Sales Cloud Dump

Question 1

Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.
Which two Salesforce functions will allow the consultant to meet this requirement?

Answer 1

Sales Process and Record Types

Question 2

Each year, representatives from Universal Containers attend two major industry conferences that Generate a large volume of leads. A few months after leads have been converted to opportunities, the team wants to determine the return on Investment (ROI) for each industry conference.
Which solution should the consultant recommend?

Answer 2

Create a mufti-select picklist, and ask representatives to select which conference (s) influence the lead.

Question 3

Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.
Which Salesforce functionality should the consultant recommend to meet the requirement?

Answer 3

Assign Tasks to a queue to share work efficiently.

Question 4

Which data migration sequence should consultant recommend for the objects?

Answer 4

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

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

Question 5

Universal Containers (UC) deployed Sales Cloud three months ago to the North American sales teams. One of the reasons UC selected sales cloud is its mobile support which provides flexibility for account executive.
How should the consultant assure UC s management that Sales Cloud is being successfully adopted on mobile de devices?

Answer 5

Leverage visualforce to show the use of mobile devices by users during the last three months.

Question 6

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.
What are two justifications for using third-party data enrichment tools?

Answer 6

-To enhance prospect data signaling intent to purchase
-To find new prospects who match the selling segment

Question 7

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
Which two recommendations should the consultant make?
Choose 2 answers

Answer 7

-Assign a forecast-enabled forecast manager to each territory.
- Assign a role for each manager in the user role hierarchy.

Question 8

-Assign a forecast-enabled forecast manager to each territory.
- Assign a role for each manager in the user role hierarchy.

Answer 8

Use Contact roles on the Opportunity object.

Question 9

Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Good to accommodate the new pricing term and to help the finance department forecast easily.
What should the consultant recommend to meet the requirement?

Answer 9

-Use Revenue Schedules to capture installment payment plan details for each Product.

Revenue Schedules are a feature that allow users to track the revenue and quantity of products over time, such as for subscription or installment payments. Revenue Schedules can be enabled for any product that has a schedule type of Revenue or Quantity, and they can be customized to match the payment terms of each opportunity. By using Revenue Schedules, Universal Containers can capture the installment payment plan details for each product, such as the number of installments, the amount per installment,

Question 10

Cloud Kicks want to track different details for trade shows and customer webinars.
Which capability enables the use of custom fields, contextual validation rules, and varied layouts?

Answer 10

Record Types

• Record Types are a capability that enables the use of custom fields, contextual validation rules, and varied layouts for different types of campaigns. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating record types for trade shows and customer webinars, Cloud Kicks can track different details for these types of campaigns by using custom fields, such as location, budget, attendance, etc. Cloud Kicks can also enforce contextual validation rules, such as requiring certain fields or values depending on the record type.

Question 11

Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.
Which capability should the consultant recommend?

Answer 11

Account Teams

-Account Teams are groups of users who work together on an account and its related records, such as opportunities, contracts, and cases. Account Teams allow users to share different levels of access to accounts and associated records based on their team roles and responsibilities.

Question 12

A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia. The company has multicurrency enabled and has added the Australian Dollar as an available currency.
How should the consultant allow the sales team to report on Australian deal values in U.S. Dollars (USO)?

Answer 12

-Enable parenthetical currency conversion.

*** Enabling parenthetical currency conversion is the best way to allow the sales team to report on Australian deal values in U.S. Dollars (USD). Parenthetical currency conversion is a feature that displays converted currency amounts in parentheses next to the original currency amounts in reports and dashboards. For example, if an opportunity has an amount of 10,000 Australian Dollars (AUD), and the corporate currency is USD, enabling parenthetical currency conversion will show the amount as 10,000 AUD (7,500 USD) based on the exchange rate. By enabling parenthetical currency conversion, the sales team can easily see and compare Australian deal values in USD without having to manually calculate them.

Question 13

Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes.
Which two steps should the consultant perform to maintain data integrity?
Choose 2 answers

Answer 13

• Enable the Create Audit Fields permission to insert historically accurate records.
  -Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.

**Enabling the Create Audit Fields permission to insert historically accurate records and inserting users, and then migrating email alerts and approval processes into UCs Salesforce org are two steps that should be performed to maintain data integrity when migrating legacy email alerts and approval processes from another company that uses Salesforce. Create Audit Fields permission is a permission that allows users to set audit field values such as Created Date, Created By ID, Last Modified Date, Last Modified By ID when inserting records via API tools such as Data Loader or Workbench. By enabling this permission, Universal Containers can insert historically accurate records from the other company that use the same audit field values as the original records. Inserting users, and then migrating email alerts and approval processes into UCs Salesforce org is a step that ensures that the email alerts and approval processes are associated with the correct users in the destination org. Email alerts are actions that send an email to one or more recipients when a process or workflow is triggered.

Question 14

Northern Trail Outfitters (NTO) wants to expand its use of Salesforce and start tracking orders on accounts.
NTO has hired a consultant to complete the project.
Which two considerations should the consultant take into account when implementing sales orders’ Choose 2 answers

Answer 14

-Organization-Wide defaults must be set to Controlled by Parent.

• Order line items can be added or removed after an order is activated.

Question 15

A consultant is implementing a new instance of Sales Cloud for Cloud Kicks (CK).
CK has a global sales presence that supports a customer base throughout the: world, ‘CK wants to set up an appropriate structure to track customers with subsidiaries.
Which approach should the consultant recommend meeting the requirement?

Answer 15

Location-specific Account structure with Account Hierarchies

Question 16

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deafs.
Which report should the consultant create to meet the requirement?

Answer 16

Closed Won Opportunities with Activities

Question 17

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

Answer 17

-Activity Tracking

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

Question 18

Northern Trail Outfitters (WTO) wants to share revenue from opportunities with multiple reps. A consultant recommends using opportunity splits.
Which two prerequisites should be considered before splits are enabled?
Choose 2 answers

Answer 18

-Transfer opportunities owned by Inactive users to active users.

-Add customized split types before enabling splits.

Question 19

A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.
Which two groups should provide content for the use cases?
Choose 2 answers

Answer 19

-Sales operations
- Sales reps

Question 20

Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?

Answer 20

Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.

**Explanation:
* Implementing Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly is the best option to meet the requirement of updating the ERP system with information from Salesforce when a new Account has its first closed/won opportunity. Platform Events are events that are published and consumed by applications inside or outside of Salesforce using an event-driven architecture. An ESB (Enterprise Service Bus) is a software component that connects different applications and systems using common standards and protocols.

Question 21

Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.
Which solution should a consultant recommend to meet the requirement?

Answer 21

Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.

Opportunity Splits allow users to divide credit for an opportunity among multiple sales reps who contribute to closing it. Users can specify how much revenue or quantity each sales rep receives from an opportunity, either as a percentage or an amount. Opportunity Splits can be enabled from Setup, and they require that Opportunity Teams are also enabled. Users can then add or edit Opportunity Splits from the Opportunity Splits related list on Opportunity page layouts.

Question 22

Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these documents?

Answer 22

Salesforce Files

is the best feature to store .pdf documents in Sales Cloud to help the sales team learn about new products. Salesforce Files are files that can be uploaded and attached to records or shared with other users in Salesforce. Salesforce Files support various file types and formats, including .pdf documents. By using Salesforce Files, Cloud Kicks can store .pdf documents in Sales Cloud and make them available for the sales team to access and view from any device.

Question 23

The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts.
The team can often easily identify duplicates and wants to merge them.
What should the consultant explain to the team about Person Account merges?

Answer 23

Person Accounts can be merged with other Person Accounts.

Question 24

Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account’s discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a custom formula field on the Opportunity.
Which currency will the custom formula use for its value if the opportunity and account records have different currencies?

Answer 24

Opportunity Currency

A custom formula field on the Opportunity object will use the currency of the opportunity record, regardless of the currency of the account or user records. This ensures that the formula field is consistent with other opportunity fields that use currency.

Question 25

The Universal Containers management team wants to help sales reps determine the nght time to contact prospects.
What should the consultant recommend to meet the requirement?

Answer 25

Enable Email Tracking with reporting and activity timeline.

Question 26

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?

Answer 26

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.

Question 27

The Cloud Kicks team has made a correction in a sandbox environment that needs to be deployed to production as soon as possible. The sandbox and production environments are on two different versions of Salesforce. The fix requires functionality in the sandbox version.
Which action should the consultant recommend?

Answer 27

Deploy the changes from the sandbox to production once both environments are on the same version.

it ensures that there are no compatibility issues or errors due to different versions of Salesforce. The fix requires functionality in the sandbox version, which means that it cannot be deployed to production until production is upgraded to the same version. Deploying before or during the upgrade window may result in failures or conflicts.

Question 28

Cloud Kicks needs to associate some Contacts with many Accounts. Which solution should a consultant recommend meeting this requirement?

Answer 28

Use the Contact to Multiple Accounts feature.

Question 29

Sales operations managers are reporting a higher number of Activities than is accurate for their teams When viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However, Activity records related to Campaigns appear m all of the reports, regardless of which sales team should get credit for them. Enterprise Territory Management and role hierarchies are used.
Why are Campaign Activities for all teams visible m reports viewed by sales operations managers?

Answer 29

Apex managed sharing is used to control the visibility of Activities related to Accounts.

Question 30

Universal Containers has four product lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should follow the product-specific sales cycle.
Which two actions should a consultant recommend to meet these requirements?
Choose 2 answers

Answer 30

Implement sales processes that map to each Opportunity record type.
Create Opportunity record types for each product line.

Implementing sales processes that map to each Opportunity record type and creating Opportunity record types for each product line are the two actions that can meet these requirements. A sales process is a set of stages that represent the steps in your sales cycle for a specific product line or business unit. An Opportunity record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles.

Question 31

Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club.
Subscribers can make a single payment or pay weekly, monthly, or quarterly.

Answer 31

Enable schedules on the Product object.

Question 32

Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?

Answer 32

-Adjust currency conversion dynamically based on a given date range.
Implement org-wide reporting that displays deal values appropriately.

Question 33

Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information. CK wants to view those orders as a related list on the account record in real time.
Which best practice should the consultant recommend?

Answer 33

Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.

Question 34

Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object’s visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.

Answer 34

Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.

-Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.

• Unchecking the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object
• and creating a criteria-based sharing rule that grants Read/Write access to the Complaints Specialist public group are two options that can meet the requirements of restricting access to Complaint records to only users within the Complaints Specialist public group. Grant Access Using Hierarchies is a setting that determines whether users above a record owner in the role hierarchy can access that record. By unchecking this setting for the Complaints object, the consultant can prevent managers or other users higher in the role hierarchy from viewing or editing Complaint records that they do not own.

Question 35

Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.

Answer 35

-Add specific users as Opportunity team members with a role that grants Read/Write access

Adding specific users as Opportunity team members with a role that grants Read/Write access allows
* account executives to share their Opportunities with other users who can help them qualify marketing Opportunities on their Accounts. Opportunity team members can view, edit, and delete the Opportunity, as well as add products, quotes, and activities. Sales management can report on which users are assigned to Opportunities by using the Opportunity Team Member report type.

Question 36

Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.
Which two solutions should the consultant recommend to meet the requirement?

Answer 36

• Use Flow with a scheduled action and an email alert.
• Instruct sales reps to follow their opportunities.

Instructing sales reps to follow their opportunities and using Flow with a scheduled action and an email alert are two solutions that can meet the requirement of sending a notification to sales reps when their opportunities remain open past the close date. Following an opportunity allows sales reps to receive updates and reminders about the opportunity in their Chatter feed. Flow with a scheduled action and an email alert allows you to automate the process of sending an email notification to sales reps based on a time-based condition, such as the close date.

Question 37

Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting?

Answer 37

Align forecast categories to multiple opportunity stages and report on forecast category.

Question 38

A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own. Which three reasons could explain the sales rep’s experience?

Answer 38

The organization-wide defaults for opportunities are set to Private.

-All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.

-Some opportunities associated with the sales rep’s account are owned by other users.

**These three reasons could explain the sales rep’s experience of being able to edit some opportunities associated with accounts they own, but not others. If the organization-wide defaults for opportunities are set to Private, then the sales rep can only edit the opportunities that they own or that are explicitly shared with them.
If all provisioned Opportunity object permissions enable Read access with all accounts the sales rep owns, then the sales rep can view but not edit any opportunity associated with their accounts, regardless of who owns the opportunity. If some opportunities associated with the sales rep’s account are owned by other users, then the sales rep can only edit those opportunities if they have been shared with them or if they have a higher role in the role hierarchy than the owner.

Question 39

Good Kicks has the goal of generating high-quality leads by implementing Sales Cloud.
Which metrics should the consultant analyze to determine the success of this goal?

Answer 39

-Lead to Opportunity Conversion Rate

***Lead to Opportunity Conversion Rate is a metric that measures how many leads are converted into opportunities in relation to the total number of leads generated or processed in a given period. This metric can help evaluate the quality of leads and the effectiveness of lead qualification processes by showing how well leads are turning into potential sales. A high Lead to Opportunity Conversion Rate indicates that the leads are well-targeted, qualified, and nurtured, and that the sales team is following up on them promptly and persuasively. A low Lead to Opportunity Conversion Rate may suggest that the leads are poorly sourced, unqualified, or neglected, and that the sales team is missing out on opportunities.

Question 40

Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce.
Which solution should the consultant recommend?

Answer 40

Adoption and Data Quality Dashboards Pack

Question 41

The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
Which action should be taken to convert a lead into a Person Account?

Answer 41

Populate the Company field with ‘Person.

*To convert a lead into a Person Account, the Company field must be populated with ‘Person’. This indicates that the lead is an individual consumer and not a business account. If the Company field is left blank, the lead conversion will fail.

Question 42

Universal Containers ts analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.
Which feature should a consultant recommend to build this report

Answer 42

Cross filter

Question 43

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 to the next project stage?

Answer 43

Develop wireframes to visualize the product end state.

Question 44

Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object.
The CK project manager has requested a report that includes both Project__c and Opportunity data.
What should the consultant use to include data from both the Project__c and Opportunity objects in one report?

Answer 44

Custom report types

Question 45

Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK?

Answer 45

-When multiple sharing rules are assigned, the user is assigned the least restrictive access.
- Organization-wide defaults must be Public Read Only or Private to create sharing rules.
-CK can expand access beyond the organization-wide default levels with sharing rules.

**When implementing sharing rules, the consultant should explain the following considerations to CK:
* CK can expand access beyond the organization-wide default levels with sharing rules. Sharing rules are used to grant additional access to records based on record ownership, criteria, or territory.
* Organization-wide defaults must be Public Read Only or Private to create sharing rules. Sharing rules cannot be created for objects with Public Read/Write or Public Read/Write/Transfer organization-wide defaults.
* When multiple sharing rules are assigned, the user is assigned the least restrictive access. For example, if one sharing rule grants Read-Only access and another sharing rule grants Read/Write access to the same record, the user will have Read/Write access.

Question 46

Universal Containers’ sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
How should the consultant meet this requirement?

Answer 46

Create an Opportunity History report for open pipeline Opportunities in a given date range.

*** Creating an Opportunity History report for open pipeline Opportunities in a given date range is the best way to meet the requirement of providing visibility on sales pipeline changes on a monthly basis. An Opportunity History report is a report that shows how opportunities have changed over time based on historical data, such as stage, amount, probability, etc. An open pipeline Opportunity is an opportunity that has not been closed yet and has a positive amount and probability. A date range is a filter that limits the report data to a specific period of time, such as last month, this month, next month, etc. By creating an Opportunity History report for open pipeline Opportunities in a given date range, Universal Containers’ sales operations team can track and compare how the sales pipeline has changed from month to month based on different metrics and dimensions.

Question 47

The Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of sales needs access to both report folders in one place to find reports for all the regions and wants to retain visibility of the reports in each folder.
What should the consultant recommend meeting the requirement?

Answer 47

Create subfolders and give access to the root folder, keeping the top region folder sharing settings.

Question 48

Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account.
Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account?

Answer 48

• Grant Read access on the account’s cases.
  -View one of the opportunities on the account.

**When Account Teams are enabled and used for an account, Sales Rep A can grant Read access on the account’s cases to Sales Rep B by adding Sales Rep B as a team member on the account and assigning a team role that has Read access to cases. Sales Rep A can also allow Sales Rep B to view one of the opportunities on the account by adding Sales Rep B as a team member on that opportunity and assigning a team role that has at least Read access to opportunities.

Question 49

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed 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 two actions can forecast managers perform?

Answer 49

-View the territory forecasts as a single-page summary.

• Share the forecast with any Salesforce user.

Viewing the territory forecasts as a single-page summary and sharing the forecast with any Salesforce user are two actions that forecast managers can perform. A territory forecast is a forecast that shows how much revenue is expected from a specific territory or group of territories. A single-page summary is a view of the territory forecast that displays all the territories in the hierarchy and their forecast amounts in one page. Forecast managers can use this view to compare and analyze the performance of different territories at a glance. Forecast managers can also share their forecasts with any Salesforce user who has access to the same forecast type, regardless of their role or territory assignment. This allows them to collaborate and communicate with other users about their forecasts.

Question 50

Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each others accounts.
When a Salesforce admin assigns User A as the owner of an opportunity related to User B’s account, which additional access will User A gain?

Answer 50

User A will have Read-Write access to the opportunity’s Account and its related contact records.

**When a Salesforce admin assigns User A as the owner of an opportunity related to User B’s account, User A will have Read-Write access to the opportunity’s Account and its related contact records. This is because of the implicit sharing rules that grant access to parent and child records based on the organization-wide default settings. Since the organization-wide default setting for Account is set to Private, users are unable to see each other’s accounts by default. However, when a user owns an opportunity that is related to another user’s account, the user gains Read-Write access to that account and its related contacts, regardless of the sharing settings for those objects. This ensures that the user can view and edit the account and contact information that is relevant to their opportunity.

Question 51

Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide.
As NTO maps out its processes, which two key principals of UPN should the team keep in mind?

Answer 51

-Limit the number of activity boxes on the screen to 8 to 10.
- Keep version control and change history at the diagram level.

Question 52

A consultant it 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.

Answer 52

Set obtainable metrics, goals, and milestones for the deadline.

*** Setting obtainable metrics, goals, and milestones for the deadline is the best way to meet the requirement of tracking accounts, contacts, and opportunities before the global conference in 4 months.
Metrics are measures of performance or progress that can be quantified and tracked. Goals are desired outcomes or results that can be achieved by following a plan or strategy. Milestones are significant events or stages that mark the completion of a part of a project or a goal. By setting obtainable metrics, goals, and milestones for the deadline, the consultant can ensure that the Sales Cloud implementation is realistic, manageable, and aligned with the client’s expectations and needs.

Question 53

Universal Containers’ (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is important to them.
What should a consultant recommend that use to solve this issue?

Answer 53

Enhanced Folder Sharing

Enhanced Folder Sharing is a feature that allows users to share reports and dashboards with other users, groups, roles, or territories based on different access levels, such as view, edit, or manage. This can help sales reps find the reports and dashboards that are relevant to them by organizing them into folders and granting access to the appropriate users. Enhanced Folder Sharing also supports inheritance, which means that users who have access to a folder also have access to its subfolders.

Question 54

The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.

Answer 54

Territory Management

*** Territory Management is the best solution for assigning sales Opportunities based on ZIP codes.
Territory Management is a feature that allows sales organizations to structure their sales territories based on criteria such as geography, industry, product line, etc. A territory is a group of accounts and users that share common characteristics or business needs. By using Territory Management, sales teams can define territories based on ZIP codes and assign accounts and Opportunities to those territories automatically or manually.

Question 55

A sales manager at Cloud Kicks wants the sales team to stay informed about the team’s progress in Quip.
Which approach should a consultant recommend?

Answer 55

Connect a document or spreadsheet to a Slack channel.

User stories are a way of capturing requirements using an Agile methodology. User stories describe what a user wants to do, why they want to do it, and how it will benefit them. User stories are written from the user’s perspective, using simple and clear language. User stories can help the consultant understand the customer’s needs and priorities, and deliver value in small and frequent increments.

Question 56

Cloud Kicks noticed its data quality has degraded since its initial Sales ‘Cloud Hs ion and is working with a co to ip a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.
Which two areas could be improved by using third-party data enrichment tools?

Answer 56

-Validation rules
- Monitoring changes and updates

Question 57

A large company is about to undertake its Initial Sales Cloud implementation. Different people will create features in multiple sandboxes. The consultant has recommended using change sets to move customizations to the full copy sandbox for testing and then move them to production for release Which two approaches should the consultant recommend to help migrate the customizations from the full copy sandbox to production?

Answer 57

-Leverage cloud-based Git version control to deploy changes
-Use Salesforce Dx with visual studio to deploy changes.

Question 58

Cloud Kicks (CK) hired a consultant to analyse its Selesforce forecasting configuration end advise CK on how to improve it. The consultant found opportunities in the Value Proposition stage showed up m Collaborative Forecasting inconsistently, which led to inaccurate reporting What should the consultant recommend to ensure that opportunities show up consistently?

Answer 58

Map opportunity stages to the Forecast Category.

Question 59

Cloud Kicks (CK) is migrating Account and Contact information from a legacy CRM system into Salesforce using Data Loader. Accounts in the legacy system have a unique ID field that is used to related Contacts to Accounts in the legacy system, CK wants to automatically match these Contacts to the relevant Accounts when loading Contacts into Salesforce.
What should a consultant recommend to meet the requirement?

Answer 59

Create External ID on Account.

Question 60

The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices.
Which two actions should the consultant recommend working around the issue?

Answer 60

-Enable offline create, edit, and delete in Salesforce.
-Enable the system permission to store offline data in Salesforce.

**These are two actions that the consultant should recommend to work around the issue of internet unavailability on the Salesforce mobile app. Enabling the system permission to store offline data in Salesforce allows users to access cached data on their mobile devices when they are offline. Enabling offline create, edit, and delete in Salesforce allows users to perform these actions on their cached data when they are offline, and sync them back to Salesforce when they are online. Verified References: [Work Offline in the Salesforce Mobile App]

Question 61

Cloud Kicks (CK) is implementing Sales Cloud and expects hundreds of new Accounts will be added into Salesforce on a daily basis. CK has an automated process to assign the Account owners. If no assignment can be made for an Account, it will be assigned to a fictitious owner and a person will manually review and re-assign it at a later date. At any given time, a fictitious owner may have more than 10,000 Account records assigned to it. Which two solutions should the consultant recommend when CK sets up the new Account process?

Answer 61

-Place the fictitious owner in a separate role at the top of the role hierarchy.
-Keep the fictitious owner out of public groups that could be used in sharing rules.

Question 62

Cloud Kicks has an integration between the data warehouse and Salesforce. The VP of operations wants to synchronize customer data between the systems.
What should the consultant recommend to ensure data integrity?

Answer 62

Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the admin profile.

• Setting up an External ID field on the Account object with Read Only on the field security settings for all profiles except the admin profile ensures data integrity between the data warehouse and Salesforce.
  An External ID field is a custom field that has the “External ID” attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. By making it Read Only for all profiles except the admin profile, the field value can only be updated by the integration or by the admin, preventing any accidental or intentional changes by other users. The External ID field can also be used to match records during data import or update operations, avoiding duplicate records or incorrect data.

Question 63

Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales team’s automation. CK migrated 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. CK wants to search and cross-reference records with the original source database. What should a consultant recommend meeting this requirement?

Answer 63

Use a custom External ID field and map this to the source record ID value

**This is the recommended solution for Cloud Kicks if they want to search and cross-reference records with the original source database after migrating 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. Using a custom External ID field and mapping it to the source record ID value will allow Cloud Kicks to uniquely identify each record and match it with its corresponding record in the source database. A custom External ID field is a custom field that has the External ID attribute enabled, which means that it can be used as a unique identifier for data import or integration purposes.

Question 64

Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.
A consultant is assessing how CK can divide its forecasts by footwear line.
Which solution should the consultant recommend to improve CK’s forecasts?

Answer 64

Configure a new Forecast Type on Opportunity Product grouped by Product Family.

**Configuring a new Forecast Type on Opportunity Product grouped by Product Family can improve CK’s forecasts by dividing them by footwear line. A Forecast Type is a set of settings that define how forecasts are calculated and displayed for a specific business scenario, such as product line, territory, or revenue type. A Forecast Type can use either standard or custom opportunity fields to group and filter forecast data, such as Type, Product Family, or Territory. By grouping forecast data by Product Family, CK can see how much revenue they expect to close for each footwear line, such as Formal or Athletic.

Question 65

What are two capabilities of Data Loader

Answer 65

-Exports field history data
-Runs one-time or scheduled data loads

Question 66

The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new processes will work. CK’s process is complex and requires multiple slides.
What should the consultant design to give CK this high-level view

Answer 66

Capability Model

Question 67

During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate4 into the current project.
Which best practice should the consultant use to refocus the meeting and stay on topic?

Answer 67

Remind the team of the purpose and scope of this project.

Question 68

Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps” Person Accounts with Microsoft contacts and vice versa.
Which consideration should the consultant be aware of?

Answer 68

Lightning Sync works in conjunction with Einstein Activity Capture.

Question 69

The Cloud Kicks sales team collaborates on opportunities which help them close more deals. What should the consultant configure to allow contributing sales team members to share in the revenue from closed opportunities?

Answer 69

Enable Opportunity Splits from Setup.

Question 70

The sales manager at Cloud Kicks has asked a consultant to create a report to track when opportunities reach a certain stage with an amount equal to $100,000. The consultant saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The Sales Manager role has View access to the Sales Team folder. The sales manager wants to subscribe to the report.
Which permission does the sales manager need to subscribe to the report created by the consultant?

Answer 70

Subscribe to Reports permission

Question 71

Sales reps at Cloud Kicks are responsible for creating leads manually and entering relevant details. The marketing department has noticed that some leads are missing important information.
What are two functionalities the consultant should apply to ensure that key fields are populated?

Answer 71

-A required field
-A validation rules

**o ensure that key fields are populated when creating leads manually, the consultant should apply the following functionalities:
* A required field. This forces the user to enter a value for a field before saving a record. The administrator can make a field required at the page layout level or at the field definition level.
* A validation rule. This checks that the data entered by a user meets certain standards before saving a record. The administrator can create a validation rule with a formula that evaluates whether a field meets certain criteria, such as length, format, or value.

Question 72

Northern Trail Outfitters (NTO) has completed its annual planning and wants to update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.
Which two considerations should the consultant consider when deciding on the timing of the release?

Answer 72

-Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.

-Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.

**These are two considerations that the consultant should take into account when deciding on the timing of the release. Testing changes in a Full Sandbox can help ensure that the changes work as expected and do not cause any errors or conflicts in Production. Installing a new incentive management package along with Territory Management changes may introduce high risk to the deployment, as both changes can affect sales performance, reporting, forecasting, and compensation. It may be advisable to stagger the releases or perform them during off-peak hours to minimize the impact on users and business operations.

Question 73

The sales department at cloud kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.
Which solution should the consultant recommend?

Answer 73

Use Contact roles on the Opportunity object.

Contact roles on the Opportunity object allow sales executives to identify the contacts who are involved in the sales process and their roles, such as decision maker or influencer4. This helps sales executives prioritize their interactions with existing contacts and track their influence on the opportunity.

Question 74

Universal Containers compensates its sales team based on their achievement of the company’s sales revenue goals. The sates ops team needs to track the sales reps’ performance against these goals.

Answer 74

-Configure sales quotas and compare quota attainment on the forecast.

**Sales quotas are the revenue or quantity goals that are assigned to users, teams, or territories for a specific time period. Quotas can be configured manually or imported from a CSV file, and they can be viewed and edited on the Quotas page or on reports. Quota attainment is the percentage of quota achieved by a user, team, or territory for a given period. Quota attainment can be compared with forecast amounts on the forecast page or on reports, to track the sales team’s performance against their goals.

Question 75

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 two conditions should the consultant consider to meet this requirement’

Answer 75

-The order associated with the account should be in draft status.
-The contract associated with the order is associated with the new account.

Question 76

Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.
Which feature should a consultant recommend building this report?

Answer 76

Cross filter

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

Question 77

Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calender applications. UC wants to report on these activities in Salesforce.
Which two actions should the consultant recommend?

Answer 77

-Implement Inbox to sync Outlook or Gmail calender events.
-Log emails with records in Salesforce from Outlook or Gmail.

**Inbox is a suite of email productivity tools that integrates Salesforce with Outlook or Gmail. With Inbox, sales reps can sync their calender events between Salesforce and their email application, and log emails with related records in Salesforce without leaving their inbox. This way, they can easily track their customer interactions and report on them in Salesforce.

Question 78

Cloud Kicks plans to integrate its email system with Salesforce, and wants to show the last 2 months of email activity to its 75 sales reps.
What should a consultant recommend to meet this requirement?

Answer 78

Einstein Activity Capture Standard

Question 79

Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.
What is the best practice a consultant should recommend to the admin?

Answer 79

Build in a Developer Sandbox and test changes in a test release environment.

*** Building in a Developer Sandbox and testing changes in a test release environment is the best practice for creating a new process that uses most of the objects that were deployed. A Developer Sandbox is a type of sandbox that provides an isolated copy of the production environment for development purposes.
A test release environment is another type of sandbox that provides an isolated copy of the production environment for testing purposes before deploying changes to production.
* By building in a Developer Sandbox, the admin can create and modify configurations without affecting the production environment or other sandboxes. By testing changes in a test release environment, the admin can validate and verify the functionality and performance of the new process before deploying it to production.

Question 80

Cloud Kicks has 300,000 account records and 16 million invoices In a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.
What should the consultant do to solve this issue?

Answer 80

Move the invoice related list to a separate tab on the Lightning page.

** Moving the invoice related list to a separate tab on the Lightning page can solve the issue of long rendering time, as it allows the account record to load faster without loading the invoice related list at the same time. The user can then click on the tab to view the invoice related list when needed. This also improves the user experience and the page layout by reducing clutter and scrolling.

Question 81

Cloud Kicks (CK) has recently implemented Sales Cloud. CK wants to be able to forecast the number of shoes it sells to better coordinate with the logistics department to fulfill orders.
Which three options should a consultant recommend CK implement to accomplish this?

Answer 81

-Opportunity Quantity
-A custom field
-Product Revenue Schedules

Question 82

Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks.
Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
What should a consultant Implement to meet the requirement?

Answer 82

use the Related List - Single component to display the Account’s Contracts on the Opportunity Lightning page.

Question 83

Universal Containers is working to expand its residential business in the U.S. Sales reps are being asked to canvas neighborhoods m their areas, leveraging new door-to-door campaign material to secure new customers.
Internal studies have shown the most valuable residential customers typically have a household income range between $50,000 and $70,000.
Which solution should the consultant recommend to help sales reps determine the best neighborhoods to canvas?

Answer 83

Salesforce Maps using the Demographic Context data source to display income ranges for regions within their territories

+* Salesforce Maps is a feature that allows users to visualize and optimize their sales territories and activities on interactive maps. Users can also access various data sources to enrich their maps with additional information, such as demographics, weather, traffic, or business data. The Demographic Context data source is one of the data sources that users can add to their maps to display income ranges for regions within their territories, such as zip codes, counties, or states. This can help sales reps determine the best neighborhoods to canvas based on the household income range of their potential customers.

Question 84

Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality?

Answer 84

Add criteria to the auto-association settings to limit the matches to the past 30 days.

-Ask the admin to enable Customizable Campaign Influence.

** These are two steps that the consultant should take to meet the requirement of tracking closed won opportunities generated by a campaign over the last 30 days using standard functionality. Customizable Campaign Influence is a feature that allows users to measure and report on how campaigns influence opportunities throughout the sales cycle. Users can define different influence models, such as first touch, last touch, or custom rules, and assign percentages or amounts of credit to each campaign that influenced an opportunity. Auto-association settings are options that determine how campaigns are automatically associated with opportunities based on criteria such as contact roles, time frames, or record types. By adding criteria to limit the matches to the past 30 days, CK can ensure that only recent campaigns are associated with opportunities. By enabling Customizable Campaign Influence, CK can use reports and dashboards to analyze how many closed won opportunities a campaign has generated based on different influence models. Verified References: [Customizable Campaign Influence]; [Auto-Association Settings for Customizable Campaign Influence]

Question 85

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?

Answer 85

Recommend an integration with the marketing platform that creates leads in Salesforce,

Recommending an integration with the marketing platform that creates leads in Salesforce is the best way to meet the requirement of handing off qualified prospects to the sales team. An integration is a connection between two or more systems that allows data exchange and synchronization. A lead is a record that represents a potential customer who has shown interest in a product or service. By integrating the marketing platform with Salesforce, the marketing team can automatically create leads in Salesforce when they qualify prospects based on their criteria, such as score, behavior, demographics, etc. This way, the sales team can access and follow up with the leads in Salesforce without having to manually enter them.

Question 86

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.
Which two recommendations should the consultant make?

Answer 86

-Three record types
-Three sets of opportunity stages

Record types allow you to assign different page layouts, picklist values, and business processes to different users based on their profiles. You can create three record types for the three product lines, and assign them to the appropriate sales teams. You can also create three sets of opportunity stages that reflect the unique sales methodologies for each product line, and associate them with the corresponding record types. This can help you customize the Sales Cloud functionality for each product line and track their progress separately. Verified References:
* https

Question 87

Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.
What should CK consider when enabling Advanced Currency Management in its Salesforce org?

Answer 87

Account Roll-up Summary fields will update from the Opportunity object.

** Account Roll-up Summary fields will update from the Opportunity object is something that Cloud Kicks should consider when enabling Advanced Currency Management in its Salesforce org. A Roll-up Summary field is a field that calculates values from related records, such as count, sum, min, max, etc.
Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. By enabling Advanced Currency Management, Cloud Kicks can use dated exchange rates to convert currency amounts based on specific dates or ranges of dates. When using dated exchange rates, Account Roll-up Summary fields will update from the Opportunity object based on the close date of the opportunities, regardless of whether the opportunities are open or closed.

Question 88

Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records.
How should the consultant implement a solution to meet the requirement?

Answer 88

Use a Roll-up Summary field from the Opportunity to the Account.

Using a Roll-up Summary field from the Opportunity to the Account is the best way to meet the requirement of showing the total values of open opportunities on account records when enabling Advanced Currency Management. A Roll-up Summary field is a field that calculates values from related records, such as count, sum, min, max, etc. Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. By using a Roll-up Summary field from the Opportunity to the Account, Cloud Kicks can display the sum of the open opportunity amounts on each account record, and use the dated exchange rates to convert the currency amounts based on the close date of the opportunities.

Question 89

The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK’s management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.
Which three actions should a consultant recommend to meet this requirement?

Answer 89

Create retailer and distributor lead processes.

Create Status picklist values specific to each lead type.

Create distributor and retailer lead record types.m

** Creating retailer and distributor lead processes can help CK follow two different lead qualification processes before converting leads into opportunities, as it allows them to define different sets of picklist values for the Status field for each lead type. A lead process is a collection of stages that represent the steps that users take to qualify leads, such as Open, Contacted, Qualified, or Converted. Creating Status picklist values specific to each lead type can also help CK follow two different lead qualification processes, as it allows them to customize how they track and measure their progress with different types of leads. For example, they may have different criteria or actions for qualifying a retailer lead versus a distributor lead. Creating distributor and retailer lead record types can also help CK follow two different lead qualification processes, as it allows them to assign different page layouts, processes, and business logic for each lead type. A record type is a way to categorize records based on different business requirements or user profiles.

Question 90

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.
What should the consultant recommend to maintain current Account information?

Answer 90

. Use third-party data to update and add records to Salesforce.

Question 91

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 two factors should the consultant consider when updating the sales territories and Account owners?

Answer 91

-The data update will cause sharing recalculations and should be completed during off-peak hours.
-The team can defer sharing calculations to decrease the risk of lock errors during the data update.

The data update will cause sharing recalculations and should be completed during off-peak hours and the team can defer sharing calculations to decrease the risk of lock errors during the data update are two factors that should be considered when updating the sales territories and Account owners for 400,000 accounts with Private organization-wide defaults. Sharing recalculations are processes that update record access based on changes to sharing settings or ownership. Off-peak hours are times when there is
* less user activity or system load on Salesforce. Deferring sharing calculations is an option that allows users to postpone or schedule sharing recalculations for later times instead of running them immediately.
Lock errors are errors that occur when two or more processes try to access or modify the same record at the same time.
* By considering these two factors, Universal Containers can ensure that the data update is performed efficiently and effectively without affecting user experience or data integrity. By completing the data update during off-peak hours, Universal Containers can avoid impacting user performance or availability during peak hours when there is more user activity or system load on Salesforce. By deferring sharing calculations, Universal Containers can reduce the risk of lock errors during the data update by running them at a later time when there is less concurrent access or modification of records.

Question 92

Cloud Kicks has organization-wide defaults set to Private for Account.
With the rollout of Opportunity Teams, what should a consultant consider?

Answer 92

D. The Opportunity’s Account will be implicitly Read for the team.

** The Opportunity’s Account will be implicitly Read for the team is something that the consultant should consider when rolling out Opportunity Teams with Private Account organization-wide defaults. An Opportunity Team is a group of users who work together on an Opportunity, such as sales reps, sales engineers, managers, etc. Each Opportunity Team member has a role and a level of access to the Opportunity and its related records, such as Products, Quotes, Activities, etc. Organization-wide defaults are the baseline level of access that users have to records they do not own or share. Private organization-wide defaults mean that only the record owner and users above them in the role hierarchy
* can view and edit the records. Implicit sharing is a type of sharing that grants additional access to records based on relationships between objects or users. Implicit Read means that users can view but not edit a record.
* By rolling out Opportunity Teams with Private Account organization-wide defaults, the consultant should consider that the Opportunity Team members will have implicit Read access to the Opportunity’s Account, meaning that they can view but not edit the Account record related to the Opportunity they are working on.

Question 93

Cloud Kicks (CK) needs to determine the effectiveness of a recent marketing campaign on new leads’ quality.
CK is using Einstein Lead Scoring,
Which solution should the consultant recommend?

Answer 93

Create a custom score field to capture the marketing Campaign’s quality.

Question 94

The sates manager at Cloud Kicks has proposed that the consultant one large Discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption.
What are the three efficient approaches the consultant could recommend to the sales manager?

Answer 94

-Arrange multiple sessions with small groups of employees.

-Send a survey to all employees asking for a list of desired changes.

-Ask management to select which employees should participate In sessions.

^* Arranging multiple sessions with small groups of employees is an efficient approach to conduct discovery meetings, as it allows the consultant to interact with different types of users and gather more detailed and specific feedback from them. Sending a survey to all employees asking for a list of desired changes is another efficient approach, as it enables the consultant to collect quantitative and qualitative data from a large number of users in a short time. Asking management to select which employees should participate in sessions is also an efficient approach, as it ensures that the consultant meets with the key stakeholders and representatives of each business unit or function.

Question 95

The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.
Which two steps should the consultant recommend?

Answer 95

Enable caching and Offline Edit.

Download the Salesforce mobile app.

Question 96

Cloud Kicks has hired a consultant to help with its quoting process. The consultant has determined that some quote custom fields should be viewed from the Opportunity.
What should a consultant consider when implementing the custom fields?

Answer 96

B. Related Opportunity Line Items remain when a synched Quote Line Item is deleted.

** When a quote is synced with an opportunity, any changes made to the quote line items are reflected in the opportunity line items, and vice versa. However, if a synced quote line item is deleted, the related opportunity line item remains unchanged. This means that the consultant should consider how to handle the discrepancy between the quote and the opportunity when implementing the custom fields.

Question 97

Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with
…opportunities are missing Contacts.
Which feature should a consultant recommend to build this report?

Answer 97

Cross filter

A cross filter is a feature that allows users to filter a report by related objects and their fields, such as accounts with or without opportunities. A cross filter can be added to any report type that supports cross filters, such as accounts, contacts, leads, or opportunities. By using a cross filter, Universal Containers can build a report that shows accounts with opportunities that are missing contacts, such as accounts with opportunities without contacts.

Question 98

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.
How should the consultant efficiently share these reports?

Answer 98

Create a report folder, add members in a specific Role, and share the Report folder.

Question 99

Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company’s invoicing system within a separate Salesforce org.
What should a consultant implement to meet this requirement?

Answer 99

Salesforce Connect and External Objects

Salesforce Connect allows you to access data from external sources without copying it to Salesforce. You can create external objects that map to the data in the external system, and use them in Salesforce like any other objects. This can help you view and update customer billing information from another Salesforce org within your current org

Question 100

A consultant has been tasked with analyzing the way sates reps use Salesforce to work a deal from inception to close, and then presenting this information to management.
What should the consultant utilize to present the information?

Answer 100

The best way for the consultant to present the information about how sales reps use Salesforce to work a deal is to utilize a Business Process Map. This map will provide an overview of the process, and can be used to explain how each step of the process works. Additionally, a Business Process Map can also be used to identify areas of optimization and improvement, as well as to document any changes that need to be made. A Sales Architecture Map, System Landscape Diagram, and Entity Relationship Diagram are not suitable for this purpose.

Question 101

Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.
Which two actions should the consultant take to meet the requirement?

Answer 101

Create a dashboard component and schedule the dashboard to refresh monthly.

Schedule a reporting snapshot of the Opportunity History object to run monthly.

**Creating a dashboard component and scheduling the dashboard to refresh monthly can help the VP of sales determine the number of closed deals on a monthly basis and compare the month-over-month results. A dashboard is a visual display of key metrics and trends for records in Salesforce. A dashboard component is a chart, table, metric, or gauge that shows data from a source report. Users can create a dashboard component that shows the number of closed deals for each month based on a report that filters opportunities by stage and close date. Users can also schedule the dashboard to refresh monthly, so that it always shows the latest data.
Scheduling a reporting snapshot of the Opportunity History object to run monthly can also help the VP of sales determine the number of closed deals on a monthly basis and compare the month-over-month results. A reporting snapshot is a report that captures data at a specific point in time and stores it in a custom object.
Users can create a reporting snapshot that captures data from the Opportunity History object, which tracks changes in amounts or stages for opportunities, and stores it in a custom object with fields such as Month, Year, Stage, and Count. Users can then schedule the reporting snapshot to run monthly, so that it always captures the latest data.

Question 102

Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support.
How should the consultant meet this requirement?

Answer 102

Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

**This solution will meet the requirement by allowing Universal Containers to divide the revenue of the closed Opportunities between sales reps that worked on the deal and credit technical sales managers for their support.
Enabling Opportunity splits will allow sales reps to share credit for an Opportunity with other team members based on their contribution or involvement in closing a deal. Revenue splits will allow sales reps to divide a percentage of an Opportunity’s amount among team members who helped generate revenue for that Opportunity. Overlay splits will allow sales reps to give credit to team members who provided assistance or support for that Opportunity without generating revenue directly.

Question 103

Cloud Kicks is expanding to international markets. Sales reps are unable to find specific products in the international price book.
Which two steps should the consultant take to resolve this issue?

Answer 103

Activate the products

Add the products to the price book.

*** Activating the products and adding them to the price book are the two steps required to make products available for sales reps to add to Opportunities. A product is a good or service that can be sold in an Opportunity. A product must be active in order to be added to a price book. A price book is a list of products and their prices that sales reps can use when creating Opportunities. A product must be added to a price book before it can be added to an Opportunity.

Question 104

Which two considerations should be made when deploying dynamic dashboards?

Answer 104

Dynamic dashboards allow all users to view data as any user.

Dynamic dashboards require users to follow each component.

Question 105

Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?

Answer 105

Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.

Question 106

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.
What should a consultant recommend analysing adoption?

Answer 106

Open the Lightning Usage App.

**The Lightning Usage App is a tool that provides insights into how users are adopting and interacting with Salesforce features, such as Salesforce Files and multi-factor authentication. The app includes dashboards and reports that show metrics such as file views, downloads, uploads, previews, shares, multi-factor authentication logins, and more. The app can help admins monitor user behavior and identify areas for improvement or training.

Question 107

The consultant at Cloud Kicks has successfully implemented the Einstein Lead Scoring feature, and now wants to measure its effectiveness and track lead conversion rates.
Which three standard dashboards are available?

Answer 107

-Lead Score Distribution
-Conversion Rate by Lead Source
-Lead Score Distribution

Question 108

Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.
What will happen if the exchange rates are adjusted?

Answer 108

New opportunities will use the new conversion rate and old opportunities will remain the same.

Explanation:
When you adjust the exchange rates in a multi-currency org, the new rates only apply to new opportunities that are created or updated after the change. The old opportunities will retain the conversion rate that was in effect when they were last modified. This can help you preserve historical data and avoid recalculating closed opportunities. Verified

Question 109

Cloud Kicks’ (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing admin wants to ensure that CK’s email templates are retained.
Which two solutions should a consultant recommend for a successful migration?

Answer 109

Import email templates with the Data Loader

-Manually recreate the email and mail merge templates in Salesforce.

Question 110

Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce.
Which contacts should the consultant migrate from the marketing application to leads in Salesforce?

Answer 110

qualified Contacts

Qualified contacts are the contacts that should be migrated from the marketing application to leads in Salesforce when following a new Salesforce implementation. A contact is a record that represents an individual who is associated with an account or business. A lead is a record that represents a potential customer who has shown interest in a product or service. A qualified contact is a contact who has met certain criteria or thresholds that indicate their readiness or willingness to buy, such as score, behavior, demographics, etc. By migrating qualified contacts from the marketing application to leads in Salesforce, Cloud Kicks can ensure that only the most promising prospects are handed off to the sales team for further follow up and conversion.

Question 111

Universal Containers is growing its international business. Domestic account executives believe that the standard price book has become difficult to use because there are too many records reflecting different currencies and country-specific product variations.
What should the consultant recommend to improve usability for account executives?

Answer 111

Use custom price books for domestic and international customers.

** Using custom price books for domestic and international customers is the best way to improve usability for account executives who find the standard price book difficult to use because of different currencies and country-specific product variations. A price book is a list of products and their prices that account executives can use when creating opportunities. A custom price book is a price book that can be created and customized by users based on their needs and preferences. By using custom price books for
* domestic and international customers, account executives can easily select the appropriate price book for each opportunity based on the customer’s location, currency, and product requirements.

Question 112

Cloud Kicks (CK) has just started selling its products internationally. Management wants Salesforce Opportunities and forecasting to reflect the respective currency of CK’s prospects which include the U.S.
dollar, euro, British pound, and Japanese yen.
In which two ways will this impact the existing CK price book?

Answer 112

Opportunities to multinationals can induce more than one currency.

Each currency requires its own custom price book

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

Question 113

Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce.
Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.
Which two tools should a consultant recommend to meet the requirement?

Answer 113

-Data Import Wizard
-Data Loader

Explanation:
The Data Import Wizard and the Data Loader are both tools that can import data into Salesforce and assign records to a queue or run an active assignment rule1. The Data Import Wizard can import up to 50,000 records at a time, while the Data Loader can import up to 5 million records at a time2. Both tools can also prevent duplicates by matching records based on external IDs or Salesforce record IDs3.

Question 114

Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for the franchise sales division should only be able to set up Business Accounts.
What should the consultant recommend meeting this requirement?

Answer 114

Remove Person Account Record Types from the franchise sales user profile.

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

Question 115

Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce.
Which approach should the consultant use for the source data migration?

Answer 115

Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application

This is the approach that the consultant should use for the source data migration. Accounts, Contacts, and Opportunities are related objects in Salesforce, and they have dependencies based on their lookup or master-detail relationships. Accounts are parent objects of Contacts and Opportunities, so they should be migrated first. Contacts are child objects of Accounts and parent objects of Opportunity Contact Roles, so they should be migrated second. Opportunities are child objects of Accounts and parent objects of Opportunity Products and Opportunity Splits, so they should be migrated last.

Question 116

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CX has implemented dated exchange rates by using Advanced Currency Management.
How is the converted currency amount calculation on Opportunities determined?

Answer 116

The close date regardless of the opportunity stage

• The close date regardless of the opportunity stage is how the converted currency amount calculation on Opportunities is determined when using dated exchange rates and Advanced Currency Management.
  Dated exchange rates are exchange rates that are tied to specific dates or ranges of dates. Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. When using dated exchange rates and Advanced Currency Management, the converted currency amount on Opportunities is calculated based on the exchange rate that matches the close date of the Opportunity, regardless of whether the Opportunity is open or closed.

Question 117

Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK needs Salesforce to allocate credit to each sales rep to track against a sales quota.
Which Salesforce feature should the consultant use to meet this requirement?

Answer 117

Opportunity Split

Explanation:
Opportunity Splits is a Salesforce feature that allows users to allocate credit to multiple sales reps who collaborate on an opportunity. Users can define different types of splits, such as revenue splits or overlay splits, and assign percentages or amounts to each team member. Opportunity Splits can help track individual and team performance against sales quotas and goals. Verified References: [Opportunity Splits]

Question 118

At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWO) for Contact are set to ‘Controlled by Parent’, Which solution should the consultant recommend to meet this requirement?

Answer 118

Set up Account Teams with defaults for each sales rep.

Question 119

Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to CK wants to organize its data using the unique ID that is a number type in the ERP.
What should the consultant recommend to meet the requirement?

Answer 119

Map the ERP unique ID to a custom external ID unique number field.

• Mapping the ERP unique ID to a custom external ID unique number field is the best way to meet the requirement of organizing data using the unique ID that is a number type in the ERP. An external ID is a custom field that has the “External ID” attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. A unique number field is a custom field that has the “Unique” attribute, meaning that it does not allow duplicate values in the field. By mapping the ERP unique ID to a custom external ID unique number field, Cloud Kicks can use this field to match records during data import or update operations, avoid duplicate records or incorrect data, and maintain data integrity between Salesforce and the ERP system.

Question 120

The Cloud Kicks CEO needs to run reports from the sales team’s reports folder. The CEO’s assistant needs to control access to the reports. Sales managers need to change the reports when necessary.
How should the consultant meet the requirement?

Answer 120

Set the CEO access level to View, the CEO’s assistant to Manage, and the sales manager to Edit on ACO the folder.

This solution will meet the requirement by allowing the CEO to run reports from the sales team’s reports folder, the CEO’s assistant to control access to the reports, and the sales managers to change the reports when necessary. The View access level will allow the CEO to view and run reports in the folder, but not edit or delete them. The Manage access level will allow the CEO’s assistant to view, run, edit, delete, and share reports in the folder, as well as add or remove users from the folder. The Edit access level will allow the sales managers to view, run, and edit reports in the folder, but not delete or share them3