Set 1

Question 1

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 1

Record Types

Question 2

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

Answer 2

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

Question 3

Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about
new products.

Answer 3

Salesforce Files

Question 4

Cloud Kicks has purchased a list of leads and wants sales reps to contact and
measure the return on investment (ROI) of the purchased list.

Answer 4

Create a Campaign, import the list as Leads, and add them to the Campaign.

Question 5

During a Discovery session at Cloud Kicks, a topic is highlighted that is outside the
statement of work (SOW).

Answer 5

Define and submit a change order for the new items.

Question 6

Cloud Kicks sales reps want to see all of their current opportunities, and the full
details, with a minimal amount of navigation or clicks to cycle through them.

Answer 6

From the ‘My Opportunities’ list view, select the Split View option.

Question 7

During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new
system, which is impacting adoption.

Answer 7

Conduct a Beta review during the Validate phase.

Question 8

Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning
(ERP) system to S 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 8

Create a text field and insert the ERP unique ID.

Question 9

Universal Containers has hired a new employee for the Global Sales Leadership
team. The employee is intere in fostering friendly competition between account
executives, with emphasis on reinforcing activities that dri sales. Historically, for
every four prospect meetings held, one sale was generated.

Answer 9

Show a leaderboard on the regional sales dashboards highlighting the account executives
who have created the most opportunities.

Question 10

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 action would help support the sales teams?

Answer 10

Create a report based on the Opportunity reporting snapshot.

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

Question 11

A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia.
The company has multi currency 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 (USD)?

Answer 11

Enable parenthetical currency conversion.

Question 12

Cloud Kicks has 12 stages in 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 12

Align opportunity stages with probability and use collaborative forecasts for reporting.

Question 13

The sales manager at Cloud Kicks has proposed that the consultant hold 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 13

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

Ask management to select which employees should participate in sessions.

Arrange multiple sessions with small groups of employees

Question 14

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 (OWD)
for Contact are set to ‘Controlled by Parent’.

Answer 14

Set up Account Teams with defaults for each sales rep.

Question 15

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 (OWD)
for Contact are set to ‘Controlled by Parent’.

Answer 15

Set up Account Teams with defaults for each sales rep.

Question 16

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 closed/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 16

Configure Outbound message to publish the opportunity wins and update the ERP with
opportunity, account, and contact information from Salesforce.

Question 17

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 17

Leave the Company field blank.

Question 18

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.
Which solution should the consultant recommend to meet the requirement?

Answer 18

Enable schedules on the Product object.

Question 19

A consultant is working with Cloud Kicks (CK) on its initial Sales Could
implementation. CK wants its sales reps to be able to use Sales Cloud to track
accounts, contacts, and opportunities before its global conference in 4 months.
What should the consultant recommend to meet the requirement?

Answer 19

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

Question 20

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 20

Person Accounts can be merged with other Person Accounts.

Question 21

The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly
update process. The consultant has recommended completing the update outside of
business hours to avoid impacting users.
Where should the consultant direct the admin to check for scheduled system maintenance?

Answer 21

Salesforce Trust

Question 22

Organization-wide default settings for Account is set to Private at Cloud Kicks. Users
are unable to see each other’s 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 22

User A will have Read-Only access to the opportunity’s Account record.

Question 23

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?

Answer 23

Sales reps

Sales operations

Question 24

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 24

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

Question 25

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to
record as activities related to contacts in Salesforce. CK has Office 365, as well as a
policy that prevents users from installing anything directly on their computers.
Which solution should a consultant recommend to meet this requirement?

Answer 25

Einstein Activity Capture

Question 26

A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin
has noticed that making changes to the sharing model is taking increasingly more
time.
What are two solutions the consultant should implement to resolve the issue?

Answer 26

Move the users to the top of the role hierarchy.

Mass transfer the records to another role in the role hierarchy.

Question 27

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 27

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

Question 28

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 28

.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.

Question 29

Users at Cloud Kicks (CK) say the global search is returning too many results when
searching for contacts. CK’s admin confirmed that users have the correct permissions
and record access to the contacts they want to see.
What should a consultant recommend to yield better search results?

Answer 29

Add company name next to contact’s full name in the search window.

Question 30

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

Answer 30

Account Teams