing sales and marketing data into CK's Sales Cloud instance. Which aspect should the consultant consider first before proceeding with the data migration?. A. Number of marketing campaign licenses required for the migration. B. Role hierarchy and sharing rules set up prior to migration. C Volume of customer, partner, and prospect data identified prior to migration.

Universal Containers (UC) hired a consulting company to implement Sales Cloud. This will be the third CRM application UC has used in the past years. Employees have failed to adopt the previous two applications. Which step should be part of UC's plan to help drive adoption of Sales Cloud?. A. Identify change management champions. B. Implement User Acceptance Testing (UAT). C. Revoke user access to legacy systems.

At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan. They ask the participants to define what project success will look like. Which strategy is the consultant using?. A. Design Direction. B. Discovery. C. Challenge Framing.

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data. What is a justification for using AppExchange data services?. A. To use Salesforce Surveys to update customers’ data. B. To create customer segments with personas and scoring. C. To activate customizable sales forecasting and lead scoring.

Cloud Kicks acquired a company. The VP of technology wants to migrate all the sales data into Sales Cloud. Which data migration sequence should the consultant recommend for the objects?. A. Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts. B. Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns. C. Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns.

Northern Trail Outfitters had issues with its last two Salesforce deployments, both of which caused system downtimes that exceeded planned estimates. The CIO asked a consultant to develop a Risk Register to identify and mitigate these types of issues with future deployments. The CIO asked the consultant to log the two previously known issues as a starting point for the register. In which Risk category do these system downtime issues fall?. A. Technical Risk. B. Compliance Risk. C. Operational Risk.

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 opportunities with and without onsite activities. B. Report on the activity type that corresponds to an onsite visit. C. Report on accounts with and without onsite activities.

Cloud Kicks wants to assign territories in bulk to Opportunities. What should the consultant do to meet the requirement?. A. Update Opportunity sales team with territory assignments. B. Schedule auto-assignment rules in the territory model. C. Run the filter-based Opportunity territory assignment.

Cloud Kicks wants to send an email notification to the VP of sales whenever any opportunity with an amount of $100,000 or more reaches a probability of 75% or more. Which solution should the consultant recommend?. A. Configure a flow with an email alert for the opportunity. B. Change the stage on the opportunity. C. Create a Lightning Email Template for the opportunity.

The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live. Partial and Full sandboxes are unavailable. Where should the consultant recommend testing be conducted?. A. Create a new Developer Edition org and populate it with data. B. Create test accounts and opportunities in a new Trailhead Playground org. C. Create a new Developer sandbox and populate it with data.

Which prerequisite should the consultant consider before enabling Opportunity Splits?. A. Ensure open opportunities are owned by active users. B. Enable Opportunity Teams and confirm the owner is a team member. C. Add customized split types to opportunities.

Universal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories. Which attribute of Sales Territories should the consultant consider when developing the new territory model?. A. The system administrator profile is required to run territory planning reports. B. A model must be activated in order to view reassigned accounts. C. All Account assignment rules should be run when the model state is set to Planning.

Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting is lost deals. What should the consultant recommend to resolve the issue?. A. Allow sales reps to mark the contact on each opportunity as ‘’Primary’’ to indicate the decision maker. B. Require sales reps to add the stakeholder as the decision make on each opportunity before the rep can progress the stage. C. Enable Opportunity Teams so sales reps can track the decision maker for each opportunity.

Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world. Which approach should the consultant recommend that CK use for training this audience?. A. Leverage Trailhead and documentation. B. Conduct Train-the-trainer sessions. C. Configure In-App Guidance.

The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new business processes will work. CK's process is complex and requires multiple slides. What should the consultant create to provide this high-level view?. A. Value Stream Map. B. Universal Process Notation. C. Capability Model.

During the Deploy phase at Cloud Kicks, users are finding it difficult to navigate a new system which is contributing to low adoption. How should the consultant avoid this issue in the future?. A. Develop test scripts during the Plan phase. B. Provide company-wide training throughout the project. C. Conduct a beta review during the Validate phase.

Cloud Kicks has organization-wide defaults set to Private for Account. With the rollout of Opportunity Teams, what should a consultant consider?. A. Opportunity should be set to Public Read/Write first. B. The Opportunity will be implicitly Write for the team. C. The Opportunity’s Account will be implicitly Read for the team.

Cloud Kicks (CK) is starting to plan its first Salesforce Release. CK would like to put together a comprehensive preview of the release to communicate the upcoming changes and new features to the leadership team, stakeholders, and end users. CK has asked a consultant for guidance. Which option should the consultant recommend?. A. Release in a Box. B. Release Matrix. C. Release Notes.

Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned. Which solution should the consultant recommend when CK sets up the new account process?. A. Place the user in 4 separate role at the highest level! of the role hierarchy. B. Assign the Modify All Data permission to the user. C. Add the user to a separate role at the lowest level of the role hierarchy.

The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already set up a Matching Rule for Leads. What should the consultant recommend to resolve the issue?. A. Change the criteria for the standard Lead Matching Rule. B. Confirm the standard Lead Matching Rule is deactivated. C. Confirm the custom Lead Matching Rule is activated.

Universal Containers has implemented a lead qualification process that uses a lead scoring formula. Upon review, many of the converted leads with the highest scores had little interest in making a purchase. Which modification to the current lead qualification process should a consultant recommend?. A. Include a measure for the number of marketing touches. B. Increase points for actions that Indicate Intent. C. Evaluate each record against the target marketing persona.

During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the current statement of work (SOW). The addition to the project scope is necessary but will be difficult to implement. How should the consultant proceed?. A. Create a change request for the new items. B. Revise the timeline to accommodate the new Items. C. Conduct another discovery session to define the new items.

Cloud Kicks has configured Account Teams and is ready to live in production. How should the consultant migrate the Account Team Members records to production?. A. Distribute them with packages. B. Migrate them via Data Loader. C. Deploy them with change sets.

Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them. Which functionality should the consultant recommend?. A. Develop a new Sales Console app including opportunities. B. Select the Split View option from the My Opportunities list view. C. Create a dashboard with reports on My Opportunities.

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CK has implemented dated exchange rates by using Advanced Currency Management. How is the converted currency amount calculation on opportunities determined?. A. The close date only when the opportunity stage is closed. B. The date the opportunity stage is closed regardless of the close date. C. The close date regardless of the opportunity stage.

Cloud Kicks has just deployed all of its configurations. The admin wants to build a new process using objects that were deployed. Which best practice should a consultant recommend to the admin?. A. Build in a Partial Copy sandbox and test changes in the staging environment. B. Build in a test release environment end test changes In a Partial Copy sandbox. C. Build in a Developer sandbox and test changes in a test release environment.

Cloud Kicks has completed the discovery stage and leadership has aligned on the project's business goals. What should the consultant formalize with stakeholders before moving on to the next project stage?. A. Create user stories to present for prioritization. B. Onboard team members to start development of the solution. C. Define key metrics to identify how success will be measured.

The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead. What should the consultant do to help marketing improve the process?. A. Create reports based on the sales metrics provided in the marketing automation tool and train marketing users to identify and qualify leads. B. Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified. C. Set up the marketing automation tool to send prospects to the sales director and ask sales reps to assist in the qualification process.

The sales manager at Cloud Kicks has proposed that the consultant hold a discovery meeting with 250 employees who use Sales Cloud currently to gain information to improve adoption. Which approach should the consultant recommend to the sales manager to meet this goal efficiently?. A. Ask all employees to email their ideas and feedback to the consultant. B. Send a survey to all employees asking for a list of desired changes. C. Meet with a large group of employees to listen to their feedback.

The Sales Cloud implementation at Cloud Kicks (CK) is now live. End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process. What should the consultant do?. A. Suggest that CK purchase a support agreement. B. Recommend that the admin attend Salesforce instructor-led training. C. Conduct a knowledge transfer with the admin.

Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. 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 step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?. A. Create an Account sharing rule to grant Read/Write access to all accounts. B. Change Account organization-wide defaults to Public/Read-Only. C. Change Account organization-wide defaults to Private.

Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines. What should the consultant do?. A. Create three account teams. B. Create three opportunity stages. C. Create three sales processes.

Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the sales reps to focus on the leads most likely to result in a sale. What should the consultant recommend to meet this requirement?. A. Implement a lead scoring strategy. B. Create list views to filter on each lead source. C. Implement lead assignment rules.

Cloud Kicks want to track the return on investment (ROI) of its marketing campaigns for trade shows and customer webinars. What should the consultant recommend?. A. Use the Primary Campaign Source field on the Opportunity object. B. Enable Campaign Influence and add It to the Opportunity page layout. C. Create a custom field on the Opportunity object to capture Campaign details.

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 factor should the consultant consider when updating the sales territories and Account owners?. A. The organization-wide default should be set to Public before the update can be performed. B. The Salesforce recycle bin needs to be emptied prior to realignment. C. The operations team can defer sharing calculations to decrease the risk of lock errors during the data update.

Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the past. How should the consultant meet this requirement?. A. Use Lead Conversion Reporting. B. Use Einstein Lead Scoring. C. Create Cadence Steps.

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease. Which feature should the consultant recommend the sales team use?. A. Smart Actions. B. Lightning Mobile Component. C. Einstein Activity Capture.

Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a master-detail relationship to the Account. End users have stated that each account record takes a long time to display. What should the consultant do to reduce the amount of time it takes to load pages and increase adoption?. A. Convert the Invoice master-detail into a lookup relationship and tell the users it Is a required field. B. Move the invoice related list to a separate tab on the record page and communicate the change to users. C. Enable indexing on all visible fields on the Invoice related Iist and create a training plan for the users.

Cloud Kicks currently supports three business lines within a single Salesforce instance: Running, Athleisure, and Celebrity Co- Branded. The VP of Athleisure controls a large budget and is often able to re-prioritize business stories and 'shadow projects' into releases ahead of other groups. This topic comes up frequently and often derails the monthly project management meeting. This limits the amount of time available to cover other critical topics. Which strategy should the consultant recommend to address these issues?. A. Create a weekly all-hands call, including business and technology resources, to review direction and priority of development. B. Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably. C. Divide the development team into three units/tracks to support each line of business Independently.

Cloud Kicks wants to enable sales reps to view an individual team member's split percentage when the split percentage is less than 100% of the revenue amount. Which attribution method should the consultant recommend?. A. Opportunity Percentage Split. B. Opportunity Amount Split. C. Opportunity Overlay Split.

Cloud Kicks maintains products and price books on an external platform due to the high frequency of product pricing changes. Sales managers want to monitor pipeline by sales rep and track team revenue to goal in Sales Cloud. What should the consultant do to meet the requirement?. A. Implement Opportunity Teams and Opportunity Splits. B. Create reports on closed Opportunities. C. Use Opportunities and enable Forecasts.

At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assignedsales ops specialist and sales engineer have appropriate access to Accounts and Contacts. The organization-wide defaults (OWD) for Contact are set to 'Controlled by Parent’. Which solution should the consultant recommend to share Contacts?. A. Add the Sharing button to the page layout so sales reps can share Contacts. B. Set up Account Teams with defaults for each sales rep. C. Change the Contact OWD to Private and create sharing rules to grant visibility.

Cloud Kicks has recently set up Sales Cloud and wants to measure the health of an account by comparing the amount of emails that are exchanged in a month. What should the consultant recommend?. A. Salesforce Inbox. B. Activity Report. C. Einstein Activity Capture.

Cloud Kicks needs to associate some contacts with many accounts. Which solution should a consultant recommend to meet this requirement?. A. Use the Contact to Multiple Accounts feature. B. Use the Contact Roles related list on Accounts. C. Add multiple custom Account lookup fields on the Contact.

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when viewing a parent account. Which recommendation meets this requirement?. A. Configure after-save flow to update a custom field on the parent account with the total value of won opportunities from the child accounts. B. Reference the revenue totals on the parent accounts in the Account Hierarchy view. C. Create a roll-up summary field on the Account with the total value of won opportunities from the child accounts.

Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered. Which section of a SOW should the consultant discuss with CK to meet the requirement?. A. Scope. B. Background. C. Terms and Conditions.

The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption?. A. Run the Salesforce Optimizer. B. Open the Lightning Usage App. C. Create a custom report.

Cloud Kicks needs to implement a group of campaigns that are related to a specific marketing initiative to report on success. What should a consultant recommend to meet the requirement?. A. Create a custom Campaign Purpose field. B. Use the existing Parent Campaign field. C. Create a custom Campaign Group object.

Universal Containers has a fiscal year that starts in February and ends in January. The SVP of sales has reinforced how important it is to measure the sales teams’ performance based on this fiscal year and has asked how Sales Cloud can support this request. Which solution should the consultant recommend?. A. Update the User settings. B. Update the Locale settings. C. Update the Company settings.

The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office. What should a consultant recommend?. A. Enable Conversions for the Salesforce mobile app In Lead Conversion settings. B. Create a Global Action to convert leads via the Salesforce mobile app. C. Install an AppExchange package to convert leads via the Salesforce mobile app.

Northern Trail Outfitters (NTO) finished implementing Sales Cloud for a mid-market sales team. Sales management wants to track data completeness. Which common metric should the consultant recommend that NTO use to measure core Sales Cloud data?. A. Record Count. B. User Adoption. C. Field Usage.

During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?. A. Set project milestones. B. Create the implementation plan. C. Define sales processes.

Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive. The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts. What is the most efficient solution that the consultant should implement to meet the requirement?. A. Create a new lookup field on the Contact record. B. Create a new Contact record related to the nonprofit account. C. Enable the Contact to Multiple Accounts feature.

Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate. Which additional key metric should the consultant recommend?. A. Opportunities created in the last 30 days. B. Events synchronized in the last 30 days. C. Cases closed in the last 30 days.

The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order. Which condition should the consultant consider to meet this requirement?. A. The order must be associated with an active contract. B. The order associated with the account is in draft status. C. The currency associated with the order can be different from the contract.

The sales team at Cloud Kicks needs to track the number of retail locations for each of its leads. Once the lead is converted, the sales team wants to see the number of retail locations related to their customers. The service team also wants to view this information. What should the consultant do to meet this requirement?. A. Create a custom object related to the Account and Lead objects to store the retail locations. B. Map the custom field from the Lead object to the custom field on the Account object during lead conversion. C. Add roll-up summary fields to calculate the number of retail locations related to the Account and Lead objects.

Cloud Kicks (CK) wants to implement sharing rules. Which consideration should the consultant explain to CK?. A. Sharing rules can expand access beyond the organization-wide default levels. B. When a sharing rule is deleted, the sharing access created by that rule must be manually removed. C. Sharing rules apply only to new records that meet the definition of the source data set.

The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and wants to merge them. What should the consultant explain to the team about merging Person Accounts?. A. They can be merged with contact records. B. They can be merged with any type of Account. C. They can be merged with other Person Accounts.

The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring. How should the consultant meet the requirement?. A. Clear the custom field values on Lead records. B. Omit the custom field from the Scoring Model. C. Remove the custom field from Lead page layouts.

The sales manager at Universal Containers has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales opportunities on assignments to specific ZIP codes. Which solution should the consultant recommend?. A. Sharing Rules. B. Sales Territories. C. Account Teams.

A custom lead qualification process was implemented at Universal Containers over a year ago. The process has been underutilized by sales reps. A consultant suggested that the reason why adoption of the process by sales reps is poor is due to a lack of executive sponsorship. Why is executive sponsor involvement so important for success?. A. Executive sponsors support the system after launch. B. Executive sponsors are champions of the project. C. Executive sponsors ensure there Is a workable solution.

A consultant has conducted discovery sessions with Cloud Kicks stakeholders and is ready to begin gathering use cases for deal processes. Which group should provide content for the use cases?. A. Business development team. B. Leadership team. C. Finance team.

Cloud Kicks recently launched Sales Cloud. Admins need to know the pages with the highest traffic. Which option should a consultant recommend to meet this requirement?. A. Install the Salesforce Adoption Dashboards package from AppExchange. B. Create a custom report based on Lightning Exit By Page Metrics. C. Create a custom report based on Lightning Usage By Browser Metrics.

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals. Which report should the consultant create to meet the requirement?. A. Closed Won Opportunities by the sales team. B. Closed Won Opportunities by Account. C. Closed Won Opportunities with Activities.

Sometimes, Universal Containers sales reps need to create contacts without accounts based on business processes. What should the consultant take into consideration?. A. Contacts are private and shared through sharing rules. B. Contacts are private and shared through the role hierarchy. C. Contacts are private and only the owner and admin can view them.

After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable to activate all of the features. Which step should the consultant take to troubleshoot the issue?. A. Confirm users have the feature license assigned. B. Reconfigure the Einstein Lead Scoring app. C. Check the Sales Insights Integration User profile configuration.

Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org. Which action should the consultant recommend?. A. Hold a kickoff meeting with the CK stakeholders. B. Conduct discovery sessions and document existing business practices for each company. C. Export the data from the competitor's system and merge it into Ck’s org.

When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?. A. Matching Is based on the standard Email field. B. Matching is based on any Email field. C. Matching is based on Full Name and standard Email field.

Universal Containers is using Collaborative Forecasts and wants to show sales reps their individual numbers for opportunities they are predicted to win based on amounts for all forecast categories over the next quarter. What should a consultant recommend to meet this requirement?. A. Use a formula field based on the forecast category. B. Add the Forecast Summary component to the page. C. Enable Cumulative Forecast Rollups.

When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?. A. Prioritize standard Salesforce features to manage costs while ensuring project success. B. Assess project requirements to decide if custom development or third-party apps are needed, considering budget and resources. C. Opt for custom development, weighing long-term scalability and maintenance against quick solutions.

A consultant has successfully deployed Sales Cloud at Cloud Kicks. What is the final step in completing an engagement?. A. Activate users in the system. B. Validate the implementation. C. Obtain stakeholder sign-off.

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 granted via the Account Hierarchy. B. Access to child account records needs to be shared manually. C. Access to child account records is controlled by default Account Teams.

A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation. What should the consultant do during the planning stage to ensure a successful implementation?. A. Identify which Salesforce features and functions to use. B. Design a prototype of the suggested solution. C. Define goals, metrics, project schedule, and sales processes.

How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?. A. Demo Sales Cloud to end users. B. Establish KPIs for end users. C. Observe end users.

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed 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 action can forecast managers perform?. A. Share the forecast with any Sales Cloud user. B. Add territory forecast to the hierarchy. C. Add a Forecasts tab to the Sales app.

Universal Containers (UC) is going to kick off a Sales Cloud implementation project next month. In preparation for discovery workshops with the business stakeholders, the project manager has asked for a list of key topics the team wants to ask the client about prior to the workshop. Which topics will help the team get to know UC better?. A. Goals, values, Initiatives, strategies, and obstacles. B. Specific, measurable, achievable, relevant, and time-bound. C. Budget, authority, need, and time.

Cloud Kicks (CK) has hired a consultant to help enhance its current Salesforce implementation. What should the consultant do first to help CK meet its business requirements?. A. Conduct discovery sessions. B. Design the architecture. C. Define the solution.

Cloud Kicks wants to measure the adoption of its Sales Cloud rollout. Which key performance indicator (KPI) should the consultant recommend?. A. Number of Opportunities Closed Lost In the last month. B. Number of User logins in the last month. C. Number of Community Contacts added In the last year.

A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established and the requirements still need to be defined. Which project management methodology should a consultant recommend to ensure the implementation is successful?. A. Agile. B. Waterfall. C. Kanban.

Cloud Kicks uses an external Enterprise Resource Planning (ERP) application to process its orders. The ERP application needs to receive data about opportunities when the opportunity closes. Which solution should the consultant recommend?. A. External Relationship with custom object. B. Salesforce Connect. C. Outbound Message with record-triggered flow.

Universal Containers (UC) sales reps want to be assigned quality leads. Which action should the consultant recommend to improve UC's process to produce higher quality leads?. A. Identify business metrics and factors, then use picklists and formula fields to ensure data consistency. B. Create 4 custom field on the Lead object to generate a lead score to determine lead quality. C. Analyze historical data on closed leads and conversions to improve the quality of leads.

Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team. Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy?. A. Annual Contract Value (ACV). B. Total Pipeline Value. C. Customer Lifetime Value (CLV).

Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost. What is the most efficient way for a consultant to meet this requirement?. A. Create a Competitors channel in Slack to share insights and stories. B. Create a new custom object and automation to track competitors. C. Create a new custom field on the Opportunity object.

Cloud Kicks (CK) requires its sales associates to record all interactions with prospects within Salesforce. Which sales metric should a sales manager at CK use to monitor and reinforce its sales strategy?. A. Activity Tracking. B. Lead Status. C. Event Monitor.

Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts. What should a consultant recommend to build this report?. A. Reporting snapshot. B. Roll-up summary flied. C. Cross filter.

An executive at Cloud Kicks (CK) has asked its admin to create a diagram showing the high-level processes within the business. CK plans to use the diagram to show the context of a new process within the overall business. What should the admin create to meet this requirement?. A. Capability Model. B. Value Stream Map. C. Detail Process Mapping.

Sales managers at Cloud Kicks need to visualize all open opportunities within a 10-mile radius based on the location of the related account. Which solution should a consultant recommend?. A. Leverage Salesforce Maps to show open opportunities on a Data Layer. B. Create a dashboard that uses a report grouping opportunities by account location. C. Enable Location Services and add the Account Address field to the Opportunity page layout.

Northern Trail Outfitters published detailed activity measures for its sales teams 6 months ago. The VP of sales has noticed that the number of sales activities reps have logged has increased to meet the new standards, but the actual number of booking activities remains low. The VP suspects that sales reps misunderstand the activity measures process. What should the consultant recommend?. A. Deploy Sales Engagement and use Cadences. B. Train the reps on targeted interactions. C. Reevaluate Opportunity stages.

Universal Containers is growing its international business. Domestic sales reps believe that the standard price book has too many records reflecting different currencies and country-specific product variations. What should the consultant recommend to improve usability for sales reps?. A. Update the product naming conventions to Include the currency In the product name. B. Use separate product catalogs for domestic and international customers. C. Use custom price books for domestic and International customers.

Management at Universal Containers wants to identify duplicate Leads in its org so marketing reps can clean them up later. What should a consultant do to ensure clean leads for the marketing reps?. A. Create a formula field on Lead for duplicates. B. Create a Validation Rule to find duplicates. C. Run a duplicate job with a Matching Rule.

Universal Containers is in the planning phase of its Sales Cloud implementation. In a recent discussion, the CEO expressed a desire to measure the return on investment (ROI) of its sales and marketing efforts by location. Which solution should the consultant recommend?. A. Track total opportunity pipeline by lead source and location. B. Track total accounts created by lead source and location. C. Track total cases submitted by lead source and location.

A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow Account owners to selectively share an Account's Contacts with Opportunity owners?. A. Add Opportunity owners to the Opportunity Team and configure Contact sharing. B. Add Opportunity owners to the Account Team and configure Contact sharing. C. Transfer Contact ownership from themselves to the Opportunity owner.

Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents are using a mobile device or a browser to access Salesforce. What should the consultants do to efficiently analyze how users are logging in to Salesforce?. A. Create a custom report on the User object. B. Review the login history on the user record. C. Create a User report and filter by Login Subtype.

Cloud Kicks (CK) recently finished a redeployment of its Lightning pages. CK users report that Lightning pages are loading slowly. CK management wants to consider the impact this has on adoption. What should the consultant recommend that CK use to evaluate Lightning pages?. A. Data Integration Metric. B. Performance Analysis for App Builder. C. Real-Time Event Monitoring.

The Cloud Kicks global sales team has asked for a simpler way to view and manage its opportunity pipeline. The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The sales reps have suggested using the Kanban view. What is a consideration when using the Kanban view?. A. It can display up to 10 fields per card. B. It can summarize records by Currency fields. C. It can show roll-up summary fields for Currency fields.

Cloud Kicks wants its sales operations team to place orders United States customers in Sales Cloud. The sales ops team needs calculate sales tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time. What should the consultant recommend to meet the requirement?. A. An app from AppExchange. B. formula field on the Order object. C. screen flow for orders.

Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they've been assigned. Sales reps will run specific product upsell processes. Which action should the consultant take to support a successful sales team transition?. A. Meet with territory sales leadership to design territory assignment rules. B. Meet with sales reps to review products they are assigned and implement Opportunity Teams. C. Meet with executive sales leadership to understand the requirements for record sharing.

Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. Which stage of the project lifecycle does this fall under?. A. Initiate. B. Plan. C. Execute.

A consultant is 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?. A. Set obtainable metrics, goals, and milestones before the conference. B. Implement Sales Cloud out of the box and iterate before the conference. C. Reduce the scope and deploy Accounts and Contacts before the conference.

Cloud Kicks is in the process of implementing Sales Cloud for its sales teams. Senior management has concerns about adoption. What should a consultant recommend to encourage adoption?. A. Establish goals and key metrics. B. Re-define the sales process. C. Run training in a sandbox environment.

The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales Cloud. Which option should the consultant recommend?. A. Add Approval processes to enforce data standards. B. Conduct a requirements workshop to gather user stories. C. Use a collaboration tool to gather feedback from users.

Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page. Which option should a consultant recommend to meet this requirement?. A. Salesforce Data Pipelines. B. Einstein Discovery. C. Sales Engagement.

Sales reps at Universal Containers want to know when a customer or prospect contact opens an email the reps sent so they can follow up with the contact shortly afterward. Which tool should a consultant recommend to meet the requirement?. A. Salesforce Inbox. B. Enhanced Email. C. Einstein Activity Capture.

Cloud Kicks wants sales reps to be able to give customers access to key files without setting up an Experience Cloud site. Which Salesforce feature satisfies this requirement?. A. Email template. B. File sharing link. C. Chatter link.

Universal Containers (UC) has Account and Contact data it wants to migrate to Sales Cloud. The data comes from several sources and the data quality is unknown. The consultant wants to assess the entire data set for quality prior to loading it to production without impacting UC's current operations. The consultant recommends using a Full Copy sandbox as an initial step. Which Sales Cloud feature should the consultant use to support this approach?. A. Import Wizard. B. Duplicate Jobs. C. External IDs.

Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model. What will a user without access to the Amount field on the Opportunity object observe?. A. The Amount field will display an error in the contributing factors section. B. The Opportunity Score field and the Amount field will be hidden for that user. C. The Amount field will be hidden from the contributing factors section.

A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals. What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?. A. Create a Sales Engagement report. B. Customize Sales Path. C. Enable Sales Forecasting.

Northern Trail Outfitters (NTO) wants to start tracking orders accounts in Sales Cloud. NTO has hired a consultant to complete the project. What should the consultant take into account when implementing sales orders?. A. Contract Number is a required field on the Order page layout. B. Order line items can be added or removed after an order is activated. C. Orders can be activated for active and inactive contracts.

The Contact Us form on the Cloud Kicks website creates leads that sales reps need to contact in a timely manner. The VP of sales wants to know when the lead status is still new a day after the lead was created. Sales reps want a simple way to contact these leads. Which action should the consultant take to meet the requirements?. A. Create a Lead list view filtered for "Lead created date not equal to TODAY" and "Status equals new". B. Create a Lead escalation rule with criteria "Lead created date not equal to TODAY" and "Status not equal to new". C. Create a dynamic report with a filter where "Lead created date is equal to TODAY" and "Status equals new",.

What is a consideration when enabling Multiple Currencies?. A. Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multiple currencies reporting. B. When Multiple Currencies Is enabled, changes to exchange rates update the converted amount on all records except closed opportunities. C. If any issues arise during implementation, Multiple Currencies can be disabled.

Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display to total amount of all the open opportunities related to the Account page layout. How should the should consultant implement a solution to meet the requirement?. A. Use a record-triggered flow to set the value on the account. B. Create a roll-up summary field on the Account object. C. Use a custom formula field on the Opportunity object.

Cloud Kicks noticed its data quality has degraded since its initial Sales Cloud implementation and is working with a consultant to develop a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data. Which functional area can be improved by using third-party data enrichment tools?. A. Monitoring changes and updates. B. Owning roles and records. C. Enforcing validation rules.

The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated to an Opportunity. What should the consultant recommend to resolve the issue most efficiently?. A. Create a flow to delete the Product from the Price Book. B. Archive the Product and each related Price Book entry. C. Edit the Product record and uncheck the Active field.

In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward. Which strategy should a consultant recommend to address the VP's concern?. A. Create a year over year sales by Account report. B. Create an average stage duration by Opportunity report. C. Create a Historical Trending report.

After a project deployment, several bugs were identified by end users and prioritized by the project team. How should a consultant resolve these issues?. A. Build out the issue resolution release in a development sandbox. B. Perform user acceptance testing (UAT) In a development sandbox. C. Build out the issue resolution release in the staging environment.

A consultant is addressing Cloud Kicks' performance measurement needs and overcoming challenges within Sales Cloud. Which approach should a consultant adopt?. A. Collaborate closely with the customer to discern their specific performance measurement requirements. B. Implement standardized performance measurement practices to ensure consistency across Sales Cloud. C. Rely on general industry standards to determine performance measurement criteria and system architecture.

A consultant is preparing to release an updated version of a sales process they have been working on for an existing Sales Cloud client. Which action should the consultant take first to ensure a smooth rollout for the sales team?. A. Conduct a series of informational sessions with the sales team to explain the benefits of the new sales process and address common questions in an online FAQ. B. Implement a program to incentivize users and publicly reward early adopters to motivate others and create a sense of competition within the sales team. C. Create a plan for implementation, drive awareness with the sales team, design training and coaching programs, update and document workflows, and measure success.

Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories. What should the consultant recommend?. A. Include the Forecast Manager field on the Account page layout. B. Assign a Forecast Manager to each region. C. Assign a role for each manager in the user role hierarchy.

Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company's product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights. What should the consultant do to meet the requirement?. A. Enable Default Account Teams for each product line. B. Enable Default Opportunity Teams for the Opportunity. C. Create criteria-based opportunity sharing rules for each product line.

Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time. What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?. A. Use in-line editing to update the forecast amount for records. B. Modify multiple opportunities at one time in the Forecast page. C. Tell reps to use the list view to move opportunities between stages.

After creating a brand new Product object record for Cloud Kicks, the admin is unable to add this product to Price Books. How should the consultant resolve the issue?. A. Add the product to a price schedule. B. Edit the sharing settings of the Product object. C. Set a standard active price.

Northern Trail Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year. Which aspect should a consultant consider for this migration?. A. Only one territory model can be active at any given time. B. Territory user assignments are migrated to the new model. C. Access to a territory model is controlled through profiles or permission sets.

Universal Containers has a large amount of data that currently lives in a system outside of Sales Cloud. Users need to see a subset of this data. Which consideration should the consultant take into account?. A. Salesforce Connect External Objects count against the limit of custom objects. B. Salesforce Connect should be used with on-premises data systems. C. Salesforce Connect allows real-time access to current data.

What is a key capability of Data Loader?. A. Prevents importing duplicate record data. B. Imports organization and configuration metadata. C. Runs one-time or scheduled data imports.