Certified Sales Cloud Consultant v1.0 (Certified Sales Cloud Consultant)

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Total 342 questions

The Sales Director at Cloud Kicks mandated that implementing logic and automation to qualify 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 two.)

  • A. Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.
  • B. Begin with the recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.
  • C. Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the results and adjust the Grade accordingly.
  • D. Work with subject matter experts to define the key attributes of the ideal customer for Cloud Kicksג€™ products.
  • E. Configure a qualification screen-based flow to assist Sales Reps in quickly determining which Leads are high priority.


Answer : BC

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 its customer. The service team also wants to view this information.
Which two actions should the Consultant take to meet this requirement? (Choose two.)

  • A. Update the Account with number of retail locations after it has been converted.
  • B. Create a rollup field on the Account to calculate the number of retail locations.
  • C. Create custom fields on the Account and Lead objects to store the number of retail locations.
  • D. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
  • E. Map the custom field from the Lead object to the standard field on the Account object during lead conversion.


Answer : BD

Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount.
Which two actions should the Consultant recommend to resolve this issue? (Choose two.)

  • A. Add a global action to sync the Quote with the Opportunity.
  • B. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
  • C. Add a Sync button to the Page Layout.
  • D. Add the Syncing checkbox to the Quotes related list.
  • E. Build a formula field on Opportunity to roll up Total Value from the Quote Record.


Answer : CD

The Consultant at Cloud Kicks has noticed that sales data is quickly outdated and is having issue with keeping Account data updated.
What should the Consultant recommend to maintain up-to-date Account information?

  • A. Use the third-party data to update and add records to Salesforce.
  • B. Enable the Automatic Account Update feature in Setup.
  • C. Call the Contacts and Leads to get their updated information.
  • D. Use the Salesforce-provided data to update and add records to Salesforce.


Answer : A

Cloud Kicks is implementing Enterprise Territory Management for its retail sales. The Sales Director wants to organize Territories based on their characteristics.
How can the Consultant meet this requirement?

  • A. Create a Territory Hierarchy, and set allocations and assignments.
  • B. Create a Territory Management Model with Territory Hierarchy and with priority.
  • C. Create a Territory Types with priority and then create a Territory based on Territory Types.
  • D. Create a Territory Model with Territory Hierarchy and set allocations.


Answer : C

In order to increase and promote adoption, sales management at Cloud Kicks wants sales representatives to follow Opportunities they create.
Which two actions should the Consultant recommend to create a solution? (Choose two.)

  • A. Use Process Builder with an Action Type of Follow Chatter when a record is created or edited.
  • B. Turn on the Chatter feed settings that enable users to automatically follow records that they create.
  • C. Create a report with newly created Opportunities and have sales management subscribe to the report.
  • D. Turn on the Chatter feed settings that enable stage notifications to opportunity owners.


Answer : BC

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them.
Which two actions can forecast managers perform? (Choose two.)

  • A. They can share their forecast with any external user.
  • B. They can add territories to the hierarchy.
  • C. They can see all of their territory forecasts in a single-page summary view.
  • D. They can share their forecast with any Salesforce user.
  • E. They can share their summary view with any Salesforce user.


Answer : CD

The Sales Director at Cloud Kicks noticed that while Lead conversion rates were high, Opportunities were not moving through the sales cycle. Many of the contacts that were converted had no phone, email, or background information captured.
Which three solutions can be used to improve the quality of Leads being converted? (Choose three.)

  • A. Mandate that all Lead data must be reviewed prior to being created in Salesforce.
  • B. Review Lead conversion mapping to ensure necessary fields are mapped correctly.
  • C. Create a validation rule to check that necessary information is complete upon Lead conversion.
  • D. Implement a trigger that warns the user of incomplete information during Lead conversion.
  • E. Update web-to-lead forms to require input fields be completed prior to submission.
  • F. Schedule a report that notifies Lead owners daily of Leads with incomplete information.


Answer : BDE

Cloud Kicks frequently has multiple sales representatives that collaborate on an Opportunity and needs Salesforce to allocate credit to each sales representative in order to track against a sales quota.
Which Salesforce feature satisfies this requirement?

  • A. Public Groups
  • B. Account Teams
  • C. Opportunity Splits
  • D. Opportunity Teams


Answer : C

Cloud Kicks is currently going through a fast-paced growth of its sales department. The Sales Director notices that new sales executives are investing time connecting with existing contacts who are not influential in furthering the business relationship.
Which two potential solutions can the Consultant recommend? (Choose two.)

  • A. Implement the Account Contact Role feature.
  • B. Add an Influencing Contact multi-select picklist field on the Account.
  • C. Add a Lookup field to Contacts to indicate Influential Contacts.
  • D. Track time invested in a custom field for each contact.


Answer : AB

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 two.)

  • A. From the Setup menu, go to Salesforce offline and select ג€Enable offline create, edit, and delete in Salesforce for Android and iOS.ג€
  • B. From the Setup menu, go to Salesforce offline and select ג€Enable caching in Salesforce for Android and iOS.ג€
  • C. From the Setup menu, enable the system permission ג€Store offline data.ג€
  • D. Raise a case with Salesforce support to enable the offline version of the Mobile app and update the app to use the offline capabilities.
  • E. Create a permission set with the system permission ג€Store offline dataג€ and assign the permission set to the sales team user(s).


Answer : AB

Cloud Kicks has just completed a Sales Cloud implementation and the marketing team is creating campaigns. Cloud Kicks wants to gain feedback on the implementation.
What should the Consultant recommend?

  • A. Complete a post-mortem.
  • B. Sign off on the Statement of Work.
  • C. Upgrade to the latest Salesforce release.
  • D. Undergo training.


Answer : A

Cloud Kicks is a large global company. The week of global training falls on a holiday week for the European region, and they will be out of the office on holiday.
Which best practice should the Consultant recommend to overcome this obstacle?

  • A. Set up a training session for just the European region and run the scheduled training.
  • B. Talk to the manager of that region and tell them how important training is and that they should come.
  • C. Run the training as planned and record it so the other users can watch the video.
  • D. Move training for all users to the following week and communicate the change.


Answer : A

Cloud Kicks' VP of Technology wants to start using Salesforce for all of the sales team's automation. 70 million records were all migrated from a legacy database to the data warehouse that will be synced with Salesforce. Cloud Kicks wants to be able to search and cross-reference records with the original source database.
What should a Consultant recommend to meet this requirement?

  • A. Use the standard External ID field and map this to the current record ID value.
  • B. Use a custom field named External ID and map this to the current record ID value.
  • C. Use a custom External ID field and map this to the original record ID value.
  • D. Use the standard External ID field and map this to the original record ID value.


Answer : C

Cloud Kicks has purchased a list of prospects and wants sales representatives to begin to contact and measure the Return On Investment (ROI) of the people in the purchased list.
Which solution should the Consultant recommend?

  • A. Create a new custom object for purchased leads.
  • B. Create a campaign for this list, import the list as leads, and add them to the campaign.
  • C. Import the list as new leads using the import wizard.
  • D. Import the list as new leads and update the lead source to ג€Purchased Lead.ג€


Answer : B

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Total 342 questions